1) Company basics
2) Locations (add one row per U.S. location)
Tip: Physical U.S. business location (office, plant, etc.)
| Location name |
City |
State |
Estimated U.S. Employees |
|
3) U.S remote employees
This intake is for estimating scope and pricing only.
Summary
Generate your intake summary, then open the email builder.
Tip: Click “Generate quote email” first.