Part 1 Part 2 Part 3 Part 4 10% Proposal Planner – Part 1 All About You Contact Information* Email* PhoneCompany Upload a Project Brief (Optional)Only PDFs allowedMaximum upload size: 50MBAccepted file types: pdf, Max. file size: 50 MB.Please take a moment to introduce yourself, your business or organization and if applicable, your product.Please tell us as much as you can about your customer base, clientele or intended target audience in relation to this project.Please provide some high level information about your top competitors. You may also include URLs if applicable. What areas of the current site are successful and why? Proposal Planner – Part 2 The Project Details What services are you inquiring about? You may select more than one.* New Website Website Redesign Custom WordPress website design and development eCommerce website Design & Development ERP Integration What are the goals for this project? How will its success be measured.*If this is a website redesign, please enter the current URL (please include https://) When would you like to begin your project?*Please select estimated timelineASAP3 - 6 monthsMore than 6 monthsWhen would you like to complete your project?*Please select estimated timelineASAP3 - 6 monthsMore than 6 months Proposal Planner – Part 3 Timeline & Budget Will you require a content management system?* I do not need a CMS Wordpress Drupal Magento Shopify Custom I'm not sure Please describe the functionality requirements for your website. This may include things like user registration, a secure portal, or a store locator.*If possible, please provide a brief description of the desired look or style preference for your project. You may also provide URLs.*What products do you sell?* Apparel & Fashion Health & Beauty Food & Beverage Consumer Electronics Home furnishing Other Proposal Planner – Part 4 Ecommerce Questions Do you currently have an e-commerce website? Yes No What kind of products do you sell? Physical Digital Both physical and digital What best defines your business?Select all that apply. Wholesaler Distributor B2C Store looking to move into Wholesale Retail store looking to sell products online Manufacturing business looking to sell wholesale products Other How do you sell your products?Select all that apply. Online-Ecommerce Store Online-MarketPlace (I.e. Amazon, Ebay) Online-Social Media (Facebook, Instagram, Pinterest) Offline-Retail Location-I have a retail location for my brand (i.e. Brick & Mortar Store) Offline-Retail Location-I sell my products in retail stores, but it is not my branded store Offline-Retail Location-I setup a seasonal retail store, but I do not have a permanent retail store Offline-Catalog Other What ecommerce platform do you currently use? Woocommerce Shopify Magento BigCommerce Other What is your total amount of Ecommerce revenue you did in 2019?* < $500k $500k - $999K $1 Million - $3 Million > $3 Million To the best of your knowledge, please enter a sum that best represents the gross sales you made last year from direct, ecommerce transactions.What is your average order value? 0-100 101-200 201-500 >501 Note, AOV = Gross sales / # of salesHow many total orders are on the site? <1000 1000-5000 > 5000 This should reflect the number of orders on the website.How many total customers are on your site? <500 500-2500 > 2500 This should reflect the total amount of customers to date made overall on the website.Do you need any third party integrations?Select all that apply. Shipping Integration Multiple Payment Integration Accounting Integration Tax Integration Email Marketing Integration CRM Integration PIM (Product Information Management) DAM (Digital Asset Management) Do you need an ERP Integration? No Yes, Integrate Yes, Integrate + Implement it Proposal Planner – Part 5 Product/Pricing Rules How many product do you have? <50 50-500 500-2500 2500-5000 > 5000 How many product SKUs variants do you have? <500 500-5000 5001-10000 10001-20000 > 20001 Note, If you sell a product that has variants (sizes, colors, etc), total each unique SKUProduct SKU Variants Determined By:Select all that apply. Style Color Size Big & Tall Sizes B2C & B2B Variant B2C Only Variant B2B Only Variant Other What Kind of Product Categories do you need?Select all that apply. Best Sellers New Arrivals On Sale In Season Limited Edition By Brand/Vendor Men's or Women's Featured Quick Ship Custom Products Other What Type of Wholesale Pricing Rules do you need?Select all that apply. Pricing Tiers Minimum Order Quantity Live Dynamic Pricing Set percentage-based discounts across your entire store or across collections Set fixed (flat) prices for products and variants in price lists Set volume-based pricing rules for products and variants Different products/prices to different segments of customers Create custom price catalogs for individual customers or groups Enable fixed-price lists, percentage off, or volume-based discounts Other Automatic Discounts (Do you want to create rules to apply a discount according to what's in the shopping cart?) Based on:Select all that apply. What's in the Cart-Amount of the order What's in the Cart-Total number of items (same item) What's in the Cart-Total number of items (different item) What's in the Cart-Product Type/Variant Who's Buying-Customer Tag Who's Buying-Past Order Weight of the order Brand/Vendor of Product Other What Type of Live Dynamic Pricing Rules do you need?Select all that apply. Dynamic pricing is when a seller changes its price to match the market and capture more customer demand. Based on % discount Based on volume discount set volume-based pricing rules for products and variants Minimum Order Quantity Pricing Tiers Different products/prices to different segments of customers Create custom price catalogs for individual customers or groups Enable fixed-price lists, percentage off, or volume-based discounts Other Is there anything else you’d like to add regarding Dynamic Pricing?Do you need Role Based Pricing?Select all that apply. MSRP Wholesale/Distributor price (Not logged in) Wholesale/Distributor price (Logged in) Customer Price (B2C Price) Proposal Planner – Part 6 Product Page Features Product Page FeaturesSelect all that apply. Show users estimated delivery date Reviews Email Product Page Show inventory levels Size Charts Search Bar Recommended Products Individual Product Video Advanced Product Page FeaturesSelect all that apply. Order Matrix Table Live Dynamic Table Show users estimated delivery date Email product page Show inventory levels Size charts search bar Downloadable Resources Recommended products Allow Backorders Display Inventory Information (Qty in Stock, Qty on PO/Due Date) Bulk Add to Cart Table (for quick specification of quantities for multiple skus to add to cart) Display Pricing Table Information (Retail, Wholesale, Customer) Allow Backorders on your inventory Allow Backorders on your Suppliers inventory Downloadable ResourcesYour wholesale/distributor apparel product page should be a resource for your wholesale/distributor customers and sales reps. Here are resources your wholesale/distributor customers could find value in: Create virtual Product/Style sheet Download product images to zip file Online Catalog link Companion piece (if applicable) Customize Order?Select all that apply. Upload logo Upload multiple logos Choose Decoration Type: embroidery, dye sublimation, heat transfer, laser etch, or screen printing Choose Decoration Location: left chest, right chest, left bicep, right bicep, or back yoke Order Notes/Decoration Instructions: add additional notes about the customization Allow customers to upload logos in file types such asSelect all that apply. DST AI PSD EPS SVG PNG JPG TIFF GIF Is there anything else you’d like to add regarding Product Page? Proposal Planner – Part 7 Order Fulfillment & Shipping How do you handle Order Fulfillment?Select all that apply. In-house fulfillment Out-source fulfillment Dropshipping Hybird What shipping rates do you offer?Select all that apply. 1 Flat rate (typically ground) Ground (5-7 day) Priority (3-5 day) 2-day Overnight/Next Day What shipping providers do you use?Select all that apply. USPS UPS Fedex DHL Other What shipping integrations do you use?Select all that apply. Shipstation Shippingeasy Ordoro EasyPost Aftership Other Do you need Shipment Tracking & Order Update capabilities?Select all that apply. Automatic notifications for customers when orders have been shipped Allow customers to track the delivery of products Advanced Shipment FeaturesSelect all that apply. Ship 1 order to multiple addresses Ship 1 customer to multiple addresses Threshold based free shipping Customer Shipper ID I need to connect my shipping tracking number to my ERP system How do you calculate Shipping Rates?Select all that apply. 1 Flat rate Box Weight + Sizes National Delivery Zones International Shipping Capabilities Different shipping rates based on product or product sku Bulk or Pallet Shipping Calculations Proposal Planner – Part 8 Payment Processing How do you handle Payment Processing?Select all that apply. Offline (Net Terms, Offline Invoice) Offline (cash on delivery (COD), money orders, and bank transfers.) Online (Credit Cards, Amazon Pay) Discounts (Gift Card, Coupon Codes) Hybird What Payment Processors will process Credit Cards Online?Note: Processing payments through Stripe allows them to securely handle the payment process – this way, your company is never responsible for accessing and securing credit card numbers and other sensitive data. This is the company Amazon uses for credit card payments! Stripe Authorize.net Other Which payment gateways and services do you want to offer?Select all that apply. PayPal Google Wallet Bank transfer COD Check/ money order Zero total checkout Other What payment integrations do you use?Select all that apply. Stripe (for credit cards) Authorize.net (for credit cards) Paypal Amazon Pay Google Pay Apple Pay Other Advanced Payment FeaturesSelect all that apply. Store Credit Cards on your site for later use/Can customers store payments on website for later use? Gift Cards Coupon Codes Recurring Payments (Subscriptions) Automated Invoice Entry + Processing with your accounting system 1 Dollar Authorization Split Payments Need to calculate additional payment based on shipping fee Need to calculate additional payment based on customized product features (decoration, BIG & Tall Sizes, ) Proposal Planner – Part 9 Accounting & Tax Accounting & Tax Features NeededSelect all that apply. Instant Invoice Management Payment refunds Sales reporting Automates your sales tax compliance What Accounting integrations do you use?Select all that apply. Quickbooks Xero Freshbooks ERP System has accounting capabilities How do you Calculate your online sales tax? In-house-Manually In-house-Use a software (i.e. Taxjar, Alvara) External-By an Accountant/Bookkeeper/CPA This could be your in-house accountant, external accountant, software that you use, or if you’re a business owner (But I want to meet you).What Tax integrations do you use?Select all that apply. Alavara Alvatax Taxjar Taxcloud Proposal Planner – Part 10 ERP Integration Do you need an ERP Integration? No Yes, Integrate Yes, Integrate + Implement it The #1 reason I need a Ecommerce ERP Integration is for? Order Mgmt. Customer Information Mgmt. Inventory Mgmt. Product Mgmt. I don't need a ERP Integration What ERP Features do you need?Select all that apply. Pricing Rules Automated Order Management Real-Time Product Stock Levels OmniChannel Sales Strategy Multiple Payment Options Shipment Tracking & Order Updates Automated Order Process What ERP integrations do you use?Select all that apply. Netsuite Oracle Apparel Magic SAP Sage Filemaker Microsoft Dynamics Other EmailThis field is for validation purposes and should be left unchanged.