QuikBox Configurator

Date

:

QuikBox Mini Appliance

Choose QuikBox Appliance

QuikBox Mini X - Suitable for 1 to 2 applications that are not processor intensive such as Mobile Print & IM.

QuikBox Mini X2 - Suitable for 1 to 4 applications such as Scanning, Mobile Print & IM.

QuikBox Mini X3 - Suitable for 1 to 6 applications such as Scanning, Mobile Print & IM. This is the fastest Mini available.

Note: The QuikBox Mini core hardware is not upgradeable. If there is possibility that the customer may want to add more services in the future, it is best to pick an X3

Internal 2nd Drive for Additional Storage

If the customer wants to use their QuikBox for storage

Additional Networking Options

Battery Back UPS Options

Web Security SSL Certificate

SSL Certifcate is recommended for any web options. SSL keeps data and passwords encrypted.

QuikBox Mini X Details

QuikBox Mini X2 Details

QuikBox Mini X3 Details

SubTotal - QuikBox Mini $

MiniOS

External Storage

RAID Storage

SubTotal - External Storage $

Office Scan Pack

Office Scan Pack Title

Office Scan Pack Tag Line

You can modify this tag line for your proposal

Office Scan Pack Description

You can modify this description template for your proposal

Total Number of MFP Licenses

$2295 Base - $595 for each additional MFP license

Optional Process Modules

Multi-threaded OCR Conversion Zone OCR Module Barcode Recognition Module ODBC Database Connector

$1,495 Each

SubTotal - Office Scan Pack $

Mobile Printing

Mobile Printing Title

Mobile Printing Tag Line

You can modify this tag line for your proposal

Enterprise Mobile Printing Description

You can modify this description template for your proposal

Total Number of MFP/Network Licenses

How many wireless subnets?

The QuikBox provides support for one wired & one wireless subnet. Please note, many companies also have a guest wireless subnet. Each additional subnet is $595 each.

SubTotal - Mobile Printing $

Document Search

Document Search Title

Document Search Tag Line

You can modify this tag line for your proposal

Document Search Description

You can modify this description template for your proposal

User Licenses - DS

Minimum of 5 Users

SubTotal - Document Search $

Email Search & Archive

Email Search & Archive Title

Email Search Tag Line

You can modify this tag line for your proposal

Email Search Description

You can modify this description template for your proposal

User Licenses - ESA

Minimum of 5 Users

SubTotal - Email Search $

Web File Share (WFS)

Web File Share Title

Web File Share Tag Line

You can modify this tag line for your proposal

Web File Share Description

You can modify this description template for your proposal

User Licenses - WFS

Minimum of 5 Users

SubTotal - WFS $

CRM

CRM Title

CRM Tag Line

You can modify this tag line for your proposal

CRM Description

You can modify this description template for your proposal

User Licenses - CRM

$595 - Unlimited Users - Perpetual LIcense

SubTotal - CRM $

Knowledge Base (Knowledge Share Portal)

Knowledge Base Title

You can modify this title for your proposal

Knowledge Base Tag Line

You can modify this tag line for your proposal

Knowledge Share Description

You can modify this description template for your proposal

User Licenses - KB

Admin/Contributor License(s) with Unlimited Guest Users

SubTotal - KB $

Instant Messaging (IM)

Instant Messaging Title

You can modify this title for your proposal

Instant Messaging Tag Line

You can modify this tag line for your proposal

Instant Messaging Description

You can modify this description template for your proposal

User Licenses - IM

$595 - Unlimited Users - Perpetual LIcense

SubTotal - IM $

Remote Desktop Access

Remote Desktop Access Title

You can modify this title for your proposal

Remote Desktop Access Tag Line

You can modify this tag line for your proposal

Remote Desktop Access Description

You can modify this description template for your proposal

Computer Licenses - RDA

Licensed by Computer - Unlimited Users

SubTotal - RDA $

CMS in a Box with Apache WebServer(Website Ready)

CMS Title

You can modify this title for your proposal

CMS Tag Line

You can modify this tag line for your proposal

CMS Description

You can modify this description template for your proposal

CMS Bundle

CMS Bundle - WordPress, Joomla & Drupal

SubTotal - CMS $

Enterprise Organizer Pro

Enterprise Organizer Title

You can modify this title for your proposal

Enterprise Organizer Pro Tag Line

You can modify this tag line for your proposal

Enterprise Organizer Pro Description

You can modify this description template for your proposal

User Licenses - EOP

$250 per Computer - Pertpetual License

SubTotal - Enterprise Organizer $

QuickBooks Scan Pack

QuickBooks Scan Pack Title

QuickBooks Scan Pack Tag Line

You can modify this tag line for your proposal

QuickBooks Scan Pack Description

You can modify this description template for your proposal

Setting Expectations Upfront - Please make sure customer is aware:

There is a required 24 month non-cancelable rmonthly maintenance fee of $49.00 for each active QuickBooks company file. This covers unlimited usage of common readers, training, support, and software upgrades. There is a minimum of one active QuickBooks company per month.

User Licenses - QBSP

Perpetual License + Required Monthly Maintenance

# of QuickBooks Company Files*

This is the # of QuickBooks Company Files that will use this Scan Pack

SubTotal - QB Scan Pack $

QBSP Required Monthly Maintenance

Make sure the customer understands this

Professional Support Pack

Professional Support Pack Title

Professional Support Pack Tag Line

You can modify this tag line for your proposal

Professional Support Pack Description

You can modify this description template for your proposal

Professional Support Packs

Make sure you get the support you need for installation, configuration, training & ongoing support.

On-Site Trips

You can customize the level of on-site visits vs. remote support

SubTotal - Professional Support Pack $

Technology Protection - Software Updates & Hardware Maintenance

1 Year Additional Technology Protection $

2 Years Additional Technology Protection $

10% Savings

3 Years Additional Technology Protection $

15% Savings

4 Years Additional Technology Protection $

20% Savings

Select Additional Coverage

Included 1 Year Additional 1 Year Additional 2 Years Additional 3 Years Additional 4 Years

Total Coverage

Year(s)

Calculation Warranty Total $

Additional 1 Year Subtotal $

Additional 2 Year Subtotal $

Additional 3 Year Subtotal $

Additional 4 Year Subtotal $

Customer Pricing Options

Suggested Retail Price $

Cash, Check or Credit Card

Add or Subtract any additional amount? $

To subtract place a "-" sign in front

Customer Sales Price* $

Show Cash Purchase Price on Quote

Yes

12 Month Lease (Baker's Dozen) $

13 Payments, One Advanced Payment (Interest), $1 Purchase Option

36 Month Lease $

$1 Purchase Option - Rate Factor .0333

48 Month Lease $

$1 Purchase Option - Rate Factor .0262

60 Month Lease $

$1 Purchase Option - Rate Factor .0217

Warranty Information

You can modify this warranty description template for your proposal

Investment Justification?

Yes

Reseller Information

Reseller Code

Reseller Cost $

Cash, Check or Credit Card

Reseller Margin $

Your Name*

First Name

Last Name

Your Email*

Customer Information

Customer Company Name*

Customer Address

Address Line 1

Address Line 2

City

State

ZIP Code

Customer Name

First Name

Last Name

Customer Phone

Customer Email

Identify Customer Problem & Our Opportunity

What are the customer's needs and wants? Can you get them to prioritize what is the most important need?

Need or Priority #1

Add additional need

Yes

Need or Priority #2

Add additional need

Yes

Need or Priority #3

Add additional need

Yes

Need or Priority #4

Add additional need

Yes

Need or Priority #5

Additional Notes of Needs and Wants

Gathering Cost Information

How much time do I need to save to justify the investment of my QuikBox?This is the ROI information gathering section, we have pre-filled it with typical average sample data. If you have collected the information from your customer, you can modify it.

Monthly External Storage Costs

$

For example $250/Month for Iron Mountain

Monthly Internal Storage Costs

Lease Space Cost Per Square Foot $

For example $17/Square Foot

# of File Cabinets

Lateral File Cabinet Width

42" 36" 30" 24"

Monthly On-Site Storage Expense $

Other Costs

Monthly Filing Related Costs $

For example a) file folder costs b) label costs

Printing Costs $

How much do we print and then file away

Cloud Service $

Such as DropBox or Google Drive

Total of Hard Costs

$

Storage and filing costs

Employee Costs

Average Hourly Pay Rate

Without taxes & benefits (U.S. Department of Labor 2013 Fall Report stated that the average hourly was $21.54 per hour worked for wages and salaries)

Are they employees with benefits?

Yes No

Contract (Without Benefits)

Calculate Employee Cost without Benefits $

Calculate Employee Cost with Benefits $

Estimate Composite Benefit Rate of 1.44615 - Based on U.S. average of 30.9% according to U.S. Department of Labor 2013 Fall Report

Employee Compensation Hourly Cost to Company

Average Employee Cost to Company for each minute? $

Cents per Minute

Overall Time Savings Justification

Do you think you can save this much time each day for each employee using the new solution? This is the easiest way to calculate if the new solution can pay for itself.

How many people will use this solution?

Average number of days solution will be used

There are typically 21 days per month

12 Month Lease - Minutes per Day

Can the customer save "X" Minutes per Employee per Day with this solution?

36 Month Lease - Minutes per Day

Can the customer save "X" Minutes per Employee per Day with this solution?

48 Month Lease - Minutes per Day

Can the customer save "X" Minutes per Employee per Day with this solution?

60 Month Lease - Minutes per Day

Can the customer save "X" Minutes per Employee per Day with this solution?

Process Savings Justification #1

Name of Process

For example - "Finding for paper files"

Average Employee Cost to Company for each minute? $

Cents per Minute

How much time is spent doing this process?

Put minutes spent in a day per employee

How many employees do this process?

Put number of employees - At least 1 employee

How many work days per month is this done?

Put days - There are 21 work days on average in a month

What percent of time do you think you can save?

For example for 50% savings type "50" without the percent sign

Current Total Monthly Time Spent Doing this process

In Minutes - Using the current way

Current Total Monthly Cost of Doing this process $

Calculated Time Percentage

Estimated Monthly Time Savings

In Minutes - Using the new way

Estimated Monthly Financial Savings $

Using the new way

Add additional process

Yes

Process Savings Justification #2

Name of Process

For example - "Finding for paper files"

Average Employee Cost to Company for each minute? $

Cents per Minute

How much time is spent doing this process?

Put minutes spent in a day per employee

How many employees do this process?

Put number of employees - At least 1 employee

How many work days per month is this done?

Put days - There are 21 work days on average in a month

What percent of time do you think you can save?

For example for 50% savings type "50" without the percent sign

Current Total Monthly Time Spent Doing this process

In Minutes - Using the current way

Current Total Monthly Cost of Doing this process $

Calculated Time Percentage

Estimated Monthly Time Savings

In Minutes - Using the new way

Estimated Monthly Financial Savings $

Using the new way

Add additional process

Yes

Process Savings Justification #3

Name of Process

For example - "Finding for paper files"

Average Employee Cost to Company for each minute? $

Cents per Minute

How much time is spent doing this process?

Put minutes spent in a day per employee

How many employees do this process?

Put number of employees - At least 1 employee

How many work days per month is this done?

Put days - There are 21 work days on average in a month

What percent of time do you think you can save?

For example for 50% savings type "50" without the percent sign

Current Total Monthly Time Spent Doing this process

In Minutes - Using the current way

Current Total Monthly Cost of Doing this process $

Calculated Time Percentage

Estimated Monthly Time Savings

In Minutes - Using the new way

Estimated Monthly Financial Savings $

Using the new way

Use for ROI Calculation

Yes

Process Savings Analysis

Monthly Time Spent Using Current Processes

In Minutes

Estimated Monthly Time Savings with Solution

In Minutes

Monthly Costs of Using Current Processes $

Estimated Monthly Cost Savings with Solution $

Total Cost of Ownership - Estimate

TCO = Total Solution + Technology Protection for Entire Term of Lease + Professional Support Pack+Sales Tax (10%)

Excludes Property Tax, Insurance & Electricity

12 Month TCO $

36 Month TCO $

48 Month TCO $

60 Month TCO $

Return on Investment - Estimate

ROI = Total Benefits - Total Cost / Total Cost * 100

Includes: Total Solution + Technology Protection for Entire Term of Lease + Professional Support Pack + Sales Tax (10%)

Excludes: Insurance, property tax and electricity

36 Month ROI (Processes Only)

%

36 Month ROI (Processes + Monthly Expenses)

%

48 Month ROI (Processes Only)

%

48 Month ROI (Processes + Monthly Expenses)

%

60 Month ROI (Processes Only)

%

60 Month ROI (Processes + Monthly Expenses)

%