Deals
Detail capture for deals that are ready to be onboarded.
How Do You Identify?
*
Please Select
House
Agent
Partner
Venue Details
Venue Name
*
DO NOT EDIT PREFILLED DETAILS
PandaDoc link (URL) to the signed SALES QUOTE
*
F.e. https://app.pandadoc.com/a/#/documents/mr39gaTrar9kn3K23v5vSV
What OS should we ship? Ubuntu 18 or 24? POS Bank Stations Require Ubuntu 24 ***For Ubuntu 24 Build will be on SmartTab version 4.0 or higher***
Please Select
Ubuntu24
Apple Products - Are they leasing or will they be sourcing their own?
Please Select
SmartTab is Leasing Them Apple Products
Client Is Purchasing Their Own Apple Products
No Apple Products
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Merchant Details
Is this an existing merchant? Do they have a current venue chain that they are listed as a merchant at admin.smarttab.com ?
*
No
Yes
Merchant App Signer (Ownership Info)
*
First Name
Last Name
Merchants Title (Role at Venue)
*
Merchants Email
*
example@example.com
Merchants Phone Number
*
Please enter a valid phone number.
Format: 1 + (000) 000-0000.
What is their Venue Chain url ?
*
Copy/Paste the direct link to the Venue Chain that this venue will be listed under. Located at admin.smarttab.com
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Is there a SmartTab rep within 30 minutes of this location?
Yes
No
Is the Merchant above the Primary Site Contact for On-Site Support Related Communications?
*
Yes
No
On Site Contact's Full Name
First Name
Last Name
On Site Contacts Title
On Site Contacts Phone Number
Please enter a valid phone number.
Format: 1 + (000) 000-0000.
On Site Contacts Email
example@example.com
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Network Details
Is SmartTab Managing This Venues Network?
*
Yes
No
What is the name of the person who is managing this venues network?
First Name
Last Name
What is their title?
What is their phone number?
Please enter a valid phone number.
Format: 1 + (000) 000-0000.
What is their email ?
example@example.com
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Billing Details
Anticipated Install Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Anticipated Go-Live Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hardware Billing Terms
*
Hardware Purchase
Lease
Hardware Billing Start Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hardware Repayment Plan
*
3 equal payments
Pay In Full
Need Approval
What are you proposing and why?
Monthly License per/mo
*
Lease rate per/mo
*
Monthly License / Lease Billing Start Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
How Many (DEVICES) w/ Chip Readers Are Onsite?
*
Are We Charging the Client The Pass Through Fee - $9.95 Per Chip Reader?
Please Select
Yes
No
Who is Paying?
*
Please Select
SmartTab
I am - Charge Me Monthly!
Who Approved This
*
Please Select
John Dang
Daniel Baron
Bryan Tepus
Total QCA Fee =
Processing Rates
*
Interchange +
Cash Discount
Flat Rate
Discount Rate % | Auth Fee $ | Per Item Fee $
Use the format above
What Rates Did the Client Agree and Sign On?
eg 5%
What Processor Are We Boarding Them With?
Expitrans (TSYS)
Feenix
WorldPay
When Should We Pull Processing Fee's From Their Account
Daily
Monthly
Estimated Monthly Sales Volume
ex: $100,000 per month
Discount Approvals Proof Chain
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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Shipping Details
How and Where are you getting the Hardware for your Install?
Requested By Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Deployment Center Processes Shipping Requests Monday - Thursday
Are you shipping directly to the venue, owner, manager, sales team?
Please Select
We are shipping to Venue Contact
We are shipping to a SmartTab Rep
I'm using my Regional Inventory
Confirm the Full Name who is receiving the shipment
First Name
Last Name
Shipping Contacts direct mobile phone number
Please enter a valid phone number.
Format: 1+ (000) 000-0000.
Hardware Shipping Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Account Management Details
Your Name
*
First Name
Last Name
Your Email
*
example@example.com
Additional Notes - Important Details - What else would we need to know to assist?
Submit
Should be Empty: