Process Collaboration Agreement

This field is for validation purposes and should be left unchanged.

Company Name

Primary Implementation Contact(Required)

First Name Last Name

Phone(Required)

Email(Required)

Company Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Expected Number of Full Users (desktop + mobile):(Required)

Expected Number of Limited Users (quoting or mobile only users):(Required)

Select Any Integrations You're Considering

ActionPay (Integrated Payment Collection)

Home Depot Integration

Lowes Integration

Pinpoint Status Integration

Twilio (texting) Integration

Slabsmith Integration

SpeedLabel Integration

QuickBooks Integration

Expectations and Accountability Benchmarks

Due dates below are expressed in terms of weeks after the initial Kickoff Meeting.

Task	Due Date
Attendance at all implementation and training appointments as scheduled (unless cancelled with 2 hours’ notice)	Ongoing
Completion of online training modules before beginning virtual training	Ongoing
Delivery of all dealer/account, vendor, and user data	Week 2
Delivery of all data required for quoting/estimate calculations and processes All data must be provided in the ActionFlow spreadsheet. We cannot accept data provided in PDFs, Word documents, or any format other than Excel or CSV files.	Week 2

Task	Due Date
Employee online training modules for quoting/estimates completed	Week 2
First virtual meeting to review initial quote/estimate calculations	Week 3
Completion of 3 actual historical quotes/estimates test entered into ActionFlow and confirmed to match earlier calculations	Week 3
Update pricing based on test quotes/estimates	Week 4
Employee online training modules for quoting/estimates completed	Week 4
Completion of first actual quote in ActionFlow and sent to customer	Week 5

Task	Due Date
Employee online training module for process completed	Week 6
Call to review initial data for process definitions	Week 6
First virtual meeting to review initial process setup	Week 7
Completion of 3 actual historical test jobs through ActionFlow process	Week 7
Update processes based on test job feedback	Week 8
Employee virtual training for process completed	Week 8
Completion of first actual job through ActionFlow	Week 9

Task	Due Date
Employee online training module for inventory completed	Week 10
Delivery of slab/sink data All data must be provided in the ActionFlow spreadsheet. We cannot accept data provided in PDFs, Word documents, or any format other than Excel or CSV files.	Week 10
First virtual meeting to review initial inventory processes and setup	Week 11
Update inventory based on initial inventory feedback	Week 12
Employee virtual training for inventory completed	Week 12
Completion of first actual inventory order/job through ActionFlow	Week 13

Name(Required)

First Last

Title(Required)

Signature(Required)