VisionDoc · Partner Program
Found a customer who cares about document security or going paperless? Fill this in and send it back. We do the groundwork before your first real meeting, then tell you whether it is worth chasing, which edition to pitch, and roughly what it costs.
Who is submitting this
RequiredWhere did this customer come from?
OptionalCustomer and contact
RequiredIndustry
RequiredLaw firms, accountants, healthcare and finance handle the most sensitive documents. Those deals usually close fastest.
How many people will use it?
RequiredThe people who will actually get accounts, not the whole company. Ten users is the minimum.
How many offices, and any outside Hong Kong?
OptionalMainland or overseas offices turn where the data lives into a live question.
How many copiers or scanners do they have?
OptionalHow do they scan today?
RequiredScan-to-folder is our cleanest way in — whatever lands in that folder, we pick up automatically.
Roughly how many pages a month?
OptionalThe meter reading has it. This number drives OCR volume and the licence recommendation.
What do the documents actually look like?
RequiredThis is the biggest single driver of how accurate we can be. Handwriting, chops and photocopies of photocopies are much harder than clean printed text — we would rather know now than after quoting.
Where do scanned documents end up?
OptionalHow much is already sitting there?
OptionalThe back catalogue is a separate project from the daily flow. Loading fifteen years of scans is migration work, and it lands against the storage included in each licence.
Any document management system in use?
OptionalDo they have IT support?
OptionalWhat problems have they raised?
RequiredTick everything they have mentioned. This is what decides Essentials against Professional.
Where should the extracted data go?
OptionalOnly matters if they want data pulled out of documents. Reading an invoice is one job; getting the numbers into their accounting system is a separate one we have to quote for.
Has anything already gone wrong?
OptionalCustomers who have been burned close fastest. A leaked file, an audit finding or a client complaint all count.
Write down their problem in their own words
RequiredCopy what they actually said and do not polish it. This is the single most useful answer for our groundwork.
Will they accept documents in the cloud?
RequiredLaw firms, government and healthcare often require no internet at all. We can run fully on-premises, but it is quoted differently.
When do they want to start?
RequiredWhen does anything they are locked into expire?
OptionalA copier contract or a DMS renewal is usually the real deadline, and you are the one who knows the date.
How much work does this take them today?
OptionalThis is the business case. "Two clerks, three hours a day" is the line that gets a budget approved, and it is the strongest thing we can put in a proposal.
Has budget come up?
OptionalAnnual figures. If it has not come up, say so rather than guessing.
Does this need a formal tender?
RequiredAny other vendors in the running?
OptionalWho signs off?
RequiredWhat should we do next?
RequiredPermission to hold these details
RequiredRough figures from list price. Partner discount, implementation and storage overage are quoted separately — the formal quote from us is the only real number.
14 required answers still missing.