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Account Setup Form
Account Setup Form
Customer Survey
Developer Signup
Fax Deliverability Issue
Perry Pro Tech Setup Form
Prospect Form
Ricoh Account Setup
Send a fax!
Submit your hours for customer billing
Test Account Setup
Thank You
Welcome to WestFax
WestFax Secure Cloud Fax
Whistle-Blower
Perry Pro Tech Setup Form
"
*
" indicates required fields
Phone
This field is for validation purposes and should be left unchanged.
INSTRUCTIONS
Please fill out this form as best as you can ensuring you have the information you need to set up a customer. If you aren’t sure you can leave things blank but acknowledge those unknowns in the “Additional notes” field on the bottom. If you need assistance please contact our account setup team at order@westfax.com and we’ll assist.
Company Information
This is the end customer. Not PerryProTech unless you are handling all setup and admin of the service.
Customer Name
Customer Admin
First
Last
Company Phone #
Admin Email
Billing Information
Accounts Payable Name
AP Email
Billing Start Date
MM slash DD slash YYYY
Additional Plan Details
Requester Name
*
Who at PerryProTech is requesting this setup?
Requester Email
*
Please provide your email so we can let you know when it’s complete.
Technical Information
This covers the account setup, numbers, options and more.
Porting Numbers (If Needed)
Number
Name of Line
Add
Remove
If you are porting enter the number, name of the line (Can be anything or just the number) If you aren’t sure yet that’s ok. Leave it blank. We will put a temporary number on the account until we have defined numbers.
New Numbers (If Needed)
Area Codes
Name of Line
Add
Remove
Enter the requested Area codes and a name for the line is applicable. If you aren’t sure yet that’s ok. Leave it blank. We will put a temporary number on the account until we have defined numbers.
Setup Users ahead of time?
No (Customer will manage)
Yes
Do they want SSO? $295 fee
Yes
No
Professional Services needed ($135 hourly)
No
1 Hours
2 Hours
3 Hours
4 Hours
5 + Hours
Options
Customer is HIPAA
Account Users
Product or Account
Access Level
Name
Email Address
Add
Remove
Actual Users and permissions. Leave blank if you aren’t sure.
Any additional Notes or Setup instructions
Estimated Fax Page Volume (Monthly)
Please provide an estimate of pages per month this user will utilize. If not known, provide an estimate.
Documents
Attach PO and LOA (If porting TollFree) and other documents as needed.
Documents
Drop files here or
Select files
Max. file size: 400 MB.