Request for Proposal | Fantastic Management Tool by TATerms

Name

First

Last

Agency Name

Base Tables

1) Do you anticipate requesting any significant changes to the AGENTS table?

Yes

No

Not Sure

Please describe any changes you want or might want made to the AGENTS table.

2) Do you anticipate requesting any significant changes to the CLIENTS table?

Yes

No

Not Sure

Please describe any changes you want or might want made to the CLIENTS table.

3) Do you anticipate requesting any significant changes to the BOOKINGS table?

Yes

No

Not Sure

Please describe any changes you want or might want made to the BOOKINGS table.

Our standard package comes with sub-tables for:

Walt Disney World Resort Hotels
Disneyland Resort Hotels
Universal Orlando Resort Hotels
Vendors/Suppliers

4) Do you anticipate requesting any other tables or subtables?

Yes

No

Not Sure

Please describe any additional tables or subtables you think you may need.

Data Migration

5) Do you plan to migrate existing data into your new Base?

Yes

No

Not Sure

Which kinds of data do you currently have that you want to migrate to your new Base?

Agent Data (Name, Contact Info, etc)

Client Data (Name, Contact Info, Agent, etc)

Booking Data (Client, Price, Commission, etc)

OtherOther

Please select all that apply

In what file formats is the data you wish to migrate currently stored?

Excel Spreadsheet (.xls, .xlsx)

Numbers Spreadsheet (.numbers)

Comma Separated Values (.csv)

Google Sheets

Proprietary CRM Software Format

OtherOther

Please select all that apply

Can your data stored in proprietary format be exported?

Yes

No

Not Sure

What data export file formats are available?

Excel Spreadsheet (.xls or .xlsx)

CSV

Google Sheets

OtherOther

Please check all that apply

Front End/User-Facing

6) How many read-only users do you anticipate using your Base?

How will read-only users access your Base data?

No direct access - I'll send them what they need

Embedded in an existing agency website

Embedded in a new agency website

As free account users via Airtable

I don't know

OtherOther

7) How may Airtable data collection forms do you anticipate using?

8) Who will create your data entry forms?

Agency will create all forms

Developer will create all forms

Developer will create basic forms, Agency will create the rest

OtherOther

9) How will you make data entry forms available?

Agency will embed on our own website

Developer will embed on Agency website

Agency wants Developer to provide a landing page for embedded forms

Not Sure

OtherOther

Training

All Development packages include an hour of training for the agency owner at the time the Base is completed and turned over to the Agency. This question is about additional training, beyond that hand-off training.

10) With regard to training, I anticipate needing

Handoff training for the Agency owner

Additional follow-up training for the owner, within one month

A training session for Agents/Read-Only users

OtherOther

Please check all that apply.