PBX Onboarding Questionnaire

Thank you for choosing Telewyze hosted UCaaS and PBX systems.

By answering the following questions below will help us better serve your needs. Please take the time to fill out the following information.

About your Business

What is the full legal company name

What is the full legal address tied to the business?

Who is the primary contact and what is there best form of contact?

Technical Requirements and Set Up

How many employees/users will be using the PBX system?

Are there specific features or functionalities you are looking for in the PBX system?

Telephone Numbers

Do you have an existing phone number(s) you wish to port over to our service?

And if the answer is No, then how many new numbers will you need? Local DIDs? Toll Free?

Hardware and Devices

Do you have existing telephones? or do you require new VOIP compatible phones?

I do have existing phones I do not have existing phones, and I am looking to buy or lease new phones I do not need physical phones. I want to use the mobile app or the web soft phone Other

Please give more information like existing make and models, or if you know what make and model you would like to purchase.

How many physical telephones does your company need?

Call Flow and Features

How should incoming calls be routed?

Do you have a preferred greeting script for the auto-attendant?

How should calls be handled after business hours?

Would you like voicemails emailed or sent to specific locations or individuals?

Do any departments or individuals require specific call forwarding rules?

Integrations and Additional Services

Are there any international calling restrictions, allowances or rules that need to be put in place?

Do you use any CRM or business software that you'd like to integrate with the PBX system?

Do you require any call analytics or reporting features?

Are there any additional services or features you're interested in?

Telewyze UCaaS PBX

Cloud PBX Simplified

1309 Coffeen Avenue, suite 1200
Sheridan, WY 82801