Engage FI-Vendor Demo Scheduling Preparation

Thank you for your interest in sharing your product(s) with our team! The purpose of this short questionnaire is to ensure we have the correct internal audience and introduction for your presentation. We understand that time is precious, so there are only a few questions for you! Once we receive these responses, we will look at the available times and get your demo scheduled! 
 

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* 1. Which Engage FI team member provided you with this link?

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* 2. What is the name and line of business of the product you would like to share with Engage FI via a demo?

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* 3. Would you like engage fi, LLC. (EFI) to provide the web meeting link and technical support (Microsoft Teams), or would you prefer to provide your own web link via the application of your choice for the product demo?

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* 4. For internal training and educational purposes only, EFI would like to record the demo (please note this is never to be shared outside of the company for any reason). Do you consent to allow the recording of the product demo?

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* 5. Would you be providing any other documentation along with the demo?

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* 6. How many clients are currently live on your platform?

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* 7. Please provide the name, title, and contact information for scheduling.

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* 8. Please choose your current client base:

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* 9. Do you have a current NDA with Engage FI?

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* 10. Would you be interested in participating in a future Engage FI Vendor Showcase?

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