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Why Candid
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Have questions?
Let's Chat!

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Solution Builder

1 Products and Services

2 Solution Requirements

3 Quote and Next Steps

Referral*
What type of business solution(s) are you in the market for?*
When you're ready, select the top three services from the list below you'd like to generate a free quote for.
- devices Business HardwareLaptops / Monitors / Headsets / Routers / Servers
- wysiwyg Business Software (SaaS) Accounting / Email / CRM / E-Signature / Scheduling
- headset_mic Communication / Customer Experience Businenss Phone, Mobile, Text, Chat, Video , Contact Center, Omni-commerce Tools
- point_of_sale Credit Card Processing / PoS Improved payment processing with better rates and a Point of Sale system that works for you
- drive_folder_upload Data Services Backup, Storage, Data Migration, Other Cloud Services
- power Energy / Utility Energy Savings, Utility Bill Negotiation/Audit
- router Internet / Network Cable / Fiber / 4G / 5G / SD-WAN / Other
- security Security Physical Security, Cyber Security, Security/Compliance Audit
- shopping_cart Website / E-CommerceWeb Hosting, App Development, Integrations, Digital Marketing
- businessOffice buildouts, multi-location solutionsNew location buildouts, Buy/Sell real-estate, multi-location solutions
- account_treeManaged IT PartnerDedicated IT/Managed Service Provider, Technology Audit, IT Help Desk etc
- manage_accounts Other Business SolutionEngineered Solution / Consultancy

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Your Business Details
Company Name*
How would you describe what your business does?
Does your business sell products or services?
Number of Employees
Section Break
Payment Processing
Accept payment at lower rates or update your current Point of Sale system
Does your business currently accept credit cards?
- Yes
- No
What's the average value of your credit card transaction?
- $1 - 49
- $50 - 199
- $200 - 999
- $1000+
What's your current or projected monthly credit card volume?
- $1 - 9,999
- $10,000 - 24,999
- $25,000 - 49,999
- $50,000 - 150,000
- $150,000 +
Are you interested in information on credit card terminals?
- Yes
- No
How are you planning on accepting payments?
- Online / eCommerce Store
- In Store
- Phone
- Text
Credit Card Processing Statements
Please include your last two credit card statements from your existing provider. If using Square or Stripe a screenshot of the reports dashboard containing the last two months will also work!
Drop files here or
Section Break
Energy / Utility Savings
Receive a free energy quote or lower your current energy and utility costs.
What type of energy/utility service do you need?
- Switch - Switch I have power today and am looking for a new plan.
- New Service - I need power at a new location OR my business has new ownership.
How much is your monthly bill?
If you're not sure, no worries! We'll just use the local average.
Energy Bills
Drop files here or
Accepted file types: pdf, png, jpg, jpeg, gif.
Please upload your last 2 energy bills to receive a competitive price quote and comparison.
Section Break
Communication / Customer Experience
Business Phone, Mobile, Text, Chat, Video , Contact Center, Omni-commerce Tools
Which Channels are you interested In utilizing or receiving quotes for?
- Select All
- SMS / Text
- Social Media / Chat Apps
- Web Forms
- Video
- Email
- Phone
- Web Chat / Chat Bot
- eCommerce
- 3rd Party / Other
Briefly describe your current communication / customer experience needs
Based on the options you've selected above, please describe your current needs and how you are currently communicateing with your customers today?
Section Break
Connectivity
High-Speed Business Internet & Network Solutions
Who is your current service provider?
- Comcast / XFinity
- CenturyLink / Lumen
- ATT
- I currently do not have a service provider
- Other
What best describes your current internet speed?
- Painfully Slow / Intermittent
- Average - Works as expected
- Blazing Fast
About how many devices will need to connect to your Internet each day
- 1-5
- 6-20
- More than 20
How does your business typically use the Internet?
- Email / Messaging / Point-of-Sale
- Cloud apps (like Office 365)
- Video conferencing
- File sharing
- Guest and employee WiFi
- VoIP phone service
# of Locations Needing Service
- Single location
- 2-5 locations
- 6+ locations
Please list the main business location below. Our team will reach out to you regarding additional locations if needed for the service quote.
Primary Service Location
Street Address City State / Province / Region
Service Location #2
Street Address City State / Province / Region
Service Location #3 (if applicable)
Street Address City State / Province / Region
Service Location #4 (if applicable)
Street Address City State / Province / Region
Service Location #5 (if applicable)
Street Address City State / Province / Region
Would you like a solution for back-up Internet?
- Yes, for sure
- No, we're good
Do you want help securing all connected devices on your network?
- Yes, we want cybersecurity
- No, we're not interested
Section Break
Security
Video Surveillance, Access Control, and Cybersecurity
What type of security solutions are you interested in?
- Access Control
- Video Surveillance
- Cybersecurity
Section Break
Business Software
Accounting, Email, e-Signature, CRM, etc.
Software Requirements
If you know specifically what software you need please list that here along with the number of users. Otherwise, please describe your current software needs, along with the number of users, and any comparability/integration requirements. Once we receive your inquiry, we will request multiple quotes from our vendors and provide you with the best rates and options that fit your needs.
Section Break
Business Hardware
Laptops, Monitors, Headsets, Routers, Servers
Hardware Requirements
Please describe your current hardware needs to the best of your knowledge including specs and quantity. Once we receive your inquiry, we will request multiple quotes from our vendors and provide you with the best rates and options.
Section Break
Data Services
Backup, Storage, Data Migration, Other Cloud Services
What type of data service/solution are you looking to receive information on?
- Backup Solutions
- Data Migration Services
- Other
Please describe your data service/solution need
Section Break
Website / e-Commerce Solutions
Web Hosting, App Development, Integrations, Digital Marketing
Website / e-Commerce Needs
- Website Development
- Custom App Development
- Integration Services
- e-Commerce Solutions
- Web Hosting
- Digital Marketing
- Management of Website / SaaS Platform
Please select what solutions you are currently interested in
Budget
Website / e-Commerce needs
Briefly describe your current website / eCommerce needs
Section Break
Office buildouts, multi-location solutions
New location build-outs, Buy/Sell real-estate, multi-location solutions
Please describe your office buildout needs
Our partners specialize in new office design and builds as well as buying and selling real estate.
Section Break
Managed IT Partner
Dedicated IT/Managed Service Provider, Technology Audit, IT Help Desk etc
Please let us know what managed IT needs you currently have
Section Break
Other Business / Technology Solutions
From coaching to consultancy we have the solutions and resources you need to grow your business.
Please describe your current technology need
CANDID is partnered with over 500 suppliers and specialty service providers and will work with you and your team to ensure you have the best solution at the right cost. Please describe your current business needs.
Section Break

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Quote and Next Steps
Please provide the information below so we know who to contact and setup the quote / solution review with. All of the information provided is private and only shared with suppliers if needed to generate a quote. Should you choose not to move forward with CANDID, we delete all information provided.
Primary Contact
First Last
Please provide the name of the primary sponsor/decision maker for this project.
Email*

Please provide the email of the business decision maker for requested solution(s)
Primary Phone*
Please include the the phone of business associated with the address if possible. This is important for generating certain types of quotes.
Project Deadline/Timeline*
- As soon as possible
- Within 30 days
- 31-60 days
- 60+ days
How quickly are you looking to make a decision?
Once submitting, a solutions engineer will be assigned to your account and personally review your generated quotes. Once the best options are assembled, we will reach out to you within 24 - 48 hours to present your options.

If you have any questions in the meantime, please call us at +1 815-207-8000! We look forward to working with you.

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