Client Setup Form

Client Information

Company Name(Required)

Enter the legal name of company that is to be used for contracts and invoicing

Trade Company Name(Required)

Enter the name of the company that the company does business as.

Enter Your Address Information Below(Required)

. . . . . .

Year Established

Tax Exemption Number

Industry Classification(Required)

Choose the best category that describes the primary portion of your business.

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Pattison Account Executive

A copy of your completed form will be returned to the Pattison email above.

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Company Lead Name

Nutshell Company QA Lead Name

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Nutshell Account ID

Nutshell Company Account ID

Client Preferences

Language Preference(Required)

English

French

Special Invoicing / PO Required?(Required)

No

Yes

Special Requirements

Please indicate what special invoicing requirements you have (i.e Blanket PO Number, PO Number to be issued with each contract, etc)

Accounting Information

Accounts Payable Contact Name(Required)

Contact name for invoices or accounting enquiries.

Phone(Required)

Phone number for accounting contact.

Accounts Payable Email(Required)

Email address for accounting contact.

Preferred Method of Payment (Select One)(Required)

Electronic Payment (Credit Card or Bank Transfer)

Cheque in Advance

Electronic Payment Options(Required)

Credit Card - Please Send Me a DocuSign Envelope to Provide CC Information

Credit Card - Please Call Me to Obtain CC Information

ACH / Bank Transfer - Please Email Me at the Email Above With Details (Business References Required)

Pattison Outdoor accepts Credit Card payment as well as Bank Transfer (ACH) Payments. Please select one of the three options to let us know how you would like to proceed with electronic payments. If you select DocuSign, a secure DocuSign envelope will be sent to you to fill out electronically with your credit card information. If you select Call Me, an individual from our Credit Team will reach out to gather your credit card information. If you select Bank Transfer / Email me, a Credit Team member at Pattison will email you instructions on the bank transfer

Business References

Please list three trade references that we can contact for a credit check.

Name (Reference #1)(Required)

Company (Ref #1)(Required)

Phone (Ref #1)

Email (Ref #1)

Name (Reference #2)

Company (Ref #2)

Phone (Ref #2)

Email (Ref #2)

Name (Reference #3)

Company (Ref #3)

Phone (Ref #3)

Email (Ref #3)

Consent

Name(Required)

First Last

Date

Contact Email(Required)

New Client Setup Form

Client Information

Client Preferences

Accounting Information

Business References

Consent

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