Staff Site :: Summit Software, Inc.

In-house Forms
To download, simply click on the file type that you prefer and the form will open in a new browser window. Forms are organized according to the departments that utilize them:

Company-Wide
Hardware Support
Marketing
Programming
Quality Control
Sales
Software Support

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COMPANY-WIDE	ADOBE PDF	ORIGINAL FILE TYPE
Blank Summit Letterhead - use for any printed letter	PDF	MS Word
Customer Letter Template - use for all letters to customers		MS Word
Business Card Order Form - use to request Marketing to order business cards	PDF	MS Word
Customer Site Time Approval Form - use to log and verify your hours at customer sites - view sample	PDF	MS Excel
eCommerce Customer Web Page Request Form - use to submit new eCommerce customer Web page setup requests	PDF	MS Word
Employee Evaluation - for department managers to use to evaluate their staff during annual review time	PDF	MS Word
Employment Ad Request - for hiring managers to use to request development of employment ad(s)	PDF	MS Word
Employment Application - for hiring managers to use for all new applicants	PDF	MS Word
Expense Report - use to get reimbursed for business-related expenses. The standard mileage rate for 2008 is $0.505/mile.	PDF	MS Word
Fax Cover Page Template - use as cover page when sending a fax	PDF	MS Word
Flex Time Form - use when requesting vacation or personal time	PDF	MS Word
Ghost Backup Log - use to track your back-up dates and to remind you to do them regularly	PDF	MS Word
Graphic Design Request Form - use to request Marketing assistance with developing or revising any artwork	PDF	MS Word
New Employee Setup Checklist - for hiring managers to make sure new employees get set up correctly prior to their start date	PDF
New Employee Orientation Checklist - (optional) for hiring managers to complete and give to new employees (an identical item is e-mailed to all new employees by Lesa)	PDF
Part Time Employee Time Sheet - use to track your tasks accomplished and time worked	PDF	MS Word
PO Request Form - use to request a purchase order to pay for office supplies, travel arrangements, advertising, or ANYTHING else	PDF	MS Word
Request For Time Off Slip - use when requesting vacation or personal time	PDF	MS Word
Routing Sheet - use when you have material to circulate to more than one person in the office	PDF	MS Word
Shipping Labels - use when you have a package to ship	PDF	MS Word
Software Order Form - use when you need software for INTERNAL use (on your own PC, NOT for customers)	PDF	MS Word
Summit Shop Order Form - use when you want to buy something from the Summit Shop	PDF	MS Word
Time Card/Sheet - for part time employees to use to record hours worked	PDF	MS Excel
Travel Price Request Form - use to request Carla to research the cost of booking of your travel reservations (flights, rental vehicles or hotels). Airfare prices are less expensive if booked at least 2 weeks in advance. Please be considerate of this to help keep our travel expenses low.	PDF	MS Word
Web Design Request Form - use to request Lesa to revise a Web page or develop new one(s)	PDF	MS Word
HARDWARE SUPPORT DEPARTMENT	ADOBE PDF	ORIGINAL FILE TYPE
New System Installation Request Form - use to inform Hardware/Technical Department of new customer installation requests	PDF	MS Word
MARKETING DEPARTMENT	ADOBE PDF	ORIGINAL FILE TYPE
Art Design Request Form - for Marketing Manager to use to submit design jobs to Junior Designers	PDF	MS Word
Lead Letter Template - use for all letters to leads		MS Word
New Customer Checklist - for marketing department to use when we get a new customer	PDF	MS Word
New Customer of Reseller Checklist - for reseller to use when obtain a new customer/end user	PDF	MS Word
New Customer of Reseller Paperwork Process - for reseller to know what steps to take once have obtained a new customer/end user	PDF	MS Word
New Reseller Checklist - for marketing department to use when signing up a new reseller (before Reseller Agreement is signed)	PDF	MS Word
New Reseller Spec Sheet - for marketing department to use when we get a new reseller (once Reseller Agreement has been signed, before mailing out welcome letter)	PDF	MS Word
New Reseller Welcome Letter - for marketing department to use when welcoming a new reseller (once Reseller Agreement has been signed)	PDF	MS Word
Mailer Order Form - use when dropping off a marketing mailer at the print shop	PDF	MS Word
Trade Show Checklist - use when preparing items for trade shows	PDF
Trade Show Details - use as an overview of all show info	PDF
PROGRAMMING DEPARTMENT	ADOBE PDF	ORIGINAL FILE TYPE
Program Change Request Form - use to request program changes - You MUST print this form on YELLOW paper!	PDF	MS Excel
Project Time Sheet - for programmers to use when logging hours worked on projects for various customers	PDF	MS Word
QUALITY CONTROL DEPARTMENT	ADOBE PDF	ORIGINAL FILE TYPE
Main QC Checklist - (as of 7/2/02) - use as checklist	PDF	MS Excel
Summit C-Store© QC Checklist - (as of 7/2/02) - use as checklist for Summit C-Store	PDF	MS Excel
SALES DEPARTMENT	ADOBE PDF	ORIGINAL FILE TYPE
Agreement to Purchase Software/Hardware - for Summit salespeople to use when acquiring a new customer/end user	PDF	MS Word
New Lead Worksheet - for salespeople to use to qualify leads	PDFs: Ethanol Pe/Cs Gr/Ag
New Sale Checklist for Summit Salespeople - for salespeople to use once making a new sale	PDF	MS Word
Non-Disclosure Agreement for Software Demos - for sales department to use before providing a lead with username and password to access online product demo	PDF	MS Word
SOFTWARE SUPPORT DEPARTMENT	ADOBE PDF	ORIGINAL FILE TYPE
LBS, Inc. Literature - use to inform customers about LBS's services	PDF
Order Form - use to place orders for items for customers	PDF	MS Word
Rick Broadstone Literature - use to inform customers about Rick Broadstone's consulting services	PDF
Upgrade Training Confirmation Letter - use to confirm upgrade training with customers	PDF