---
title: Becoming A Customer of DFS
slug: help/becoming-a-customer-of-dfs
createdAt: 2025-05-16T20:57:57.299Z
---

# A straightforward guide to getting started with Document Fulfillment Services (DFS)

## Step 1: Let's learn about your job

We start by getting to know you and your mailing needs. Here are a few things we'll ask:

- What kind of documents are you sending?
  - We'll ask for this again later as part of setting up your jobs, it's all part of keeping your data safe.
- How often do you send them?
- How many envelopes do you mail each time?

This helps us understand what you're trying to accomplish, so we can build the right solution for you. 

## Step 2: Getting you a quote

Once we understand your job, we'll build a custom quote. It includes:

- Materials (like paper and envelopes)
- Labor (the work involved)
- Services (like printing, folding, and inserting)
- Postage

When you get your first invoice, there won't be any surprises.

## Step 3: Making it official

When the quote looks good to you, we'll finalize things with an agreement. This makes sure:

- We're aligned on responsibilities
- Deadlines are clear
- Costs are confirmed

Once that's done, Welcome Aboard!

## Step 4: Meet your DFS Team

You'll work with two key people:

1. <u>**Project Manager**</u> – Helps set everything up the right way.
2. <u>**Account Services**</u> – Your main day-to-day contact. They make sure everything runs smoothly and your needs are being met.&#x20;

Need help? Contact them at [AccountServices@dfsmail.com](mailto\:AccountServices@dfsmail.com)

## Step 5: Show us an example

We'll ask you to send us samples of the documents again that you provided in Step 1.

We'll review it/them and offer suggestions to make sure the document works well for printing and mailing.&#x20;

## Step 6: We build your Custom App

Behind the scenes, we create a simple system (we call it an "app") that knows how to handle your files automatically - so there's no manual setup each time.&#x20;

## Step 7: You review the samples

We'll send you digital (or printed) samples from your app. This is your chance to check:

- Is the info right, correct, accurate?
- Does it look good?

If it all looks great, we're ready to go.

## Step 8: Go-Live!

Your project is now active. From now on, you'll send us files and our system will take care of the rest.&#x20;

In the beginning, we'll watch things closely to make sure everything runs just right.&#x20;