Are you still emailing PDF credit applications and / or onboarding forms to prospective customers? Or stitching together multiple applications to collect the needed information? Do you wish every new customer was set-up to pay you reliably prior to their first order or service?
Wholesail’s new customer form makes it easy for vendors to collect onboarding information while ensuring new customers are set up to pay reliably on day one. Key benefits include:
- Streamline data collection through a user friendly, online form, eliminating the need to email PDF’s or decipher handwritten applications.
- Guarantee reliable payment through Wholesail with Autopay or vendor authorized payment methods
- Stay organized. Review completed applications in Wholesail or remind prospects who have started an app but not completed it
- Fully customizable: The new customer form is flexible to meet your business needs
Here’s a quick summary of how it works:
- Each vendor can create up to ten, unique, new customer forms right in Wholesail. Each form is customizable. Vendors can capture applicant information, company information, trade References, payment details, and signed terms & conditions. Vendors have the ability to make specific fields required or optional based on their needs.
- Vendors can then add a link to the form on their website or simply email the link to prospective customers.
- Prospective customers can easily access and complete the form online.
- Vendor admins will receive a notification when a form is submitted and can then review the application in Wholesail
- Vendor admins would then be able to easily link the form information to a Wholesail Customer account which would help streamline new customer set-up!
What are common uses for the new customer form?
The primary ways vendors utilize the new customer form include:
- Credit Application Form: Capture information to assess working with a new customer and to determine credit terms. This can consist of trade references, business information to run credit reports, and other personal information.
- Onboarding new customers: After you’ve decided to work with a new customer, you can utilize the New Customer Form to collect personal, company, and payment information to streamline new customer set-up
- Getting Autopay set-up on day one: Get all new customers set-up on Autopay prior to their first order or service. Minimize late payments and enjoy consistent cash flow.
Who can I contact to get started?
Interest in using the new customer form? Contact your Customer Success Manager or email support@paywholesail.com and they will enable the feature for your business and help you get set-up.
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