Onboard vendors and customers through one guided portal.
Give vendors, customers and your internal teams a structured process for validated information capture, document submission, review and approval.
Make onboarding progress visible to every responsible team
Bring vendor and customer applications into a hosted portal with configurable forms, validation and a defined approval hierarchy.
Hosted onboarding portal
Give vendors and customers a single online URL to access and submit their applications.
Customisable forms
Capture vendor and customer information through forms with validations tailored to your requirements.
Document checklist
Request and track the documents relevant to the onboarding process.
Review & approval
Route submitted applications through your predefined approval hierarchy for validation.
Escalation matrix
Assign review responsibilities and escalate applications through the configured hierarchy.
Automated communication
Send onboarding emails after approval, or rejection emails explaining the reasons and next steps.
From application to approved vendor or customer
Vendors and customers submit their information; authorised teams validate applications and communicate the outcome.
Access
Open the hosted portal to begin a vendor or customer application.
Submit
Complete the configured form and provide required documents.
Review
Validate information and return exceptions for correction.
Approve
Complete decisions through the predefined approval hierarchy.
Communicate
Send the approval outcome or rejection reasons and next steps.
Configured around your vendor and customer requirements
Tailor forms, statutory checks and approval responsibilities to your vendor and customer onboarding process.
Connect onboarding with your wider business workflows
Design an onboarding experience that stays under control.
Share your checklist, approval roles and system handoffs for a focused workflow demonstration.
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