Customer onboarding workflow template

Sales starts it, the customer fills in their own company data through a secure link, and finance approves the registration.

3 steps 13 fields Step for an outsiderConfidential fields

Use this template See the steps

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

New customer

Whoever starts the request

Who the customer is. They receive a link to fill in the rest.
4 fields in the request form
- Company * Text
- Contact * Text
- Contact email * Email
- Expected monthly purchases Amount
Company data

Someone outside the company, by email (“Contact email”)

Please fill in your company details so we can register you as a customer.

Due in 5 days (business time)
7 fields
- Legal name * Text
- EIN * Text
- Resale certificate number Text
- Billing address * Long text
- Email for invoices * Email
- Phone * Phone
- W-9 form * Files
Registration

A person or team you choose

Finance checks the data, sets the credit terms and registers the customer.

Approval: Approvers you choose Due in 2 days (business time)
2 fields
- Customer code * Text
- Payment terms *Due on receipt, Net 30, Net 60 Choice

Make it yours

Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

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Sales proposal

Build the proposal with line items; the discount decides who approves and the proposal PDF is ready to send.

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Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template