Automate Wholesale Net-Terms Credit Applications and Checks
Wholesalers extend net terms via slow paper credit applications, delaying orders and risking bad debt. Collect credit applications digitally and run checks before approving terms.
- 1
Collect the Application
Add a
Typeform Triggergathering business and trade references. - 2
Run the Checks
Add nodes checking credit and contacting references.
- 3
Score the Risk
Assess creditworthiness against your terms policy.
- 4
Communicate the Decision
Add a
Gmailnode approving terms or offering alternatives. - 5
Activate and Test
Activate the workflow with a test application. Confirm the flow runs.
Frequently asked questions
Why digitize this?
Slow paper credit apps delay the first order and let bad-debt risk slip through — structured checks are faster and safer.
Term tiers?
Approve conservative terms initially and expand as payment history proves out, limiting early exposure.
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