
Our reps send customers one link instead of a paper form, and customers pick their sales rep right on the application. Everything arrives complete and e-signed with an audit trail, so I can start the credit review immediately instead of chasing signatures and missing info. Review collected by and hosted on G2.com.
Because we are still doing things manually until we officially roll the program out the only thing I am running into it email domains misspelled, phone numbers with area codes from the wrong state, and required fields like annual sales left blank or filled in as "n/a." A currency-formatted limit field and basic validation would catch most of it Review collected by and hosted on G2.com.