Generate customer setup PDF and update setup record
Generate customer setup PDF and update setup record
Your customer setup requests arrive without a ready PDF, forcing manual assembly and slowing activation. Receive standardized PDFs attached to the customer record for same-day onboarding.
Overview
Manual PDF assembly during customer setup wastes time and risks delayed deliveries. This flow produces a standardized setup PDF and links it to the customer record within minutes, enabling account onboarding coordinators to prepare first deliveries same day.