05 / 26 Work on sites with no API · Example
Onboard a vendor
Your product registers your customer on a new buyer’s supplier portal, and stops for them at the terms.
- Who it’s for
- Billing software whose customers must sign up on each new buyer’s portal before their first invoice is paid.
- Why it’s hard
- Every buyer wants the same details in a different form, with its own list of documents. Acme’s terms bind your customer on every order, so accepting them is their call.
- You get back
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- The portal’s confirmation, with the supplier number Acme assigned
- Any document still owed, like Acme’s bank letter on letterhead
How it runs, in your product’s code
Your customer adds the buyer and clicks Register. A computer fills in Acme’s form from the company profile and uploads each document to its item on the portal’s list. At the terms, the row turns to “Needs you: terms”, and your customer reads them on the screen beneath the rows and clicks Accept terms.