B2B Credit Application System
Automate trade credit applications. Sales generates links, customers apply online, AR reviews with D&B data, and approved terms sync to your ERP.
What you'll see:
- 1.Link Generator — Sales creates personalized application links
- 2.Customer Application — Online form with e-signature
- 3.AR Dashboard — Application queue with status tracking
- 4.D&B Integration — Auto-fetch credit data and risk scores
- 5.Approval Flow — Set credit limits and payment terms
- 6.ERP Sync — Push approved customers to your system
D&B API
E-Signature
ERP Sync