OverviewHow it worksPricing
Schedule Demo
OverviewHow it worksPricing
Schedule Demo

Fast-track new customer onboarding

Ditch the PDFs and customize your own online form to power your credit application or onboarding process. The Wholesail New Customer Form simplifies data collection and makes it easy to get prospects set up quickly.

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Wholesail serves over 300 Food & Beverage distributors and suppliers across the US

“The New Customer Form simplifies the process for customers and saves me time. Customers can easily collaborate with their team members to complete the online form. I no longer need to request missing information and follow-up with the sous chef, manager, accountant, etc."
Keith Koehler, Lead Miller, Barton Springs Mill

Overview

Enhance the new customer experience and speed up approvals

Simplify data collection

Our online form eliminates the need to email PDFs or decipher scanned, handwritten applications, making data collection simple, organized, and efficient.

Unlimited collaboration. Easy setup.

Unlimited users makes it easier to collaborate and share information with team members securely. Utilize the form data to efficiently set new customers up in your systems.

Stay organized

Easily review completed applications in Wholesail or remind prospects who have started but not yet completed their forms, keeping your onboarding process organized and on track.

Customizable to meet your needs

  • You can choose to capture applicant information, company information, trade references, and signed terms & conditions.
  • You decide which fields are required or optional.
  • Add custom messages on each section of the app to provide instructions or set context

Make it easy for your customers to work with you

The New Customer Form is easy to use and secure. Prospective customers can access your unique link from your website or via email. They can start, pause and then resume where they left off at any time.

Ways to use the New Customer Form

Credit application

Capture business information to assess working with a new customer and to determine credit terms. Choose to capture trade references to assist with your credit process.

Customer onboarding

After you’ve decided to work with a new customer, you can utilize the New Customer Form to collect company or team member contact information needed to set the customer up in your system. Choose to capture an e-signature confirming they accept your terms of service.

How it works

1
Customize your form
2
Share your form
3
Customers complete your form
4
Track and manage
5
Set up new customers

Customize your form

Customize your New Customer Form. Choose to capture applicant information, company information, trade references, and signed terms & conditions. You decide which fields are required or optional.

Share your form

Add a link to the new customer form on your website and email signature, or your sales team can email your unique link directly to prospects.

Customers complete your form

Customers can easily complete the form online. They can start, pause, and resume where they left off. They can even make edits after submission if you have further questions or need clarification.

Track and manage

Track and manage submitted and unfinished applications in Wholesail. Stay organized so you can easily follow up with prospects.

Set up new customers

Set up new customers in your systems and accept that first order!

Simple pricing

$50 per month

Unlimited users • Unlimited form submissions • 24/7 support