Automated New Account Credit Approval
When a retailer applies for a new account in VIP, WebRun checks the request against your approval rules and trade references, drafts the credit agreement and personal guaranty in DocuSign with the recommended limit, and posts the credit team a Slack alert, leaving every agreement unsent until a person reviews it.
How do I speed up credit approval for new retailer accounts?
WebRun handles new account credit approval from application to signature-ready agreement. When a retailer applies in VIP, it checks the request against your approval rules and trade references, drafts the credit agreement and personal guaranty in DocuSign with the recommended limit, and posts the credit team a Slack alert, so nothing goes out for signature until a person reviews it.
- New accounts get a credit recommendation within minutes of applying, not days
- Every agreement is signature-ready in DocuSign before the credit manager even opens it
- Nothing goes out for signature until a person reviews the limit and terms
Built for beer distributors · wine wholesalers · credit and AR managers · beverage distribution sales
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.vipinsights.comin a real browser with your saved login - no setup, no API keys. -
1
VIP - check the new credit application
vipinsights.com
WebRun opens VIP to check the new credit application. - Open VIP and find the new account's credit application
- Check the requested credit limit against your approval rules and the account's trade references
- Flag whether it falls within auto-approval range or needs manual review
Done when The new application has a credit limit recommendation and a review flag.
-
2
DocuSign - draft the credit agreement
docusign.com
WebRun opens DocuSign to draft the credit agreement. - Draft the credit agreement and personal guaranty using the recommended limit
- Fill in the account, owner, and terms from VIP
- Leave the envelope unsent, ready for the credit manager to review and send
Done when A ready-to-send credit agreement is waiting in DocuSign for every new application.
-
3
Slack - notify the credit team
slack.com
WebRun opens Slack to notify the credit team. - Post the new application to the credit team channel with the recommended limit
- Flag any application that falls outside auto-approval range for manual review before sending
- Link to the draft agreement waiting in DocuSign
Done when The credit team has the recommendation, the review flag, and a link to the draft agreement.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it send the credit agreement without approval?
No. WebRun drafts the agreement in DocuSign and leaves it unsent. Your credit manager reviews the terms and limit before it goes out for signature.
How is the credit limit decided?
WebRun checks the application against your written approval rules and trade references in VIP. Anything outside your auto-approval range is flagged for a person to decide instead of guessed at.
What happens if the application falls outside your auto-approval range?
WebRun still drafts the agreement in DocuSign using the recommended limit, but flags it in Slack so the credit manager reviews and can adjust the limit before it is sent.
Related templates
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