Express Account Applications & Resale Certificates

The account application tool gives buyers a convenient way to submit new account applications and resale certificates to new distributors, while streamlining the process from the distributor's perspective.

In the past, buyers were faced with the tedious task of filling out separate forms for each distributor they wanted to work with, even though all the information is the same each time. With this new tool, buyers can fill out a single form once on SevenFifty, then easily submit a signed Account Application and Resale Certificate to your team, with a few clicks. SevenFifty will automatically fill out the account application and resale certificate so all a buyer needs to do is provide a quick and easy electronic signature.

Usage

After a buyer submits an account application, an email will be sent to whoever is designated as your account application contact. The email will indicate who submitted the account application and contain a copy of the account application as an attached PDF.

In order to complete the application process, you must assign the account to one of your sales representatives. In addition to the email, you will be notified of any outstanding account applications via a green notification banner on your account Dashboard.

All outstanding account applications will be listed in the "Outstanding account applications" section.

You can respond to any individual account application by clicking on the buyer's name right from the dashboard, or view all submitted applications from the Account applications section of your account.

Assigning account applications

The account applications page displays all account applications previously submitted to you. These include all outstanding (unassigned), previously assigned, and ignored account applications.

Clicking on the buyer's name will take you to the account application. Here, you can review the application and if everything is in order you can assign the account to one of your sales representatives by either clicking on the "Assign to sales representative" button located just below the search bar or on the "Assignment" tab.

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Clicking either will reveal the assignment tool. With this, you can enter a custom account name, an optional internal account number and select the account's sales representative.

Click the "Assign" button to complete the process. We'll send an email to both the buyer and the assigned sales representative with the account application attached and you will be redirected to the new account page.

Ignoring account applications

If you do not wish to establish an account with the submitting buyer, you can click the "Ignore" button instead of the "Assign" button. The buyer will not receive any email notification about their application and their application will no longer display on your dashboard. Ignored application will still be available in the Account applications section of your account should you ever change your mind.