Wiseway Logistics / Client onboarding

Document intake and e-sign workflows

Active documents
42
+8 this week
Awaiting signature
13
5 client, 8 internal
Avg. completion
1.8d
31% faster than manual
Credit requested
$218k
Current pipeline

Document queue

Operational view for finance and sales ops

Customer
Owner
Status
Limit
Northstar Imports LLC
Updated 12 min ago
Sarah Lee
In review
$25,000
Pacific Cold Chain
Updated 42 min ago
Daniel Wu
Signed
$8,500
Urban Trade Group
Updated Yesterday
Maya Patel
Draft
$5,000

Wiseway Client Account Application

Working e-sign copy of the credit account application, including terms and personal guarantee

Business Details

Draft

Type of Business

Trade References

Sole Trader / Partners / Directors / Trustees

Credit Term and Limit Request

If the credit limit requested exceeds USD$5,000, attach the company's most recent financial statements.

Bank Account Details

Wiseway will not directly debit from the above account without prior written authorisation.

Supporting Documents

Signature of Customer

Director Personal Guarantor Details

The guarantor will be personally liable for any overdue amounts owed to Wiseway if the customer fails to make payment within the agreed credit terms.

For Internal Office Use Only

Credit Application Terms and Conditions

1. The contract

The Customer has read and understood, and agrees to Wiseway's Standard Terms and Conditions and the terms and conditions for the operation, establishment and use of a credit account.

2. Amount of Credit

The amount of credit extended to the Customer is subject to periodic review and may be increased, decreased, or revoked by Wiseway in its discretion.

3. Credit Account

The Customer agrees to keep the account current and pay each invoice according to its terms.

4. Payment

Unpaid invoices may become immediately due and payable together with collection costs, legal fees, and default interest.

5. Security for performance

Wiseway may require a bank guarantee, director guarantee, shareholder guarantee, or other acceptable security.

6. Passing of Risk

Goods are carried at the Customer's risk. Wiseway recommends arranging insurance against loss or damage.

7. Assignment

The Customer must not assign the Contract without Wiseway's written consent.

8. Waiver

Failure by Wiseway to enforce obligations does not constitute waiver unless recorded in writing.

9. Governing Law and Jurisdiction

These Terms for Credit Accounts are construed according to the laws of New South Wales.

Saves form data, signature payloads, upload metadata, and an audit trail.