Antera streamlines the entire customer credit application process by moving it online and connecting it directly to your customer records and approval workflow.
From the Customer module, your team can send a credit application directly to a prospective customer. Instead of emailing documents, collecting handwritten forms, or manually entering information, the customer completes their company and credit details through an online form.
Once submitted, the information automatically flows into Antera and into the appropriate credit approval workflow, providing your team with a consistent process for reviewing and approving new customer accounts.
Make It Easier for Customers
Customers can provide the information needed to establish credit without downloading forms, scanning documents, or sending information back and forth. A simpler process helps reduce friction and start new customer relationships faster.
Automate the Approval Process
Submitted credit applications automatically enter your approval workflow, helping ensure the right people review the information before the customer account is approved.
Eliminate Duplicate Data Entry
Customer and company information collected through the application can flow directly into Antera, reducing the need for employees to re-enter information from paper forms, PDFs, or emails.
Reduce Errors
Capturing information electronically helps eliminate transcription errors and omissions caused by manually transferring customer data between systems.
Set Up Customer Accounts Faster
Once the application has been reviewed and approved, your team has the information needed to establish the customer account and move forward with quoting, orders, invoicing, and other business processes.
From Application to Approval in One Connected Process
Send Credit Application → Customer Completes Information → Application Enters Approval Workflow → Review & Approve → Customer Account Setup
Key Benefits
Online customer credit applications
Sent directly from the Customer module
Automated approval workflow
Less manual data entry
Fewer data-entry errors
Faster customer onboarding
More consistent credit approval processes
Customer information connected to your Antera workflow
Turn a traditionally manual credit application process into a simple, connected workflow for your customers, sales team, and accounting team.