Send an application
Email your credit application to a customer, see when they open it and apply, and let one reminder go out for you.
When a customer asks for a credit application, send it from your desk instead of attaching a PDF. They get a branded email with a button to apply, and you see what happens next.
Sending one
- Enter their email
Add the contact's name and company if you know them. The name is used to say hello, and the company is filled in on the application.
- Check the note
The note starts with "Hi, here is our credit application. Call me with any questions." Edit it or clear it. It is shown above the button.
- Keep or turn off the reminder
One reminder goes out if they have not applied after three days.
- Send the application
The email goes out from Valtis Desk in your company's name, and replies go to your alert address.
What you see after
Every application you sent is listed with its status:
- Sent: the email went out.
- Opened: they opened their link.
- Applied: they sent the application. Open application takes you to the file.
You can Send again a day after the last send, turn the reminder on or off, or remove the request. Removing it means their link opens a blank application instead of one with their details.
Limits
- Up to 50 sends in any 24 hours, counting first sends and sends again.
- The same address can be emailed again only after a day.
- One reminder per send, and only for applications sent in the last 14 days.
- If your apply link is paused, for example because the trial ended, sending is paused too.