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Hub order process vision
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Goals | |
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Few steps as possible to “done” & downloadable PDF | |
Fast! (webpage steps specifically) | |
Tools to prevent errors: | |
live previews | |
easy corrections | |
contextual help | |
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New-to-Merchants features | |
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Live document preview | |
Live pricing | |
Document bundle | |
Save an in-progress/incomplete record | |
Secure transcript for history & exchanging information | |
Secure document attachment | |
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Do not lose sight of | |
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Easy access to PDFs | |
Ability to endorse/cancel | |
Logical steps/divisions during data entry | |
Integrations, e.g. domain search results and existing agency bond lists | |
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