Vendor onboarding
First customer live in 3 days.
Onboarding isn’t a project — it’s a week. We set up your branded portal, import your SKUs and open orders, and invite your first pilot customers with you. You keep printing; we do the heavy lifting.
3 days
kickoff → live
50 SKUs
imported free
1 hr/wk
your team's time
Book your onboarding demo
30 minutes on your SKUs. Leave with a go-live date.
The journey
What happens, day by day
Kickoff call (30 min)
We map your plants, lines, SKU count and pick 2–3 pilot customers. You leave with the import template and a Day-3 go-live date.
Owner: Together
You get: Go-live date + import sheet
Branded workspace
Your portal goes up: logo, plants, machine list, roles. Admin, prepress and CS logins created. Your domain or ours.
Owner: PackFlow team
You get: Logins that work
SKU + history import
We import your SKUs — codes, materials, dielines, MOQs, rates — plus open job cards and pending proofs, so day one already shows live work.
Owner: PackFlow team
You get: 50 SKUs live, free
Pilot customers invited
Your chosen customers get Brand Owner / Procurement / Quality logins with a 1-page guide. First forecast released, first PO raised, first proof approved.
Owner: You, we help
You get: First job live
Review + rollout
We review the pilot with you — approval times, ticket drop, COA coverage — then roll out to the rest of your customers in batches.
Owner: Together
You get: Rollout plan
Bring this to kickoff
- SKU list + rates + MOQsExcel is fine — our template does the rest.
- Dieline PDFs + latest proofsSo reorders pull the right file from day one.
- Open orders + ETAsThey become live job cards on import.
- 2–3 pilot customersFriendly buyers who'll feel the difference first.
- One owner on your sideAn admin + a prepress contact is enough.
- Invoice formatSo portal invoices match what you already send.
What “pilot success” looks like
- 5+ job cards tracked end-to-end without a single status call
- First proof approved in hours through the gated flow
- First COA downloaded by the customer themselves, not emailed by you
- First 1-click reorder placed against the right dieline and rate
- Your CS team names the next 10 customers to invite
Book the demo. Bring the Excel.
We’ll map one of your live jobs on the call and scope your 3-day onboarding. If it’s not an obvious fit, we’ll tell you.
- 30 minutes, on your SKUs — not slides
- Import template + go-live date included
- Trial workspace if you want to click around
Onboarding FAQ
Fair questions
Will this disrupt my production?
No. PackFlow sits customer-facing; your shop floor keeps working exactly as today. The only change for your team: proofs, stages and COAs get uploaded to the portal instead of emailed.
We already run ERP/Tally. Conflict?
None. ERP stays the book of record; PackFlow is the customer window — proofs, ETAs, COAs, documents. Invoices mirror what you bill.
Who trains our customers?
We do the first ones with you — a 10-minute walkthrough plus a 1-page PDF per role. After 2–3 invites you’ll do it yourself in minutes.
What if a pilot customer refuses to log in?
Then you use “Log order for customer” — their POs still become tracked job cards with COAs. Most buyers switch once they approve their first proof in one click.
What does the trial cost?
Nothing for 30 days, including the 50-SKU import — no card required. Paid plans start only when you roll out — vendors pay, customers always join free.