✨ Update: Improved T&C Signing Flow with Fulfillment Validation

What’s New

• Added fulfillment validation before Terms & Conditions (T&C) signing in the Customer Portal

• Customers can only access the T&C signing step when all order items have fulfillment configured

• Introduced automatic transition from T&C signing to payment for a continuous order completion experience

• Added Customer Portal stepper with T&C as the first step

• Improved T&C presentation and document organization across Customer Portal and Website

• Added safeguards to prevent sending payment links before orders are fulfillment-ready

Behavior Updates

• Customer Portal access for T&C signing is now gated by fulfillment readiness

• If one or more items are missing fulfillment:

  • Customer Portal access is restricted

  • Customers will see the message:
    “Set fulfillment for all items to enable portal access”

  • “Send Email with Paylink” changes to “Send Invoice without Paylink.”

  • Hover tooltip explains why payment access is unavailable

• After successful T&C signing:

  • Customers are automatically guided into payment

  • No additional navigation or manual follow-up is required

• T&C display behavior has been improved:

  • General T&C appears in a cleaner, scrollable layout

  • Brand-specific and condition-based T&C include product count indicators

  • Duplicate T&C documents are automatically prevented

• Website T&C behavior now follows the same experience as the Customer Portal across desktop and mobile

Why This Matters

• Prevents customers from progressing through incomplete orders

• Eliminates dead-end experiences after T&C signing

• Reduces manual follow-up from Sales teams

• Creates a more connected and predictable order completion journey

• Improves visibility and clarity of applicable Terms & Conditions