[Epic] Signature and Fees Flow

Repo: · Issue: #1095 Status: Open · Priority: P2 Assignee: Sparsh

Description

Request

Image

AC

  • Fees Interface for Merchants is updated and all EMS, Luqra, Priority Equivalent Fees are captured.
  • Clear contracts are ready and uploaded as templates in docuseal for each processor
  • Master sees a list of Merchants in “Review” State, reviews and selects a processor to send to. Once processor is selected, the state is set to “SENT_FOR_SIGNATURE” and an email is triggered to the merchant to sign the document.
  • Merchant clicks on the link, logs in the portal and sees the signature form.
  • Merchant signs the application form, which updates the status to “UNDERWRITING”, and raises a request to the processor
  • Partner/merchants can view/download the signed form
  • Status changes are logged in activities.

Implementation Notes

Dash adds notes here while working

Link to people, meetings, dependent tickets