A wholesale portal should give each known account a controlled document vault for contracts, certificates, and account files so buyers stop hunting email threads. Week one on Parcel Build is that first working version: assign files to an account, list them in My Documents, and let the right users download. You own the code. Flat monthly. See custom software for wholesalers. If account document vault for contracts and certs in a wholesale portal is the gap, start a free 30-day build.
Which account documents belong in a week-one vault (and which stay out)?
Week one can cover contracts, certificates, and other account files you assign to the signed-in account, a My Documents list, and download for users on that account. Invoice archives, catalog PDFs, and tax-cert upload workflows can stay on their own paths. A full enterprise document system can wait until the account vault earns its keep.
On Parcel Build, week one is a first working version of that path. Flat monthly. You own the code.
Why emailing contracts and certs creates stale copies and no proof of who has the current file
Someone emails a contract. A buyer forwards an older cert. A new user on the account cannot find the current file. Inside sales resends attachments from personal folders. Nobody can prove which version the account actually has.
A controlled vault puts the current files on the account. Buyers open My Documents instead of hunting threads. Your team assigns once and updates in one place.
What stays out of month one
Defer a full DAM or enterprise document system as primary. Defer invoice archive as the only library. Defer tax-cert upload as the only document path. Defer packing docs as primary. Month one is assign files to an account, list them in My Documents, and let the right users download.
FAQ
Is an account document vault the same as tax exemption certificate upload?
No. Tax exemption certificate upload is a buyer-submitted cert path with its own review rules. An account document vault is a controlled library of contracts, certificates, and account files you assign for download. They can sit together later. Week one can prove the vault without cloning tax-cert upload as the primary path.
Does week one need a full enterprise document management system before account contracts and certs are useful in the portal?
No. Week one can assign files to known accounts and list them for download without standing up a full enterprise system. Broader document platforms can wait until the account vault earns its keep.
Next step
If account document vault for contracts and certs in a wholesale portal is what feels hardest, start a free 30-day build. Name that gap on the form. We scope a free 30-day build on that problem: first working version in week one, flat monthly after if you want to continue.