Requirements

Manage package, product and client-facing document requirements.

MessagesUser · Admin

☑ Admin requirements centre

Manage client-facing package and product requirements.

Control the document and information checklist shown in the CRM workflow. Seed defaults, link requirements to packages/products, then push them to client profiles when Sales has moved a request into fulfilment.

＋ New requirement ⬇ Export CSV

Template rules33

Active33

Documents21

Client reqs65

↗ Client checklist routing

Push checklist to client before the requirements register.

Send selected package or product requirements directly into the client CRM profile so the client portal and internal fulfilment teams see the same checklist.

1Select the client profile that must receive the checklist.

2Choose either a package template or a product template.

3Send requirements to CRM for client-visible document collection.

Push checklist to client

Sales-ready workflow

Client profile

Package template

Product template

Action

Requirements register

Requirement	Target	Type	Required	Visibility	Status	Sort
Clear Passport Page	Package: Tender Package	document	Required	client_visible	active	10
3 Proposed email address	Product: Business E-mail Address plus Domain	information	Required	client_visible	active	10
Company Registration Documents	Product: Import and Export License	document	Required	client_visible	active	10
Company Registration Documents	Product: CSD Registration	document	Required	client_visible	active	10
Company Registration Documents	Product: COIDA Registration	document	Required	client_visible	active	10
Company Registration Documents	Product: COIDA Letter of Good Standing	document	Required	client_visible	active	10
Company Registration Documents	Product: CIPC Annual Returns	document	Required	client_visible	active	10
Company Registration Documents	Product: Beneficial Ownership Registration	document	Required	client_visible	active	10
Company Registration Documents	Product: Tax Number & PIN	document	Required	client_visible	active	10
Clear Passport Page	Package: Business Setup Package	document	Required	client_visible	active	10
3 Proposed Company Names	Package: Tender Package	information	Required	client_visible	active	20
Clear Passport Copy	Product: Import and Export License	document	Required	client_visible	active	20
Clear Passport Copy	Product: CSD Registration	document	Required	client_visible	active	20
Clear Passport Copy	Product: COIDA Registration	document	Required	client_visible	active	20
Clear Passport Copy	Product: COIDA Letter of Good Standing	document	Required	client_visible	active	20
Clear Passport Copy	Product: CIPC Annual Returns	document	Required	client_visible	active	20
Clear Passport Copy	Product: Beneficial Ownership Registration	document	Required	client_visible	active	20
3 Proposed Company Names	Package: Business Setup Package	information	Required	client_visible	active	20
Nature of your Business	Package: Tender Package	information	Required	client_visible	active	30
SARS Representative Registration (Public Officer)	Product: Import and Export License	document	Required	client_visible	active	30
Nature of your Business	Package: Business Setup Package	information	Required	client_visible	active	30
SA Business Address	Package: Tender Package	information	Required	client_visible	active	40
SA Business Address	Package: Business Setup Package	information	Required	client_visible	active	40
Foreign residence address	Package: Tender Package	information	Required	client_visible	active	50
Foreign residence address	Package: Business Setup Package	information	Required	client_visible	active	50

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Operational rules

Controlled fulfilment

Client payment remains locked until Sales verifies all information and documents. This page manages the reusable requirements checklist used by CRM workflows and client portal document collection.