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Document template · generic.customer.onboarding_plan

Customer Onboarding Plan

  • Render-verified
  • Commercial
  • Version 1.0.0

Structured onboarding plan agreed between a vendor and a new B2B customer. Captures shared objectives, milestones with owners and due-dates, stakeholders on both sides, success metrics, risks, and dual signatories. Non-regulated commercial document — no statutory source.

JSON Schema

Fields in this template

Data sent to the API is validated against the template’s JSON Schema before anything is rendered. This template defines 32 fields:

Field Required Type Description
vendor Required object
vendor.name Required string
vendor.address Required string
vendor.contact_email Required string
customer Required object
customer.name Required string
customer.account_id Required string
period Required object
period.start_date Required date
period.end_date Required date
objectives Required array of string
milestones Required array of object
milestones[].id Required string
milestones[].title Required string
milestones[].description Required string
milestones[].owner Required string
milestones[].due_date Required date
milestones[].status Required enum
stakeholders Required array of object
stakeholders[].role Required string
stakeholders[].name Required string
stakeholders[].organisation Required string
success_metrics Required array of object
success_metrics[].metric Required string
success_metrics[].target Required string
success_metrics[].measurement_method Required string
risks Required array of string
signatories Required array of object
signatories[].name Required string
signatories[].title Required string

+2 more fields — the full JSON Schema is available in the dashboard and via the API.

POST /render

Generate it

One POST /render call: send your JSON, get the finished PDF back. Or skip the JSON entirely and describe the document in plain language on chut.app.

curl 
curl -X POST https://api.papii.eu/render \
  -H "X-API-Key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "template": "generic.customer.onboarding_plan",
    "data": { ... },
    "options": {"language": "en"}
  }' -o onboarding-plan.pdf
Generate with AI on chut.app Try in the dashboard

Frequently asked questions

What is “Customer Onboarding Plan”?

Structured onboarding plan agreed between a vendor and a new B2B customer. Captures shared objectives, milestones with owners and due-dates, stakeholders on both sides, success metrics, risks, and dual signatories. Non-regulated commercial document — no statutory source. On papii this document is available as template generic.customer.onboarding_plan: a JSON Schema plus a deterministic PDF renderer, so the same data always produces the same document.

Can I generate a Customer Onboarding Plan with AI?

Yes. chut.app — the AI back office papii powers — fills this template from a plain-language description: you describe the document in one sentence, the AI structures the data, papii validates it against the schema and renders the PDF. Developers can also call the papii API directly with structured JSON.

Is the Customer Onboarding Plan template legally compliant?

This template is render-verified: its schema, sample data and PDF output are automatically tested on every release. It is published with status “ready”, meaning it has not yet been through papii’s final legal review. Where it references specific legislation, that is stated in the template description — always have a professional check documents with legal effect before relying on them.