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Document template · generic.customer.welcome_packet

Customer Welcome Packet

  • Render-verified
  • Commercial
  • Version 1.0.0

Onboarding welcome letter / packet sent by a vendor to a newly contracted B2B customer. Captures the vendor's welcome message, a summary of the commercial relationship, the customer's key contacts at the vendor, a short list of first steps for the customer, useful links (portals, documentation, support), and the next scheduled milestone. 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 27 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 Vendor-side customer/account reference.
customer.primary_contact Required object
onboarded_on Required date
service_summary Required string Prose summary of the commercial relationship (what the vendor provides).
key_contacts Required array of object
key_contacts[].role Required string
key_contacts[].name Required string
key_contacts[].email Required string
key_contacts[].phone_optional Optional string
first_steps Required array of string
useful_links Required array of object
useful_links[].title Required string
useful_links[].url Required string
next_milestone Required object
next_milestone.date Required date
next_milestone.description Required string
closing_note Required string
signatory Required object
signatory.name Required string
signatory.title Required string
signatory.date Required date

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.welcome_packet",
    "data": { ... },
    "options": {"language": "en"}
  }' -o welcome-packet.pdf

Frequently asked questions

What is “Customer Welcome Packet”?

Onboarding welcome letter / packet sent by a vendor to a newly contracted B2B customer. Captures the vendor's welcome message, a summary of the commercial relationship, the customer's key contacts at the vendor, a short list of first steps for the customer, useful links (portals, documentation, support), and the next scheduled milestone. Non-regulated commercial document — no statutory source. On papii this document is available as template generic.customer.welcome_packet: a JSON Schema plus a deterministic PDF renderer, so the same data always produces the same document.

Can I generate a Customer Welcome Packet 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 Welcome Packet 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.