Business strategist: move deals to invoicing with PDFs attached

Business strategists lose billing visibility when invoices aren't attached to deals. Workflow moves deals to invoicing, attaches PDFs, and records next invoice dates so sales and finance stay aligned.

Overview

Training and coaching firms lose revenue when invoices aren't linked to deals and follow-ups slip. This workflow advances the deal to invoicing, attaches the invoice PDF, and logs the next billing date so sales and finance share one accurate billing record and miss no follow-ups.

Notable Features

Move deals to invoicing stage
Attach invoice PDF to deal
Record next billing date