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Create expansion deal from in-app self-service order upgrade

Create expansion deal from in-app self-service order upgrade

Your invoices for in‑app order upgrades leave reps without deal records for expansion outreach. You get standardized expansion deals and Slack alerts so reps act same day.

Create expansion deal from in-app self-service order upgrade

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Overview

When customers self-upgrade inside the product, RevOps and AEs often miss the window to capture the expansion opportunity. This flow creates a standardized deal, computes deal economics, and alerts the team immediately so reps can prioritize outreach and revenue recognition same day.

Create expansion deal from in-app self-service order upgrade