Engineering: create payment links when deal stage changes

Sales engineers see deals stall when payment links or contracts aren't generated. It creates payment links and prefills reservation docs on stage change so reps and customers get assets and deals advance.

Engineering: create payment links when deal stage changes

Overview

Deals stall when payment links and contracts aren't ready, forcing reps to chase paperwork and delaying order completion. This workflow attaches payment links and prefilled signing docs to the deal record as stage changes, eliminating manual handoffs so reps can finish orders without chasing approvals.

Notable Features

  • Create payment links on stage change
  • Generate prefilled reservation documents
  • Attach links to deal record

Engineering: create payment links when deal stage changes