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For sales ops: Send invoices and gate passes instantly

For sales ops: Send invoices and gate passes instantly

Sales ops miss invoices and gate passes when transactions don't trigger emails, blocking pickups and holding payments. So pickups proceed and finance receives confirmation quickly.

For sales ops: Send invoices and gate passes instantly

Overview

Missed or late invoices stall pickups and hold up payments — a recurring ops headache for sales ops. This workflow makes sure buyers and sellers get invoices and gate passes right after a transaction, removing manual handoffs and giving finance immediate confirmation. Teams report faster handoffs and fewer missed pickups when documents are delivered reliably.

Notable Features

  • Email invoices and gate passes
  • Attach secure downloadable PDFs
  • Notify ops and sales channels

For sales ops: Send invoices and gate passes instantly