Generate signed credit letters after approval step changes
Generate signed credit letters after approval step changes
Your credit letter process stalls when approvals close but PDFs aren't produced, leaving accounting without final documents. Get ready-to-send credit letters to accounting same day.
Overview
Approvals finishing without a finalized letter leaves accounting waiting and invoices delayed. This flow auto-creates and attaches signed credit letters to the workflow request, so accounting has PDFs available same day and billing keeps moving.