Hospitality bookings: capture signed SEPA mandates and update CRM
Hospitality bookings: capture signed SEPA mandates and update CRM
Sales reps at hospitality firms lose signed SEPA mandates, triggering billing holds and authorization gaps. Attach mandates to deal and contact records so finance has auditable authorization.
Overview
Missed SEPA mandates block billing for hospitality bookings and create authorization gaps that slow revenue collection. This workflow captures completed mandates, attaches them to deal and contact records, and stores the signed PDF centrally—giving finance and sales auditable authorization and reducing follow-up friction.
Notable Features
- Attach signed mandates to deals
- Save PDFs to central file store
- Notify finance and sales reps