Keep sales ops ready for new financing requests and signings

Sales ops miss financing details after a deal stage change, risking missed signings and stalled processing. It notifies operations with formatted request details and signing time so docs are ready.

Overview

Missed signing appointments and stalled processing slow funding and frustrate clients. This workflow delivers standardized financing request details and signing times straight to operations, eliminating manual handoffs and ensuring documents are ready so processing can start without delay.

Notable Features

Format financing request fields
Notify operations with signing time
Include links to proposal and folder