Send invoice request to seller when deal needs documents

When deals need invoices, your account managers can't finish disbursement reviews and handoffs stall. Reviews proceed without delay so disbursements meet the funding window.

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Overview

Deals often stall when sellers delay uploading invoices, which slows disbursements and drains rep time. This flow updates the CRM and automatically emails sellers a prefilled upload link so account managers can resume reviews and meet the funding window.