Send payment PDF to assigned salesperson after submission
Send payment PDF to assigned salesperson after submission
Your payment form submissions can fail to reach the assigned rep with the PO PDF, slowing billing. Billing can act the same day when the completed PDF reaches the right rep automatically.
Overview
Stop payment PDFs from getting stuck in personal inboxes and costing days of follow-up; this routes the PO-ready PDF to the rep assigned on the form automatically. Your sales and billing staff get the paperwork within minutes so payments can be processed the same day.