Streamline post-approval deals and payments for sales reps

Sales reps approve applicants but stall invoicing and lose deal momentum when no CRM deal or payment link is created. It creates a deal, product lines and a payment link so invoicing starts quickly.

Overview

Manual post-approval steps leave deals cold and force finance to chase invoices, risking lost revenue and stalled opportunities. This workflow creates the CRM deal, product entries and a payment link as approvals happen, enabling sales reps to collect payment and progress opportunities with zero manual handoffs. Customers report faster handoffs and fewer missed invoices.

Notable Features

Create CRM deals automatically
Add product line items
Send payment links to applicants