Update deal stage and issue invoice on signing
Update deal stage and issue invoice on signing
Your signed agreements sit without updated deal status, delaying onboarding and billing handoffs. Move the deal, generate an invoice and email the customer so billing can start collection same day.
Overview
Signed agreements should directly trigger revenue work, not manual handoffs. This flow moves the deal to the paid pipeline, issues an invoice and emails the customer so billing can begin collection the same day. That clears administrative backlog and accelerates onboarding.