The moment a deal moves to Won, SalesCollab Pulse emails your finance team a branded invoice request — with the customer, line items, deal value and finance contact already filled in. No Slack pings. No forgotten handoffs. No revenue leaking between CRM and Xero.
A trigger fires the moment a rep drags a deal to Won on the pipeline board.
A branded invoice-request lands with the customer, deal value, line items and the assigned finance contact.
An HMAC-signed webhook hands the deal off to SalesCollab SignFlow for signature — before the invoice.
Your team hits Raise Invoice with all the context they need — no chasing the rep on Slack.
Most CRMs stop at "Won". The rep celebrates, then forgets to tell finance. Days later, the customer is onboarded but hasn't been invoiced — and your DSO quietly worsens. Pulse closes that gap by treating "Won" as the trigger for a real workflow, not a vanity metric.
The handoff is email + webhook, so it works with Xero, Sage, QuickBooks, Zoho Books, or a custom ERP. If your finance team reads email, you're covered.
Yes. The workspace admin can preview and edit the branded invoice-request template before enabling the trigger.
Every attempt is recorded in the deal-won handoff log with the failure reason. You can resend a failed handoff from the deal at any time — automatic retries with backoff are on the roadmap.
Open the sandbox, drag a demo deal to Won, and watch the handoff fire in real time.