With SteelBrick, you can easily deliver sales quotes, contracts, and invoices – and collect cash faster.
Configure products, price orders, and generate quotes while reducing errors and increasing sales rep productivity.
Ensure consistent pricing and discounting and include the right mix of components in every quote. Generate customer-friendly quotes easily and accurately.
Easily convert quotes to clean orders that can be automatically loaded into your business system, and generate renewal quotes while applying price increases.
Configure products and services based on your business rules and logic. Update configurations at any time for special promotions or product changes.
Help your sales reps select the right products and services for each customer every time. New reps become productive quickly and can easily identify cross-sell and upsell opportunities.
Accelerate channel sales and make it easy for partners to sell your products and services. As your partners generate quotes, your pipelines and forecasts are automatically updated.
Automate add-on orders and quickly generate proposals, contracts, and renewals.
Create professional-looking branded proposals using fully customizable templates so your documents look the way you want.
Create and manage professional sales contracts, and deliver executable contracts with a click or a tap. Integrate with eSignature to close the deal. Simple for you, simple for your customer.
Seamlessly integrate your invoicing, collections, taxes, and reporting into one platform, all within Salesforce.
Automate the invoicing process. Create and send invoices on the go, from any device.
Manage services that are billed on a recurring basis, and set up subscriptions to auto-renew. Never miss a renewal.
Manage and collect payments without processing complications, and manage the dunning process.
Easily manage taxes and run reports to feed them into your accounting system. Sell and bill in multiple currencies, and manage all of your value-added tax (VAT), sales tax, use tax, and GST/PST/HST calculations.
Quickly recognize revenue and report on quotes, orders, invoices, and payments. Create completely customizable reports and dashboards to easily identify top-spending customers, most profitable customers, and most succesful pricing models.