With Salesforce, you can streamline your process from quote to payment all on the #1 CRM platform.

Configure products, price orders, and generate quotes while reducing errors and increasing sales rep productivity. 

Help your sales reps select the right products and services for each customer. Boost productivity and easily identify cross-sell and upsell opportunities.

Configure products and services based on your business rules and logic. Update configurations at any time for special promotions or product changes.

Ensure consistent pricing and discounting. Speed up the approval process. Generate customer-friendly quotes easily and accurately.
Convert quotes to clean orders that can be automatically loaded into your business system. Generate renewal quotes while applying price ramps.

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. Documents always look the way you want.
Create and deliver executable contracts with a click or a tap. Integrate with e-signature to close the deals faster. Manage contracts against the customer record so everything is easy to find and reportable. It's simple and easy for you as well as your customer.

Seamlessly integrate your invoicing, collections, taxes, and reporting.


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, including the dunning process, without complications.
Easily manage taxes and run reports to feed them into your accounting system. Sell and bill in multiple currencies, and manage all of your VAT, sales tax, use tax, and GST/PST/HST calculations.
Recognize revenue and report on deal structure. Create completely customizable reports and dashboards to easily identify top-spending customers, most profitable customers, and most successful pricing models.

Now there’s a fast, easy way to streamline configuration, pricing, and quote generation. View a demo and see for yourself.