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MergeEase

Merging contracts made easy!

Overview

MergeEase is an easy to install app for Salesforce CRM users where they can select multiple service contracts from the same account and merge them with the selected master service contract.

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  • User can select multiple service contracts from the same account for merging.

  • We have taken care of bundled products; all related bundled products’ structure remains intact post merging.

  • User will be able to find the Source Service Contract Information in the description field of the Contract Line Item.

  • User will be able to find where the contract line items of a service contract have been merged from the description field of the Service Contract.

MergeEase App provides functionality to merge different Service Contracts available within the same Account into one Master Service Contract. Situations may arise where multiple service contracts within a same account may require Amend/Renew operations to be performed. Performing Amendment or Renewal on large number of service contracts individually becomes a tedious task, and makes it difficult to get different approvals. By using the MergeEase App, all service contracts can be merged into one service contract. Consequently, post merging, the Amend or Renewal operation can be performed in one go.

Categories

Business Needs
Sales
Contract Management
Personas
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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