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GoCloudz CPQ - Order Management, Opportunity Renewals, Automation, Inventory

By GoCloudz Technologies Inc.

Transform Opportunities into Orders effortlessly. Renew with precision

$8   USD/user/month

Discounts available for nonprofits

Try It
Industries
Financial Services
High Tech
Manufacturing
Business Need
Finance
Quotes & Orders
Agent Productivity
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud

This native app seamlessly integrates with the Sales process, automating Orders & Line Items creation based on Opportunity/Quote stage. Streamline Opportunity renewal with configurable dates. Eg. Start renewal process 30 days prior to the Order End Date

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Revenue Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
• No additional system requirements. • We recommend the latest stable version of the browser for the best performance. • License is required ONLY for users configuring rules and users creating Order, Renewal Opportunities/Quotes

App Details

Version
Orders and Renewal/Fall 2023 1.5.0
Listed On
11/28/2023
Latest Release
11/28/2023
Supported 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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
Arabic
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.5.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/20/2023

Additional Details

- Auto create Order and Line Items based on Opportunity Stage or Quote Status - Auto create renewal Opportunity w/wo Quote from Order - Configurable renewal date - Configurable fields to invoke Order, Opportunity, and Quote creation - Set default field values - Supports Salesforce Classic and Lightning - 100% SFDC native - All standard Salesforce features, automation, and rules supported Install Full Featured FREE 15 days trial today! For step-by-step tutorials with videos, please visit - https://www.gocpq.com/orders-and-renewals/

Need help?

GoCloudz Technologies Inc.

Texas, USA

Feel free to reach out to us through our contact page at https://www.gocpq.com/contact-us/ for inquiries related to Technical Support, Licensing, Demos, or Installation. We are committed to responding to your queries within one business day.

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