Surfwriter Products Manager

Multicurrency Support

App is great but are there any plans to enable multi currency support?

Amazing app

This takes Salesforce Product Schedules and makes them usable and useful. It's even better now that it's part of the Lightning experience and it's become the perfect view when our sales people hand over closed deals to our operations and finance teams. I might even go so far as to say that it's made Salesforce indispensable for us!

Fantastic App - now Lightning Ready as well

This free app is fantastic. It is easy to use, minimum training required. Hard to believe it is free.

Can the schedule be changed from monthly to quarterly?

This App is very good. I think my users will love this. But I see the schedule is displayed monthly I need quarterly. When I change MP dates months does not move accordingly. can anyone help with my queries?

App with potential and drawbacks

This could be the app customers are looking for, but the following drawbacks would need to be fixed first: - Both scheduling types need to be enabled. We require only the quantity revenue type. The App shows errors if you enable only one scheduling type without the other. - Opportunity Product Schedules need to be established already. The App is not able to establish new schedules, it allows only to edit existing schedules. - No multi-currency support. Opportunities in EUR, JPY or any other currency are not recognized as those. Schedules only shows up in USD.

Unbelievable app, hard to believe it's free

Products Manager is a lifesaver! It handles product schedules (which are inherently messy) like a dream. One screen for all product schedules, no training needed, and a clean interface…what could be better! Salesforce native product schedules are time consuming and difficult to keep accurate. Products Manager is the only solution of its kind. On behalf of my users and their managers, thank you for saving them a ton of time!

Wonderful Product - Great Support!

This product provides some sanity when using product schedules. When all product have a default schedule, they show up Products Manager grid. Schedule can be changed and moved, without accessing each product individually. Jotham was extremely helpful in making credit products work for us. Great customer support!

Is this app free?

The details suggest this app is free, but the demo says download a free 30 day trial. Which is it? Free or a trial product?

Excellent Product!

Surfwriter Products Manager has been extremely helpful with managing our manufacturing forecast. It has saved our salespeople a tremendous amount of time with keeping their forecast and to go numbers up to date. Jotham also provides EXCELLENT customer support. We are very happy with the product!

I think this one will work!

I needed a better method to Forecast Scheduling (revenue forecast) than what Sales Force offers. With Sales Force, every time my sales team tried to "update" their revenue forecast, they had to go into the product section for "each oppty" and click on "each product" one by one and "re-establish" the forecast. This is very, very cumbersome tough to get my sale staff to get off spreadsheets and use it. Sooooo, I looked at the screen shots of all the apps that do Revenue Forecasting. I saw the screen shots from Surfwriter and thought it looked close. I just downloaded it and it looks like it might do the job. You still will need to set up an initial schedule for each product through the product section of Sales Force. I did that for all my products. Once you set up a schedule, it is very convenient to make changes in one view using Surfwriter's "Product Manager" tab. My sales team is already using it! This looks to be just the ticket, I think, and it compensates for a very poorly written Sales Force Forecasting tool. Definite 5 for me. Also, if you have any issues installing, make sure you get the version 1.8 posted 6/14/10 as it seems that SalesForce's new "Summer'10" software broke the link.