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Create and automate your invoices and estimates within Salesforce. Triggers allow for automated invoices or estimates creation, based on your needs. Manual creation of documents requires no more than a single click. Start your 30-day free trial now.
We show Salesforce accounts that are linked to Trailblazer.me and have the Manage Billing permission. If your account is missing, check that you connected the account to your Trailblazer.me profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.