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SalesReady | Quote-to-Cash with Document Generation & eSignature

From Quotes to Invoices — Build, Send, Sign, and Pay in Salesforce

Overview

SalesReady brings quoting, billing, payment processing, sales tax compliance, document generation, and eSignature together in one streamlined solution. It is compatible with quotes, opportunities, orders, work orders, service contracts, and more.

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  • INTEGRATION FIRST ✔ Extend our quote builder with native and non-native Salesforce tools. ✔ Work with our preferred vendors and technology partners ✔ Let SalesReady work with your data model, not the other way around

  • SECURE E-SIGNATURE ✔ Send quotes to unlimited recipients ✔ View document statuses in real-time ✔ Store signed documents in Salesforce ✔ Send with pre-built document & email templates ✔ Capture and store form fields in any document

  • MODERN TEMPLATE BUILDER ✔ Add virtually any HTML component ✔ Web-based template builder (no additional software required) ✔ No SOQL queries or reports necessary ✔ Simple merge syntax

  • MOBILE FIRST DESIGN ✔ Drag and drop UI ✔ User-friendly mobile experience within the Salesforce mobile app ✔ Mobile app inherits same functionality as desktop ✔ Send quotes for E-signature right from your mobile device ✔ Optimized for all devices

✔ Use the Quote Builder on Quotes, Opportunities, Orders, Work Orders, and Service Contracts. ✔ Modify the user interface to work with any language supported in Salesforce. ✔ Calculate sales tax with a single click using our preferred sales tax partner, Anrok. ✔ Generate documents and collect eSignatures on ANY object. ✔ Craft professional templates using our modern online template builder.

Categories

Business Needs
Quotes & Orders
Contract Management
Document Generation
Industries
Horizontal Product
Engineering, Construction, & Real Estate
Professional Services
Personas
Administrator
Consultant
Sales Representative / Manager
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.
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
Managed Package
Lightning App Builder
Salesforce Mobile

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Essentials
Supported Languages
English