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

By SalesReady LLC

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

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

Try It
Industries
Horizontal Product
Engineering, Construction, & Real Estate
Professional Services
Business Need
Quotes & Orders
Contract Management
Document Generation
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

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.

  • SalesReady for Slack

Highlights

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

Provider Details

SalesReady LLC
Charlotte, NC

SalesReady is a Salesforce AppExchange Partner that is dedicated to enhancing the Salesforce quoting process by improving the user interface, empowering administrators, and helping ensure higher levels of adoption. Our Salesforce quoting app is specifically designed with a mobile-first approach so that all user types ranging from salespeople to field technicians can quote on the go.

Pricing Details

Freemium

You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.

✔ Free Plan: Unlimited usage of our Universal Line Item Builder (Quote & Invoice Builder).

✔ Paid Plans: Unlimited usage of our Document Generation, eSignature, and Payments platform.