AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

sevdesk Integration for Salesforce: Invoicing, Quoting, Accounting, ERP

Efficient and hassle-free invoicing through an integrated accounting system

Overview

  • ★ Start a 14 day free trial. Just click Get It Now! ★ * Streamline your Lead to Cash process from Salesforce to sevdesk.

  • * Order Management made easy! Generate all financial documents in Salesforce and sevdesk simultaneously using sevdesk's professional templates. * Create credit notes for your partner community within Salesforce!

  • * Get and report your revenue information back to Salesforce. * Drive productivity of your staff and avoid duplicated data entry. * Use the search function to find financial files in Salesforce

Do you remember the last time you re-entered customer information into a different system to generate an invoice? Well, what if we told you that there is an easier way to create invoices? We value our customers and understand the constant struggle of trying to work with more than one system. Create products, orders and opportunities and send them directly through sevdesk to your clients. Customize the pipeline of your invoicing and adjust your billing needs to your workflow, not the other way around. Generate and email invoices automatically to customers by sending an order to sevdesk or, if you prefer, re-check the order in your accounting system prior - whatever you need, you decide. sevdesk a cloud-based service combines all important functions for customer and business administration, allowing you to manage your customers and documents, write invoices and offers, organize stock levels and maintain cash books, while also getting real time insights. Integrated with Salesforce, you get a fully automated all-round solution for your business processes - with excellent CRM, marketing, sales and service tools and one of the best cloud accounting systems.

Categories

Business Needs
Finance
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.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package

More from Cloudwharf GmbH

  • by Cloudwharf GmbH
    CloudWharf is a young, Munich-based software company of talented developers, architects and project managers. Together we work on 100% cloud-based solutions to use Salesforce even more effi ciently and easily.
  • by Cloudwharf GmbH
    - Effortless project management - Resource planning - Tracking of times & expenses - Utilization & forecast - Integrates seamlessly with our accounting app (Finblick) Everything you ever wanted from a PSA – with an intuitive design.
  • by Cloudwharf GmbH
    Finblick automates accounting for Salesforce, streamlines e-invoicing, quoting and financial documents, and offers Salesforce accounting integration with tax apps like DATEV. Supports multi-entity, multi-currency, and tax rules.