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Sales2Cash for Subscription Management & Recurring Revenue with SaaS metrics

Your Rev Ops Secret Weapon

$24,000   USD/company/year

Discounts available for nonprofits

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Industries
Horizontal Product
High Tech
Business Need
Sales
Contract Management
Accounting
Requires
Sales Cloud
Compatible With
Experience Cloud
Marketing Cloud Engagement
Marketing Cloud Account Engagement

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Marketing Cloud Engagement
Marketing Cloud Account Engagement
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
sales2cash/2.62 2.62.0
Listed On
07/19/2023
Latest Release
12/10/2025
Supported 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.
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.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 7
Custom Tabs: 5
Custom Apps: 2
Lightning Components
Global: 4
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.53.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/21/2023

Additional Details

Finance automation is complex and full of manual calculations that slow down the sales cycle, especially with renewals and recurring revenue. From Opportunities to Invoices and everything in between, Sales2Cash automates it. With Sales2Cash, Rev Ops teams can: • Automatically generate Contracts, Invoices, and Revenue schedules. • Spend less time manually double-checking Quotes, Contracts, Opportunities, & Invoices. • Make reporting easy and instant with detailed SaaS metrics for a clear vision of ARR, MRR, and ACV with expansion. • Add guardrails for sales teams looking to quickly and accurately close deals through a streamlined sales process. • Guarantee proper accounting math for complex subscriptions with price and product schedules. • Centralize data in Salesforce (no third-party app login). Key Features: • Two-way sync with NetSuite and Quickbooks Online. Compatible with Avalara (AvaTax) sales tax automation. • Built-in permission sets with custom roles for each user type with safeguards. • 100% of your data is secured on force.com. You can trust the information you put into Sales2Cash is safe and accurate. Simplify your recurring revenue cycle management with Sales2Cash.

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