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Sales2Cash for Subscription Management & Recurring Revenue with SaaS metrics
Your Rev Ops Secret Weapon
- Industries
- Horizontal ProductHigh Tech
- Business Need
- SalesContract ManagementAccounting
- Requires
- Sales Cloud
- Compatible With
- Experience CloudMarketing Cloud EngagementMarketing Cloud Account Engagement
Manage the subscription lifecycle & easily automate recurring revenue with Sales2Cash. Easy setup for revenue ops teams to quickly & automatically generate Contracts, Invoices, and Revenue schedules. Automated SaaS metrics reporting like ARR, MRR, & ACV.


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Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Experience CloudMarketing Cloud EngagementMarketing Cloud Account Engagement
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- sales2cash/2.62 2.62.0
- Listed On
- 07/19/2023
- Latest Release
- 12/10/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyPerson AccountsManaged PackageLightning App Builder
- Package ContentsIf 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: 7Custom Tabs: 5Custom Apps: 2
- Lightning Components
- Global: 4App Builder: 0Community Builder: 0
- Languages
- English
Security
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.