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SmallBuilder - Line-item Configurator, Actionable List and Document Template

Line-item, Document, List, Quote, Order, CPQ

Overview

SmallBuilder is a tool package that lets you do complex customizing Salesforce without coding. It consists of Line-item configurator builder, Document builder, and List builder.

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See How SmallBuilder - Line-item Configurator, Actionable List and Document Template Works

  • The Line-Item Configurator in opportunities or quotes allows users to enhance their productivity by enabling them to search, add, edit, and delete multiple line items. This empowers users to efficiently manage their tasks and improve workflow efficiency.

  • The Document Builder enables the creation of document templates for various types of documents such as quotes, invoices, and receipts without coding. It supports implementing document templates for any type of object.

  • The List Builder supports features such as Mass Action, External Data Integration, and Excel Download, which are not supported in the standard functionality.

SmallBuilder is a tool package that lets you do complex customizing Salesforce without coding. It consists of Line-item configurator builder, Document builder, and List builder.

Categories

Business Needs
Productivity
Document Generation
Admin & Developer Tools
Personas
Administrator
Architect
Consultant
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.
Community Builder
Ready to use in the Salesforce Community Builder.
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
Multiple Currencies
Person Accounts
Community Builder
Managed Package
Lightning App Builder

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