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SmallBuilder - Line-item Configurator, Actionable List and Document Template
Line-item, Document, List, Quote, Order, CPQ
Freemium
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Business Need
- ProductivityDocument GenerationAdmin & Developer Tools
- Requires
- Sales CloudService CloudPlatform Cloud
- Compatible With
- Experience Cloud
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.
Highlights
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.
Provider Details
Windmillsoft
Seoul, Korea
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2015
Website
Since launching our Salesforce consulting in 2017, we've excelled in diverse projects, spotting common challenges and needs among clients. We've streamlined our approach, focusing on standardizing solutions to avoid repetitive custom development. This strategy enhances our efficiency and expertise application. We're excited to share our vision: "Simplifying Salesforce customization." Our mission is to provide straightforward solutions that make customizing Salesforce accessible, empowering clients to optimize their operations for better efficiency and success.
Pricing Details
Freemium
You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.
Try out and create 1 configuration across all features of line-item configurator, document template and list for free for all users of the Salesforce org. Please get in touch with support@smallbuilder.com if you would like to upgrade your plan.
If you upgrade to a paid plan, you must purchase seats for the number of Salesforce users who use any of the line item configurators, document templates, and lists created by SmallBuilder.
Line-item Configurator
$20 USD/user/month
Document Template
$12 USD/user/month
List
$15 USD/user/month
Full Features
$35 USD/user/month