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Credex CPQ & Billing Solution

Credex CPQ & Billing Solution

Overview

Credex CPQ & Billing Solution manages a quote-to-cash cycle in few clicks & analyze all sales data in one place. The interactive product catalog makes it easy for your sales team to find the right products and configures price & quantity on the fly.

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  • # Streamlined Quote to Cash lifecycle # Interactive product catalog for easy navigation # Generate multiple quotes for various opportunities at a time # One-click customized document generation using dynamic templates # Discount approval # E-signature

With Credex CPQ & Billing Solution, you'll be able to easily manage a quote-to-cash cycle with just a few clicks and analyze all of your sales data in one place. The interactive product catalog makes it easy for your sales team to find the right products and configures price & quantities on the fly. # Streamlined Quote to Cash lifecycle # Interactive product catalog for easy navigation # Increased efficiency with quantity and price configuration feature # Generate multiple quotes for various opportunities at a time. # Quote to Order transition with one click # One-click customized document generation using dynamic templates # Discount approval # E-signature

Categories

Business Needs
Quotes & Orders
Sales Productivity
Document Generation
Industries
Horizontal Product
Personas
Business Operations Manager
Business User
Sales Representative / Manager
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.
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
Managed Package
Lightning App Builder

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