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Credex CPQ & Billing Solution

By Credex Technology

Credex CPQ & Billing Solution

No Ratings
Free  

Never requires payment

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Industries
Horizontal Product
Business Need
Quotes & Orders
Sales Productivity
Document Generation
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Marketing Cloud Engagement

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.

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.
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
Credex (CPQ + Billiing)/Summer 2024 1.5.0
Listed On
12/05/2024
Latest Release
12/05/2024
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.
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
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: 9
Custom Tabs: 4
Custom Apps: 1
Lightning Components
Global: 5
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.
1.5.0
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.
05/13/2024

Additional Details

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

Need help?

Credex Technology

San Ramon, California, USA

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