• Features

Enhanced Quoting Interface

  • Elegant drag and drop interface built for Lightning Experience
  • Group and subtotal quote lines on the fly
  • Add product bundles and quote lines with ease
  • Quickly reference Product information
  • Create rich text descriptions for Scopes of Work
  • View manager approval comments by line
  • Visual indicators for lines that exceed discount parameters

Mobile First Design

  • User-friendly mobile experience within the Salesforce mobile app
  • Mobile app inherits same functionality as desktop
  • Send Quotes for E-signature right from your mobile device
  • Optimized for all devices (desktop, tablet, and phone)

E-Signature Capabilities

  • Send Quotes to multiple signers
  • Status tracking and automation
  • Customers can accept or reject quotes
  • Store signed Quotes in Salesforce
  • Send with pre-built email templates

E-Payment Acceptance

  • Simplified solution to accept customers’ credit card, debit card and ACH/EFT payments
  • Best-in-class surcharge technology passes credit card transaction fees to customers at point of sale for no-cost card acceptance
  • Secure, PCI-compliant technology protects you and your customers
  • Streamline payment posting and workflows with automated AR and rich data analytics