Phoenix - Your AI AssistantAutomate Salesforce quotes, invoices and order processing
Delivery in
5 days
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What you get with this Offer
Still making quotes in Word and invoices in Excel? I will automate your Salesforce quote, invoice and order processing, so your team sends a professional quote in one click and every accepted deal turns into an order and invoice automatically.
For startups, distributors, manufacturers and service businesses.
This offer includes:
Products, price books and discounts set up in Salesforce
Branded PDF quote template emailed from Salesforce
Accepted quote creates an order automatically
Invoice created and sent to the customer
Payment status tracked on every deal
Salesforce automation with Flow for the whole quote to cash process
Short how to video for your team
Works with Sales Cloud, Salesforce CPQ or Revenue Cloud.
Want QuickBooks or Xero invoice sync, Stripe payment links or discount approvals? Add them as add ons.
No technical knowledge needed. I handle the Salesforce setup and testing from start to finish.
Certified Salesforce Developer who also works as your Salesforce Administrator and Salesforce Consultant, with real Salesforce CRM, Salesforce automation and Salesforce implementation projects, including Order Management and Commerce Cloud.
For startups, distributors, manufacturers and service businesses.
This offer includes:
Products, price books and discounts set up in Salesforce
Branded PDF quote template emailed from Salesforce
Accepted quote creates an order automatically
Invoice created and sent to the customer
Payment status tracked on every deal
Salesforce automation with Flow for the whole quote to cash process
Short how to video for your team
Works with Sales Cloud, Salesforce CPQ or Revenue Cloud.
Want QuickBooks or Xero invoice sync, Stripe payment links or discount approvals? Add them as add ons.
No technical knowledge needed. I handle the Salesforce setup and testing from start to finish.
Certified Salesforce Developer who also works as your Salesforce Administrator and Salesforce Consultant, with real Salesforce CRM, Salesforce automation and Salesforce implementation projects, including Order Management and Commerce Cloud.
What the Freelancer needs to start the work
1 - How do you create quotes and invoices today (Excel, Word, QuickBooks, Xero or other)?
2 - Which Salesforce edition do you use?
3 - Salesforce access with System Administrator rights, or a user created for me.
4 - A sample of your current quote or invoice, plus your logo.