Phoenix - Your AI AssistantDesign a branded invoice template for your Salesforce CRM
Delivery in
3 days
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What you get with this Offer
Are your Salesforce invoices plain, hard to read or still made by hand in Word? I will design a branded invoice template for your Salesforce CRM, so every invoice looks like your company and is created as a PDF in one click.
Perfect for any company that bills customers from Salesforce, from startups to established teams.
This offer includes:
Invoice template built from your brand design, logo, colours and fonts
All details filled in automatically from Salesforce: customer, items, prices, tax and totals
Your bank details, payment terms and footer notes
PDF created in one click from the Opportunity, Order or Invoice record
PDF saved on the record and emailed to the customer
Works in Sales Cloud, with or without Salesforce CPQ
Testing with your real records
Short video showing your team how to use it
Need a quote, proposal or receipt template too, or automatic sending? Add them as add ons.
You can send me your current invoice, a Canva or PDF design, or just your logo and I will design it for you.
Certified Salesforce Developer who also works as your Salesforce Administrator and Salesforce Consultant, with real Salesforce CRM, Salesforce integration and Salesforce implementation projects.
Perfect for any company that bills customers from Salesforce, from startups to established teams.
This offer includes:
Invoice template built from your brand design, logo, colours and fonts
All details filled in automatically from Salesforce: customer, items, prices, tax and totals
Your bank details, payment terms and footer notes
PDF created in one click from the Opportunity, Order or Invoice record
PDF saved on the record and emailed to the customer
Works in Sales Cloud, with or without Salesforce CPQ
Testing with your real records
Short video showing your team how to use it
Need a quote, proposal or receipt template too, or automatic sending? Add them as add ons.
You can send me your current invoice, a Canva or PDF design, or just your logo and I will design it for you.
Certified Salesforce Developer who also works as your Salesforce Administrator and Salesforce Consultant, with real Salesforce CRM, Salesforce integration and Salesforce implementation projects.
What the Freelancer needs to start the work
1 - Your logo and brand colours, or your current invoice or design file.
2 - Which Salesforce object you invoice from (Opportunity, Order, Quote or a custom object).
3 - The fields you want on the invoice (tax, discounts, bank details, terms).
4 - Salesforce access with System Administrator rights, or a user created for me.