Quote-to-Cash

1. JustOn

   The real added value comes from combining CPQ with contract and invoicing management. To enable a seamless process in Salesforce, the data resulting from the quoting process is therefore processed further directly in Salesforce. With its Salesforce application of the same name, our partner JustOn offers an equally native solution for invoicing, contract and receivables management. Combining the two native Salesforce solutions is particularly effective for dynamic business models in the cloud and subscription economy (SaaS) or in the advertising business, especially since invoice runs are automated here as well. In doing so, a so-called subscription object is populated with the relevant data.

2. appero quote – Lightning CPQ

   CPQ solutions are used during the quoting process to configure products (Configure), calculate prices and discounts (Price) and generate the documents (Quote). As a native Salesforce solution, appero quote – Lightning CPQ takes on this task while respecting all standards and concepts of the Lightning Platform.

3. DocuSign

   To speed up individual sub-processes such as quoting, the documents generated along the way can be signed electronically quickly and easily. For this we usually rely on DocuSign, the global market leader in electronic signature with its "Agreement Cloud". DocuSign is integrated with the Salesforce Sales Cloud, and in most cases further use cases beyond "Quote-to-Cash" are covered as well.

4. Salesforce Reports and Dashboards

   appero quote – Lightning CPQ, JustOn and DocuSign work together very well and are used successfully by many of our customers.

• appero quote

  Quotes natively in Salesforce.

• DocuSign

  Electronic signature.

• JustOn

  Automation of invoicing processes in Salesforce.

With appero quote you generate even extensive or complex quotes and order confirmations quickly and conveniently in Salesforce. Ensure the consistency of your documents with the Lightning editor while giving your sales teams a high degree of flexibility and smart tools at the same time.

Far-reaching options for product configuration as well as price and discount calculation make it easy to use. Yet compared with conventional CPQ solutions, appero quote is quick and easy to implement and cost-effective.

appero quote – Lightning CPQ is used very successfully by companies of all sizes and across a wide range of industries – including service providers, SaaS vendors and publishers.