SalesReady
Quote-to-Cash with Document Generation & eSignature
By SalesReady LLCDocument Generation
- Rating
- 5.0
- Reviews
- 3
- Pricing
- Free
- With paid plans
- Listed since
- 2020
About SalesReady
From Quotes to Invoices — Build, Send, Sign, and Pay in Salesforce
✔ Use the Quote Builder on Quotes, Opportunities, Orders, Work Orders, and Service Contracts. ✔ Modify the user interface to work with any language supported in Salesforce. ✔ Calculate sales tax with a single click using our preferred sales tax partner, Anrok. ✔ Generate documents and collect eSignatures on ANY object. ✔ Craft professional templates using our modern online template builder.
Highlights
- INTEGRATION FIRST ✔ Extend our quote builder with native and non-native Salesforce tools. ✔ Work with our preferred vendors and technology partners ✔ Let SalesReady work with your data model, not the other way around
- SECURE E-SIGNATURE ✔ Send quotes to unlimited recipients ✔ View document statuses in real-time ✔ Store signed documents in Salesforce ✔ Send with pre-built document & email templates ✔ Capture and store form fields in any document
- MODERN TEMPLATE BUILDER ✔ Add virtually any HTML component ✔ Web-based template builder (no additional software required) ✔ No SOQL queries or reports necessary ✔ Simple merge syntax
- MOBILE FIRST DESIGN ✔ Drag and drop UI ✔ 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
Screenshots
Image 1 of 5
Pricing
Free, with paid plans.
✔ Paid Plans: Unlimited usage of our Document Generation, eSignature, and Payments platform.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Experience Cloud
- Salesforce editions
- Essentials
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on February 28, 2023
- Industries
- Horizontal Product
- Engineering, Construction, & Real Estate
- Professional Services
- Languages
- English
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