Manage subscriptions, capture revenue, accomplish more in less time
iDialogue's SaaS (Software-as-a-Service) Quote-to-Cash extension package combines the power of Salesforce™ with pre-integrated, best-of-breed solutions to meet the unique needs of any subscription-based organization.
- Subscription Price Book & Product Management
- Subscription Opportunity Management
- Generate Quotes, Contracts, and Agreements
- Capture eSignatures
- Report on Recurring Revenue
- Order upgrades, add-ons, and renewal
- Usage-Based Billing and Invoicing
- Reseller Billing
- Tax Calculations, Address Validation & Auto-Filing
SUBSCRIPTION OPPORTUNITY MANAGEMENT
TAX CALCULATION, ADDRESS VALIDATION, AND AUTO-FILING
No more tax-related headaches. Native integration with TaxJar™
USAGE BASED BILLING
iDialogue UBB (Usage Based Billing) combines real-time usage data with dynamic billing capabilities to manage any SaaS Ops business model within Salesforce.
PAYMENT PROCESSING AND STRIPE INTEGRATION
Collect a variety of payment methods
Integrate directly with Stripe or use leading AppExchange solutions, like Blackthorn Payments for Salesforce™, which provides reliable ongoing payment and transaction fulfillment services.
SUBSCRIPTION PROCESS AUTOMATION
Native integration with Salesforce™ Flow and Process Builders.
Apex actions included: