Linvio Quotes & Invoices
The Linvion Quotes & Invoices package enables native CPQ, invoicing and online payments for Salesforce
Send Quotes from Opportunities
Quotes & Invoices extends Salesforce features allowing your sales reps to send online sales quotes from the standard Opportunity record. When the customer approves and pays the quote online, built-in workflow can be used to automate the next step.
Create Online Invoices
Click-to-publish online invoices can be published to your Force.com site or community, allowing your customer to review and pay online with a credit card or through ACH bank transfer. Our invoice wizard walks you through the process, and includes a library for quick insert of terms & conditions.
Salesforce Hosted Communities
Pre-built Visualforce pages included in Quotes & Invoices allow your customer to view scheduled invoices, past payments and stored payment methods inside a secure Salesforce portal environment.
Packaged and custom reporting in Salesforce can be used to keep track of outstanding and paid invoices, annual and quarterly receipts, product sales by category, and more.
Linvio Quotes & Invoice runs natively in Salesforce, giving you and your Salesforce environment realtime access to customer information and transaction data when it’s needed.
Linvio Quotes & Invoices is Salesforce Lightning ready and can be used in either Lightning Experience or the Classic Salesforce UI.
Linvio Quotes & Invoices is available on the Salesforce AppExchange.