Salesforce.com Integration is coming soon!
RevenueBooks SalesForces.com integrator automatically feeds closed Opportunities or new/amended/renewed Contracts into an order queue in your SaaSOptics account.
Finance controls the processing of orders. Orders can contain attached digital contracts. Each order element is accepted or rejected, edited if necessary, and converted into a real contract element transaction.
New Customer and Contract information from the sales order is passed through and reviewed prior to acceptance by finance. Sales orders can be attached to existing customers and contracts and sales order errors can easily be corrected by finance. A contract number is assigned if you don't have one. Non-financial meta information can be included to aid in analysis. And, the digital contract files are stored with the contract.
Each order element is accepted and reviewed by finance. A variety of supplemental information is added by finance to help with reporting and analysis. Default values can be accepted or overridden. For instance, a quarterly invoice schedule can be established or an automatic renewal price increase can be added.
