Manage customer orders, invoices, supplier orders, and project costs in Salesforce.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
Align — screenshot from the Salesforce AppExchange listing

What it does

Align gives operations teams tools for customer orders, invoicing, supplier orders, and project costs in Salesforce. Customer orders can be sent to invoicing in full or in part according to contract terms, with pending order amounts visible. The add-in generates and sends PDF invoices to customers and PDF supplier orders to suppliers. It also tracks project budgets, costs, revenues, and timesheets, including timesheet invoicing.

Key capabilities

from the Salesforce AppExchange listing

Customer order invoicing

Sends all or part of a customer order to invoicing based on contract terms and displays pending order amounts.

Customer invoice management

Generates and sends PDF invoices to customers and supports EU VAT compliance.

Supplier order management

Manages supplier order requests and approvals and generates and sends supplier PDFs.

Project cost tracking

Manages and tracks project budgets, costs, and revenues.

Timesheet management

Manages timesheets and supports invoicing for timesheet entries.

Who it's for

Operations teams.

How it compares

Align covers customer orders, customer invoicing, supplier order requests and approvals, and project budgets, costs, revenues, and timesheets. BUSINESS 360 - PURCHASE, INVENTORY, ORDER, INVOICING, PROJECT MANAGEMENT APP includes customer information management and estimates, while Certinia Procurement focuses on procure-to-pay, payable invoices, supplier payments, and enterprise spending. Finblick – Salesforce Accounting, Quote and E-Invoice Management focuses on accounting, quotes, and e-invoices.

NamePricingDeploymentUpdated
Alignthis pluginPaidCloud
BUSINESS 360 - PURCHASE, INVENTORY, ORDER, INVOICING, PROJECT MANAGEMENT APPPaidCloud
Certinia ProcurementPaidCloud
Finblick – Salesforce Accounting, Quote and E-Invoice ManagementPaidCloud

In the catalog

295 plugins in Salesforce Platform · Finance

Price distribution: 53 free, 14 freemium, 228 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Align helps operations teams stay in sync with the finance department by providing a comprehensive suite to manage key business processes, including customer orders, invoices, supplier invoices, and project-level cost management. Customer Order Management: * Send to Invoicing a part / the complete customer based on …»

Official marketplace listing

Publisher
EASI SA
Updated on marketplace
Facts verified