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Convertabl
by Insightabl Apps Pty LtdSalesforceFree
Add products, quantities, and pricing to Salesforce leads to generate quotes and sync them with opportunities.
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Convertabl adds products, quantities, and pricing to Salesforce leads for quote generation. Sales representatives can capture quote information on mobile devices while working in the field. Quote details can be synchronised with an opportunity when the quote is converted.
Key capabilities
from the Salesforce AppExchange listingLead quote details
Adds products, quantities, and pricing to a Salesforce lead.
Quote generation
Generates a standard quote from information added to a lead.
Mobile data capture
Captures quote-related information on mobile devices in the field.
Opportunity synchronisation
Synchronises a quote with an opportunity record when the quote is converted.
Use cases
- Sales representatives can capture product and pricing details during a prospect conversation in the field.
- Sales teams can assess prospective lead value from requested product quantities before engaging in a partnership.
Who it's for
Sales teams and sales representatives.
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«When your prospects enquire, often the first company to send the quote wins the business. Beat out the competition by responding to your prospects faster with Convertabl. Strategically plan your sales efforts by foreseeing the value of a lead by referencing desired product quantities before engaging in a partnership …»
Official marketplace listing
Marketplace
Publisher
Insightabl Apps Pty Ltd
Updated on marketplace
Facts verified