Quote2Cash: Quickbooks Online Invoice Integration
Generate QuickBooks Online invoices from Salesforce Quotes and send them from Salesforce.
Cypress Learning Solutions, IncFree
Generate Orders from Quotes
by VISEOSalesforceFree
Convert Salesforce quotes with products into orders using a button, with admin-defined validations, fields, and guidance messages.
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
The application converts a previously captured Salesforce quote with products into an order. An end user captures quote information once and starts the conversion with a button. An admin can add business validations, additional fields, and messages for errors.
Key capabilities
from the Salesforce AppExchange listingQuote-to-order conversion
Converts a previously captured quote with products into an order.
Business validations
Allows admins to add business validations to the order-generation process.
Additional fields
Allows admins to add fields to the process.
User guidance messages
Allows admins to add messages that guide users when errors occur.
Who it's for
The application is for end users and admin users.
How it compares
Generate Orders from Quotes converts Salesforce Quotes into Salesforce orders, while Quote2Cash: Quickbooks Online Invoice Integration sends Salesforce Quotes to QuickBooks Online as invoices. Quote Generate/Sync Order also covers quote-to-order processing and provides an admin configuration page, while this listing describes admin-defined validations, additional fields, and error messages.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Free | Cloud | |
| Quote2Cash: Quickbooks Online Invoice Integration | Free | Cloud | |
| Quote Generate/Sync Order | Free | Cloud |
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
«This application focuses on end users, helps them generate an order from a quote with products. Using this application, the end user only captures the information in the quote once, and with a button can convert to an order. The admin user has the possibility to add the business validations, additional fields, as well …»