Flexpricer® CPQ, Subscription Management, Quotes, Quoting, Quote to Cash Pricing
Configure products, calculate prices, and manage quotes and subscriptions in Salesforce Revenue Cloud (CPQ).
CRM.Team™Freemium
seProposals
by salesElementSalesforceFreemium
Create Salesforce Revenue Cloud (CPQ) proposals and quotes from forms, Salesforce records, and configurable content.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACENot published
What it does
seProposals lets sales and marketing staff build proposals and quotes by answering questions and completing form fields. It can bring together information from Salesforce objects and fields, including objects that are not related. Users can set which information may be edited and where proposal data is sent within Salesforce.
Key capabilities
from the Salesforce AppExchange listingProposal creation
Sales and marketing staff can build proposals from questions and form fields.
Quote creation
The platform supports creating quotes as well as proposals.
Salesforce data combination
It combines information from Salesforce objects and fields, including unrelated objects.
Custom field display
Proposals and quotes can show custom Salesforce objects and fields.
Edit permissions
Users can control which information other users may edit.
Salesforce data routing
Proposal information can be sent back to selected Salesforce objects and fields.
Visual proposal content
Proposals can contain infographics and charts.
Use cases
- Sales representatives can assemble complex proposals and quotes by responding to questions and entering form values.
- Sales Operations teams can control the Salesforce locations that receive proposal information.
- Teams can combine Salesforce information that may not be available through reports or mail-merge products.
Who it's for
Sales representatives, sales staff, sales and marketing staff, and Sales Operations teams.
In the catalog
22 plugins in Revenue Cloud (CPQ) · Documents and content
Price distribution: 2 free, 2 freemium, 18 paid
Pricing & deployment
Platform
Salesforce
Product
Revenue Cloud (CPQ)
Deployment
Cloud
Pricing
Freemium
Similar plugins in Revenue Cloud (CPQ) · Documents and content
View all 22 →
m3ter Connector for Salesforce
Connects Salesforce CRM, CPQ and Revenue Cloud with m3ter for shared account, pricing and billing data.
m3ter UK LimitedPaid
Docusign Gen for Salesforce: Simplified custom document generation
Generate editable Salesforce agreements using customer, product, pricing, and opportunity data.
Docusign, IncPaid
SmallBuilder Line items
Configure Salesforce Revenue Cloud (CPQ) line items with dynamic pricing, product options, and related or external data.
WindmillsoftFreemium
What the vendor says
«seProposals is THE easy-to-use proposal and quoting platform. Your sales people will create visually stunning proposals quickly, even if your business is complex and unique. We succeed where other CPQ and proposal systems fail and when you've outgrown mail-merge products. You secure information users are not permitted …»