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Quote to Cash

appero quote
DocuSign
JustOn

Seamless sales processes and faster incoming sales in Salesforce

The term "quote-to-cash" describes the entire process from quotation creation to receipt of payment. In Salesforce, this process is based on the opportunity, which forms the basis for all sales-related steps and evaluations (forecasting).

The three solutions - the CPQ tool appero quote, automatic invoice management with JustOn and electronic signature with DocuSign - are perfectly coordinated in the quote-to-cash process and are used successfully by many of our customers.
Salesforce quotes with the CPQ solution appero quote - CPQ light

appero quote - Key Features

  • Less effort per offer and shorter offer cycle
  • Visually appealing and consistent in terms of content and legal requirements
  • Automated data for meaningful real-time reporting
  • High ease of use and intuitive user interface
  • Configure Price Quote
  • Electronic signature
  • Contract and accounting

appero quote - CPQ Light

The CPQ tool appero quote is natively integrated into the Salesforce opportunity process and offers extensive options for product configuration as well as price and discount calculation. This allows you to send a quote with the right conditions to the customer without losing valuable time.

E-signature with DocuSign

Quotations that you generate with appero quote can be digitally signed by the recipient directly in the document via DocuSign. DocuSign meets the strictest certification standards in the security industry and is the market leader in the field of e-signatures.
Another advantage: Automated signature and follow-up processes result in up to 83% shorter processing times for your quotes and you gain more time for active sales!

Automatic invoicing with JustOn

Round off the process by transferring the data from the winning quote directly to contract and invoice management in Salesforce.
Our partner JustOn automates the entire contract and billing process in Salesforce: the solution generates, transmits and archives your invoices, handles receivables management for you and manages credit notes and reminders.
Meaningful reports give you a real-time overview of key figures such as turnover, cash flow and customer fluctuation.

Your personal demo for appero quote

Would you like to see the possibilities of appero quote in combination with digital signatures for yourself? Our experts will be happy to demonstrate the advantages of our quotation tool for Salesforce. Book an appointment now!
Watch our webinar on the interaction of appero quote - CPQ Light and DocuSign!

Fast deals thanks to CPQ and e-signature in the Salesforce sales process

quote Demo Video

appero quote - CPQ light

Do you want to take your sales to a new level and are you looking for a smart CPQ tool for your quotations within Salesforce?
With our native Salesforce application, you can create even complex quotes in no time at all - powered by Lightning!

As a native Salesforce app, the CPQ solution appero quote always keeps the data of your quotation process on the secure Salesforce platform.

Next steps

You can easily arrange a personal demo here.

Let us show you live how the quotation process in Salesforce can be simplified and accelerated with appero quote - also in combination with DocuSign.

An efficient quotation process increases the acceptance of the Salesforce CRM system and increases the transparency of the pipeline of opportunities and the quality of forecasts.

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Request a quote for appero quote

Contact us for a customized quote for your version of appero quote