Grow revenue faster with the leader in invoicing solutions.
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Go from pipeline to paycheck with the #1 AI CRM and integrated invoice generator.
Sell faster with a CPQ solution and invoice generator in your CRM.
Streamline
Structure bundles and quote efficiently.
- Maximize quoting efficiency with product catalogs and pricing accessible in your CRM.
- Give sellers negotiation levers like the ability to offer discounts on an entire quote or individual products.
- Design approval processes tailored to your business by setting rules and conditions such as approval triggers, user groups, user permissions, and sequences.
Integrate
Draft, review, and send proposals all from your CRM.
- Help sales teams structure product bundles easily with a configurator that shows product features and the attributes available within each feature.
- Configure products, pricing, and discounts to send proposed deals to customers straight from CRM.
- When the deal is inked, invoice from the same place you sell.
Adapt
Drive growth with flexible revenue models.
- Empower reps to meet customers' varied needs with flexible pricing models such as metered services, consumption-based models, or tiered usage structures.
- Accelerate upsells and cross-sells with quoting for add-ons, swaps, and upgrade amendments.
- Embed products, pricing, and rules in policy-aligned partner portals.
Ready to try the leader in invoicing solutions?
Take our guided tour to learn how the AI-powered features of Salesforce CPQ & Billing can help you generate proposals and invoices faster — while staying compliant.