- Quoting
- Ordering
- Payment Processing
- Smart Management
- Customer Driven
- Single click creation of quotes
- Create multiple branded html quotes
- Easily customize all colors on html quotes
- Track how many times customers view quotes
- E-mail a link to quotes from Salesforce
- Attach multiple files to E-mailed quotes
- Synchronize latest quote with opportunity
- Single click creation of orders
- Create branded html invoices
- E-mail a link to invoices right from Salesforce
- Attach multiple files to E-mailed invoices
- Automatically create orders for subscriptions
- Securely store credit cards in the cloud
- Process credit cards in Salesforce
- Track remaining balance from order
- Automatically charge credit cards for subscriptions
- Automatically charge credit cards for subscriptions
- Easily track the effectiveness of your promotions
- Stop completed orders from unauthorized changes
- Smart forecasting of revenue by subscription reporting
- Customer represented product development board
- Customers submit new features via idea board
- The most popular ideas are added to the product
- All new features are first beta tested by customers
