Linvio Quotes & Invoices enables you to quickly generate both online quotes and online invoices within Salesforce. Easy for you and convenient for your customers! Customers just click to approve, then pay which helps improve rate of transaction completions. Every transaction is recorded automatically within Salesforce.
Plus, Quotes & Invoices is a fully integrated PaymentConnect add-on, giving you online quoting and invoicing, on top of the advanced payment management features included with PaymentConnect.
Online Quotes from Opportunities and Cases
If you manage deals in Salesforce using the standard Opportunity object, you can now take your sales process to the next level with integrated quotes and online payment. Custom fields on the Salesforce Opportunity page allow your sales users to configure and publish pricing, line items, terms & conditions and other quote details to a page hosted on your Salesforce Sites website.
Simply send a link to the page to your customer, and quote approval and online payment is a breeze. Payment processing is handled by our base product PaymentConnect and transaction details are recorded in Salesforce and attached to the customer Contact and Opportunity records.
Linvio Quotes & Invoices supports the collection of online payments for support tickets or Cases in Salesforce. If your business offers paid support services, or uses the Salesforce Case object for project based interaction with customers, you can now send payment requests from a Case record for online approval and payment.
Online Invoices from Opportunities
Sending invoices for deals you’ve closed in Salesforce has never been easier! Just mark the opportunity for publication as an Invoice, insert the HTML snippet for your HTML terms and conditions and email the link to your invoice landing page to the customer. Linvo Quotes & Invoice handles the online payment, keeps track of the balance due, and marks the opportunity as “Paid Off” when payment has been made in full.
Reusable HTML Content
Manage your own library of terms & conditions content for your online quotes and invoices using our Content Items feature. Every time you create a new quote or invoice, the library is available to speed the creation process. Just pick a pre-built HTML snippet, click, and insert it.
Linvio Quotes & Invoices is an add-on for Linvio PaymentConnect and requires PaymentConnect version 4.4 or higher and one or more supported payment processors.