Start with prebuilt foundations and sample usage data. Create quotes with less data entry, and manage quote documents and e-signatures from Salesforce. Check orders before activation, and connect fulfillment to Field Service without building every process from scratch.
- Build Revenue Management Faster with Prebuilt Design Foundations
Install Revenue Management capabilities and select prebuilt components for common implementation work. Add sample usage products and rate cards, refresh product qualification, pricing, and rating rules, or start orchestration when an order activates. You spend less time assembling a working implementation. - Create Quotes Faster with Opportunity Data
Autofill quote fields from opportunity data when your sales reps start from an opportunity or the quote list view. If the opportunity has a price book, Quote Autofill from Opportunity copies the price book to the quote in the background. Your sales reps spend less time entering deal details. - Share Quote Documents and Track E-Signatures from Salesforce
Share draft quote PDFs by email and manage quote documents for e-signature without leaving Salesforce. Your sales reps can generate a quote document from a template, send it through DocuSign, and track the envelope status on the quote. Your sales reps spend less time exporting, uploading, and checking signature status. - Validate Orders Before Activation
Apply configurable activation checks before an order becomes active. An activation gate keeps orders from moving forward until they satisfy your conditions. - Connect Order Fulfillment to Field Service
Start with a sample Dynamic Revenue Orchestrator plan that connects fulfillment to Field Service. The plan creates work orders from fulfillment steps and waits for field work to finish. After you map Field Service status and configure the resume rule, fulfillment resumes when field work is complete.