Tally makes two Salesforce apps: Tally Sign for e-signatures on quotes and agreements, and Tally for QuickBooks for QuickBooks Online invoices and payments from any record.
E-signature built for Salesforce, simple enough without it.
$20 a user a month, or $200 a month per 5 users with Salesforce.
QuickBooks Online inside Salesforce, synced both ways.
Annual plans from $3,995. Installation included on Growth and Scale.
Northbeam Software is selling 40 dispatch seats to Brightline Logistics. Scroll to watch Tally Sign get the order form signed, then Tally for QuickBooks invoice the deal and show it paid, all on the same Salesforce opportunity.
One deal, start to finish
Brightline Fleet Expansion
Northbeam Software sells to Brightline Logistics · $18,400
from the opportunity
Avery Brooks works the deal in Salesforce. Tally Sign fills the order form from the quote lines and sends it to the contact who signs.
Doing the work
Tally Sign
1.1Brightline Fleet Expansion: USD 18,400.00, in Negotiation.
Avery Brooks works the deal in Salesforce. Tally Sign fills the order form from the quote lines and sends it to the contact who signs.
Dana Whitfield opens the email, reads the order form and signs in the field meant for her. The envelope on the opportunity updates while she does.
Once everyone has signed, Tally Sign marks the quote Accepted, the order is created from it, and the signed PDF is saved to the record.
Back on the opportunity, the QuickBooks tab builds the invoice from the deal's products. Save and Send creates it in QuickBooks Online and emails it to Brightline.
Dana pays the invoice by card from the email. QuickBooks Online records the payment and sends it back, so the opportunity shows Paid without anyone updating it.
Most teams start with one. Some run both on the same deal: signed with Tally Sign, then invoiced with Tally for QuickBooks.
Customers need to sign quotes, order forms or NDAs.
Send from the Salesforce record. The signed PDF and the status come back to it.
Signed quotes should become orders without anyone retyping them.
Turn on an automation and a signed quote is marked Accepted and becomes an order.
We don't use Salesforce.
Tally Sign works on its own: send and sign from the app. Tally for QuickBooks runs inside Salesforce.
Someone types every closed deal into QuickBooks by hand.
Create the invoice from the opportunity, the account or any record, with the deal's products. It's created in QuickBooks Online.
Sales can't see whether a customer has paid.
Open, paid and overdue invoices show on the Salesforce record they came from.
We want to take card and ACH payments from Salesforce.
Receive Payment charges a card or bank account through QuickBooks Payments.
We want the deal signed and billed without leaving Salesforce.
Tally Sign gets the quote signed. Tally for QuickBooks invoices the same opportunity.
Tally Sign
Tally for QuickBooks
Runs in
Salesforce, or on its own
Salesforce, connected to QuickBooks Online
Price
$20 a user a month, or $200 a month for every 5 users with Salesforce
Annual plans from $3,995
Getting started
Sign up and send your first document in a few minutes
Tally installs it in your org. Installation is included on Growth and Scale
Tally builds Tally Sign and Tally for QuickBooks. Your team gets deals signed, invoiced and paid without leaving the Salesforce record.
Works on your records
Both products live on the quote, opportunity or account your team already has open.
One or both
Each is sold on its own. Neither needs the other.
One team to write to
Questions about either product go to the people who build them.
Tally for QuickBooks on Salesforce AppExchange
5.0
from 21 reviews
“It by and large feels like it's just part of Salesforce because it just works.”
Also from Tally: Pulse. Salesforce reports and dashboards, built from a plain request.
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