QuickBooks And Salesforce Estimates
Feel right at home with the same exact QuickBooks estimates UI in Salesforce, but with even more functionality. QuickBooks won’t automatically send an invoice when an estimate is approved, but Tally will.
QuickBooks And Salesforce Estimates
Send Estimates and convert them too!
Estimates, invoices, or whatever you want to call them, Tally makes it easy! You can manually generate estimates from Salesforce, and if those estimates get approved by your customer, they will reflect in Salesforce as approved. And if you utilize Tally’s automation, your invoices can be sent while you’re sound asleep, on a coffee run, or doing things that can’t be automated. For example… well, we can’t give you an example because everything can be automated with Tally. Cue the music!
QuickBooks And Salesforce Estimates
How It works
Generate Estimate
From Opportunities to Custom Objects, estimates can be generated seamlessly without leaving the record,.
Customer Approves
Status is automatically set to pending, but you have the flexibility to update it to approved or denied. Alternatively, the customer can make these updates. Plus, with the power of Bi-Directional Sync, changes reflect in Salesforce.
Estimate updates in Salesforce
Two words, six Syllables: Bi-directional Sync
Manual or Automated Invoicing
Choose whether to manually convert to an invoice or utilize our automation features to generate the invoice on your behalf.
Estimates Breakdown
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- Convert Estimates
- Custom class Tracking
- Flows - Automation
- Custom Fields
- Bi-Directional Sync
- Manual Status Updates
