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.
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!
From Opportunities to Custom Objects, estimates can be generated seamlessly without leaving the record,.
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.
Two words, six Syllables: Bi-directional Sync
Choose whether to manually convert to an invoice or utilize our automation features to generate the invoice on your behalf.
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