# Tally: e-signature and QuickBooks apps for Salesforce

> Tally (https://gettally.io) makes two apps for Salesforce teams: Tally Sign, for e-signatures on quotes, order forms and agreements, and Tally for QuickBooks, for QuickBooks Online invoicing and payments inside Salesforce.

Source: https://gettally.io

## Tally Sign

Tally Sign is e-signature software built for Salesforce that also works without a CRM. It sends quotes, order forms and agreements from Salesforce quotes, opportunities and any other object, and the signed PDF and status come back to the record.

- Website: https://sign.gettally.io
- Price: $20 a user a month, or $200 a month per 5 users with Salesforce.
- Sign in: https://app.tallysign.com/login

- [Revenue Cloud Advanced](https://sign.gettally.io/solutions/revenue-cloud): Order forms from quote lines. Signed quotes become orders.
- [Opportunities](https://sign.gettally.io/solutions/opportunities): Proposals and agreements from the deal, signed by its contact roles.
- [Any object](https://sign.gettally.io/solutions/any-object): Accounts, contracts, work orders and your custom objects.
- [No CRM needed](https://sign.gettally.io/solutions/no-crm): Send and sign in a few minutes, from the app or a chat.

## Tally for QuickBooks

Tally for QuickBooks is a Salesforce app (a managed package on Salesforce AppExchange, namespace QBObyTALLY) that connects Salesforce to QuickBooks Online. Teams create QuickBooks invoices, estimates, sales receipts and purchase orders and take payments from any Salesforce record, and customers, products, payments and document status sync between the two systems.

- Overview: https://gettally.io/quickbooks (Markdown: https://gettally.io/quickbooks.md)
- Price: Annual plans from $3,995. Installation included on Growth and Scale.
- Rating: 5.0 out of 5 from 21 reviews on the Salesforce AppExchange (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000G6qhdUAB)

- Invoices and estimates from any record
- Open, paid and overdue on the record
- Customers, products and payments sync both ways

## Which one do I need?

- Customers need to sign quotes, order forms or NDAs: Tally Sign.
- You don't use Salesforce: Tally Sign (it works on its own). Tally for QuickBooks runs inside Salesforce.
- Closed deals are typed into QuickBooks by hand, or sales can't see what's paid: Tally for QuickBooks.
- You want card and ACH payments taken from Salesforce: Tally for QuickBooks.
- You want the deal signed and billed without leaving Salesforce: both. Each is sold on its own; neither needs the other.

## Company

- Name: Tally (Tally Integrations LLC)
- Website: https://gettally.io
- Email: dev@gettally.io
- Book a demo: https://gettally.io/book-a-demo
- Contact: https://gettally.io/contact
- AppExchange listing: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000G6qhdUAB
- Also from Tally: Tally Pulse, Salesforce reports and dashboards built from a plain request (https://pulse.gettally.io)

## More

- Everything on one page, for AI assistants: https://gettally.io/llms-full.txt
- Index of Markdown pages: https://gettally.io/llms.txt