Salesforce Product & Contract Views

Give your Salesforce users instant visibility into contracts, products, and pricing directly from the Account, Contract, and Quote pages. This makes ramped deals easy to understand at a glance, while reducing clicks and system-switching.

⚡ What's new?

  • Easily view product pricing, scheduled changes, and ramp pricing over time.
  • On Accounts, see all customer contracts and purchased products in one place and quickly identify active vs. finished contracts.
  • On Contracts, view products and scheduled changes tied to the latest associated Quote.
  • On Quotes, easily see purchased products and pricing on the current Quote.
⚠️

This release requires updating your MonetizeNow Salesforce Package to access these new components and permissions. See the Salesforce Configuration Guide for full details on configuration and assigning the necessary permissions.