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ONBOARD

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Set Up Company
Integrate Systems
Configure Product Catalog
User Testing & Go-Live

BEST PRACTICES

Best Practices
Salesforce Best Practices

UNIFIED ARCHITECTURE

Architecture Overview
Data Flow: Quote to Invoice
Lifecycle: Subscriptions

CONFIGURATION

Company Settings
Tenants
- Tenant Time Zone
API Keys
Custom Fields
Currencies
Notifications
In App Documentation & Support
Users & Roles
Dunning
Invoice Terms
Quote Settings
Teams
Invoice Settings
Rules Engine
Proration

PRICING & PACKAGING

Product Catalog Overview
Products
Offerings
Rates
Creating your first Offering
Creating a Product Catalog for a SaaS Business

QUOTING

Quoting Overview
Creating your first Quote
Creating a Quote - Basics
Creating a Quote - Advanced
Amendments (legacy experience)
Amendments (2024 experience)
Renewals
Cancel Contract
Editing an Accepted Quote

Accounts and Contacts

Accounts
Contacts
Addresses

self service

Self-Serve / Product-Led-Growth

BILLING

Billing Overview
Bill Groups
Billing Actions (Bill Run, Invoice Sending, and Bulk Crediting)
Billing Schedule
Unbilled Invoice Report
Payments
- Payments & Collection
Credits
Credit Notes
Credit and Rebill (Invoice-based)
Invoice Memo
One-time Invoices
Sequential Invoice numbering
Application and Unapplication of Credits, Credit Notes, and Payments to Invoices
- Refunding Payments

integrations

Accounting Systems
- NetSuite
CRM
- Salesforce
  - Salesforce Configuration Guide
  - Salesforce Field Mapping
- Hubspot
  - Hubspot Configuration Guide
  - Hubspot Field Mapping
eSign Integrations
- Docusign
  - Docusign Tags
Payment Gateways
- Stripe
Webhooks
Tax Integrations
- Anrok
- Avalara

Reporting

Reporting Overview
Data Export
Data Export Destinations

SOLUTIONING

Setup
- Login
- User Roles
CRM
- Salesforce
- Hubspot
Quotes
Amendments
Renewals
Billing
- Dunning
Payments
- Creating Payment Methods via API
- Stripe
Usage
Docusign

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Best Practices

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This section is under construction. Come back soon for pricing, sales, and billing best practices and strategies.

Updated about 1 month ago

User Testing & Go-Live

Salesforce Best Practices