Onboard in minutes

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We recommend onboarding in your sandbox environment before setting up your product environment.

Onboarding Checklist

1. Set Up Company

• Upload your company logo and address for end-customer interactions.
• Add your team members to MonetizeNow.
• Input MSA and/or terms & conditions that will accompany your contracts and invoices.

Areas to elevate with the MonetizeNow team: Custom quote and billing operations, contract renewal configuration, automations, and dunning processes.

2. Integrate Systems

• Connect to Esign (e.g. Docusign)
• Connect to CRM (e.g. Salesforce, Hubspot)
• Connect to Payments (e.g. Stripe)
• Connect to Accounting System (e.g. Quickbooks, NetSuite)
• Connect to Tax System (e.g. Anrok, Avalara)

Areas to elevate with the MonetizeNow team: Custom fields for CRM and Accounting Systems, webhooks for downstream usage of MonetizeNow data.

3. Configure Catalog

• Design a winning product, pricing, and bundling strategy
• Upload products, bundles, and pricing into MonetizeNow Product Catalog

Areas to elevate with the MonetizeNow team: Design of advanced product types such as minimum commits, usage, credits, and pricing strategies such as percent of total, tiering, volume discounting.

3. Configure Quote Settings

• Configure Approval Rules for setting up a deal desk like functionality i.e., what triggers an approval, who approves and in what order.
• Configure Validation Rules that help guide the sales reps on what they can or cannot do while quoting e.g., Product A and Product B cannot be sold together etc.,
• Configure Conditional Terms if you'd like to dynamically add terms based on any information on the Quote e.g., as a product-specific term.
• Work with your MonetizeNow Solutions Lead to help configure Guided Selling - this allows a Q&A based approach to setting up a Quote that your sales reps will absolutely love. This option helps primarily when the product catalog is complex.

4. User Testing

• From CRM to drafting a Quote
• Drafting to Approving and Processing a Quote
• Quoting to Billing
• Amending Contracts
• Renewing Contracts
• End-to-end workflow

Areas to elevate with the MonetizeNow team: deep partnership in testing, migration of historical contracts into MonetizeNow.

5. Go Live

• From CRM to drafting a Quote
• Drafting to Approving and Processing a Quote
• Quoting to Billing
• Amending Contracts
• Renewing Contracts
• End-to-end workflow

Areas to elevate with the MonetizeNow team: go live partnership, training and demos, platform roadmap collaboration as a member of our customer advisory board.