Junodoc Document Generation and Template Builder for PDF, Word,
Simple, yet robust document and email template creation system that takes only a few minutes to configure and create your first document. Native to Salesforce so there is no need to reference outside sites or tools. Add your logo, select fields and create data tables with a few clicks. Easily modify and update templates with new fields easily. * Easy drag n drop tool * Build templates in Minutes * Available for Professional Edition and higher * Junodoc Triggers - Custom criteria based dynamic triggers to send documents & email automatically * Junodoc Batch - send documents and emails for multiple records instantly * Sending documents from process builder * Works with Standard & Custom objects * Works with managed package objects * Easy to copy merge fields and add related tables on to the templates * Migration of templates from Sandbox to Production * Documents can be generated on Mobile devices * Available for community users to generate documents
Top keywords
- documents5×3.42%
- templates4×2.74%
- fields3×2.05%
- add2×1.37%
- available2×1.37%
- custom2×1.37%
- document2×1.37%
- email2×1.37%
- few2×1.37%
- junodoc2×1.37%
- minutes2×1.37%
- objects2×1.37%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
