Resources
Methodology
Our belief is that a simple solution is the better solution.
We built CPQLess from the perspective of starting with the bare minimum elements to see what was possible and we believe with a few minor exceptions that we can accomodate most small to mid market companies.
The limits of CPQLess is the true advantage of CPQLess.
We broke down each element of the process to its bare minimum and built a system that can scale for most businesses. You might need to change a little bit of your pricing (for example, going from an Annual price to a Monthly price) or how you format your contract agreements but the minor changes will support what you need to scale your business and report on the core metrics and KPIs expected from high growth companies.
System Overview
Products
Opportunity
Order Forms (Contract Documents)
SDocs
DriveConnect
Contracts
Reports / Dashboards
Order Forms (Contract Documents)
eSignature Integrations
Docusign:
https://support.docusign.com/s/document-item?language=en_US&bundleId=dsa1643667928464&topicId=prk1576609978152.html&_LANG=enus
Adobe Sign
https://helpx.adobe.com/sign/integrations/salesforce-user-guide.htmlDescription
SDocs eSign
https://www.sdocs.com/knowledge-base/sdocs/general-configuration/sdocs-with-salesforce-lightning/Description
Dropbox Sign (formerly HelloSign)
https://faq.hellosign.com/hc/en-us/categories/360001459311-Dropbox-Sign-for-Salesforce
Our belief is that a simple solution is the better solution.
We built CPQLess from the perspective of starting with the bare minimum elements to see what was possible and we believe with a few minor exceptions that we can accomodate most small to mid market companies.
The limits of CPQLess is the true advantage of CPQLess.
We broke down each element of the process to its bare minimum and built a system that can scale for most businesses. You might need to change a little bit of your pricing (for example, going from an Annual price to a Monthly price) or how you format your contract agreements but the minor changes will support what you need to scale your business and report on the core metrics and KPIs expected from high growth companies.
System Overview
Products
Opportunity
Order Forms (Contract Documents)
SDocs
DriveConnect
Contracts
Reports / Dashboards
Order Forms (Contract Documents)
eSignature Integrations
Docusign:
https://support.docusign.com/s/document-item?language=en_US&bundleId=dsa1643667928464&topicId=prk1576609978152.html&_LANG=enus
Adobe Sign
https://helpx.adobe.com/sign/integrations/salesforce-user-guide.htmlDescription
SDocs eSign
https://www.sdocs.com/knowledge-base/sdocs/general-configuration/sdocs-with-salesforce-lightning/Description
Dropbox Sign (formerly HelloSign)
https://faq.hellosign.com/hc/en-us/categories/360001459311-Dropbox-Sign-for-Salesforce