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Generate renewals,
reprint invoices, and
monitor payments
without leaving
Salesforce.
To learn more about how Sage Intacct can help you grow your SaaS business, visit:
h ps://www.sageintacct.com/subscription-management-so ware or contact us at
877-968-0600.
Automate quote-to-cash
Sales and Services productivity
• Create and modify orders, projects, and
contracts from within Salesforce
• One-click quote conversion
• Email templates and notifications for
renewals
• Automatically generate renewal sales
opportunities
• See up-to-date orders and contracts,
including history, inventory status,
fulfillment, invoicing, payment and aging
• Support reseller workflows
Finance productivity
• Automated synchronization of orders,
contracts, and projects
• Automatic initiation of billing and ASC
606 revenue recognition and expense
amorization
• Automatic order, contract, billing, and
payment updates to Salesforce
• Account and contact synchronization
• Support for account merge
Efficiency and collaboration
• Common view of contact, account, product,
pricing, orders and contracts, billing, and
payments
• Cha er integration
Easy implementation and maintenance
• Real-time, bi-directional synchronization
• "Smart Sync" triggers synchronization of
accounts and contacts as needed
• Dimension and managed list synchronization
• Bulk operations
• Lightning certified
• Seamless upgrades and enhancements
• Secure, OAuth certificate based
authentication
Convert Salesforce quotes into Sage Intacct orders with a single click,
eliminating manual data reentry.