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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Contracting can often be a complicated, slow, and expensive endeavor. Whether you are negotiating a significant agreement with a client or acquiring essential resources for your company, Docusign CLM streamlines the entire process, making it quicker and less prone to errors. By automating various tasks, handling intricate workflows, and eliminating obstacles, you can enhance overall efficiency. Standardizing procedures not only boosts oversight but also frees up valuable time for your legal team. Accelerate the review process, identify trends and opportunities, and discover solutions to key business queries. With just a click, you can create documents effortlessly using templates and a comprehensive clause library, simplifying your workflow even further. This user-friendly approach not only saves time but also promotes consistency in your contracting efforts.

Description

Salesforce Agentforce Revenue Management is a powerful CPQ and revenue optimization platform designed to streamline the entire quote-to-cash lifecycle. It connects product catalogs, pricing, contracts, orders, and billing within a single, AI-powered environment. Sales teams can generate accurate quotes instantly using a familiar, spreadsheet-like interface that improves usability and speed. Guided selling flows ensure compliance with pricing policies and discount thresholds. Automated approvals and configurable rules help minimize revenue leakage and operational risk. The unified product catalog reduces SKU complexity while supporting multi-channel sales strategies. Self-service and API-first capabilities enable seamless integration with ecommerce and partner sales channels. AI-driven deal management enhances collaboration while maintaining secure, role-based access. Real-time data insights support better forecasting and revenue planning. Agentforce Revenue Management empowers businesses to scale revenue operations efficiently and close more opportunities with confidence.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CDS Visual
Collate
Docusign
Docusign Document Generation
Docusign Identify
Docusign Insight
Gearset
Journeys
Ledge
Process Street
Propel
Puntt AI
Salesforce
Salesforce CPQ
ScoreDetect
Sculptor CPQ

Integrations

CDS Visual
Collate
Docusign
Docusign Document Generation
Docusign Identify
Docusign Insight
Gearset
Journeys
Ledge
Process Street
Propel
Puntt AI
Salesforce
Salesforce CPQ
ScoreDetect
Sculptor CPQ

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$75 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Docusign

Founded

2003

Country

United States

Website

www.docusign.com/products/clm

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/cpq/

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

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