Salesforce CPQ

• New product line configured with CPQ and billing information, tax and revenue rules and treatments.
• Integration of contract, asset, and subscription creation/management processes into ordering flow.

Avalara Tax for Salesforce CPQ

• Used for the generation of estimated tax on quotes and customer-facing proposal documents.

Conga Quote Generator for Salesforce CPQ

• Conga Quote Generator is used to generate customer-facing proposals with an invitation and link to the self-service community.

Salesforce Partner Community

• The Salesforce Partner Community is used to capture the customer’s purchase intent and payment method for recurring billing. Supports the rapid development using OOB Lightening components and connectors.

Salesforce Billing

• Order activation and fulfillment triggered through a ‘notify and callback’ integration pattern.
• Avalara Tax Engine automatically applies tax based on the customer’s address.
• Revenue recognition schedules automatically created on order activation for ratable recognition of one-year contract term.
• Invoices generated from a scheduled job run nightly for initial and recurring customer invoices.
• Invoices paid from a scheduled job run nightly using the customer’s credit card payment method routed through Cybersource payment gateway.

Conga Invoice Generator for Salesforce Billing

• Customer-facing receipts of paid invoice.

Conga Trigger

• Conga Trigger used to automate generation and delivery of customer receipt upon successful payment.