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