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Rechnungserstellung automatisieren mit Docusign Gen für Salesforce

Zusammenfassung•3 Min. Lesezeit

Rechnungserstellung erweitert die Docusign Salesforce Integration, indem sie Kunden ermöglicht, große Mengen an Rechnungen aus Salesforce Billing zu erstellen.

Auch wenn Rechnungen vielleicht nicht den gleichen Stellenwert für Vertriebsorganisationen haben wie die Verträge, die ihnen vorausgehen, sind sie doch ein wesentlicher Bestandteil des Quote-to-Cash-Prozesses. Die pünktliche Zustellung korrekter und Ihrer Brand entsprechender Rechnungen an Kunden ist entscheidend für die rechtzeitige Zahlung und Umsatzrealisierung. Die unternehmensweite Abwicklung von Rechnungen kann jedoch zeitintensiv sein und für redundante Arbeitsschritte für Salesforce-Administratoren und -Administratorinnen führen. Das Ausmaß des Problems nimmt mit dem Wachstum eines Unternehmens zu und kann letztendlich den Cashflow beeinträchtigen.

Docusign Gen für Salesforce hilft Unternehmen bereits bei der Erstellung gängiger Vereinbarungen wie Dienstleistungsrahmenverträge, Leistungsbeschreibungen, Geheimhaltungsverträge und Angebote erstellen. Da Gen nativ in Salesforce integriert ist, können Benutzer diese Vereinbarungen mit nur einem Klick erstellen. Dabei werden Salesforce-Daten automatisch in das Dokument übernommen und so die mit der manuellen Dateneingabe verbundenen Fehler vermieden.

Die Rechnungserstellung ist eine natürliche Erweiterung der Docusign-Integration mit Salesforce Revenue Cloud, mit der Kunden zahlreiche Rechnungen korrekt und in großem Umfang aus Salesforce Billing heraus erstellen können. 

Als integraler Bestandteil von Revenue Cloud optimiert Salesforce Billing die letzten Phasen des Quote-to-Cash-Prozesses und steuert die komplexe Rechnungserstellung und -verwaltung. Zusammen mit Docusign Gen können Rechnungsmanager so die Anpassung, Erstellung und Zustellung von Rechnungen an Kunden vollständig automatisieren. Dazu stehen Funktionen wie die Folgenden zur Verfügung:

  • Batch-Generierung von Rechnungen: Automatisieren Sie geplante Batch-Generierung von Rechnungen oder generieren Sie Rechnungen nach Bedarf.

  • Anpassbare Vorlagen: Stellen Sie sicher, dass die Rechnungen Ihrem Markenauftritt entsprechen, indem Sie Vorlagen erstellen, die nach Region, Geschäftsbereich oder anderen Salesforce-Datenfeldern automatisiert werden können.

  • Unterstützung von Salesforce-Objekten: Vereinfachen Sie die Rechnungserstellung aus Salesforce Billing Standardobjekten und verwandten Objekten.

Jetzt können Sie die Rechnungserstellung und -übermittlung für jeden Account automatisieren und so Zeit sparen, präziser arbeiten und schneller Umsatz generieren.

Kunden von Salesforce Revenue Cloud erhalten Docusign Gen für Salesforce Billing von Ihrem Salesforce-Kundenbetreuer. 

Weitere Informationen zur Integration finden Sie unter Docusign Gen für Salesforce.

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