Manage subscriptions, capture revenue, accomplish more in less time 

iDialogue's SaaS (Software-as-a-Service) Quote-to-Cash extension package combines the power of Salesforce™ with pre-integrated, best-of-breed solutions to meet the unique needs of any subscription-based organization.

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• Subscription Price Book & Product Management
• Subscription Opportunity Management
• Generate Quotes, Contracts, and Agreements
• Capture eSignatures
• Report on Recurring Revenue
• Order upgrades, add-ons, and renewal
• Usage-Based Billing and Invoicing
• Reseller Billing
• Tax Calculations, Address Validation & Auto-Filing

SUBSCRIPTION PRICE BOOK & ​PRODUCT MANAGEMENT

Effective subscription management starts with precise product definitions

• ​Subscription terms
• MRR and ARR metrics
• ​Free and trial subscription terms
• Renewals 
• Billing frequency
• Usage-based and overage billing
• SaaS Tax codes

SUBSCRIPTION OPPORTUNITY MANAGEMENT

Easy to learn and use for Sales Reps of all skill levels

• Subscription Start / End Dates
• Guided selling and Sales Rep onboarding
• Inline MRR and ARR Calculations
• Subscription Add-Ons, Upgrades and Renewals
• Prorated pricing and Co-Termed Contracts
• Quote generation and eSignature

TAX CALCULATION, ADDRESS VALIDATION​, AND AUTO-FILING

SaaS Tax rules are constantly evolving. Problem solved with native integration to  TaxJar™  

• Establish geographic, economic nexus and tax jurisdiction from quote
• Validate billing account address
• Re-calculate taxes with each invoice
• Auto-file taxes in all 50 states
• International tax support

CONTRACT & SUBSCRIPTION ORDER MANAGEMENT 

System of record for subscription terms and conditions.

• Contracts
• Subscription Orders
• Order Products
• Billing Usage

SUBSCRIPTION INVOICING

Capture subscription revenue directly from Salesforce™

• Invoice generation
• Usage-based billing calculations
• Send emails with PDF attachment
• Auto-submit transactions to Stripe
• Trigger dunning workflows
• Audit trails for invoice delivery

USAGE BASED BILLING

iDialogue UBB (Usage Based Billing) combines real-time usage data with dynamic billing capabilities to manage any SaaS Ops business model within Salesforce.

• Capture product usage in Salesforce.
• Calculate overage charges using formula fields
• Generate invoices from usage
• Real-time usage reporting and forecasting
• Account level time-series charts

Time-Series Usage on Accounts

Usage Based Billing

CUSTOM BILLING SCHEDULES

It is common within SaaS pricing models to offer custom pricing like "First Month Free" or "3 Month Gradual Ramp Up".

Support is built-in for 5 types of custom billing schedules:​

• Quantity Schedule
• Credit Schedule
• Discount Schedule
• Payment Schedule
• ​Unit Price Schedule

PAYMENT PROCESSING WITH SALESFORCE - STRIPE INTEGRATION

​Collect a variety of payment methods

• Credit Card
• ACH
• Purchase Order

Payment Processing

• Capture payment methods from rooms
• Real-time and recurring subscription payments
• Pre-emptive expiration notices
• Auto-send invoices with payments
• Dunning and collection flows

SUBSCRIPTION DASHBOARDS AND REPORTS

Real-Time Decision Support and Analytics

• Pre-built support for SaaS Metrics
• Customize reports and dashboards
• Monthly Recurring Revenue (MRR)
• Annual Recurring Revenue (ARR)
• Annual Contract Value (ACV)
• Total Contract Value (TCV)
• One-Time Revenue / Pro Services
• Booked Revenue
• Forecasted Revenue
• Churn

SUBSCRIPTION PROCESS AUTOMATION 

Native integration with Salesforce™ Flow and Process Builders.

• Pre-built invocable flow actions
• Contract creation
• Provision Orders and Order Items
• Schedule future usage-based billing collection
• Generate initial invoice
• Forward invoices to accounting services
• Push messages to Slack channels

ACCOUNTING SERVICE INTEGRATION

Connectors available for

• Xero
• Netsuite
• Quickbooks

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Synchronize

• Bill To Contacts 
• Invoices
• Accounting codes

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