Mark the quote Accepted when it's signed
Quote Status moves to Accepted the moment everyone signs.
Everyone has signed Update the Salesforce record
Works right away
Solutions/Revenue Cloud Advanced
Order forms for Revenue Cloudfrom approved quote to active order
Tally Sign reads quote lines the way Revenue Cloud Advanced stores them: groups, ramp segments, billing frequencies and $0 bundle components. When the customer signs, it runs the standard quote-to-cash actions so nobody has to click through them.
Send from the quoteget an order back
The rep sends the order form from the quote. Signers come from the quote's contact. When the customer signs, the quote is Accepted, the signed PDF is filed and the order is created.
Signers come from the quote. Once signed, the quote is Accepted and the order is created.
northbeam.lightning.force.com/lightning/r/Quote/0Q0DEMO000000042/view
Every line, the way you sell itramps, groups and billing frequencies
This is a real three-year ramp quote in the editor. Switch between the four table designs, group lines by ramp segment or billing frequency, and leave out $0 bundle components. The same settings apply to every quote the template is sent from. Amendment and renewal quotes keep each line's action, Add, Amend, Renew or Cancel, next to the product.
app.tallysign.com/templates/order-form
Ramp by year
Products down the side, Year 1, Year 2 and Year 3 across, with a total for each segment.
By billing
Annual subscriptions, monthly usage and one-time fees in their own boxes, each with its own subtotal.
Your own columns
Drag any quote line field onto the table header: product code, billing frequency, service dates or your custom fields.
Signed quote to contractwithout anyone clicking
Choose which steps run once everyone has signed. They use Revenue Cloud's own standard actions, in this order. Each result, including Salesforce's own message if a step fails, is logged on the envelope in Salesforce. Steps that worked never run twice, and a quote never gets a second order. Turn any step off if your team does it by hand.
- 1
The quote is marked Accepted
A field update on the quote's Status.
- 2
The signed PDF is saved to the quote
With its certificate: the version that was signed, every signer, the time and IP.
- 3
An order is created from the quote
createOrderFromQuote - 4
The order is submitted
submitOrderActivated for fulfillment and billing.
- 5
Assets are created or updated
createOrUpdateAssetFromOrder - 6
A contract is created
createContractThe signed PDF is attached to the order and contract too.
- 7
The rep is notified in Salesforce
A bell notification with a link to the quote.
Set up in eight stepsinside Tally Sign
A guided setup checks your org for Revenue Cloud, Orders, Contracts, Billing and multi-currency, and skips whatever you don't use. It ends with a test order form sent to you, so you watch every step run before a customer signs.
- 1
What we found
Quotes, orders, assets, contracts and the Tally Sign package in your org.
- 2
Order Form template
Start from ours and edit it, or use your own.
- 3
Who signs
The quote's contact, then the bill-to contact, then a contact role.
- 4
After signing
Accepted, order, assets and contract, as above.
- 5
Send automatically
Optional: when a quote is approved, the order form goes out. Start it in test mode.
- 6
Seats
A seat for each rep who sends. Everyone else follows along on the quote without one.
- 7
Package and component
The Tally Sign tab and Send with Tally Sign action on the quote page.
- 8
Send a test to yourself
Sign it and watch the quote become an order.
Questions
Does it work with standard Salesforce Quotes, without Revenue Cloud?+
Yes. Standard quotes and their line items work the same way. The Revenue Cloud parts (ramp segments, selling models, order and asset actions) switch on when your org has them.
What about Salesforce CPQ?+
CPQ quotes and their lines work in the document, with the primary contact as the signer. The order and contract steps are for Revenue Cloud quotes; on CPQ, Tally Sign updates the quote's fields, files the signed PDF and notifies the rep.
Can customers ask for changes to the order form?+
Yes. They can ask a question, suggest an edit to the wording, or request a change to pricing, which they can't edit themselves. You see it on the quote in Salesforce. Accept an edit and a new version goes out for signature. For pricing, change the quote in Revenue Cloud and update the order form from it.
Can the order form go out on its own?+
Yes. Write a rule like “when a quote's Status becomes Approved, send the Order Form”. It runs as a record-triggered Flow in your org, so it fires however the Status changed. Test mode logs what it would have sent. It won't send a second one while one is out, and if a signer is missing it saves a draft and notifies the quote owner.
What happens if they decline?+
The rep gets an email with their reason, and the reason is on the envelope in Salesforce. Ready-made automations can also set the quote to Denied or create a follow-up task.
Does it handle more than one currency?+
Yes. Amounts show in the quote's currency, and the pricing table uses its currency and totals.
Pricing
$200
a month for every five users, with Salesforce
$20
a user a month, without a CRM
That is the whole price list. Every feature is on both plans, and nothing is metered. The Salesforce plan adds the Salesforce and Revenue Cloud integration.
No limit on
- Documents and envelopesNo limit
- TemplatesNo limit
- SignersNo limit
- AutomationsNo limit
Customers never take a seat. In Salesforce, people who only look at status, signed documents and internal notes don't either.