Key Features

• Commerce:
• Hybrid Delivery: Sell products and services on multiple platforms online, in person or a mixture of the two.
• Update Operations: Update product catalogs, marketing strategies, prices and more. Ensure orders, revenue and invoices are in sync using a single data model.
• Process Management: Use multichannel support, guided selling, asset-based ordering and more to streamline the selling process.
• Documents:
• Design: Build on-brand document templates to create error-free forms to send to customers based on Salesforce data.
• Customize: Personalize documents by adding charts, videos, fonts and more.
• Notifications: Receive alerts when a document is opened, read and signed by a customer and then review analytics to track sales pipelines.
• Share: Send documents in any format or share them as a secure link accessible on any device.
• Contract Management:  
• Store: House contracts in a central repository, set up a clause library and design contract templates to ensure no crucial documents are lost. Keep contracts up to date by giving ownership of contracts to specific members. 
• Process Flows: Keep up to date on contract processes with a built-in process flow chart, dashboard and configurable notifications. 
• Search: Browse through documents and metadata for specific words and topics with optical character recognition. 
• E-Signature: Allow customers to sign documents from any device. 
• Approvals: View and manage approvals from one central location. Access and approve documents on mobile devices. 
• Revenue:  
• Automated Billing:  
•  Create blended billing for one-time plans, subscriptions and more. 
•  Customize billing based on invoice preferences by dividing them up into multiple bills. 
•  Provide a billing forecast to allow customers to view invoices. 
• Order Management: View the entire customer order history, including shipping dates, costs, taxes and more. Update subscriptions and quickly change orders in-flight.  
• Promotions: Create omnichannel promotions with codes and rules to track distribution and define eligibility. Sync with approval workflows and utilize analytical tools to track promotion performance. 

Suite Support

• Learning Center: Build fundamental skills with instructor-led and self-paced courses. Filter the course catalog by product, skill-level, delivery method and region. Prices per course vary.
• Resource Center: Watch videos, listen to podcasts and read articles and blogs covering topics such as contract management, analyst reports, streamline documents and more.
• Documentation Portal: Read through an extensive database of documents providing information on billing, CLM, digital commerce and more.
• Webinars: Register for live webcasts or watch pre-recorded webinars. Onboarding webinars and on-demand product training are also available for new customers.
• Virtual Events: Join free virtual conferences with thousands of other participants.