Sofacto Pricing Overview

Intended for commercial operations, the SALES LICENSE is the ideal complement to the Sales Cloud. It allows your salespeople to surpass themselves and achieve their goals by benefiting from a 360° view of the account history and the customer profile. Be aware that at least one Admin license (€49/user/month) is required to subscribe to any of the Sales licenses.

Quotation follow-up (offers issued/to be issued)
Invoicing follow-up (invoices issued/to be issued)
Monitoring of collection (payments received/to be received)
Consultation of reports and dashboards
Creation of customized reports and dashboards
Creation of quotes (offers) from an opportunity or ex-nihilo
Synchronization of quotes (offers) with opportunities
Generation of quotes (offers) in PDF format
In-context collaboration via chatter on all Sofacto objects
Consultation and sharing of notes and files
Creation and assignment of tasks
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Reliable and powerful, the FINANCE LICENSE enhances the efficiency and productivity of your sales administration (SAL) and accounting teams. Its functional richness, easy set-up and high degree of customization allow easy adoption of the solution for all its users. Be aware that at least one Admin license (€49/user/month) is required to subscribe to any of the Finance licenses.

Quotation follow-up (offers issued/to be issued)
Invoicing follow-up (invoices issued/to be issued)
Monitoring of collection (payments received/to be received)
Calculation of MRR/ARR
Consultation of reports and dashboards
Creation of customized reports and dashboards
Creation of quotes (offers) from an opportunity or ex-nihilo
Synchronization of quotes (offers) with opportunities
Generation of quotes (offers) in PDF format
Management of product configuration and product rules
Generation of invoice(s) in 1 click from an opportunity and/or an offer
Generation of an itemized invoice from an opportunity and/or an offer
Creation of invoicing milestones from an opportunity and/or an offer
Generation of a credit note (total or partial)
Generation of a subscription in 1 click from an opportunity and/or an offer
Invoicing schedule from a subscription (recurring billing)
Group billing of subscriptions
Indexed revision of subscription prices
Multi-criteria invoices search engine
Mass export of invoices in PDF format
Regularization of invoicing
Pre-validation of invoices
Automatic generation of payment upon issuance of theonvoice (payment pending)
Entering regulations
Generation of payment schedules
Follow-up of reminders, manual sending of pre-formatted reminder e-mails
In-context collaboration via chatter on all Sofacto objects
Consultation and sharing of notes and files
Creation and assignment of tasks
Creation of public list views, reports and dashboards
Customization of invoice and credit numbering sequence
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