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About Company X
Company X is a B2B invoicing tool that streamlines the quote to cash process. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Integration Overview and Focus Area
Many customers rely on multiple systems and manual processes just to send out a simple quote or invoice.
This integration helps businesses simplify and automate their billing workflow by adding quoting and invoicing capabilities directly from within the system.
Focus Area and Benefits
- Automatically create quotes and invoices that include your company´s pricing and terms in seconds without having to re-enter deal information.
- Subscriptions, invoices, dues, plans and more are now available at a single glance.
- For Marketing teams – Segment and filter based on subscription activity, plans and more. Use this data to market with context via email, ads or any of the other channels supported by HubSpot
- For Sales Teams – With contextual subscriber information now in your CRM, run cross sell and upsell campaigns, with intent rather than best guesses
- For Success & Support Teams – Flag high value customers, send renewal notices, or even set alerts when dues cross a prescribed threshold.
How CompanyX integrates with Dataloy VMS
Merge your deal details automatically
Create quotes and invoices that include your deal’s contact, organisation, deal and custom field data. Setup templates to use dynamic CRM fields with liquid templating Each deal’s product is automatically added as a line-item on CompanyX´s quote or invoice.
Customers can easily accept, decline or e-sign quotes and proposals
Customers can accept or decline each quote that is presented to them. Additionally, e signature is enabled to require users to e-sign / opt-in to your pricing and terms.
Customizable quote and invoice templates
Templates can be customised to display certain contact, organisation, deal and custom field data in each section of your template
Collect payments for deals, products and subscriptions
Easily enable all major credit / debit cards, ACH and SEPA as payment methods for your customers to pay directly from each invoice. Accept a variety of payment types including: one-time, recurring or scheduled payments right from the invoices you send.
Manage quotes and invoices directly from within the system
Allow your team to create quotes and invoices, send, preview and delete without leaving Dataloy VMS
Dataloy integrates with CompanyX
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First customers take advantage of CompanyX and Dataloy integration
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Shared Data and Permissions
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Companies
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Organizations |
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Contacts
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Contacts |
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Deals
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Quotes & Invoices |
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Products
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Products |
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Deal Pipelines
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Pipelines |
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Company Properties
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Organization Fields |
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Contact Properties
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Contact Fields |