Chargebee
Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations. Chargebee integrates with the leading payment gateways like Stripe, Braintree, PayPal etc. around the world to let you automate recurring payment collection along with invoicing, taxes, accounting, email notifications, SaaS Metrics and customer management.
Chargebee handles all your crucial workflows from lead to ledger with power-packed integrations that include Salesforce, Xero, Quickbooks, Avalara, Slack, among others.
Deflect cancellations at scale straight from Chargebee with a best-of-breed solution, Chargebee Retention, that provides personalized experiences that get results. Run experiments based on customer and subscription attributes taken straight from Chargebee to ensure you provide a personalized and relevant cancel experience.
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PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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Synder
One of the best accounting software for small businesses, Synder is the right solution for those who seek high-quality service, 24/7 support, and advanced automated features. After you connect all of your sales channels and payment platforms, you will be provided with automatic bookkeeping, which guarantees precise and error-free synchronization of your transaction data, categorization, and live data reconciliation within a single interface. Synder makes accurate records of your payment data without duplicates. Detailed and 100% correct Profit and Loss Reports contain additional helpful information to analyze your business’ cash flow and budget planning.
The software runs smoothly and automatically, and there is no need to log in to get it done. Synder lets you apply sales taxes, taxes based on location, shipping address, product name, etc. Recurring invoices remind customers of regular payments. Synder offers a free trial and a demo to learn more about this breakthrough software.
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incentX
incentX is an incentives and compensation platform that runs every incentive program off one spine: the ERP transaction. Sales commissions, rebates, royalties, chargebacks, billbacks, and trade promotions are calculated from the same invoices, orders, and credit memos your finance team closes on.
incentX reads each transaction once and checks it against every active program, so one invoice can drive a rep's commission, a customer's GPO rebate, and a trade promotion at the same time, with one audit trail behind all three. Plans are built in a no-code rule engine, reps and partners see payouts in real time, and customers and vendors submit claims through the Incentive Business Network portal.
Pre-built, two-way connectors cover NetSuite, SAP, Microsoft Dynamics, and Sage, and incentX also connects to Epicor Prophet 21, QuickBooks Online, Salesforce, HubSpot, and Zoho. incentX is SOC 2 Type II certified, and the average customer goes live in six weeks.
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