Why Octiv & Financial Force

The FinancialForce + Salesforce + Octiv integration makes it easy to turn Opportunities, Quotes, Orders or Cases into invoice documents with a single click. The powerful solution eliminates costly errors, accelerates time to revenue and reduces risk.

Key Capabilities

  • Create invoices from Opportunities, Quotes, or custom objects (including the FinancialForce Invoice object).

  • Customize invoice formats and display of line items (i.e. sorting, grouping, filtering, and summarizing amounts) for online or PDF delivery.

  • Simplify the handoff between sales and billing.

  • Use dynamic contract terms and conditions.

  • Generate dynamic, online, project-related documents (scope of work, design sign-off, project plan).

  • Generate accurate invoices in a variety of languages and currencies.

  • Streamline the review and approval process.

  • Capture a legally binding electronic signature on any mobile device.

  • Generate renewals or invoices automatically for existing customers.

About Financial Force

Founded in 2009, FinancialForce is the leading Cloud ERP vendor with apps built entirely on the Salesforce Platform. The company’s Financial Management, Professional Services Automation (PSA), and Human Capital Management (HCM) offerings provide services-centric businesses with a platform that organizes sales, services, finance and HR entirely around their customers. Headquartered in San Francisco, FinancialForce is backed by Salesforce Ventures, Technology Crossover Ventures, Advent International and UNIT4.

For more information about Financial Force, please visit their website.