You can use the Stax Bill Salesforce integration to populate the price books and products that are available for an opportunity. Once the opportunity is won, the details of the subscription, along with the Price book and products can be updated in Stax Bill using the Send to Stax Bill button.
This provides a convenient workflow and a powerful tool to reduce errors and improve efficiency.
To create an opportunity and send it to Stax Bill:
- In Salesforce, create a customer opportunity.
- Select the related price book.
- Add the desired products.
- Change the status to Closed Won.
- Click the Send to Stax Bill Button.
- On the Send to Stax Bill page, verify the information and click Add Subscription/ Products.
- Once completed, click Back to opportunity.