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CPQ & Billing

from Salesforce 

Build a better commercial experience for customers

Helping companies move from one-time product sales to solution selling, subscriptions, and usage-based pricing.

  • Empower sales reps to close complex deals with bundled solutions, ramp deals, contract amendments, usage pricing, and renewals

  • Manage recurring revenue by automating the quote-to-cash lifecycle for services, subscriptions, and usage billing

  • Unify sales and finance by monitoring customer metrics in real time — including MRR, churn, and retention

Get Paid faster with Billing Automation

Automate and manage the subscription billing process while giving your customers flexibility and peace of mind

  • Invoice: Easily create invoices for complex orders with configurable billing cycles and frequencies. Integrate with accounting systems using transactional or summarized invoice data.

  • Payments: Collect payments against your invoices. Handle partial payments or allocate a single payment against multiple invoices. Re-allocate and refund payments and handle payment disputes.

  • Reports and Dashboards: See the data that’s most important to your business. Completely customizable reports and dashboards.




  • Invoice: Easily create invoices for complex orders with configurable billing cycles and frequencies. 

  • Subscription Billing: Manage subscriptions with flexible terms. Easily configure trial periods and setup charges. Manage “Freemiums” and non-expiring subscriptions. Enable auto-renew.


  • Automation: With Salesforce’s billing software, you can trigger orders with delivery actions, collate costs, and product and dispatch invoices.

  • Integration: No need for manual collation of data from multiple systems. Ready-made API’s make linking to third party systems easy. Eliminate data input errors. Connect CRM, CPQ, ERP and Finance.


  • Reports and Dashboards: See the data that’s most important to your business. 

  • Forecasts: Use accurate sales forecasts to project cash flow when budgeting.

  • ROI: Easily identify top-spending customers, most profitable customers and most successful pricing models. Report on profitability of your team and tie incentives to the actual revenue they generate.


  • Sales Tax & VAT: Sell and bill in multiple currencies. Manage all of your VAT, sales tax, use tax, GST/PST/HST calculations. Configure tax rates by product category or customer category.

  • Compliance: Carefully defined user permissions by function and authority combined with the latest in advanced cloud encryption models ensures Salesforce is validated to be compliant to PCI, SAS70 and HIPAA standards.

Why choose RightServ?

Is your complex revenue policies preventing you from automating your Revenue Recognition? Is your complex quoting and inaccurate pricing frustrating your sales team and customers? 

We can help you with your RightRev & Salesforce implementation to manage your Revenue, Billing and quotes faster, eliminate errors, and focus on growing your business.

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