What is Beanie?
Effortless contract & finance automation for Salesforce
Beanie integrates with your existing Salesforce CRM (Sales Cloud EE+) and empowers you to make full use of your client data in Salesforce to automate your quoting, contracts, ordering and invoicing.
- Create quotes, secure digital signatures, automate invoices.
- Create webforms, take online orders or sales and update opportunities – even take credit card payments.
- Create any kind of contract, manage your terms and conditions, secure a digital signature and file everything in Salesforce where it needs to be.
- Dashboard invoices in seconds through a plug and play connection to Xero and Quickbooks.
- Xero Integration
- Quickbooks Integration
- Mobile page layouts & configured for Salesforce Mobile App
- Manage and automate your selling process from Quotes to contracts, orders and Invoices.
- Automate orders and set up order templates.
- Credit card integration for fast payments.
- Use automated customer account setups for faster account creation.
- Work with products and map account codes from Salesforce to Xero and Quickbooks.
- Brand your invoices and quotes.
- Set up templates for fast quoting.
- Live reporting for your finance dashboards
The Beanie finance & contract automation app has been designed to be installed by any Salesforce admin from start to finish.
Add products to quotes, link to orders, sync with Xero account codes.
INTEGRATED PRODUCT MANAGEMENT FOR ORDER AUTOMATION
Product management has been made simple with Beanie. Through Beanie your team can manage their products by:
- Adding products to quotes
- Building infinite levels of product packet
- layers to package products and services
- Linking products to financial account codes
- on product objects
- Automating orders by linking products to
- order templates
- Being able to use the Beanie product objects or sync with the Salesforces’ product objects
Link products to supplier orders, customise order templates + more.
SUPPLIER ORDER MANAGEMENT
Beanie gives you the power to manage your orders at scale. Beanie can automate your order management by:
- Linking products on quote to supplier orders through automation
- Building customer order templates for different suppliers and order briefs
- Customizing public orders
- Creating new fields for order templates from within the app settings.
Multiple subscriptions types, automate payment collection + more.
Set your business processes and approval requests to be finished automatically.
Process Builder provides a simple point-and-click interface to automate business processes. You can create automatic email alerts for deals over a certain size, auto-assign tasks as a deal moves through the different stages, and more.
Visualise and create any process with drag-and-drop simplicity.
Complex sales processes can be automated with drag-and-drop actions in Process Builder. Create workflows that guide sales agents through qualification conversations, intelligently recommend next steps on a deal, or automate manual tasks like filling out orders or putting together complex proposals.
Simplify the approval process to keep deals in motion.
Automate the approval process for simple or sophisticated business requests, including deal discount approvals, and travel and expense reports. You can respond to approval requests directly in Chatter, or via email.
Create quotes on opportunity, product packets, templates + more.
AUTOMATED QUOTE MANAGEMENT
Beanie creates an effortless workflow for quote management. Through Beanie your team can:
- Create new quotes on opportunities
- Show or hide product packets for scalable quoting
- Turn on approval management
- Have the ability to relate multiple quotes to a single opportunity
- Use in built template management for quotes and proposal generation
- Have the ability to automate invoices on approval or by set dates
- Have the ability to generate line items
Form Builder & Web Integrations
Build multiple web forms, customise look and feel of forms + more.
CREATE WEBFORMS LINK TO MARKETING AUTOMATION PLATFORMS
The form builder and web integrations gives your business the power to:
- Build multiple web forms
- Automate actions based on form completions
- Update Salesforce campaign status based on the form conversions
- Take credit card transactions on the web form
- Link to marketing automation platforms to trigger customer communication, e.g.
- Pardot, Marketing Cloud, Google Analytics.
Automate account data, in-built account sign up forms + more.
INTEGRATED ACCOUNT UPDATE PAGE
Beanie enables your business to automate account integration by:
- Automating account data
- Providing in built template management for account updates
- Customising public account updates by the Visual Force page templates
Agreement (Contract) Management
Customise agreement terms, automate contract creation + more.
Beanie puts your subscription sales and reporting on automation saving your finance team massive amounts of time.
- Recurring Subscription Management (Annual, Quarterly, Monthly)
- Customise date for subscription payment to fall on any date
- Automate subscription payments via credit card payments
- Automate subscription invoices and receipts
In built template management for subscriptions
- Clients can manage their own subscriptions online via automated visual force page.
Add, update credit card details.
- Cancel subscription.
- Can view all upcoming payment cycles, view historic invoices and check out failed invoices payments.
Reports & Dashboards
Create Salesforce reports and dashboards from all your live and native data.
LIVE FINANCE DASHBOARDS IN SALESFORCE
Beanie brings your finances to life empowering live reports and dashboards in your organisation.
By automating your quotes, contracts, invoices & orders and syncing your payments directly with Salesforce you can build powerful & insightful dashboard right in Salesforce.
Empower your leaders and managers with real time financial reporting.
Automate invoice creation, custom templates, PDF + more.
SET UP INVOICE MANAGEMENT
Beanie provides your team with the opportunity to automate and customise invoices at scale, more specifically Beanie can:
- Customise how invoice names appear
Automate invoice creation
- Provide in built template management for invoices
- Customise public invoices
- Provide the ability to pay invoices with a credit card
- Sync the invoices with Salesforce to demonstrate outstanding/paid payments
- Add multiple payment methods
Finance Platform Integration
Sync with Xero, Quickbooks, map account codes, add eWay Merchant account.
SYNC INVOICES GAIN REVENUE RECOGNITION
Sync invoices with Xero, take credit card payments via eWay and automate your financial processes.
- Currently supporting Xero
- Currently supporting eWay credit card payments via merchant account API
- Sync Account, Invoice, Contact objects to your accounting software
- Link products to an account code for reconciliation
- Multi-company management for Xero enabling single Salesforce org automating revenue recognition to multiple Xero orgs.