Sales processes often involve multiple rounds of back and forth with customers before agreeing on a final set of products, services, and prices. To make this process as quick and simple as possible for your prospect and sales team, the Chargify to Salesforce integration offers Subscription Previews.
The subscription preview serves as just that - a preview of what is being purchased. This preview can act like a quote and be sent to your prospect or customer so they can directly see the products and services, quantities and prices being discussed. This preview can be updated as many times as needed as you move through negotiations. Once the opportunity is Closed Won in Salesforce, the subscription is automatically created in Chargify.
For more information on our Salesforce integration, see our documentation here>