Sofacto: Native Quote & Subscription Billing for Salesforce.

In the era of Subscription Economy, Sofacto is the first subscription management software 100% Salesforce native.

Billing in Salesforce with Sofacto

Discover benefits :

  • Save time : generate your invoices in one click from an opportunity, automate your billing scenarios, even the most complex
  • Money Saving : Improve your collection times by charging faster and at the right time, easily track your outstanding payments and manage your dunning campaigns simply
  • Visibility : Always make the right decisions in real-time with updated dashboards
  • Security, reliability, accessibility : get all benefits of the cloud, even when you're in a mobile situation

Whatever your business, industry or company size, you are involved in billing :

  • Commercial : 360 ° vision of customers, monitoring of turnover and forecast billing, adaptation of the level of recovery of unpaid invoices to the commercial context
  • Sales Administration / Finance : 1 click billing, management of invoicing scenarios, quick identification of unpaid invoices, monitoring and recovery of receivables, revenue recognition and PCA estimation
  • DSI : business process automation, integration with the Information System, customization of the application
  • Direction : monitoring dashboards in real time

At the heart of the Subscription Economy 

Sofacto supports companies in all sectors in their transition to an economic model on subscriptions and automates recurring billing.

  • Generate your invoices in 1 click directly from the opportunity
  • Manage your complex billing plans with subscriptions
  • Automate your billing process, dunning processes 
  • Monitor payments to better manage your cash flow
  • Dashboards & Performance indicators allow you to make the best decisions quickly and easily
  • Let your sales administration, finance and business teams collaborate via Chatter

Editor: Sofacto

Strengths of Sofacto

  • Certifications: TRUSTe

Sofacto demo and screenshots

Sofacto customers

No customer reference

Integrations Sofacto

Sofacto pricing and features

Plans & Pricing

€29 /month /user
€49 /month /user

* Minimum 1 licence finance requise


Accruals and Allocations
Accounting Data Export
Shared Dashboards and Reports
Application Settings
Multiple Currencies Management Ability to manage multiple currencies
Billing & Invoicing
Purchase Order
Asset Management
Automatic VAT Management
Billing Approvals/Validation
Consolidated Invoices
Custom Invoices
Discount Management
Down Payment Management
Invoice ID Management
Late Payment Reminder
Multi-currency Management Multiple currencies (euro, dollar, pound, etc.)
Multiple VAT Rates
Payment Follow-Up
Quote to Invoice Conversion
Recurrent Billing
Sending Invoices by Email
Staged Payments Spread billing over time
Subscription Management
Add Notes by Email
Create Tasks by Email
Event Scheduling
Managing Attachments
News Feed
Notes Sharing
Task Management
Process & Workflow
Automatic Actions
Sales Force Automation
Custom Quote
Opportunity Management Deal that can possibly be gained following the qualification of a lead
Quote Proposal Avoidance


Responsive Web Interface (RWD) Application crafting to provide an optimal experience
Security & Confidentiality
Advanced Encryption Standard (AES)
Audits & Certificates (SAS 70, ISO 27001/2, TRUSTe)
Daily Backups
Geographic Data Redundancy
Secure Sockets Layer (SSL)
Single Sign-On (SSO)
Strict Internal Access Controls
Total Data Reversibility
Two-Factor Authentication
Configuration Support
Dedicated Account Manager
Help Desk (Phone, Email, Ticket, Chat)
On-site Training
Online Training (Webinar)

Data hosted in the following countries: Germany, United Kingdom (UK), France

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