Cobrowse is a fully featured, collaborative browsing solution for web and mobile. Flexible, powerful, and trusted, it empowers agents to delight customers with personalized, real-time engagement. Cobrowse provides faster issue identification and resolution, improved first-call resolution rates, and reduced average handle time (AHT). At the same time, it delivers a consistent, frictionless experience across multiple platforms, leading to improvements in CSAT, loyalty, and advocacy. Powerful: Universal co-browsing across all digital platforms, including web, native mobile iOS and Android apps, third-party apps and PDF content. Flexible: APIs and a range of configuration options to seamlessly integrate into existing workflows. Trusted: Private by default, compliant data redaction, session replays for auditability and self-hosting options.
Our company used this app on a daily basis to generate invoices from opportunity products, and the invoice scheduling capability was vital for our unique billing scenarios. Building templates and billing scenarios was easy once you got the hang of it, but it did take a fair bit of time.
There is invoice templates in Salesforce Classic that allows for an individual to just choose which one they like. Otherwise, businesses are able to customize if they wanted. It is very easy to edit the invoice to include appropriate information including logo. Also you can add products that easily label what is invoiced so there is no confusion.
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