CPQ/Product Bundle (kits) & PDF Generator are Lightning Ready

Happy to announce that CPQ/Product Bundle (kits) & PDF Generator are Lightning Ready and are available on Appexchange. CPQ/Product Bundle (kits) – https://appexchange.salesforce.com/listingDetail?listingId=a0N30000007r2QFEAY PDF Generator – https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4AsxEAF Here are some of the salient features of Lightning version – Works with both – Classic and Lightning Faster Search & overall performance improvement Works with large data set (no more ‘View […]

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How AppExchange helped us and our customers !

2012 – In May, launched First Appexchange App – Product Bundle (Kits) In June, First Customer signs-up 2016 – 3 Appexchange Apps – Product Bundle (Kits), Quote PDF & iClone 90+ 5 Star ratings 80+ Customers ranging from Global Fortune 500 companies to Small Enterprise 100% Year-On-Year Growth 50 New Leads Per Month without paid […]

Posted in Salesforce.com (SFDC)

How to show single currency value in multi-currency Org ?

If multi-currency is enabled in your Org and if a Quote is generated in a different currency than Corporate Currency, number fields are displayed in both the currencies. If you want to show single currency values, here are the workarounds – 1. Disable following setting under Manage Currencies -“Parenthetical Currency Conversion is not enabled”. Note: […]

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Lightweight CPQ to boost Sales !!

Make your Sales Reps life easier for things that matter to them – sell more with smile on their faces :)… with our simple & plug-n-play CPQ (Configure-Price-Quote) Apps on Appexchange. Choose CPQ/Product Bundle (Kits) & Quote PDF apps to – Speed up Sales – Sales reps hate the data entry portion of keying in the […]

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Product Bundle Version Update

4.13 – 4.25 (released Aug’2017) – Easily edit products and bundles after they are added to opportunity or quote – New Hierarchy field to easily distinguish between duplicate bundles and products on single opportunity or quote – New Unit of Measure (UoM) feature to define group/box pricing, aka “Minimum Orderable Quantity” – Sort bundles to […]

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PDF Generator Version Update

2.14 (released Dec’2016) Lightning Ready Hide Time from DateTime field Created PDF and send email from SF1 Email multiple attachments 2.9 – 2.13 (released Nov’2016) Quote PDF renamed to PDF Generator Now create PDF for all custom objects and most of the standard objects Support for checkbox fields Deprecated “PDF Asset Fields” object. You can […]

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Now Generate PDF on any SFDC object & Email….

We are happy to announce that now PDFs can be generated & E-mailed on any of the SFDC objects (Standard, Custom & Managed) using our Appexchange App PDF Generator. Soon to be GA on Appexchange but we can make the new version available in your Org if you have such requirements. Please contact support@gocloudz.com for availing […]

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Shane Almeida

very powerful and easy to use We were in transition phase and had a need to clone 1000 of records, custom and standard. Our biggest challenge was to > Clone child records as well, like line items, activity history, open tasks, and other custom related lists > Option to override certain field values, like owner […]

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William Barrett

does what it says I have been using this app for past couple of weeks and I must say this is great add-on if you clone records on records on regular basis. We clone opportunities with line items on regular basis and standard process is not that elegant. What we like is we can also […]

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Mohammad Afaneh

Salesforce cloning relief.. Resolves all issues around cloning in Salesforce. It’s refreshing to find a tool that is so simple to use yet powerful in function. Like others mentioned support is top-notch.

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Sabrina Best

Intuitive app with all necessary functionality This app has all the features you could ever need from a cloning app. Simply select fields for desired object and over-write them during cloning. This along with many other great features – default values and multi-clone makes it perfect cloning app. Good support too, highly recommended.

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Jake Wills

Works great, amazing support and responsiveness. The app works well and has lots of configuration options. Best part is the support we received from Adroitus. They are responsive and helpful with troubleshooting, as well as receiving enhancement requests and implementing them in new versions of the product. Highly recommended.

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Lisa Engleberg

Exactly what we needed! This app is exactly what we were looking for. The setup was incredibly easy. I had my first button completed in 5 minutes. Being able to wipe out fields as we clone has been the most beneficial thing for us. I highly recommend this app to anyone.

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David Zadareky

Clone wars won! Super app. Clean interface and helpful support make installation and deployment a snap. We’ve been looking for a way to deal with cross object workflow automation and this app solved our problem fast and for a reasonable fee. Save a lot of steps without having to learn triggers or more advanced code. […]

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Chris Kamimura

Great Solution for Professional Presentation of Quotes Quote PDF is solving the formatting issues that have made quoting from SF a non starter for us–until now. We are excited to have the flexibility to present quotations in a custom format that effectively presents our goods and services. This product fulfills a basic, yet essential function […]

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Tracy Luo

Product Bundle + Quote PDF = Like We are using their Product Bundle app along with Quote PDF. Both the apps integrates seamlessly for generating customized professional looking quotes. I liked the idea of using Quote PDF as stand alone app too. Great support and very easy to configure.

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Anne Boyd

Great vendor! Great app! Great support! We are Salesforce partner for 5 years now and implemented many AppExchange apps for our customers. This is my first review. Adroitus totally earned it. We were hunting for native app that would solve most , if not all of our client needs. We looked many apps, either they […]

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Lauren Hanna

I love this app! After searching high and low for a Product Bundling tool that would work easily within Salesforce.com, I finally found it! This app is easy to use right out of the box. The few customizations we did require were done at super speed. The developer support on this tool is the best […]

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Jeremy Bardet

Great app, great support I beta tested this app some time ago and am very happy to see it finally available on the market, as many companies are clamoring for bundling options. I have worked with Adroitus on other projects as well in the past and it has been a pleasure getting to know him, […]

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Mike Madura

 All Around Great Functionality and amazing Support We needed a solution that would allow us to put multiple items in one kit or bundle and after hours of exhaustive testing we decided to take a look at the App Exchange. These guys are amazing, their customer service is very good – but above that, their […]

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Andrea Tjoeng

Fantastic application and support This app is really useful and is very easy to use. The support has been amazing. I would recommend this app to anyone who wants to streamline the way products work in their SF environment.

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Peter Hansen

Exactly what we were looking for We’ve been looking for a good bundle app for a while and tried some different solutions, but this is the one we decided to stick with. Easy to install and easy to use, it does exactly what you’d expect a bundle app to do. The support is amazing and […]

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Torrey Nagle

Great app, works with Professional Edition, incredible support Was looking for an app to use with Professional Edition and products, one that would let a client bundle products together into systems to make it easier for salespeople to add them to quotes. Also wanted a way to group products together and price the group as […]

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Michael Flanagan

Great App We recently installed this app, and we are very happy with it. It enables us to more effectively manage our quoting process. Bundles/kits have start and end dates, and they easily incorporate approval processes, so reps can create their own bundles they would like to use, while still giving the approval oversight to […]

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Richard Ortiz

Great Application and Great Pre and Post Sales Support We were looking for a bundling solution to help further streamline our SF process, this application did EXACTLY what we needed and more. Easy to install and easy to configure. Strongly recommend!

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Admin Salesforce

Great app and support We have tried several solutions to meet our requirements of dealing with bundles/kits of products, and this app was the most successful. Easy to install, great support and quick to respond, they helped me with all customizations and problems I have faced, excellent job.

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Mike Mendoza

Precisely what we needed to automate quoting We tried a few different bundling apps from the exchange and this one is the easiest to use. It was super easy to install and setup. We deal with quite a few app companies and this one is the best when it comes to support. The multiple delete […]

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Grace Klingensmith

Definitely a great application Many of our clients have had this long standing problem of subscription based products in which they wanted to be able to report on individual line items associated with a sold package. Product Bundles is the perfect app for this scenario. Also both the sales and support team are great and […]

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Darrell Vandergrifft

Excellent product and service Product bundles filled a need we had in Salesforce brilliantly, but most importantly, the Support staff was right on top of helping me solve my customization issues. They responded within hours of my request and got me setup in no time. I highly recommend this product to anyone who needs to […]

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Saar Machtinger

Simple and functional – superb Smart packaging, Combos, Bundles – No matter how you call it, the solution is here. A simple solution, that I am happy to have found and install. Great support and interaction with the team. Thank you

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Chris Kamimura

Quote PDF is solving the formatting issues that have made quoting from SF a non starter for us–until now. We are excited to have the flexibility to present quotations in a custom format that effectively presents our goods and services.

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Chris Kamimura

Solves a Fundamental Need We have been searching for a solution like this for months. After evaluating a dozen applications, we have settled on this one. Product Bundles allows us to present our goods and services in a way to sell more effectively. It integrates elegantly with SF and is very easy to install, and […]

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Chris Konicek

Huge time saver! Our sales users simply love this tool. Very easy to configure and works with existing products and pricebooks. Best part is our product managers can design a Bundle for different pricebooks in just one click, instead of creating them from scratch. Very good support.

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Patrick Kuo

More time selling, less time configuring With the implementation of Product Bundle for my company, product managers can quickly create bundles and less confusion for sales team. Our quotation process improved tremendously. We are very pleased with this application and highly recommend it.

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Tracy Luo

We are using their Product Bundle app along with Quote PDF. Both the apps integrates seamlessly for generating customized professional looking quotes. I liked the idea of using Quote PDF as stand alone app too. Great support and very easy to…

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