“We used to manually recreate Opportunities and Quotes for recurring deals—now it’s just one click. It’s simple, fast, and totally reliable. Highly recommend!”
“No more missing products or pricing errors. We’ve streamlined our quoting process, and even our non-technical team members use it with ease.”
Yes. The app allows you to clone an Opportunity and automatically include all related Product Line Items, saving time and ensuring consistency.
Absolutely. You can clone individual Quotes and carry over all associated Line Items, including product details and pricing.
No. The app is 100% native to Salesforce and works out of the box—no coding, custom development, or third-party tools needed.
CV Easy Lead and Contact Data Management
Simplifies managing multiple phone numbers, emails, and key details for leads and contacts in Salesforce.
CV Files
Google Drive and OneDrive File Management: Store and organize files, enhance collaboration, reduce storage costs, boost productivity.
CV Product Search
Your sales reps can easily search for and add multiple products to opportunities in Salesforce.
Thanks a ton for subscribing to our newsletter!