For RevOps
Quote-to-sent in one motion.
Generate, validate against live pricing, email, and log. One conversation, inside Salesforce, fully auditable. The document can never drift from the org, because it's rendered from the org.
Count the steps in your “automated” quote.
- 1Generate
- 2Download
- 3Eyeball the numbersThe risky one
- 4Re-upload
- 5Attach & email
- 6Log a task by hand
Six manual steps per quote, and step three, eyeballing the numbers, is the one holding your revenue integrity together. Because when pricing changed in the org last month, the document didn’t. Someone sent last quarter’s discount on this quarter’s deal, and you found out from the customer.
The doc-gen tool was supposed to remove work. It produced a PDF and left you the workflow.
One conversation. Six steps gone.Live today
Rendered from the org, every time
LinePDF doesn't store a copy of your pricing to drift out of date. Every document renders from live Salesforce data at the moment of generation, as the requesting user. If the pricebook changed, the quote changed.
Validate before send: blocked, not warned
Discount floors. Expired pricebook entries. Missing terms. Validation runs before any document can leave the building, and Send stays locked until it passes. Compliance is a gate, not a checklist. (Send & Track ships with the listing.)
Sent and logged means sent and logged
The email, the delivery link, the open event, the activity record: created in the same motion, all Salesforce records. Your audit trail builds itself, and your reports can actually see it.
“Send the renewal quote to Acme”, and that’s the whole job.
Send the renewal quote to Acme with May pricing.
Generated Acme Corp · Renewal Q-01184 from the May pricebook. Validation: discount 12%, within floor; all pricebook entries active. Passed. Emailed to procurement@acme.com with a tracked link, activity logged on the opportunity.
One turn. Generated, gated, emailed, logged. The send was physically impossible until validation passed; that’s a deterministic gate, not an AI promising to be careful.
For contrast: the leading incumbent’s entire Agentforce footprint is one action, an Opportunity ID and a Template ID in, a PDF link out, installed by emailing their sales team.
The receipts
- 01Three full topics ship with the LinePDF listing against the incumbent’s single install-by-email action; the side-by-side is on the comparison page.
- 02Every send, open, and view lands as a Salesforce record. Query it in any report; no vendor dashboard, no export.
- 03The walkthrough shows a blocked send, on purpose.
Watch quote-to-sent take one conversation.
Book 20 minutes with the founder, then run it in your own org on the free tier. The demo isn't doing anything your trial can't.
Free tier: unlimited documents, 3 templates, full line-item engine. No card, no minimums, no sales call. AppExchange listing in security review.