Salesforce

Generate invoices with Jform for Salesforce

To run a successful business, you need to generate invoices for accurate records and on-time payments. With Jform for Salesforce, you can automate your invoicing process using invoice PDF templates that instantly send data directly to your Salesforce account.

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Invoice Hero Template 1
Invoice Hero Template 2
Invoice Hero Template 3

Explore Invoice PDF Templates

Invoices ensure you get paid on time and keep your finances in order. Jform offers 50+ ready-made templates, so you can choose the one that best suits your needs.

관리비 양식 - PDF Templates

관리비 양식

이 관리비 양식을 사용하여 고객에게 주의사항을 보내고 모든 정보가 청구서에 포함되도록..

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Salesforce

Integrate your Jform account with Salesforce

Install Jform from the AppExchange or add our Salesforce integration to any of your forms in the Jform Form Builder. Your submission data will automatically populate your Salesforce database, so you don’t have to toggle between platforms.

Integrate your Jform account with Salesforce

PDF Invoice

Customize your invoices effortlessly

You can automatically generate PDF invoices from online order form submissions. Simply build your order form and enable invoices in Settings — that’s it! Jotform’s PDF invoice generator is flexible, so you can add your company logo, rearrange form fields, choose new fonts and colors, and make other design changes in seconds.

Customize your invoices effortlessly

Autoresponder Emails

Create personalized autoresponder emails

Take your client invoicing process to the next level with Jotform’s customizable autoresponder emails. You can personalize content, rearrange fields, and add PDF copies of invoices. All data will be automatically transferred to Salesforce after you set up the integration, so you can manage invoices and build rapport with clients without hassle.

Create personalized autoresponder emails

프리필 양식

Prefill feedback forms with your Salesforce data

온라인 주문 및 송장 발행 프로세스에 대해 고객으로부터 피드백을 받고 싶으십니까? Salesforce 동적 프리필을 사용하면 고객, 연락처 또는 리드를 초대하여 원활한 사용자 경험을 위해 최신 Salesforce 데이터가 미리 입력된 피드백 양식을 작성할 수 있습니다.

Prefill feedback forms with your Salesforce data

Learn how to use Jform for Salesforce

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Jform에 대한 사용자의 의견

Jform is the perfect solution for creating the right order forms for my small cooking business! It is easy to use, flexible, versatile, and allows for amazing customization. The connection to Google Sheets and email confirmations work perfectly, and the reporting function was fast and straightforward to set up. Top grades all around!

Alexandra Salomon,

Chef

자주하는 질문

  • What are Salesforce invoice templates?

    A Salesforce invoice template is a template you can use to bill your customers. You can customize and send the invoice directly from Salesforce. These invoices are automatically generated from the connected form, which sends data directly to your Salesforce account. Jform offers a template directory with 50+ invoice PDF templates to choose from, so you can customize your invoices and send them to customers in minutes.

  • Are Jform invoice templates compatible with Salesforce?

  • Can you customize the templates to match your brand?

  • Can you add dynamic data to the invoices, such as customer details and transaction specifics?

  • Is it possible to change the currency of an invoice?

  • Will my invoices be transferred to Salesforce automatically?

  • What file formats are available for downloading invoices created with these templates?