Revenue Recognition, Product Line Items, Google Forms (Web Forms) Add-in and more

Many of our customers need to forecast their projected revenue, and also account for their confirmed income, over different time periods and not just as a single value based on the closing date.

You may sell a single multi-year contract and need to recognize each year’s revenue individually in your forecast projections. Or perhaps your business includes the sale of equipment or machinery along with a quarterly service agreement and you need to account for the machine immediately the deal closes but the service agreements should be recognized over each quarter. These are some examples where our new Revenue Recognition will help take your revenue projections and cash flow reporting to the next level!

Revenue Recognition is available for our Business & Enterprise tier customers and can be enabled by your Coevera Admins in the Automation Hub. Once running, you can enable Revenue Recognition individually for all of your opportunities in Coevera.

In another major enhancement to Coevera, we have added the ability to add information to an Opportunity’s Products “on the fly” using custom fields. You can now, for example, add your warranty to an Opportunity and select the start date or add your machine model and then pick the colour!

This enhancement will totally revolutionise the way our customers can use Products within Opportunities!

Add Products from the Product Catalog to Opportunities as before but, once added, you can now click on each Product and add additional, line-item specific information to each one. Click on the “Product Name” to open the Product Line Item dialog to add extra information about this product. You can choose to add these custom fields to your Product List View. Use these newly created custom fields in Office 365 Word and Google Docs templates as well as in Pandadoc templates if you use our Pandadoc integration.

The brand new Coevera Google Forms Add-On allows you to quickly capture sales leads, contacts or accounts directly into Coevera when a form is submitted by email, via a link or from a website.

For example, you might want to create a registration form for an event, or an online “Contact Me” form. When somebody completes and submits the Google Form, the Coevera Forms Add-On will create a new record with the data in Coevera. The Add-on lets you link the options in those forms with the fields from a Coevera Lead, Account or Contact record and assign the Owner for the newly created records.

The Coevera Administration Module now comes powered with a “How To” Help Widget. The widget delivers Articles and Videos to help you understand and manage every section of the Administration Module. In addition, you can submit a support ticket for help with any issues you are experiencing. In order to access the “How to” Help Widget, please click it at the bottom of any page within Coevera Administration.