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Generate invoices with Jotform for Salesforce

To run a successful business, you need to generate invoices for accurate records and on-time payments. With Jotform 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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Explore Invoice PDF Templates

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

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Integrate your Jotform account with Salesforce

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

Integrate your Jotform 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

Wstępnie wypełniaj formularze

Prefill feedback forms with your Salesforce data

Want to get feedback from customers about your online ordering and invoicing processes? With Jotform’s Salesforce Prefill feature, you can invite customers, contacts, or leads to fill out feedback forms prefilled with data from Salesforce for a more seamless user experience.

Prefill feedback forms with your Salesforce data

Learn how to use Jotform for Salesforce

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Co użytkownicy mówią o Jotform

Jotform 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

FAQ

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  • 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. Jotform 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 Jotform invoice templates compatible with Salesforce?

    Yes — Jotform invoice templates are compatible with Salesforce, so your data transfers instantly. The best part? You can build and customize Jotform’s invoice templates from within your Salesforce account so you don’t have to switch between platforms.

  • Can you customize the templates to match your brand?

    Jotform’s invoice templates are fully customizable to match your organization’s branding — no coding required. With our simple drag-and-drop PDF Editor, you can rearrange form elements, change fonts and colors, drop in your company logo, and much more. Plus, you can view your PDF invoices in Adobe Acrobat or Preview, or instantly send them to cloud storage platforms like Google Drive and Dropbox.

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

    Yes, you can add dynamic data to your invoices using Jotform’s free online PDF Editor. With this tool, you can instantly generate PDF documents, share responses with colleagues, collect e-signatures, and much more — all without coding. Input all your customer details and transaction specifics, and install widgets and integrations to create the perfect invoice for your needs.

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

    Yes, you can change the currency that’s shown on an invoice. Simply click into the form that’s attached to your invoice, and select the Payment element. Open Payment Settings (using the wand icon to the right of the element), and click the Gear icon at the top right side of the Payment Settings panel. Choose your preferred currency from the Currency dropdown, and click the Continue button at the bottom to save the changes. Now, the invoice will reflect the currency you have in your form settings.

  • Will my invoices be transferred to Salesforce automatically?

    This feature is one of the main perks of the new Jotform for Salesforce integration! Your invoice data will automatically transfer to Salesforce, so you won’t have to manually add your invoice data to your CRM account any more. Plus, you can use your Salesforce data to prefill online forms, and your form submission data will then auto-generate invoices. Talk about the ultimate productivity tool!

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

    You can download your invoices as PDFs to view in Adobe Acrobat or Preview — giving you flexibility to send and share you documents with ease.