Quote-to-Cash Automation
Streamline quote generation, approval, and payment collection
❌ The Problem
- →Quote creation is manual and time-consuming
- →Approval bottlenecks delay deals
- →Tracking quote status requires checking multiple systems
- →Payments aren't connected to closed deals
- →Revenue recognition is delayed
✅ The Solution
- →Quotes generated automatically from CRM data
- →Approval workflows route to right stakeholders
- →E-signatures get deals closed faster
- →Payment collection integrated into flow
- →Complete visibility from quote to cash
How It Works
Deal Progresses
Opportunity reaches quote stage
Auto-Generate
Quote created from CRM data
Approval Route
Sent to managers if needed
E-Sign
Customer signs electronically
Payment
Collection initiated automatically
Key Features
Works With
Don't see your tool? We integrate with 100+ platforms.
Perfect For
B2B Sales Teams
Complex quote workflows
High-Volume Sales
Standardized quote processes
Finance Teams
Clean revenue recognition
Pricing
$2,297
One-time setup + configuration
Optional: $300/month ongoing maintenance & optimization
Includes updates, new rules, performance monitoring, and support
Custom configuration tailored to your workflows
Integration with your existing tools
Testing, training, and documentation
30 days post-launch support
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