Quote-to-Cash Automation
Streamline quote generation, approval, and payment collection
❌ The Problem
- →Manual quote creation takes hours and delays deal cycles
- →Approval workflows bottleneck in email threads
- →Multiple tools and handoffs create friction
- →Payment tracking is disconnected from CRM
- →Deals get lost between quote sent and payment received
✅ The Solution
- →Auto-generate quotes from CRM deal data
- →Automated approval workflow routing
- →E-signature integration for instant signing
- →Payment tracking synced back to CRM
- →Complete visibility from quote to cash
How It Works
Deal Stage Trigger
When deal reaches 'Proposal' stage, quote auto-generated from CRM data
Quote Generation
PandaDoc/DocuSign document created with pricing, terms, and branding
Approval Workflow
Quote routed to manager for approval if above threshold
E-Signature
Sent to customer for electronic signature via email
Payment & Sync
Payment link sent, payment tracked, and deal marked closed-won in CRM
Key Features
Works With
Don't see your tool? We integrate with 100+ platforms.
Perfect For
B2B Sales Teams
Accelerate deal cycles with automated quote generation
Enterprise Sales
Manage complex approval workflows and pricing
SaaS Companies
Streamline subscription billing and renewals
Pricing
$3,500
One-time setup + configuration
Optional: $450/month ongoing maintenance
Includes template updates, workflow optimization, and support
Custom quote templates and approval workflows
Integration with CRM, e-signature, and payment tools
Testing, training, and documentation
30 days post-launch support
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