Quote to cash process

Features used during a typical Q2C process flow.

To help you understand what our seamless Q2C system looks like, we've put together a list of components involved during the process.

1. Add the Customer's Information
   • Validate Address via USPS & Geocode
2. Cultivate the Lead / Opportunity
   • Define opportunities and track activities
3. Produce the Customer Quote
   • Add Discounts and Bundles
   • Send to the Quote to the Customer
   • Customer Acceptance via DocuSign
4. Convert the Quote to an Order
   • Initiate Workflows
     • Create Internal Tickets
     • Auto-Provisioning
     • Fulfillment
5. Generate and Send the Customer Invoice
   • Recurring and Non Recurring Charges
     • Usage (if applicable)
   • Taxes
   • Payments
   • Adjustments
6. Collect Payment via the Customer Portal
   • Revenue Recognition
   • Dunning (if applicable)
   • General Ledger

Customer Management Configure, Price, Quote (CPQ) Billing and Usage Rating Revenue Protection Financial and Reporting Provisioning and Switch Interface Operations Management Agents & Partners