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
  2. Cultivate the Lead / Opportunity
    • Define opportunities and track activities
  3. Produce the Customer Quote
  4. Convert the Quote to an Order
  5. Generate and Send the Customer Invoice
  6. Collect Payment via the Customer Portal