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.
- Add the Customer's Information
- Cultivate the
Lead / Opportunity
- Define opportunities and track activities
- Produce the Customer Quote
- Add Discounts and Bundles
- Send to the Quote to the Customer
- Customer Acceptance via DocuSign
- Convert the Quote to an Order
- Generate and Send the Customer Invoice
- Collect Payment via the Customer Portal