What we do
Tools
Industries
Legal & Law FirmsLess admin per case, faster billing, and no missed deadlinesHealthcare & PracticesFewer no-shows, cleaner records and billing that gets paidHome & Field ServicesQuotes out faster, jobs billed the same day, fewer callbacksManufacturingFewer production errors, accurate costing and on-time ordersWholesale & DistributionOrders flow in on their own, with stock numbers you can trustConstruction & ContractorsTighter job costs, faster change orders and subs paid on timeReal Estate & Property MgmtFaster lead response, less paperwork and happier owners and tenantsE-commerce & RetailMore orders shipped right the first time, fewer returns and refundsLogistics & FreightFewer delays, accurate tracking and invoices that go out on timeProfessional ServicesMore billable hours captured, faster onboarding and cleaner invoicesFinancial Services & InsuranceFaster onboarding, fewer compliance gaps and smoother renewalsHospitality & RestaurantsSmoother service, tighter inventory and less wasted laborNonprofitsMore of every dollar goes to the mission, with reporting that takes minutesEducation & TrainingLess admin per student and families who always know where things standAutomotive & DealershipsFaster follow-up, fuller service bays and fewer lost leadsStaffing & RecruitingFaster placements, error-free payroll and quicker client invoicing
Department
OperationsYou see the inefficiency every day. We build the systems that make it go away.SalesEverything your reps need, right inside the CRM. More time selling, less time searching.FinanceStop chasing data across systems. Your accounting connected to everything else.Customer ExperienceSelf-service portals so customers help themselves, on their own time.MarketingKnow who is engaging, who is at risk and where the opportunities are.Supply ChainOrders, suppliers, stock and shipments in sync, so you see problems before your customers do.WarehousePicks, packs and stock counts that update every system without anyone retyping them.HR & PeopleHiring, onboarding and payroll data moving between systems, so your people team stops chasing forms.ProcurementRequests, approvals and purchase orders that route themselves and match what was actually bought.
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Home/Quote to Cash Automation
Quote to Cash

Quote to Cash Is Five Handoffs. Automating One Doesn't Fix the Chain.

A quoting tool can generate a clean quote. A billing tool can generate a clean invoice. Neither one owns what happens between them, approval, contract, provisioning, the first invoice, which is usually where a deal that closed on Monday doesn't show up as revenue until the following month.

What quote to cash actually requires

Generating a quote from a CRM opportunity is the easy part. Most CRMs already do that. The harder part is everything after the signature: routing the contract for approval, provisioning whatever was sold, creating the invoice with terms that actually match what was agreed, and recognizing the revenue correctly.

When those steps live in separate tools with no connection, a closed deal becomes a to-do list: someone manually creates the invoice, sets up the billing schedule, and chases the provisioning team. The automation only pays off when the quote, the contract, and the books are actually talking.

One of our recent projects

Building materials distributor

15 sales reps · Salesforce + NetSuite

The problemA rep gets a call from a contractor: "I need 200 units of product X delivered to the downtown site by Friday. What's our account balance? And did that last shipment ever arrive?" The rep puts them on hold, opens NetSuite to check inventory, opens another NetSuite screen for the account balance, opens the shipping portal to look up tracking, then goes back to Salesforce to log the call. Five minutes for a conversation that should have taken one.

A contractor calls for 200 units and an account balance, and the rep used to put them on hold to check NetSuite, the shipping portal and Salesforce. Now one Salesforce panel shows stock, balance and last shipment, and the order syncs to NetSuite, invoices itself and gets its label in ShipStation.
Fix mine →See how we work with Salesforce

What We Connect

01

Quote to contract without re-typing it

A quote that's accepted becomes the contract, with the same line items, pricing, and terms, instead of someone rebuilding it in a separate document tool.

02

Approval routing that matches your terms

Non-standard discounts or terms route to the right approver automatically, instead of every deal needing a Slack message to someone in finance.

03

Signed deal, invoice created

A countersigned contract creates the invoice and billing schedule in your accounting system with the terms that were actually agreed, not a default template.

04

Provisioning that starts on signature

Whatever was sold, a seat count, a service tier, a subscription, gets provisioned the moment the deal closes, instead of waiting for someone to notice and set it up.

05

Renewals that don't depend on a calendar reminder

Upcoming renewals and usage-based true-ups surface automatically from the original contract terms, not from someone remembering to check.

The result isn't a faster quote tool or a faster invoice tool. It's a deal that moves from signature to revenue without a person manually carrying it between systems at every step.

Software we connect for this

SalesforceHubSpotStripeChargebeeQuickBooksNetSuite
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A deal closes. How long until it shows up as revenue?

Tell us what happens between a signed contract and your first invoice today. We'll tell you what's realistic to connect.

Let's talk →

Questions people ask

What is quote to cash?

The full cycle from generating a sales quote through contract, provisioning, invoicing, and recognizing the revenue, automated end to end instead of handled as separate manual steps by separate teams.

We already use CPQ software. Why would we need this?

CPQ tools are good at generating accurate quotes with the right pricing and approvals built in. The gap is usually everything after the quote is accepted, contract routing, provisioning, and getting the invoice into your accounting system with matching terms.

Does this work with subscription or usage-based billing?

Yes. That's usually where the manual work is worst, since usage-based terms need to flow correctly from the contract into recurring billing and renewal tracking, not just a one-time invoice.

Which CRM and billing systems do you work with?

Salesforce and HubSpot on the CRM side, Stripe, Chargebee, QuickBooks, and NetSuite on the billing and accounting side, and others depending on what you run.

Is the quote really free with no obligation?

Yes. Tell us what your current process looks like and we'll tell you what it takes to connect it, no obligation either way.

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.