The Definitive Guide to Automating the Quote-to-Cash Process

Managing Quote-to-Cash processes is one of the top and most complex challenges for growing companies. Fast and accurate processing is crucial to close deals faster, drive positive customer experience, improve cash management and visibility, and increase operational efficiency.

Automating the quote-to-cash process eliminates inefficient manual processes rooted in disconnected systems, and should be a priority for any business that wants to increase profitability. Cutting out manual processes minimizes the costs associated with time-consuming administrative tasks, inaccurate pricing on the quote, and billing mistakes. Fast, efficient quote approvals also shorten the path to customer acquisition, helping you win deals.

In this Definitive Guide, we’ll show you how to automate your quote-to-cash process, from start to finish. We’ll cover strategic planning, systems prerequisites, and finally, a walkthrough of the automation by process. By the end of this guide, you’ll be on the right path towards streamlining your sales cycle, reducing obstacles to revenue recognition, and accelerating your cash flow.