Eliminate silos across your Quote-to-Cash process with quote cash automation

Guide reps through complex products, pricing, and approvals so every quote is accurate, profitable, and ready to turn into an order and contract.

• Give sales guided selling via contract management so they create the right solution for each customer, every time.

• Model complex bundles, tiers, discounts, and terms without waiting on IT.

• Automate approvals so deals move quickly without losing control of margin and without introducing errors.

With guided configuration and automation, users can create a compliant proposal, route approvals, and keep the contract terms consistent across CRM and downstream systems to reduce errors.

Translate every quote into a clean, validated order, then orchestrate delivery across systems and teams without manual chasing or rekeying, using integration tools.

• Convert quotes to orders with all the right products, services, and contract terms intact.

• Route work to the right teams and systems so nothing slips through the cracks, and ensure the process stays consistent.

• Track order status in one place so sales and customers always know what’s happening, reducing payment disputes and invoicing errors.

This streamlines the quote cash process for sales and operations and helps ensure every customer sees accurate order status and expected payment milestones.

Handle subscriptions, usage, one-time charges, and discounts in one billing engine, so you can launch new offers and pricing models without breaking your revenue process or delaying payment.

• Support complex enterprise contracts with flexible terms, billing cycles, invoicing rules, and payment options.

• Rate and bill usage at scale so invoices are accurate, clear, and easy to explain, improving payment outcomes.

• Automate renewals and expansions so you grow accounts without extra admin work and improve revenue generation.

This includes invoicing controls that reduce billing errors, improve payment collection, and create a predictable quote cash cycle for subscription and usage models.

Use a cloud-native, API-first CPQ and order platform that fits into your architecture instead of forcing you to rebuild it, with integration across systems.

• Compose custom and self-service applications from an extensive library of fast, well-documented web service APIs for integration and automation.

• Use TM Forum–aligned APIs to plug cleanly into existing OSS/BSS and partner ecosystems without brittle custom code, improving integration across systems.

• Run Quote & Order on AWS, Microsoft Azure, Google Cloud, Alibaba Cloud, IBM Cloud, Oracle Cloud, or your own data center.

Give sales and finance a shared, real-time view of deal profitability so every approval protects margin, not just revenue, and ensures disciplined process execution.

• Expose full transparency into costs, pricing, and revenue across even the most complex enterprise deals, supported by consistent data.

• Use automated financial governance rules and automation to catch discounting, contract terms, and errors that lead to revenue leakage and delayed payment.

• Give finance leaders actionable analytics so they can fast-track approvals without losing control of the P&L.

To optimize the quote cash process, companies use automation and integration to connect CRM, CPQ, invoicing, and payment workflows, improving governance while reducing errors.