Our use cases
Quote-to-cash
Automate your quote-to-cash process to keep your business moving forward
Capabilities Included:
Benefits
Faster fulfillment
With a streamlined and accelerated quote-to-cash process flow, customers get their goods faster and you’re paid sooner.
Fewer mistakes
Automating your previously manual quote-to-cash processes reduces human error in your orders and payment amounts.
Digital paper trail
Auditing and balancing the books is much simpler with automated processes that create a digital paper trail.
Streamlining orders all the way to fulfillment
Many businesses deal with so many incoming sales orders that their personnel are overwhelmed. Manually processing them all, received in so many formats, requires much time and effort and creates bottlenecks. But with Nintex, you can now automate the quote-to-cash process for greater speed and accuracy, cutting the workload for staff dramatically.
Improve customer experience by accelerating quote-to-cash process
Despite efforts to improve quote-to-cash process, it remains a struggle within many organizations. Leverage the Nintex Platform to create a positive impression with your customer. Automate pricing and quoting configuration, simplify your discount approval process, and streamline redlining and contract management.
Automate the quote-to-cash process from end to end
Leads complete simple digital forms which are automatically routed to salespeople to manage the opportunity. Proposal documents are autogenerated and routed to relevant personnel, who are prompted to finalize details, confirm the order, e-sign and execute the contract. Finally, the invoice is automatically generated and sent, and payment processed. It’s all expedited quickly, easily, and with minimal attention needed from your busy staff.
Connect to SAP and Salesforce
Nintex integrates seamlessly with your existing systems, including Salesforce and SAP, so there’s no time wasted moving data between them. Information and orders flow smoothly with minimal effort from sales reps and others, so they can focus less on admin and devote their skills and attention elsewhere.
Why Our Customers Trust Nintex on
Our use cases
Streamline, automate, and solve with Nintex
Explore related use cases showing how Nintex solves real-world business problems, from automating routine tasks to simplifying complex workflows.
Contract management
Finalize contracts more easily, close deals quicker, and make more time for other business. See how Nintex can help with sales contract management.
Customer onboarding
Ensure seamless customer onboarding and deliver services as easily as possible.
Loan processing
With capabilities like forms, workflows, process mapping, and document generation, the Nintex Platform can help your bank streamline loan processing.
Reduce operational risk
Manage risk, reduce costs, and increase productivity with the most powerful, easy-to-use platform for process automation and intelligence.
FAQs
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What is the quote-to-cash process?
Quote-to-cash refers to the full customer financial journey for your business from generating a customer quote to receiving payment for a product or service. It includes quoting, order management, invoicing, and payment collection.
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How does Nintex improve the quote-to-cash process?
Nintex helps by automating key steps along the way, from quote creation to approvals and invoicing. This reduces manual work, lowers the chance of errors, and helps your team deliver faster, more reliable service.
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Can Nintex integrate with other systems?
Yes. Nintex connects with systems like Salesforce, SAP, and others to keep your data flowing smoothly across platforms. This helps eliminate duplicate entries and makes it easier to keep processes moving.
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Is Nintex suitable for all business sizes?
Absolutely. Nintex supports businesses of all sizes, offering scalable automation solutions that can grow and adapt with your needs, whether you’re managing a handful of deals or thousands.
See for yourself
Put Nintex to the test
Because seeing is believing, let us give you a firsthand look at how Nintex can work for you.