Quote-to-cash

Automate your quote-to-cash process to keep your business moving forward

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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.

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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.

Workflow diagram showing the automated the quote-to-cash process from end to end.

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.