Proposal accepted → stock reserved → delivered → invoiced → MRR, without re-keying a line.
The fulfilment pipeline that picks up the moment a proposal is won: reserve stock against the line items, link or raise a purchase order for anything short, generate a work order for delivery, then auto-invoice and roll the result into recurring revenue.
SUB-MODULES
Every accepted proposal tracked line-by-line from reserved to delivered.
Delivery triggers billing automatically — no manual invoice re-entry.
MODULE CONNECTIONS
Data flows between modules automatically — no manual exports, no copy-paste, no middleware.
Won proposal initiates the fulfilment pipeline
View module →Line items reserved from and deducted from stock
View module →Shortfall lines link to or raise a PO
View module →Delivered lines auto-invoice and feed MRR
View module →REAL-WORLD WORKFLOWS
From a signed proposal to cash and recurring revenue, automatically.
Client e-signs; deal marked Won
Line items reserved against stock, shortfalls linked to a PO
Delivery work order generated for physical items
Lines marked delivered
Invoice auto-generated; recurring lines added to the MRR dashboard
QUESTIONS
The fulfilment pipeline that picks up the moment a proposal is won: reserve stock against the line items, link or raise a purchase order for anything short, generate a work order for delivery, then auto-invoice and roll the result into recurring revenue.
Quote-to-Cash covers Fulfilment Pipeline, Delivery & Invoicing. Every accepted proposal tracked line-by-line from reserved to delivered.
Quote-to-Cash is included in the Professional, Business and Enterprise plans. Every plan starts with a 30-day free trial. See the pricing page for current prices.
Yes. Quote-to-Cash runs on the same database as every other Plenix Cloud module, so it shares records with CRM, Inventory, Purchasing, Billing without exports, imports or third-party connectors.