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Quote-to-Cash

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.

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2
Sub-modules
4
Module integrations
9
Features

SUB-MODULES

Everything inside Quote-to-Cash.

🔄

Fulfilment Pipeline

Every accepted proposal tracked line-by-line from reserved to delivered.

  • ✓Initiate fulfilment from a won proposal
  • ✓Per-line stock reservation
  • ✓Link an existing PO or raise a new one for shortfall
  • ✓Mark a line ready for delivery
  • ✓Company and portfolio-wide fulfilment stats
📦

Delivery & Invoicing

Delivery triggers billing automatically — no manual invoice re-entry.

  • ✓Work order generation for physical delivery
  • ✓One-click delivery confirmation
  • ✓Auto-invoice from delivered lines
  • ✓Recurring lines roll into the MRR dashboard

MODULE CONNECTIONS

How Quote-to-Cash connects
to the rest of the platform.

Data flows between modules automatically — no manual exports, no copy-paste, no middleware.

💵Quote-to-Cash
🤝
CRM← receives from

Won proposal initiates the fulfilment pipeline

View module →
📦
Inventory↔ syncs with

Line items reserved from and deducted from stock

View module →
🛒
Purchasing→ sends to

Shortfall lines link to or raise a PO

View module →
💳
Billing→ sends to

Delivered lines auto-invoice and feed MRR

View module →

REAL-WORLD WORKFLOWS

See it in action.

LIVE FLOW

Won Deal → Delivered → Paid

From a signed proposal to cash and recurring revenue, automatically.

1
CRMProposal accepted

Client e-signs; deal marked Won

2
Quote-to-CashFulfilment initiated

Line items reserved against stock, shortfalls linked to a PO

3
Quote-to-CashWork order created

Delivery work order generated for physical items

4
Quote-to-CashDelivery confirmed

Lines marked delivered

5
BillingInvoice + MRR

Invoice auto-generated; recurring lines added to the MRR dashboard

Explore related modules

🤝CRM & SalesFull sales pipeline — from first contact to signed contract.STARTER →📦Inventory & PurchasingStock, assets, and vendors — from purchase request to delivery.PROFESSIONAL →🛒Purchasing & ProcurementFrom purchase request to goods receipt — fully matched against supplier bills.PROFESSIONAL →💳Billing & SubscriptionsRecurring revenue managed end-to-end — Stripe, GoCardless, PayPal, or BACS.STARTER →
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