Close deals faster.

With Salesforce Quote-to-Cash, you can easily deliver sales quotes, contracts, and invoices — and collect cash faster.

 

Build and deliver accurate sales quotes fast.

Configure products, price orders, and generate quotes while reducing errors and increasing sales rep productivity. 

 

Price & Quote

Ensure consistent pricing and discounting and include the right mix of components in every quote. Generate customer-friendly quotes easily and accurately.

Orders & Renewals

Easily convert quotes to clean orders that can be automatically loaded into your business system, and generate renwal quotes while applying price increases.

Product Configurator

Configure products and services based on your business rules and logic. Update configurations at any time for special promotions or product changes.

Guided Selling

Help your sales reps select the right products and servics for each customer every time. New reps become productive quickly and can easily identify cross-sell and up-sell opportunities.

Salesforce CPQ for Communities

Accelerate channel sales and make it easy for partners to sell your products and services. As your partners generate quotes, your pipelines and forecasts are automatically updated.

Generate proposals and contracts.

Automate add-on orders and quickly generate proposals, contracts and renewals.

 

Proposal Generator

Create professional-looking branded proposals using fully customizable templates so your documents look the way you want.

Manage Contracts

Create and manage professional sales contracts, and deliver executable contracts with a click or a tap. Integrate with eSignature to close the deal. Simple for you, simple for your customer.

Manage revenue and subscription billing.

Seamlessly integrate your invoicing, collections, taxes, and reporting.

 

Invoice

Automate the invoicing process. Create and send invoices on the go, from any device.

Subscription Billing

Manage services that are billed on a recurring basis, and set up subscriptions to auto-renew. Never miss a renewal!

Payments

Manage and collect payments without processing complications, and manage the dunning process.

Manage Sales Tax and VAT

Easily manage taxes and run reports to feed them into your accounting system. Sell and bill in multiple currencies, and manage all of your VAT, Sales Tax, Use Tax, and GST/PST/HST calculations.

Revenue Recognition

Quickly recognize revenue and report on quotes, orders, invoices and payments. Create completely customizable reports and dashboards to easily identify top-spending customers, most profitable customers, and most succesful pricing models.

Speed from opportunity to revenue with the power of CPQ software.

Now there’s a fast, easy way to streamline configuration, pricing, and quote generation. View a demo and see for yourself.