{"id":1688,"date":"2026-01-22T14:57:08","date_gmt":"2026-01-22T19:57:08","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/best-quote-to-cash-automations\/"},"modified":"2026-09-30T07:52:06","modified_gmt":"2026-09-30T11:52:06","slug":"best-quote-to-cash-automations","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/best-quote-to-cash-automations\/","title":{"rendered":"3 Smart Automations to Streamline Your Quote-to-Cash Process"},"content":{"rendered":"\n

More than half of finance executives believe that improving their quote-to-cash process could lift their revenues by at least 5%<\/a>.<\/p>\n\n\n\n

The finding is easy to accept, as a high-performing quote-to-cash workflow allows your organization to move quickly across key stages of the sales process. All the while, it can help everyone involved\u2014from sales reps to accountants\u2014save time and focus on business-critical tasks. <\/p>\n\n\n\n

So, how can you improve your quote-to-cash workflow? We\u2019ll cover  3 automations that can make a big difference, but before we do, let\u2019s make sure that we\u2019re aligned on the definition of quote to cash.<\/p>\n\n\n\n

Related: <\/em>How to implement any type of finance automation<\/em><\/a><\/p>\n\n\n\n

What is the quote-to-cash process?<\/h2>\n\n\n\n

The quote to cash, or Q2C, process is the actions an organization takes from the moment they configure and deliver a proposal to their analysis (and then improvement) of each step in the workflow. <\/strong><\/p>\n\n\n\n

Completing the Q2C process involves close collaboration between teams in sales, operations, accounting, and potentially others.<\/p>\n\n\n\n

The way that organizations perform quote to cash can vary to some degree. But generally speaking, your organization likely follows some version of the following:<\/p>\n\n\n\n

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  1. Configuration:<\/strong> Using a CPQ tool, your team crafts a proposal and then sends it out.\u00a0\u00a0<\/li>\n\n\n\n
  2. Negotiation:<\/strong> Your team and the prospect compromise on the terms of engagement.<\/li>\n\n\n\n
  3. Quote: <\/strong>You send the prospect a quote that reflects the terms discussed and agreed upon.<\/li>\n\n\n\n
  4. Executed contract:<\/strong> The contract gets signed by the relevant stakeholders.<\/li>\n\n\n\n
  5. Invoicing: <\/strong>An invoice gets created by your billing system and gets sent over to the new client.<\/li>\n\n\n\n
  6. Payment received: <\/strong>Your organization receives the payment, but depending on the nature of your business, your team may not be able to recognize the payment as revenue just yet.<\/li>\n\n\n\n
  7. Analysis: <\/strong>Using the tools available, your team analyzes the performance of each step and reports on the insights uncovered.<\/li>\n\n\n\n
  8. Process improvement:<\/strong> Based on the findings, your team takes steps to improve the quote-to-cash process.<\/li>\n<\/ol>\n\n\n\n

    Related: <\/em>What is lead to revenue? And how is it different from Q2C? Here\u2019s what you need to know<\/em><\/a><\/p>\n\n\n

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    \"Completing<\/a><\/figure>\n<\/div>\n\n\n

    How to automate quote to cash<\/strong><\/h2>\n\n\n\n

    With this definition and this set of steps in mind, let\u2019s dive into 3 ways you can automate your quote-to-cash process.<\/p>\n\n\n\n

    1. Manage approvals intelligently and quickly <\/strong><\/h3>\n\n\n\n

    Internal approvals are a necessary part of moving a deal through the door\u2014whether it\u2019s getting sales leadership to sign off on a quote or having a colleague in legal approve any redlines.<\/p>\n\n\n\n

    To help your reps receive approvals quickly and in a way that\u2019s convenient for the approvers, you can turn to automation.\u00a0<\/p>\n\n\n\n

    For example, here\u2019s an automation that requests someone in legal to review and approve of the client\u2019s redlines:<\/p>\n\n\n\n

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