Quote-to-cash
Automate your quote-to-cash process to keep your business moving forward
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.
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.
Hear from our customers
Our reviews come from verified users on TrustRadius and G2. These independent platforms ensure authenticity, giving you transparent and reliable feedback you can count on.
I love Nintex Workflows
Verified Reviewer | 10,001+ employees
A good and powerful tool for automation process with less or no code.
Sue Panprasert | Senior Systems Analyst | Ricoh Electronics, Inc. | 501-1000 employees
Nintex Process Manager Review.
Verified Reviewer | 51-200 employees
Easy to use Workflow Automation Software for SharePoint
Verified Reviewer | 201-500 employees
Nintex Review – 1010
Verified Reviewer | 10,001+ employees
Nintex RPA Bot is a game changer.
Verified Reviewer | 501-1000 employees
Could not live without Nintex Apps.
Verified Reviewer | 51-200 employees
Nintex Process Manager.
Verified Reviewer | 51-200 employees
Nintex has the most comprehensive professional automation roadmap for organizations.
Julio Magana | CTO | Tara technologies | 11-50 employees
Nintex Forms and Workflows
Verified Reviewer | 1001-5000 employees
Nintex Process Platform – Agility & Scalability
Verified Reviewer | 5001-10,000 employees
Great Online Forms and Workflows to Create Efficiencies in Business Processes
Verified Reviewer | 10,001+ employees
ITT Project Director
Kathy Mark, PMP | ITT Project Director | SFO | 1001-5000 employees
Nintex Workflows
Verified Reviewer | 1001-5000 employees
Review from a 2y experience Developer in a large organization
Lionel Nkaya | Application Business Analyst | LLUH | 10,001+ employees
Intuitive process management
James Evans | Head of Quality | Sonardyne International Ltd | 201-500 employees
A Brief Insight Into How Effective Nintex Process Platform Has Been For Us
Julian Nye | Business enablement engineer | Auckland Transport | 1001-5000 employees
Nintex Process Platform's Forms & Workflow for SharePoint 2019 & NWC
Verified Reviewer | 1001-5000 employees
FAQs
What is the quote-to-cash process? Quote-to-cash refers to the full customer financial journey for your business from generating a customer quote to receiving payment for a product or service. It includes quoting, order management, invoicing, and payment collection.
How does Nintex improve the quote-to-cash process? Nintex helps by automating key steps along the way, from quote creation to approvals and invoicing. This reduces manual work, lowers the chance of errors, and helps your team deliver faster, more reliable service.
Can Nintex integrate with other systems? Yes. Nintex connects with systems like Salesforce, SAP, and others to keep your data flowing smoothly across platforms. This helps eliminate duplicate entries and makes it easier to keep processes moving.
Is Nintex suitable for all business sizes? Absolutely. Nintex supports businesses of all sizes, offering scalable automation solutions that can grow and adapt with your needs, whether you’re managing a handful of deals or thousands.
Put Nintex to the test
Because seeing is believing, let us give you a firsthand look at how Nintex can work for you.