Quote-to-Cash Automation

Keep revenue flowing by transforming your sales process with a streamlined quote-to-cash system.

woman placing an order online
3 employees having a discussion around quote-to-cash automation
sales representative on the phone with a customer prospect

How can SnapLogic improve the sales experience?

Increase efficiency

Automating the quote-to-cash process eliminates manual data entry, which reduces the time spent on administrative tasks and improves accuracy. This allows sales teams to focus on customer relationships and revenue-generating activities.

Improve customer service

The quote-to-cash process allows customers to quickly and easily receive accurate quotes, place orders, and track them in real time. This helps to improve customer service by providing customers with a more efficient and transparent experience.

Streamline accounting

Automating the quote-to-cash process helps streamline accounting processes, such as invoicing and payments. This helps ensure that invoices are paid on time and that all revenue is accounted for.

Streamline revenue in a ‘Snap’

The quote-to-cash process is the process of creating a quote, getting it approved, and then converting it into a sale. It’s important because it helps to streamline the sales process, ensuring that customers get the products and services they need efficiently.

SnapLogic hides the complexity of APIs via a drag-and-drop interface and connectivity for ERPs and CRMs out of the box. Monitor and manage your data flows to make sure revenue isn’t impacted.

wheel of sales automation Snaps

Optimize quote-to-cash with application-specific Snaps and pre-built workflows

While most applications can be connected with a REST API, SnapLogic’s application-specific Snaps connect to applications with easy-to-use fields and drop-down menus to build integrations in your Quote to Cash processes. Common use cases for onboarding involve application integration and data synchronization between SAP, NetSuite, and Salesforce.

The SnapLogic Patterns Catalog

Go from idea to automation in minutes by starting with one of our hundreds of specialized pre-built solutions including customer onboarding, offboarding, and support ticket management.

Quote-to-cash workflow example

After the quote approval process in your CRM, you can automatically invoice your customer and provide the status of the invoice back to your CRM. Once this process has been completed, capture the schema and load it into your data warehouse for your Customer 360 dashboard.

Learn more about our patterns catalog

quote-to-cash workflow example pipeline

The SnapLogic Patterns Catalog

Go from idea to automation in minutes by starting with one of our hundreds of specialized pre-built solutions including customer onboarding, offboarding, and support ticket management.

Quote-to-cash workflow example

After the quote approval process in your CRM, you can automatically invoice your customer and provide the status of the invoice back to your CRM. Once this process has been completed, capture the schema and load it into your data warehouse for your Customer 360 dashboard.

Learn more about our patterns catalog

quote-to-cash workflow example pipeline

Automate workflows for every stage of the sales journey

Try it for yourself, or let us show you how!

Contact Us Free Trial