This quote to cash process diagram depicts the quote to cash process, including numerous sales, order fulfillment, account management, billing, and accounts receivable functions. It also considers the steps taken by your sales team as they configure a quote and draught a proposal for a client, all the way through to when payment is received for services rendered. The Quotation process is defined as submitting, approving, and accepting a quote. This process may include additional steps such as customer location visits or inventory allocation, depending on the business model. The quote-to-cash process connects a customer's purchase intent (the CRM) to a company's revenue realization.
