Quote to Cash, also known as QTC or Q2C, “quote to cash” is a term that is used to describe a business process that covers product or service selection, pricing, quoting, contracting, invoicing, payment checking, and contract renewal. With Salesforce Quote-to-Cash, you can easily deliver sales quotes, contracts, and invoices — and collect cash faster.


CPQ: Configure, Price, Quote

CPQ: Configure, Price, Quote is software that helps companies accurately define the price of goods across a huge and constantly changing spectrum of variables. Configure products, price orders, and generate quotes, all with the click of a button. With CPQ you can:

  • Eliminate errors in opportunities, quotes & contracts
  • Quickly create accurate quotes & proposals
  • Improve productivity and close more deals
  • Increase deal sizes with cross-sell and up-sell guidance

Price & Quote

Ensure consistent pricing and discounting. Generate customer-friendly quotes easily and accurately.

  • Use standard Salesforce price books
  • Include the right mix of components in every quote
  • Easily handle volume discounts, percent-of-total subscriptions, pre-negotiated contract pricing, and channel and partner pricing
  • Create volume discount schedules with unlimited tiers

Orders & Renewals

Easily convert quotes to clean orders that can be automatically loaded into your business system.

  • Generate clean orders for closed/won deals
  • Split and manage orders as required with back-end integration
  • Automate add-on orders with co-terming and contract terms
  • Generate renewal quotes while applying price increases
  • Create automatic renewal reminders in Salesforce

Product Configurator

Configure products and services based on your business rules and logic.

  • Configure products, solutions & bundles
  • Use standard Salesforce product catalogs
  • Eliminate invalid or incorrect product options or bundles
  • Update configurations at any time for special promotions or product changes

Guided Selling

Help your sales reps select the right products and services for each customer every time.

  • Reps select the correct solutions by answering questions about customer needs
  • Help new reps become productive quickly
  • Improve productivity and close more deals
  • Identify cross-sell and up-sell opportunities