Distributors: How to Connect Your Quote-to-Cash Process

What Is the QTC Process?

  • The firm gets the opportunity to deliver a quote to a prospect
  • Software is used to configure an offer, during which:
  • Upon approval, a proposal and agreement are drafted (the prospect “converts” into a customer/account)
  • The customer places the order
  • Your organization processes the order
  • An invoice is generated
  • Once the customer pays, the cash is collected
  • Data are collected, analyzed and reported

ERP and the QTC Process

Additional Distribution Industry Resources

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