Salesforce Quote to Cash

Streamline Your Sales Process from Quote to Payment

Salesforce Quote to Cash (QTC) is a comprehensive solution that automates the entire sales lifecycle—from configuring price quotes to contract management, billing, and payments. At Perigeon, we help businesses implement and optimize Salesforce QTC to improve accuracy, speed, and efficiency in their sales operations.

What is Salesforce Quote to Cash?

Salesforce QTC is a unified platform that integrates CPQ (Configure, Price, Quote) and CLM (Contract Lifecycle Management) to provide a seamless experience for managing quotes, contracts, and payments. It enables businesses to:

✓

Automate pricing, discounts, and approvals

✓

Manage contracts efficiently with digital redlining & eSignatures

✓

Ensure smooth billing, payments, and order fulfillment

✓

Gain insights with AI-powered analytics

The Quote to Cash Process: Step-by-Step

Smart Pricing

Automate pricing, discounts, and approvals.

Quick Quotes

Generate and approve quotes fast.

Simple Contracts

Edit, track, and sign digitally.

Easy Billing

Manage orders and payments smoothly.

AI Insights

Track contracts and performance.

Enhance Your QTC Process with Add-ons

eSignature

Secure, fast contract approvals with digital signatures

Billing

Streamline invoice generation and payment collection

Analyzer

AI-powered legal risk assessment for contracts

Payments

Automate contract-based payment processing

Insight

AI-driven analytics for historical contract performance

Why Choose Perigeon for Salesforce Quote to Cash Implementation?

At Perigeon, we specialize in tailored Salesforce QTC solutions that align with your business needs. Our experts ensure a smooth transition, from consultation to implementation and support, so you get:

Seamless Integration with your CRM, ERP, and third-party tools

Automation of Quotes, Contracts & Payments to reduce errors

Real-Time Visibility into sales performance and contract health

Ongoing Support & Optimization for continuous improvement

Get Started with Salesforce Quote to Cash

Looking to optimize your sales process and improve revenue operations? Partner with Perigeon for a robust, customized Salesforce Quote to Cash solution.

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Salesforce Quote to Cash

What is Salesforce Quote to Cash?

✓ Automate pricing, discounts, and approvals

✓ Manage contracts efficiently with digital redlining & eSignatures

✓ Ensure smooth billing, payments, and order fulfillment

✓ Gain insights with AI-powered analytics