Quote to Cash
The gap between a signed quote and cash received is where margin leaks. We join the steps so what was sold, delivered and invoiced are the same thing.
What this covers
Quoting
Configured pricing with approval where a discount needs it.
Order capture
A won quote that becomes an order without re-entry.
Fulfilment link
What was promised, tracked against what was delivered.
Invoicing
Raised from delivery rather than from memory.
Collections
Ageing visible and chased on a schedule.
Margin reporting
Quoted against actual, by deal.
Who this is for
Sales operations
Where quoting speed and pricing control conflict.
Finance
Billing accuracy and cash collection.
Service businesses
Milestone and retainer billing.
Manufacturers
Configured products with real cost variation.
How we work
People who have done it before
Teams that have worked in this setting, not a generic squad reading the brief for the first time.
One team, start to finish
The people who design it are the people who build it and the people who answer for it afterwards.
Working software early
Something running in weeks, so the direction is judged against a real thing rather than a document.
Bought once, owned by you
What you keep at the end
The code, the documentation and the accounts are yours throughout. Nothing here depends on us staying, and any arrangement that continues does so because it is worth continuing.
Talk to us
What we promise
- A named team you can reach, not an account manager relaying questions
- A working version early, and every fortnight after that
- Written estimates with the assumptions and the risks stated
- Your code, your data and your accounts, yours throughout
- A direct answer when something is late or will not work
How it runs
Scope
What the solution has to do, what it must integrate with, and what is deliberately out.
Pilot
A working configuration with one team or one process, measured against how it works today.
Roll out
Extended in stages, each with a way back if it does not hold.
Improve
Measured after launch and changed on evidence, which is when most of the value arrives.
Common questions
No. It feeds it, and the accounting system stays the record for the ledger.
Usually — and where pricing is genuinely discretionary we make the approval explicit rather than modelling the impossible.
As a first-class case, because they are the common source of invoice disputes.
Yes, with the rate policy agreed rather than assumed.
Would this work here?
A short conversation is usually enough to tell whether this fits your situation. If it does not, we will say so.
Get in touch