Chat to sales

Billing in action

What's new in Quote to Cash


Quote to Cash provides a variety of solutions to accomodate your entire Quote to Cash lifecycle. In each case, our applications streamline the processing of revenue generating activity from their origin (the quote) through to cash collection and revenue recognition. Because our solutions are native to the Salesforce Platform, you can eliminate re-keying of data, duplicate customer master records and broken audit trails. Download the Billing datasheet.

CPQ - Advanced Quoting

Screenshot - Dashboard - Customer Quotations

Dashboard - Customer Quotations

Our Advanced Quoting application allows sales teams to quickly configure, price and quote goods and services to prospects and customers. It contains flexible pricing structures, views into upsell opportunities, available inventory and the ability to better manage margin. FinancialForce CPQ Advanced Quoting helps you simplify the entire quoting processes.

Contracts Management and Recurring Billing

Screenshot - Dashboard - Services Contracts

Dashboard - Services Contracts

FinancialForce Contract Management allows you to incorporate goods and services as well as multiple revenue and delivery models - all into the same contract. Contracts can include products, subscriptions, managed services and professional services. Each of these require different pricing structures, billing structures and maintenance, but with our solution, what used to be time-consuming is now easy.


Screenshot - Invoice details and PDF

Invoice details and PDF

FinancialForce Billing can turn any activity tracked on the Salesforce Platform into an invoice. Opportunities, service cloud cases, orders in 3rd party AppExchange applications or even your own custom objects can be used to generate bills without rekeying. Accounting entries are automatically generated and can be passed to your ERP application of choice or instantly update FinancialForce Accounting.

Media Billing

Screenshot - Media print opportunity

Media print opportunity

FinancialForce Media closes the loop between Salesforce CRM, Google’s DoubleClick and FinancialForce Billing, creating one integrated process. You will quickly gain unprecedented efficiency and complete account visibility through all stages of the online advertising sales, ad serving and billing cycle. Automate the painful billing reconciliation process and stop manually re-keying impression counts and insertion order information.

Quote to Cash videos

  • 58:16
    Keys to Achieving Best in Class Revenue Operations
  • 58:03
    Grow Your Revenue Streams with Customer-Centric Finance
  • 01:00:54
    5 Steps to Improving Collections and Cash Flow
  • 32:06 Hear David Fordham of CloudSense Ltd, on how they have improved opportunity to cash process.
    Speed up month end and get paid faster
  • 28:24 Ventana Research's Director & Nexius' Controller on avoiding major finance spreadsheet pitfalls
    Spreadsheet Pitfalls
  • 07:35 Lynne Taylor, CPA RSI Relo, talks about the benefits of integrating apps on the Salesforce platform.
    RSI Relo Story