Glossary

Quote-to-cash

HU Ajánlattól a pénzig (quote-to-cash)

Definition

What is Quote-to-cash?

Quote-to-cash is the automated chain from an accepted proposal to money in the bank: the customer picks a tier and signs digitally, the contract is generated from the approved template, the invoicing API (Billingo, Számlázz.hu) issues the deposit invoice with a payment link, and the project appears in the task manager. One click on the customer's side, zero retyping on yours.

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Follow-up until signature

Unsigned proposals get a polite email after 48 hours and a friendly SMS after five days. Opening events are tracked, so the salesperson calls within ten minutes of the customer reading the pricing page, when the decision is being made.

Frequently asked questions

Which e-signature tools work?

PandaDoc, DocuSign, and for Hungarian legal weight the AVDH service; all have APIs the automation can drive.

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Workflows

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