How to Automate Quote-to-Cash with Zoho One
Automate your proposal and billing process to send quotes, invoices, and payment options to close deals and get paid faster.
The Challenge – Disconnected Sales, Billing, and Cash Flow
Creating quotes is crucial for closing deals, but manual processes slow things down and can lead to delayed and lost payments. With disconnected sales and billing processes, billing teams are out of the loop when deals close. This results in delayed invoices, lack of customer follow-up, and payments getting lost in the shuffle.
How Does Zoho One Help Connect Every Step from Quote to Cash?
Zoho One gives you one set of tools to bring CRM, invoicing, approvals, e-sign, and analytics together.
- Sales closes a deal once a quote is approved.
- Invoices are automatically generated and emailed.
- Customers pay their invoice online.
- Monitor the entire process through a unified dashboard.
What Does End-to-End Quote-to-Cash Look Like for a Sales Manager?
- Step 1 When your sales team creates quotes in Zoho CRM, they automatically appear in Zoho Books, a double-entry accounting system, to keep sales and billing teams connected.
- Step 2 Once a quote is approved by a prospect and the deal closes, an invoice is automatically generated and sent, saving time for both sales and billing teams.
- Step 3 Your sales team continues working new deals while the billing team collects payments online with automated follow-up emails.
- Step 4 When payments are collected, the CRM gets updated to keep sales reps and account managers informed on customer activity.
- Step 5 You and the billing manager use the same shared dashboard in Zoho Analytics to ensure your teams are working together and revenue is growing.
What Makes Zoho One Different
Zoho One gives you a seamless flow of data through the entire quote to cash process so that everyone from sales, to finance, to leadership are all on the same page.
Zero code. All-in-one.
- Built-in automation.
- Real-time sync.
- One login for all.
TESTIMONIALS
These Customers Improved Quote-to-Cash Processes with Zoho One. So Can You.
How ABA Advisors Boosted Productivity by 150% with Zoho One
Robert Craig COO, ABA Advisors.
This B2B advisory team once relied on disconnected apps, email approvals, and manual invoice follow-ups.
Now, with a unified lead-to-invoice workflow in Zoho One, they:
- Cut manual steps by 80%
- Auto-sync deals from CRM to Books
- Send invoices within minutes of deal closure
- Track revenue progress in real time
Result? A 150% improvement in team productivity — with faster deal closures and zero missed invoices.