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Platform Video: Workflow

Industry Trends & Challenges


Possibly the most important process to any organization, quote-to-cash is vital to driving revenue for every business. From product/service configuration to quote creation to order management, each step of the quote-to-cash process can often become siloed or disconnected from the rest, resulting in lost time, opportunities, and revenue.  

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Platform Video: Workflow

End-to-end Quote-to-cash


 Leveraging K2’s quote-to-cash application provides sales executives a comprehensive, automated solution for the sales process. Sales teams can use a complete set of tools within K2 to automate every step of quote-to-cash while connecting other business systems that are crucial to each component of the process. Automating the quote-to-cash process can result in shorter sales cycles, more closed deals, and increased visibility across the rest of the organization.  

Close More Deals and Drive More Revenue


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Digitally Transform and Increase Efficiency


  • Automate multi-step workflows and assign tasks to owners for each step (discount approvals, contract requests, legal review, etc.)
  • Eliminate manual tasks such as data entry, quote approvals, and signatures. 

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Integrate Crucial Business Systems


  • Surface crucial data to quotes and contracts without having to toggle between screens and systems.
  • Use DocuSign and other e-signature tools to expedite contract signatures.  

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Improve Customer Experience


  • Automate customer notifications and provide ease-of-use with contracts or agreements through the device of their choice: mobile, tablet, desktop, etc.
  • Avoid printing out contracts, signing manually, and emailing/faxing agreements back to vendor. 

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Monitor Deals from a Central View


  • Gain visibility and control over deals in flight so leadership can get involved before a deal slips.  
  • Understand where bottlenecks may exist in each sales cycle. 

How it Works


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Generate Quote


  • Using a K2 SmartForm, generate a quote. 
  • Integrate any CRM systems with the form to display account details such as address, industry, etc. within the quote.
  • Update any information to the CRM that may be incorrect directly in your form.
  • Add quote line items or SKUs to quote; then submit.  

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Create and Execute Contract


  • Automate negotiation of contracts with the right stakeholders as it goes through iterations.
  • Easily surface the necessary information needed by Legal to approve the contract within the same system.
  • Finalize the deal and have all parties sign the contract.  

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Sales Manager Reviews


  • The generated quote kicks off a workflow and automatically gets sent to the manager for review. 
  • Build in steps to route the quote back if the details in the quote are incorrect and need rework. 
  • Incorporate any review/approval SLAs and generate reminder notification to the sales manager. 

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Execute Order Fulfillment and Invoice Customer


  • Process and deliver agreed upon order.
  • Assign and notify Operations to deliver the right products and services to the customers in a timely manner.
  • Once the order is fulfilled, automatically notify the finance team with the quote and contract for billing. 
    Get paid.  


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Manual Process