Quote to cash: from "how much?" to money in the bank

Process map by Brian. 9 steps, 1 layer. Tags: business, sales, finance, quoting, invoicing, combined.

  1. Sales: Customer wants a price
  2. Sales: Build and send the quote
  3. The customer: Accepts?
  4. Operations: Contract and e-signature
  5. Operations: Book the order
  6. Finance: Invoice the customer
  7. Finance: Collect the payment
  8. Finance: Cash in the bank and revenue recognized
  9. Sales: Negotiate and close the deal

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$Business $Sales $Finance $Quoting $Invoicing $Combined All process maps