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Quote-to-cash

Automate your quote-to-cash process to keep your business moving forward

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Benefits

Faster fulfillment

With a streamlined and accelerated quote-to-cash process flow, customers get their goods faster and you’re paid sooner.

Fewer mistakes

Automating your previously manual quote-to-cash processes reduces human error in your orders and payment amounts.

Digital paper trail

Auditing and balancing the books is much simpler with automated processes that create a digital paper trail.

Streamlining orders all the way to fulfillment

Many businesses deal with so many incoming sales orders that their personnel are overwhelmed. Manually processing them all, received in so many formats, requires much time and effort and creates bottlenecks. But with Nintex, you can now automate the quote-to-cash process for greater speed and accuracy, cutting the workload for staff dramatically.

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Improve customer experience by accelerating quote-to-cash process

Despite efforts to improve quote-to-cash process, it remains a struggle within many organizations. Leverage the Nintex Platform to create a positive impression with your customer. Automate pricing and quoting configuration, simplify your discount approval process, and streamline redlining and contract management.

Workflow diagram showing the automated the quote-to-cash process from end to end.

Automate the quote-to-cash process from end to end

Leads complete simple digital forms which are automatically routed to salespeople to manage the opportunity. Proposal documents are autogenerated and routed to relevant personnel, who are prompted to finalize details, confirm the order, e-sign and execute the contract. Finally, the invoice is automatically generated and sent, and payment processed. It’s all expedited quickly, easily, and with minimal attention needed from your busy staff.

Connect to SAP and Salesforce

Nintex integrates seamlessly with your existing systems, including Salesforce and SAP, so there’s no time wasted moving data between them. Information and orders flow smoothly with minimal effort from sales reps and others, so they can focus less on admin and devote their skills and attention elsewhere.

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Why Our Customers Trust Nintex on

A tool to automate everything

We have implemented solutions that will be used by any user, i.e. Company gift and business declaration system, to training requests. We also have solutions in Supply Chain, HR, Engineering, Mining, IT all the way up to our Company Secretary.

A tool to automate everything

Nintex has an ROI report that analysis all workflows in your environment and time spent on developing the workflows . We have paid off our investment in the first 12 months according to this report.

Nintex process automation can make your organization more efficient!

We use Nintex Platform internally for requesting new project sites in Office 365 for new customer projects. The administrator and project manager fill out a Nintex form with the client and project-specific details, which is saved in a SharePoint list. We then use a Nintex workflow for approvals and site creation.

Nintex process automation can make your organization more efficient!

Nintex focuses on process automation and they are very good at it. Any business process an organization has that requires approvals and especially where those approvals vary (e.g., higher request PO amount requires more approvals) are well suited to automation with the Nintex Platform. Nintex also has a robotic process automation (RPA) tool, which allows for automation of manual processes using any software accessible by a user's workstation. And Nintex offers a process mapping tool that allows organizations to map business processes (manual or automated) in a standardized manner in a central portal.

Nintex process automation can make your organization more efficient!

Yes, non-IT staff use Nintex–some as users (filling out forms, approving and rejecting tasks, etc.) as well as implementers. The no-code capabilities of Nintex allow non-technical users to create forms and even workflows with minimal training. If a user can map a business process using a tool such as Visio they can easily learn how to create a workflow to automate that process.

Nintex process automation can make your organization more efficient!

We use Nintex Platform in both Office 365 and Nintex Workflow Cloud (NWC), and most of our clients do the same. The ability to leverage the NWC platform has been specifically helpful when integrating with other cloud platforms such as Box, SalesForce, etc.

Nintex process automation can make your organization more efficient!

Integration – easily integrate with line of business applications you already have

Nintex process automation can make your organization more efficient!

Ease of use – no code development of forms and workflow

Nintex process automation can make your organization more efficient!

Process mapping – mapping your business processes in a central portal for knowledge management and to find opportunities for automation & efficiency gains

Nintex process automation can make your organization more efficient!

Nintex has shown an ability to provide positive ROI at our organization and for the clients we work with on a daily basis.

Our use cases

Streamline, automate, and solve with Nintex

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See for yourself

Put Nintex to the test

Because seeing is believing, let us give you a firsthand look at how Nintex can work for you.