
Quote to Cash
Seamless sales processes and faster incoming sales in Salesforce
TABLE OF CONTENTS
The term "quote-to-cash" describes the entire process from quotation creation to receipt of payment. In Salesforce, this process is based on the opportunity, which forms the basis for all sales-related steps and evaluations (forecasting).
The three solutions - the CPQ tool appero quote, automatic invoice management with JustOn and electronic signature with DocuSign - are perfectly coordinated in the quote-to-cash process and are used successfully by many of our customers.
appero quote - Key Features
- Less effort per offer and shorter offer cycle
- Visually appealing and consistent in terms of content and legal requirements
- Automated data for meaningful real-time reporting
- High ease of use and intuitive user interface


Extensive calculation options and discount models.
Extensive calculation options and discount models.
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Visually appealing offers with product and image pictures and a clear structure in your CI
Visually appealing offers with product and image pictures and a clear structure in your CI
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As a native Salesforce app, appero quote fully utilizes the advantages and security of the platform.
As a native Salesforce app, appero quote fully utilizes the advantages and security of the platform.
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Our affordable license prices.
Our affordable license prices.
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All the advantages of appero quote in 60 seconds.
All the advantages of appero quote in 60 seconds.
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Easy one-click installation of appero quote directly from the Salesforce AppExchange.
Easy one-click installation of appero quote directly from the Salesforce AppExchange.
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These customers benefit from our solution.
These customers benefit from our solution.

Questions and answers
Questions and answers
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experience appero quote live
experience appero quote live
More- Configure Price Quote
- Electronic signature
- Contract and accounting
appero quote - CPQ Light
The CPQ tool appero quote is natively integrated into the Salesforce opportunity process and offers extensive options for product configuration as well as price and discount calculation. This allows you to send a quote with the right conditions to the customer without losing valuable time.
E-signature with DocuSign
Automatic invoicing with JustOn
Your personal demo for appero quote
Fast deals thanks to CPQ and e-signature in the Salesforce sales process

appero quote - CPQ light
As a native Salesforce app, the CPQ solution appero quote always keeps the data of your quotation process on the secure Salesforce platform.
Interesting blog articles on the quote-to-cash process
Die fünf besten e-Signature Lösungen für Salesforce
Elektronische Signatur in Salesforce
Mit welchen Apps Salesforce-Nutzer ihren Quote-to-Cash-Prozess optimieren können
Next steps
You can easily arrange a personal demo here.
Let us show you live how the quotation process in Salesforce can be simplified and accelerated with appero quote - also in combination with DocuSign.
An efficient quotation process increases the acceptance of the Salesforce CRM system and increases the transparency of the pipeline of opportunities and the quality of forecasts.

Request a quote for appero quote
Contact us for a customized quote for your version of appero quote