System Online • All Integrations Active

Quote2Cash Platform

Streamline your Quote-to-Cash workflow with automated processing, intelligent validation, and seamless ERP integration.

Active Quotes

24

+3 today

Total Value

$127,450

+$12,340 this week

Team Members

12

All active

Completion Rate

94%

+2% this month

Active Workflows

Current quotes in progress

AW-2024-1609
Wake Forest Baptist Medical Center
Diagnostic Equipment
$3,275.50
Step 1: AI Verification
25% complete
normal
AW-2024-1606
Novant Health Matthews Medical Center
Task Seating - Pharmacy
$1,107.36
Step 2: Vendor PO
60% complete
high
AW-2024-1608
Atrium Health Carolinas Medical Center
Imaging Equipment
$5,890.25
Step 4: AWC Order Creation
85% complete
high

Quick Actions

Common workflow tasks

System Status

Integration health

Quickbase Portal
Online
Khameleon ERP
Online
Email Processing
Online

Quote2Cash Workflow Overview

Complete Quote-to-Cash process automation

Step 1: AI Verification

Automated intake & validation

Step 2: Vendor PO

Manual document creation

Step 3: Financial CAP

Manual financial review

Step 4: AWC Order

Automated order submission

Step 5: Fulfillment

Manual delivery coordination

Step 6: Khameleon ERP

Manual ERP setup