Faster agreements, no more order entry
Creating quotes, sending documents for signature, and collecting cash from new customers is usually tedious, disorganized and siloed across different systems. Armatic provides a new way for your Quote to Cash process, focusing on automation, management and insights.
Track all customer document touch points: from sent, viewed to signed.
No more second guessing, let your sales team handle all aspects of new contract creation with a clearly defined framework - from quote, to contract and eSignature
Armatic's intelligent workflow eliminates passing process steps between departaments
Price table integrated quotes ensure accurate proposals for your customers.
Accepted proposals trigger attached contract templates to be eSigned by your customers.
Signed contracts trigger the invoice or subscription creation for your customers, including a request for payment via your custom branded client portal.
Close 60% Faster! With Armatic's quote to cash workflow, your sales team is empowered along the way at each step to provide accurate proposals and get immediate insight into signed contracts, payments and delays. No need to contact other departments across your organization. Customers sign form any computer or mobile device.
No more double entry! Armatic's fully integrated workflow automatically pulls pricing and pushes customers, subscriptions and invoices to your accounting/ ERP and CRM system.
View realtime document status and team performance with dashboard and reports. Track the time to close, average deal amounts and all touch points in the Quote to Cash flow.