Quote_to_cash

What should trigger stage progression in a quote-to-cash process?

The document. Generating, sending and completing the quote or order form is what should drive stage automation from evaluation through to handoff — it is an artifact with a real state, unlike a picklist a rep can set optimistically.

Enterprise motions add a procurement, finance or deal-desk gate on top, which is also artifact-driven — an approval record, not a checkbox. Once the document drives the stage, forecast hygiene improves without a policing exercise, because the stage can no longer run ahead of the paper.

Evidence

What this is based on

Every claim above comes from work LeanScale published. These are the sources.

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