What comes first, a quote or an invoice?

Converting Quote to an Invoice Automatically Go to Settings and select Quotes. Under Automatically convert accepted Quote to Invoice section: Select Convert accepted quotes to draft invoices if you want to automatically convert an accepted quote to an invoice and save the invoice as Draft.

What is the O2C process in simple words?

What is the order-to-cash process? Order-to-cash (O2C) is a crucial business process that begins when a customer makes a purchase and ends when the payment is received and processed. This process includes steps like fulfilment, invoicing, and payment collection.

What is the Q to C process?

A quote is always given before the work is started. It details how much a job or project will cost and the materials or services involved. An invoice comes after the work is complete, and when payment is due.

Electronic Signature
Features
Invoice templates
Streamline Your Quote to Invoice Process

Streamline Your Quote to Invoice Process with airSlate SignNow

Empower your business to send and eSign documents effortlessly. Experience a cost-effective solution that simplifies your workflow.

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Award-winning eSignature solution

Move your business forward with the airSlate SignNow eSignature solution

Create your signature in seconds on any desktop computer or mobile device, even while offline. Type, draw, or upload an image of your signature.

Deliver a seamless eSignature experience from any website, CRM, or custom app — anywhere and anytime.

Organize multiple documents in groups and automatically route them for recipients in a role-based order.

Collect signatures faster by sharing your documents with multiple recipients via a link — no need to add recipient email addresses.

Create unlimited templates of your most-used documents. Make your templates easy to complete by adding customizable fillable fields.

Create teams within airSlate SignNow to securely collaborate on documents and templates. Send the approved version to every signer.

See airSlate SignNow eSignatures in action

Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

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Complete a sample document online. Experience airSlate SignNow's intuitive interface and easy-to-use tools
in action. Open a sample document to add a signature, date, text, upload attachments, and test other useful functionality.

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Set up data validation

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airSlate SignNow solutions for better efficiency

Keep contracts protected

Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to quote to invoice process.

Stay mobile while eSigning

Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and quote to invoice process later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly quote to invoice process without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.

Generate fillable forms with smart fields

Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.

Close deals and get paid promptly

Collect documents from clients and partners in minutes instead of weeks. Ask your signers to quote to invoice process and include a charge request field to your sample to automatically collect payments during the contract signing.

Collect signatures

24x

faster

Reduce costs by

$30

per document

Save up to

40h

per employee / month

Our user reviews speak for themselves

Kodi-Marie Evans

Director of NetSuite Operations at Xerox

airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.

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Samantha Jo

Enterprise Client Partner at Yelp

airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.

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Megan Bond

Digital marketing management at Electrolux

This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.

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Quotation to billing procedure

The quotation to billing procedure is vital for organizations aiming to streamline their document handling and improve productivity. With airSlate SignNow, you can effortlessly create, dispatch, and oversee documents, guaranteeing a seamless shift from quotes to bills. This manual will guide you through the steps to utilize airSlate SignNow for your documentation requirements.

Steps for the quotation to billing procedure

Access the airSlate SignNow homepage in your chosen browser.
Set up a complimentary trial account or log into your current account.
Upload the file you intend to sign or send for signatures.
If you intend to reuse this document, save it as a template for future reference.
Review your document and make necessary adjustments, such as incorporating fillable fields or adding specific details.
Affix your signature to the document and include signature fields for the recipients.
Select 'Continue' to set up and dispatch an eSignature invitation.

By employing airSlate SignNow, companies can experience a notable return on investment thanks to its all-inclusive features designed for small to medium-sized enterprises. The platform is intuitive and adaptable, ensuring that you can modify it to your expanding needs without concealed charges or unforeseen expenses.

With outstanding round-the-clock support accessible for all paid plans, airSlate SignNow is dedicated to assisting you in your document management journey. Begin enhancing your quotation to billing procedure today!

How it works

Open & edit your documents online

Create legally-binding eSignatures

Store and share documents securely

airSlate SignNow features that users love

Speed up your paper-based processes with an easy-to-use eSignature solution.

Edit PDFs
online

Generate templates of your most used documents for signing and completion.

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Create a signing link

Share a document via a link without the need to add recipient emails.

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Assign roles to signers

Organize complex signing workflows by adding multiple signers and assigning roles.

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Create a document template

Create teams to collaborate on documents and templates in real time.

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Add Signature fields

Get accurate signatures exactly where you need them using signature fields.

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Archive documents in bulk

Save time by archiving multiple documents at once.

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Connect airSlate SignNow to your apps

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Data accuracy, security, and compliance

airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific

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FAQs

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Need help? Contact support

What comes first, a quote or an invoice?

Converting Quote to an Invoice Automatically Go to Settings and select Quotes. Under Automatically convert accepted Quote to Invoice section: Select Convert accepted quotes to draft invoices if you want to automatically convert an accepted quote to an invoice and save the invoice as Draft.
What is the O2C process in simple words?

What is the order-to-cash process? Order-to-cash (O2C) is a crucial business process that begins when a customer makes a purchase and ends when the payment is received and processed. This process includes steps like fulfilment, invoicing, and payment collection.
What is the Q to C process?

A quote is always given before the work is started. It details how much a job or project will cost and the materials or services involved. An invoice comes after the work is complete, and when payment is due.

What active users are saying — quote to invoice process

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

This service is really great! It has helped...

5

anonymous

This service is really great! It has helped us enormously by ensuring we are fully covered in our agreements. We are on a 100% for collecting on our jobs, from a previous 60-70%. I recommend this to everyone.

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I've been using airSlate SignNow for years (since it...

5

Susan S

I've been using airSlate SignNow for years (since it was CudaSign). I started using airSlate SignNow for real estate as it was easier for my clients to use. I now use it in my business for employement and onboarding docs.

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Everything has been great, really easy to incorporate...

5

Liam R

Everything has been great, really easy to incorporate into my business. And the clients who have used your software so far have said it is very easy to complete the necessary signatures.

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