Quote-to-Cash — Accepted Proposal to Recurring Revenue
How an accepted proposal flows to stock, delivery, an automatic invoice, and MRR.
Quote-to-Cash (Q2C) turns a won proposal into fulfilment and revenue automatically.
The flow
- Proposal accepted — the client accepts (and e-signs) the proposal.
- Stock reserved — any physical items on the proposal are reserved in inventory.
- Delivered — mark the items delivered/fulfilled.
- Auto-invoice — Plenix raises the invoice from the proposal lines.
- MRR — recurring lines feed the MRR/ARR dashboard so your recurring revenue updates automatically.
Why it matters
The handoffs between sales, fulfilment, and finance are automatic, so nothing is dropped between "deal won" and "cash in" — and recurring revenue is always current.
Where to go next
- See where this fits in the bigger picture → How a Lead Becomes Cash
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