With Pipefy’s Order to Cash customizable template, centralize orders in one place, automate communication with stakeholders and the sending of proposals, signatures and other documents, and easily integrate your workflow with your toolset.
Ensure sales representatives get product, pricing and quotation details in one place, without having to toggle between dozens of emails, spreadsheets or different systems to find the correct information.
With Pipefy’s Order to Cash template, easily create, customize and send proposals with just a few clicks, and communicate with stakeholders directly from an intuitive kanban board.
Seamlessly connect Pipefy with other software or tools, reduce manual data entry by automating demands and streamline your order to cash workflow – all with full visibility over deliverables, assignees and metrics.
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