ViBe://AUTOMATE
Close the gap between proposal approval and payment received.
Most businesses have a quote-to-cash gap — the proposal is approved, but then someone has to manually generate the contract, get it signed, create the invoice, and chase payment. Every manual handoff is a delay and a potential drop.
Current manual process
How your quote-to-cash works today.
- Proposal approved verbally or via email — no automatic next step
- Someone manually generates the contract from a template
- Contract sent for signature — tracked via email chain
- Signed contract received — someone manually updates CRM
- Invoice created manually in accounting software
- Invoice sent to client — payment tracked via aging report
- Payment received — someone manually marks deal closed
Cost of the gap
6–10 hours per week, plus delayed revenue.
- Average 2–5 day delay between approval and contract delivery
- Signature follow-up often inconsistent or forgotten
- Invoice sent late because contract completion wasn't tracked
- Cash collection delays from inconsistent payment follow-up
- CRM not updated until someone remembers to do it
Automated flow
Approve → Contract → Sign → Invoice → Collect.
Human checkpoints
Where your team reviews before the next step.
- Contract review before sending — especially for non-standard terms
- Pricing review on any invoice that differs from the approved proposal
- Write-off decisions for uncollected invoices past the defined aging threshold
- Escalation handling for clients who dispute charges after signing
Systems involved
End-to-end across your revenue stack.
CRM
Deal data, stage triggers, and status updates throughout the flow.
Contract / e-sign
DocuSign, Adobe Sign — contract generation and signature tracking.
Accounting software
QuickBooks, Xero — invoice generation, payment tracking, aging.
Document delivery, signature reminders, and payment follow-up.
Project management
Milestone triggers for milestone-based billing workflows.
Slack
Internal notifications for deal stage changes and payment events.
Expected capacity recovery
Illustrative weekly time savings.
Per week recovered
6–10 hrs
Illustrative estimate
Implementation time
2–4 wks
From kickoff to live
Contract delivery after approval
Same day
vs. 2–5 day manual avg
Capacity estimates are illustrative ranges based on typical deal volume and contract complexity. Actual results depend on the number of deal types, contract variations, and billing models in scope.
Implementation
Live in 2–4 weeks.
01
Audit
Map your deal types, contract templates, billing models, and current handoff points.
02
Build
Configure CRM triggers, contract generation, e-sign integration, and invoicing rules.
03
Pilot
Run on 3–5 live deals. Validate contract accuracy and invoice generation.
04
Full rollout
Activate for all qualifying deals. Monitor time-to-signature and payment cycle metrics.
FAQ
Common questions.
Does this replace our contract or billing software?+
No. We integrate with the tools you already use — DocuSign or Adobe Sign for signatures, your accounting software for invoicing, your CRM for deal tracking. The automation connects them so handoffs happen automatically instead of manually.
What happens when a client doesn't sign within the expected window?+
A follow-up sequence triggers automatically. After defined intervals, the deal is flagged for sales rep review with a summary of outreach attempts.
Can it handle milestone-based billing?+
Yes. Invoice generation can be triggered by milestone completion events in your project management tool, not just calendar dates.
Get started
Automate your quote-to-cash flow.
Book a demo to walk through your current deal workflow and get a scoped build plan with CRM, e-sign, and invoicing integrations.