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Hourglass for finance teams

From quote to cash, with every distributor deal accounted for

Quotes from your ERP price lists, discount approvals by deal size, and invoices and payments synced to your accounting system.

Revenue Hub on stone: quote Q-2187 for 400 pump assemblies, $1.8M booked and $1.3M collected, beside a finance approval for an 8% distributor rebate.
2 · From Hourglass for manufacturers (opens in a new tab)

Manufacturing

Built for complex products and long relationships

Hourglass follows an account from the first quote through years of service.

A quote from ERP pricing for a distributor: the price list, an 8% discount and a sales manager's approval.

Quotes from your real price lists

Build quotes from ERP pricing and discount rules, and route them for approval without long email chains.

  • Prices from your ERP
  • Discount rules with one-step approval
  • Every dealer and distributor deal on the account
Learn more about Revenue Hub
A service visits card: six months of visits for one account, most fixed on the first visit.

Service history on every ticket

Technicians see installed equipment, past visits and parts used before they arrive.

  • Installed equipment on every ticket
  • Past visits and parts used
  • The right parts on the van
Learn more about Service Hub
3 · From Revenue Hub (opens in a new tab)

What’s included

The tools in Revenue Hub

Everything between a signed deal and money in the bank.

  • Quotes

    Branded quotes built from your price lists.

  • Invoices

    Invoices created from deals and sent on schedule.

  • Payments

    Take card and bank payments online.

  • Subscriptions

    Recurring billing, with renewals tracked on the record.

  • Revenue reports

    Bookings, billing and renewals in one dashboard.

  • Accounting sync

    Send invoices and payments to your accounting system.

4 · From Quote and get paid (opens in a new tab)

The quote-to-cash playbook

Four steps between a yes and the payment

Every step is tied to the deal that started it.

  1. Build the quote

    Price lists, bundles and discount rules built in. Branded quotes in a few clicks.

  2. Approve without email chains

    Approval rules by discount and deal size. Every decision recorded.

  3. Invoice automatically

    Accepted quotes become invoices. Subscriptions bill on schedule.

  4. Collect and reconcile

    Card and bank payments online. Payments sync to your accounting system.

A quote approval for Corrimore Industrial: built from the price list, a discount sent to finance and an invoice on acceptance, with Approve discount, Edit and Dismiss buttons.