Quote to cash
From signed quote to cash in the bank, without typing anything twice
The quote-to-cash playbookBuild the quote
Price lists, bundles and discount rules built in. Branded quotes in a few clicks.
Approve without email chains
Approval rules by discount and deal size. Every decision recorded.
Invoice automatically
Accepted quotes become invoices. Subscriptions bill on schedule.
Collect and reconcile
Card and bank payments online. Payments sync to your accounting system.
What changes
Why finance likes it as much as sales
What your sales team notices
Every invoice traces back to the quote and the deal that created it, so month-end questions take minutes instead of days.
Sales sees payment status on the account before the next renewal conversation.
TRUSTED BY TEAMS IN BANKING, RETAIL, MANUFACTURING AND SOFTWARE
Illustrative customers for this demo.
Customer stories
Remarkable results, in every industry
Banks, retailers, manufacturers and software companies grow with Hourglass.
Illustrative stories for this demo.
“Our relationship managers see every product, conversation and service request for a business on one record. The Data Agent tells them which owners to call this week, and why.”
Daniel Okafor
Head of Relationship Banking, Allica Bank
27%
more cross-sell conversations per relationship manager
6 weeks
from kickoff to the first team live
“We build segments from what people actually bought, online or from a café that stocks our cups, not from who opened an email. The Campaign Agent drafts the whole plan, and we spend our time on the offer instead of the setup.”
Sam Whitaker
Head of Ecommerce, KeepCup
31%
more repeat orders
4x
faster campaign builds
“Quotes, orders and dealer conversations used to live in three systems and a lot of inboxes. Now our sales team and our dealers work from the same account record, and quotes go out the same day.”
Grace Haddad
VP of Dealer Sales, Suzuki
34%
faster quote turnaround
3
legacy systems retired
