From the quote to the cash, on one system.
What you quoted is what you billed.
CPQ, approvals, orders, invoices and credit notes on one record. No export to billing, no retyping, and no invoice that disagrees with the deal that was signed.
What you get
The whole span, on one system.
Configure, price and quote at the front. Orders, invoices, credit notes and tax at the back. One record from end to end, so nothing is reconciled twice.
CPQ for real deals
Configure mixed subscription, usage and one-off lines with rules that hold.
Approvals and versions
Discount thresholds route for approval. Every quote revision is kept.
Quote to subscription
An accepted quote opens the order and the subscription. Nothing is retyped.
Automated invoicing
Recurring invoices and credit notes generated every cycle, no manual runs.
Tax by jurisdiction
Per-line tax, inclusive or exclusive pricing, and tax-engine integration.
Multi-currency, multi-entity
Issued by the right entity in the customer currency, consolidated for the group.
The seam, closed
The quote carries through to the invoice.
An accepted quote opens the order, and the order opens the subscription carrying the terms that were signed. Every invoice line traces back to a quote line, so "this is not what we agreed" is a question with an answer rather than an argument.
- No export from CPQ into billing
- Signed terms carried, not retyped
- Every invoice line traces to a quote line
Derived, not entered
Invoices that match your books.
Every invoice is derived from the order, the subscription, the usage and the payments, so what you bill, what you recognise and what you report all agree. Credit notes and adjustments are tracked against the original rather than edited into it.
- Generated from live billing data
- Audit trail on every change
- Clean exports for finance
One platform
Works with the rest of Occurly.
FAQ
Quote-to-cash and CPQ questions.
What is quote-to-cash (Q2C)?
Quote-to-cash is the whole span from configuring a deal to collecting the money: CPQ, approvals, the accepted quote, the order, the subscription it creates, the invoices it generates and the payment that closes it. It is treated as one process because the expensive failures happen at the handoffs between those steps, not inside them.
How is CPQ different from quote-to-cash?
CPQ (configure, price, quote) is the front of the process: assembling a valid deal, pricing it correctly and getting it approved. Quote-to-cash is the whole span, CPQ included, continuing through order, invoice and payment. A CPQ tool that hands a PDF to a billing system still leaves you a seam to reconcile.
Can we quote deals that mix subscription, usage and one-off charges?
Yes, on one quote and one order. A quote can carry per-seat recurring lines, metered lines rated on consumption, and one-time charges such as implementation, with discounts applied per line or across the deal. That combination is the reason CPQ exists, and it stays intact all the way to the invoice.
Does the quote become the subscription automatically?
Yes. An accepted quote opens the order, and the order opens the subscription with the terms, prices and quantities that were signed. Nothing is retyped, so there is no opportunity for the invoice to disagree with the quote, which is the single most common source of billing disputes.
How does tax work on invoices?
Occurly calculates tax on every line, supports tax-inclusive and exclusive pricing, and integrates with tax engines so the right rate is applied by jurisdiction. Invoices are issued by the correct legal entity in the customer currency, and consolidate into one reporting currency for the group.
Can I consolidate charges onto one invoice?
Yes. Bill multiple subscriptions, add-ons and usage on a single consolidated invoice per customer, or invoice each subscription separately. You choose per account, and either way the invoice traces back line by line to the order and the quote behind it.
Get started
Close the gap between quoting and billing.
Bring a real deal, and we will quote it, order it and invoice it in a sandbox before anything touches production.