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.
Quote to cash One record, four stages
The deal, at this stage
Quoted lines
Quote summary
Nothing is billed until the discount is approved
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.
Book a demoConfigure mixed subscription, usage and one-off lines on one quote, with rules that hold. Discounts apply per line or across the whole deal.
Discount thresholds route the quote to the people who own them. Every revision is kept, so you can see what changed between v3 and v4.
An accepted quote opens the order, and the order opens the subscription with the terms that were signed. Nothing is retyped between them.
Recurring invoices and credit notes are generated every cycle from the order and the usage behind it, with no manual billing run to remember.
Tax is calculated per line, with inclusive or exclusive pricing and a tax engine behind it, so the right rate applies wherever you sell.
Invoices are issued by the entity that holds the contract, in the customer’s currency, and consolidate into one reporting currency for the group.
The seam, closed
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.
Derived, not entered
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.
Eleven modules on one data model, one catalog and one ledger.
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.
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.
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.
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.
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.
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.
