Accelerate your quote-to-cash process with UiPath

Even if you have ‌great products and a winning sales team, a significant glitch, or lack of automation in your sales process can seriously impact the flow and timing of a sales cycle.

The good news is that quote-to-cash (Q2C) processes have emerged over time as the most effective way of optimizing and organizing end-to-end sales operations.

When tightly streamlined, an efficient Q2C process provides swift and accurate support and integration for sales opportunities. It can be used in various activities like: deal approvals, product configuration, quotes, contracts, invoicing, and receipt of revenues.

In our next Connector Corner Community webinar, "Accelerate revenue generation using UiPath API-centric business automation", we will focus on some of these critical Q2C use cases. You will have the opportunity to see quote-to-cash automation in action.

Our Q2C workflow demonstration, presented by Senior Solution Engineer James Dickson, will combine and apply the following prebuilt connectors from the Integration Service Connector catalog:

• Salesforce

• Slack

• DocuSign

• Xero (ERP)

• UiPath GenAI Activities

Note that Xero provides the opportunity to showcase a custom connector as created through Connector Builder for Integration Service.

Additionally, there will be a special guest appearance by UiPath Apps supporting interactive automation.

The presented demo will focus on the front and back end of a Q2C process, including:

• Capturing sales opportunity details from Salesforce

• Obtaining deal approval and discounts

• Sending quote to customer

• Executing contract signatures via DocuSign

• Triggering invoice delivery

• Creating customer in Xero

• Summarizing contract details and populating the UiPath App for the delivery team to see

Join us by registering at the UiPath Community Connector Corner series session, for AMER, or EMEA.