Quote, accept, approve, invoice, get paid.
Each step builds on the last and references the same customer and products, so nothing is re-entered and nothing falls through the cracks.
- Buyer quote acceptance — customers can review and accept quotes in the portal, turning interest into a confirmed deal.
- Conversion to sales order — an accepted quote becomes a sales order in one step, carrying pricing and lines across.
- Approval — orders can require sign-off before stock is issued, with rules you control.
- Invoicing — raise a VAT-ready invoice straight from the order, no re-typing into a separate tool.
- Payment tracking — see which invoices are outstanding, part-paid or settled at a glance.
- Customer history — every quote, order, invoice and payment for a customer in one timeline.
One thread from interest to income.
When quoting, ordering, invoicing and payment status live in different places, deals stall and cash gets harder to see.
A quote becomes an order becomes an invoice — same record, same numbers, all the way through.
Payment status on every invoice means you always know what's owed and what's overdue.
A full per-customer history makes pricing, credit and follow-ups easy decisions.
Backed by live stock and clean handoff.
Quote to cash isn't just paperwork — it draws on real stock and feeds real numbers.
Orders reserve inventory, and invoices export cleanly for accountant handoff so your books stay tidy. It's the sell-side counterpart to procure to pay on the buy side.
Frequently asked questions.
What is quote-to-cash software?
Quote-to-cash software runs the entire sell-side process — from a buyer accepting a quote, through sales order, approval and invoicing, to payment visibility — in one connected flow.
Can customers accept quotes online?
Yes. Buyers can review and accept quotes in the customer portal, which then converts to a sales order without re-keying.
Does it track payment status?
Yes. Cobalt shows which invoices are outstanding, part-paid or settled, so you always know where cash stands.
Is this full accounts receivable accounting?
Cobalt gives you operational financial visibility — invoice and payment status and VAT-ready invoices — and exports cleanly to your accountant. It is not a full statutory accounting system.
Can I see a customer's full history?
Yes. Every quote, order, invoice and payment for a customer sits in one timeline, making follow-ups and decisions straightforward.
How is this different from a separate invoicing app?
An invoicing app starts at the invoice. Cobalt connects the whole flow — quote, order, stock and invoice — so the invoice is a by-product of the order, not a re-typed copy of it.
Related pages.
See your whole sell side in one flow.
From quote acceptance to payment visibility — connected, with no re-keying. Sign up and run a real deal end to end.
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