Automating Quote-to-Cash in Salesforce with Documill and Linvio

Turning a sales opportunity into revenue should be seamless, but for many businesses, the quote-to-cash (QTC or Q2C) process is anything but smooth. Sales teams are stuck formatting documents, approvals take too long, and finance teams chase down payments. Meanwhile, customers expect faster service, and if the process is slow, they may start looking elsewhere. 

With Documill for document automation and our partner Linvio’s PaymentConnect for seamless transactions, companies can streamline every step of QTC inside Salesforce—from generating quotes to signing contracts and collecting payments. 

See how this works in practice in a webinar recording attached at the end of the article. 

Where Quote-to-Cash Gets Stuck 

Closing a deal isn’t just about sending a price estimate. The process often involves multiple layers of complexity, each adding friction: 

• Complex pricing structures – Businesses frequently need to apply volume discounts, tiered pricing, or customer-specific details, which take time to configure. 
• Approval chains – Discounts, contract terms, and special conditions often require reviews from finance, legal, or management, delaying deal closure. 
• Payment fragmentation – Customers use different payment methods (credit card, ACH, invoice), but processing them isn’t always connected to Salesforce. 
• Manual document handling – Sales teams manually create and update documents, leading to formatting issues, data mismatches, and compliance risks. 

Each of these steps adds time, increases administrative overhead, and slows down revenue recognition. 

A Smarter, Faster Quote-to-Cash Process 

With Documill and Linvio, businesses can automate and integrate every stage of the QTC process, ensuring accuracy and speed without unnecessary manual work.

1) Dynamic Quote Generation

Sales reps shouldn’t spend time formatting documents. With Documill, quotes are automatically generated using real-time Salesforce data, which enables: 

• Customization at scale – pricing, terms, and branding are dynamically applied based on deal parameters. 
• Interactive quote experience – customers can review and modify options directly within the document, reducing back-and-forth emails. 
• Error-free document assembly – eliminates copy-pasting from spreadsheets, ensuring calculations and conditions are always accurate. 

Sales teams can generate and send quotes in seconds and keep deals moving, while reducing human error.

2) Approval Workflows and E-Signing

For many organizations, getting internal approvals is one of the biggest roadblocks to closing a deal. Documill automates approval routing and eliminates the need for manual follow-ups. 

• Predefined rules ensure quotes and contracts are sent to the right stakeholders based on deal size, discount level, or other conditions. 
• Approvers receive automatic notifications and can sign digitally, eliminating delays caused by endless email chains. 
• Full Salesforce integration means every step—approval, rejection, or modifications – is logged, providing a clear audit trail. 

By embedding e-signing within the process, agreements are finalized without switching between multiple tools or requiring additional software.

3) Seamless Payment Processing

Once a contract is signed, payment collection shouldn’t be another challenge. Linvio enables immediate, secure transactions, ensuring faster revenue recognition. 

• Customers pay instantly via credit card, ACH, or other available methods without leaving the document. 
• Salesforce data is updated in real-time, eliminating manual reconciliation or status tracking. 
• Finance teams gain visibility into payment status, reducing delays in order fulfillment. 

With payments integrated into the QTC workflow, businesses reduce the risk of late payments and cash flow disruptions. 

Why This Approach Delivers Results 

Reducing Administrative Workload 

By automating document creation, approvals and payments, sales teams can focus on selling rather than formatting, chasing approvals, or tracking payments manually. 

Accelerating Deal Closure 

Removing bottlenecks from quote approvals and payment collection means contracts are finalized faster – translating into quicker revenue recognition. 

Enhancing Compliance and Accuracy 

Built-in controls ensure documents are always aligned with pricing, legal requirements, and business rules, reducing the risk of non-compliance or revenue leakage. 

Improving Customer Experience 

A faster, more seamless process means fewer delays and frustrations for customers—helping businesses build stronger relationships and reduce deal abandonment. 

A case for Quote-to-Cash in Manufacturing: Handling Complex Sales with Ease 

Manufacturing sales bring unique challenges that standard quoting tools struggle to handle. With Documill  and Linvio businesses can streamline their QTC process while managing industry-specific requirements. 

• Configurable products – sales reps can generate quotes based on product variations, materials, dimensions, or installation requirements. 
• Multi-tier approvals – pricing and contract approvals can be set up to flow through different departments based on predefined business logic. 
• Rich document formatting – quotes include product images, technical specifications, and compliance terms to align with industry standards. 
• Multi-currency and tax calculations – regional pricing and tax structures are applied automatically for global transactions. 
• ERP connectivity – documents can incorporate data from external systems like SAP or Oracle via JSON, ensuring accurate and consistent information between sales and production. 

For manufacturers, efficiency isn’t just about speed—it’s about ensuring accuracy across product configurations, pricing, and compliance. 

The Bottom Line 

Documill and Linvio PaymentConnect eliminate the inefficiencies that slow down quote-to-cash. By automating document generation, approvals, and payments, businesses can close deals faster, reduce manual errors, and ensure a smooth experience for both sales teams and customers. 

In the attached webinar recording, you will see how Documill and Linvio work together to add seamless payment collection to your existing workflow – fully inside Salesforce, with no manual steps and no need to chase finance for updates. 

What you will learn:  

• How to move from a sales offer to the e-signature and payment in a single, connected workflow. 
• How to keep Salesforce automatically updated at every step. 
• How this improves customer experience, while helping your team close the deal faster. 

Feel free to contact us for further information or a personalized demo.