Sales leaders know that the road from opportunity to revenue is rarely as smooth as it should be. What should be a seamless progression – quoting, approval, contract, payment – often turns into a maze of manual steps, bottlenecks, and broken communication. Teams waste time formatting proposals, approvals stall in overloaded inboxes, and finance is forced to reconcile payments across disconnected systems. Meanwhile, the customer waits. And waits.
Where buyer expectations are rising and competition is only a click away, this kind of friction is costly. Fortunately, it’s also solvable, with the right tools, integrated the right way. That’s where Documill and Linvio come in.
Together, Documill’s document automation and Linvio’s embedded payment capabilities enable a fully connected quote-to-cash (QTC) process directly inside Salesforce. Every step – from dynamic quote generation to final payment – is automated, auditable, and tailored to the way your business operates.
From Friction to Flow: What Makes Quote-to-Cash Break Down
Quote-to-cash isn’t a single event – it’s a sequence of tightly connected tasks. And when even one of those tasks is handled manually or outside of Salesforce, the entire process slows down. Complex pricing models require careful configuration. Approvals get delayed as they bounce between departments. Customers use a variety of payment methods, but those transactions rarely update Salesforce in real time. Even the simple act of generating a quote can take hours if reps are formatting documents by hand or copying data from spreadsheets.
These breakdowns not only waste time but introduce risk – from compliance issues to revenue leakage.
Connected Workflows Built for Salesforce
Documill and Linvio provide an end-to-end solution that keeps the entire QTC process inside Salesforce. That means no copy-pasting, no waiting on approvals, and no chasing down payment updates from finance. Everything moves faster – and with far fewer errors.
It starts with quote generation. With Documill, sales teams can produce branded, accurate quotes in seconds. The system pulls real-time Salesforce data to populate pricing, product details, and terms automatically. There’s no need to build each document from scratch, and every quote is built to spec – including personalized options, pre-approved clauses, and dynamic visuals if needed. For the customer, this often means an interactive experience where they can review and adjust options in a digital document without delay.
Approvals are also handled intelligently. Documill allows teams to define routing logic based on deal size, region, discount level, or any other rule that matters to your business. Once the approval request is triggered, notifications are sent instantly and approvers can review and sign directly – no downloads or email chains required. Every step is logged within Salesforce, providing a full audit trail for compliance and visibility.
When it’s time to finalize the deal, Linvio picks up seamlessly. Customers can pay instantly by card, ACH, or other supported methods – all from within the same document. There’s no need to redirect them to a separate payment portal. The payment is confirmed, Salesforce is updated automatically, and both the sales and finance teams are aligned without any manual intervention.
Built for Complex Sales, Too
While every business benefits from quote-to-cash automation, it’s particularly transformative in complex environments like manufacturing. For companies dealing with configurable products, multiple stakeholders, regional pricing, and deep ERP integrations, the ability to tailor each document and automate routing becomes critical. Documill supports these nuances by dynamically adjusting content based on product specs, regions, or tax rules. Integration with external data sources ensures that quotes are not just fast, but accurate — and fully aligned with downstream systems like SAP or Oracle.
Why It Matters
When you remove the friction from quote-to-cash, the impact is felt across every team. Sales reps reclaim time to sell. Finance gains clarity and speed. Customers get the seamless experience they expect. And leadership sees faster revenue recognition with less operational overhead.
Together, Documill and Linvio deliver a unified, Salesforce-native solution that turns a traditionally clunky process into a competitive advantage. With everything automated – from the first quote to the final payment – your teams spend less time chasing status updates and more time moving the business forward.
To see this solution in action, check out the on-demand webinar and discover how Documill and Linvio bring powerful simplicity to even the most complex revenue processes.
