Configure & quote
Model products, subscriptions, tiers, volume discounts, bundles, services and contract-specific pricing—then generate a precise proposal, quote or estimate.
Quote to Cash FolioOne revenue process.
One revenue process.
Every team aligned.
QTCFolio connects configuration, pricing, quoting, approvals, contracts, billing, fulfillment, assets and renewals—so your teams can move faster without losing control.
Built for complex B2B revenueApp-first architectureSalesforce-ready
QTCFolio Sample workspace
Pipeline$4.8MSample commercial value
Approval speed1.2dSample decision time
Renewals18Sample 120-day window
Enterprise expansionQ-1077
Approval readyQuoteApprovalContractBillingOrderRenewal
Platform subscription$284,000Implementation services$62,500Annual value$346,500
keep teams aligned, organized & productive in real time
The complete commercial lifecycle
From the first configuration to the next renewal.
Replace fragmented handoffs with one traceable flow. Each department sees the context it needs while the commercial record moves forward.
Approve with context
Route commercial, margin, discount and policy exceptions to the right sales leaders with the information needed to decide.
Collaborate with buyers
Give buyers controlled options and keep pricing synchronized as selections change—without rebuilding the deal in a spreadsheet.
Contract with control
Create contracts when your process requires them and manage redlines, comments, tracked changes and versions in one governed flow.
Bill on your terms
Support pay-now, cards, bank transactions, payment plans, credit checks, purchase orders and invoices within the commercial process.
Fulfill & manage orders
Turn approved commercial terms into order and fulfillment work while preserving what was promised, priced and approved.
Manage the portfolio
Maintain subscriptions, assets, entitlements and documents as the operational record of what each customer owns.
Renew proactively
Create renewal opportunities before expiration and give the entire team the history needed to protect and grow recurring revenue.
Why change
Manual quote-to-cash work hides revenue risk.
Disconnected spreadsheets, inbox approvals and copied data create delays precisely where accuracy and accountability matter most.
Sales waits for pricing answers, approval status and document updates.
Discounts and exceptions move without consistent policy context.
Final terms become disconnected from the quote, invoice or order.
Finance reconstructs what was sold before it can bill accurately.
Operations receives incomplete or outdated commercial requirements.
Teams discover expiration dates too late to protect recurring revenue.
Governed speed
Move quickly without giving up control.
QTCFolio gives revenue teams a shared system for commercial decisions, handoffs and evidence.
See outcomes by departmentOne commercial record
Keep products, pricing, approvals, terms, orders and renewal context connected.
Clear departmental ownership
Sales, leadership, legal, finance, operations and customer teams work in sequence with shared visibility.
Evidence at every handoff
Preserve versions, approvals, comments and downstream records for operational confidence.
See QTCFolio in action
See the complete quote-to-cash story in one demonstration.
Walk through a realistic deal from product configuration and pricing to renewal—with every department working from the same commercial record.