Configure & quote
Model products, subscriptions, tiers, volume discounts, bundles, services and contract-specific pricing—then generate a precise proposal, quote or estimate.
QTCFolio platform
A connected workspace for the entire quote-to-cash lifecycle.
Give every department the right context, controls and next action—from the first product selection through fulfillment and renewal.
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.
Designed around the work
One flow, specialized experiences.
Sales workspace
Configure offers, apply guided pricing, create professional quotes and see exactly where each deal stands.
Control workspace
Review approvals, commercial exceptions, contracts, billing readiness and version history.
Customer portfolio
Understand purchased products, subscriptions, documents, service context and upcoming renewals.
See QTCFolio in action
Ready to connect your quote-to-cash process?
Walk through a realistic deal from product configuration and pricing to renewal—with every department working from the same commercial record.