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> quotation to cash
quotation to cash
Quotation Preparation
Understand customer requirements
Create detailed quotation
Include pricing and discounts
Review quotation for accuracy
Seek approval from sales team
Order Processing
Receive purchase order
Verify order details
Check inventory availability
Prepare order for processing
Confirm order with customer
Fulfillment and Delivery
Pack products for shipment
Coordinate with logistics for delivery
Ensure on-time delivery
Notify customer of shipment status
Provide tracking information
Invoicing and Documentation
Generate invoice based on order
Include payment terms and due date
Send invoice to customer
Maintain records of invoices
Follow up on outstanding payments
Payment Collection and Closure
Receive payment from customer
Verify payment against invoice
Update payment status in system
Acknowledge receipt of payment
Close out order and update records
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