Sales / Free editable template

Quote-to-cash process template

Quote to cash covers everything between a rep building a quote and the money arriving in the bank. This example follows one deal through its five documents, each stamped as it moves on: the approved quote, the signed order form, the live account, the sent invoice and the paid receipt, with the owner, the system and the day count for each.

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Quote-to-cash process example showing five documents with their stamps, owner and system for each step, days from quote to cash and common leaks
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. List the documents

    Write down every document a deal creates, from quote to receipt, and who owns each one.

  2. Add systems and days

    Note which system holds each document and how many days pass between them on a typical deal.

  3. Find the leaks

    Look for where details change between documents or where nobody owns the next step. These are where cash gets delayed.

Questions about this template

Can I add a step for payment chasing?

Yes. Insert a card between the invoice and the receipt for reminders or collections, with its owner, system and day count like the others.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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