Quote-to-Cash Automation From CRM Deal to ERP Order and Invoice
Generate quotes from Salesforce or HubSpot, route discount approvals, collect e-signatures, then create the order and invoice in NetSuite, SAP Business One or Priority automatically. Run it from Noca or from ChatGPT, Claude or Grok.
Close the Gap Between Sales and Finance
Deals stall between the CRM and the ERP: quotes are built by hand, approvals wait in inboxes and orders are re-typed by finance.
Noca connects the whole quote-to-cash process in one flow, so a signed quote becomes an order and an invoice without manual handoffs.
Quote-to-Cash,
Connected End to End
Quotes From the CRM
Generate quotes from Salesforce, HubSpot or Dynamics 365 opportunities using your templates.
Discount Approvals
Send quotes with discounts or special terms to managers before they reach the customer.
E-Signatures
Customers sign quotes and order forms electronically, and the deal moves forward automatically.
Orders in Your ERP
Create the sales order in NetSuite, SAP Business One or Priority as soon as the quote is signed.
Invoices and Payments
Generate and send the invoice and update its status in your ERP and CRM.
One Record of Every Deal
Every step is logged, from the first quote to the final invoice.
Run Quote-to-Cash From ChatGPT, Claude or Grok
Ask: “Create the quote for Acme from the Salesforce opportunity, apply the approved discount and send it to John for signature.” Noca runs your quote flow and creates the order when John signs.
How Quote-to-Cash Automation
Works in Noca
One connected process, from the first form to the final record in your systems.
Quotes in minutes.
Quotes are generated from the opportunity with the right products and prices.
Discounts under control.
Discounts above your thresholds go to managers for approval.
Customer signature.
The customer signs electronically and the opportunity is updated.
ERP order created.
The sales order is created in your ERP without re-typing.
Billing closes the loop.
The invoice is generated, sent and tracked.
Turn Signed Quotes Into Orders Automatically
Frequently Asked Questions
What is quote-to-cash automation?
It automates the steps from creating a quote to collecting payment: quoting, approvals, signatures, orders and invoicing.
Which CRMs does Noca support for quoting?
Salesforce, HubSpot, Dynamics 365, Zoho CRM and other CRMs connected to Noca.
Which ERPs can receive the orders?
NetSuite, SAP Business One, Priority and other ERPs connected to Noca.
Can discounts require approval?
Yes. Quotes with discounts or special terms can be routed to managers before they are sent.
Can customers sign quotes electronically?
Yes. Customers sign through Noca e-signatures or DocuSign, and the deal moves forward automatically.
Does Noca replace our CRM or ERP?
No. Noca connects them and automates the process between them.
Can I run this process from ChatGPT or Claude?
Yes. Through the Noca MCP Server, ChatGPT, Claude and Grok can run your published Noca flows, with the permission groups and approvals you set.
Do I need developers?
No. Noca builds the forms, documents and workflow from a prompt, and your team edits them visually.
Is it secure?
Noca follows the TRAPS framework: Trusted, Responsible, Auditable, Private and Secure, with permission-based access and full logs.
Is there a free plan?
Yes. Noca has a free plan, so you can build and test this process before upgrading.