See every quote through to paid.

Rolling out. Not live yet.

What is quote-to-cash in Wrenbase?

The whole revenue chain in one place: a quote goes out, the customer accepts it, it becomes the invoice with no re-keying, and you track it through to paid. Every step is one linked record, so you can see which quotes turn into revenue and how long it takes.

Can I see my quote conversion rate?

Yes. Wrenbase rolls up your quotes into a funnel: sent (pending), accepted, and converted to invoices, with the dollar pipeline behind accepted and converted quotes, plus declined and expired as drop-off. So you can see how much of your pipeline is turning into real revenue.

What quote-to-cash analytics does Wrenbase show?

The full quote funnel: sent, accepted, converted, declined, and expired, with the dollar pipeline behind each stage. On top of that you get a conversion rate, the average time a customer takes to respond to a quote, and the average time from quote to cash collected. So you can see how much pipeline turns into revenue and where it slows down.

Does a quote become the invoice automatically?

When a customer accepts a quote, it converts straight into the invoice, the line items and terms carry over, so there's nothing to re-type. The invoice stays linked to the quote it came from.

How does Wrenbase help me get paid faster?

Accepted work becomes an invoice, and overdue invoices get a sequence of escalating reminders, tone-controlled per stage, that you approve before they send. You see every quote and invoice by status, so nothing stalls unnoticed.

Does Wrenbase remind customers before a quote expires?

Yes, automatically. When a sent quote is nearing its expiry date, Wrenbase emails the customer a short, professional nudge so the quote doesn't lapse unanswered. There are two windows: seven days before it expires, which is on by default, and the day it expires, which is off by default. You control both in your follow-up settings.

Are quote follow-ups sent automatically?

Yes. Once a quote is inside a window you've turned on, Wrenbase sends the reminder for you, once per window, so the customer isn't emailed every day. You can also send a nudge yourself any time from the Follow-ups list if you want to reach out sooner.

Is Wrenbase only for agencies?

No. The quote-to-cash chain fits any business that sends a proposal before the work: B2B software vendors, professional-services and consulting firms, and teams on subscription or retainer billing, as well as agencies and studios.

Is Wrenbase a CPQ tool?

No. CPQ (configure, price, quote) software is built for the sales side of complicated deals: putting together product bundles, running pricing and discount rules, and pushing quotes through approval chains. Wrenbase does none of that. What it does is keep the quote tied to what comes after it. The customer accepts, the quote becomes the invoice, and you follow it through to paid and reconciled. That's a different job from building the quote in the first place.

What is the difference between quote-to-cash and CPQ?

CPQ stops at the quote. It helps a sales team build and send a complex quote, then hands the deal off to a separate billing or AR system to collect on. Quote-to-cash in Wrenbase covers everything after the quote too: accepted, invoiced without re-typing anything, paid, reconciled. CPQ produces the quote. Quote-to-cash is about that quote turning into money.

Does CPQ already give me quote conversion metrics?

CPQ reports conversion up to the sale: how many quotes turned into won deals. That number stops where the sales team's job stops. Wrenbase records the whole quote lifecycle as it happens. Every quote sent, viewed, accepted, declined, converted to an invoice, and paid, each one timestamped, with the dollar pipeline behind every stage. So today you see conversion all the way through to cash collected, past the point a CPQ stops. And because that history is already being captured, we keep turning more of it into analytics you can use. You see which quotes closed, and which ones actually became money in the bank.

Do I still need CPQ if I use Wrenbase?

If you sell configurable products with pricing rules, tiered discounts, and multi-step deal approvals, a CPQ tool does that and Wrenbase does not. If your quotes are line items and a total, and the real pain is the gap between an accepted quote and a paid invoice, Wrenbase handles that on its own and you probably don't need CPQ.

Does Wrenbase do product configuration or pricing rules?

No. There's no product configurator and no pricing-rule engine. You write the line items and set the price. We put the depth into what happens after the quote instead, so everything from the quote to the cash lives in one place rather than split across a configurator, a billing tool, and a spreadsheet.

Can Wrenbase replace my CPQ and billing stack?

Unless you need a CPQ's product configurator and pricing-rule engine, yes. One linked chain from quote to accepted to invoice to paid replaces a proposal tool, a billing tool, and the spreadsheet you use to track whether anything closed. If you do need product configuration and complex pricing approvals, Wrenbase replaces the billing and collection half, not the CPQ half.

I want detailed analytics per deal. Can Wrenbase help with that?

Partly today, and more is in the works. Right now every quote carries its own timeline: sent, viewed, accepted, declined, converted, paid, each step timestamped, and that rolls up into your conversion rate and average time from quote to cash. Deeper per-deal analytics are on the way. If there are specific per-deal metrics you need, tell us which ones so we build the right thing.

Can Wrenbase work with my CPQ tool?

That's in the works, not live yet. Wrenbase runs its own quote-to-cash chain today, so unless you need a CPQ's product configurator and pricing-rule engine, you can build, send, collect, and report on your quotes entirely in Wrenbase. Working with a CPQ tool so a deal you closed there flows into Wrenbase as an invoice and into your analytics is on the roadmap. If that matters to you, tell us which CPQ tool you use.

I use Salesforce CPQ (or DealHub, PandaDoc). Will Wrenbase work with it?

That's the plan, through event ingestion that's in the works, not live today. The idea is to keep your CPQ tool for building and pricing the deal, and let Wrenbase take over from acceptance: invoice, collect, reconcile, and report on conversion and time to cash. Until it ships, you can still use both together. You'd just create the invoice in Wrenbase yourself instead of having it flow across automatically.