Quote-to-Cash Intelligence
See every quote through to paid.
Quote, accepted, invoiced, paid. One linked chain instead of a proposal tool, a billing tool, and a spreadsheet that never agree. See which quotes turn into revenue, how much pipeline is live, and where deals stall, for startups and scaling teams that sell before they invoice.
Quote funnel · this quarter
One chain, not three tools
Quote to cash, as one record.
Most teams run the proposal in one tool, the invoice in another, and the "did it close?" question in a spreadsheet. Wrenbase keeps the whole thing on one ledger, so the chain stays intact from first quote to money in the bank.
Quote
Send a quote or proposal. Track it by status.
Accepted
The client accepts. You see it the moment they do.
Invoiced
The quote becomes the invoice, no re-keying.
Paid
Follow-ups run until it's collected.
Conversion, not guesswork
Know how much pipeline turns into revenue.
Wrenbase rolls your quotes into a funnel: what's out and pending, what's been accepted, and what's converted into live invoices, with the dollar pipeline behind each. Declined and expired quotes show your drop-off. So the "is this quarter landing?" question has a number, not a hunch.
Pipeline
Declined 5 · Expired 2
Every quote, on the record
See where each quote actually is.
Each quote carries its own status: viewed, accepted, or declined, timestamped, so you know whether a client opened it and what they did next. No more "did they see it?" guesswork before you follow up.
Recent quotes
From accepted to collected
Nothing stalls between yes and paid.
When a client says yes, the quote becomes the invoice with the line items and terms already filled in. If it goes overdue, a sequence of escalating reminders steps in, tone-controlled per stage, and you approve each one before it sends. The path from accepted to collected runs itself, with you in control of every touch.
Common questions
Quick answers.
- What is quote-to-cash in Wrenbase?
- The whole revenue chain in one place: a quote goes out, the client 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.
- Does a quote become the invoice automatically?
- When a client 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.
- 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.
Track your next quote all the way to paid.
Start free with the full product and see your quote-to-cash chain on one ledger.