Are you executing customer projects? Are your project managers delivering projects as per planned profitability, schedule & quality? Do you need a competitive edge over your competition? TouchBase is the only complete solution for your end to end Quote to CASH process. TouchBase - Opportunity-to-Cash software solution is configured to the needs of your industry, organization, and project value & complexity. TouchBase provides you the solution to seamlessly move data across the life cycle of “Proposals-Project Planning-Project Delivery”. It enables you to make data driven decisions and accelerates the growth of your organization. https://www.productdossier.com/solutions/quote-to-cash

1. Quoteto
CASH
Process
TouchBase - World's leading Project Management Software

2. Visualizeaprofessionalservicesbusinessoranycompanythat
undertakesprojectsandprogramsforexternalcustomers.Generally
calledasOpportunity-to-Cash(O2C)orQuote-to-Cash(Q2C),wecould
splitO2Cas­

3. ThelifecycleofO2Cprojects
andprogramscouldbedistinctly
bucketedas­
Bids Proposal Management
Project Planning
Project Execution
1.
2.
3.

4. Enquiry
Enquiry from Customer
Enquiry Review
Quote
Prepare Proposal
Resource Estimation
Cost Sheet
Revenue Plan
Proposal Approval
Soft Booking of Resources
Order
Contract Management
Project Manager Identification
Cost Sheet
Revenue Plan
Proposal Approval
Soft Booking of Resources
ProjectExecution
Project Planning
Deliverables Review Gates
Task Planning Assignment
Item Master Drawings
Sub Contracting Procurement
Quality Plan Execution
Closure
Technical Closure
Pending Invoices
Project Balance Sheet Closure
Lessons Learned
Resource Release
Timesheet Filling
Revenue Recognition

5. Increase in
Revenue
Profitability
Improve Customer
Satisfaction due to
Timely Quality
Deliverables
Improved
Resource Asset
Utilizaton
Reduce
Streamline Project
Administration
work
Track Projects for
any Cost
Schedule Variance
Extended
Enterprise
Collaboration
(Customers
Suppliers)
Integrated Social,
Mobile Analytics
Enterprise
Integrations
QuotetoCASHBenefits

6. QuotetoCash
Industry
Specific
Solutions

7. Professional
Services
EngineeringDesigncompanies,
Softwaremanagementconsulting,
ArchitecturalDesignfirms,Legal
Servicesothers

8. LifeSciences
Pharmaceuticals
Contractresearchmanufacturing,
BiotechAgritechcompanies,Pharma
Packaging,FineChemicalsandothers

9. Engineering
Manufacturing
Automotive,Aerospace,Industrial,
Machinery,RoboticsAutomation,
FMCG,Electronicgoods,Suppliersand
others.

10. Engineering
Procurement
Construction
Infrastructure,Transport,Power
Energy,EPCTurnkeycontractors,
Constructioncompanies,Project
managementconsultantsandothers.

11. Are you executing customer projects? Are your project managers delivering
projects as per planned profitability, schedule quality? Do you need a
competitive edge over your competition?
TouchBase is the only complete solution for your end to
end Quote to CASH process.

12. TouchBase -Quote to Cash
Solutions
ProductDossier Solutions (India) Pvt. Ltd.
Timeless Building, 2nd floor, 209, 1B/1A,
Range Hills
Opposite Hotel Symphony, Pune - 411020
+91-20 6762 8900,
+91-76209 00522,
+91-93257 08071
sales@productdossier.com