Use case
Quote to Cash Integration Between Your CRM and ERP
A deal starts as a quote in your CRM and ends as a paid invoice in your ERP. Rapidi carries each step across, so sales and finance never re-key what the other has already entered. Configured on screen, with no code.
What quote to cash covers
Quote to cash starts before there is an order. Sales builds the quote in the CRM, so products and prices have to be there first.
Products and prices in the CRM
If quotes are built in Salesforce, product data has to be there. ERP pricing and discount models are converted into Salesforce price books, often including the currency dimension.
Quote or won deal to sales order
At a trigger point you choose, such as the first accepted quote or a won opportunity, Rapidi creates the customer, the contact and the sales order in the ERP.
Order status back to the CRM
A copy of the open sales order comes back to the opportunity or the account, and changes follow it until the order is invoiced.
Invoices and payments back
Posted invoices, credit memos and payments return to the CRM account, so sales sees what was billed, what was paid and what is overdue.
Who it suits
- Your sales team builds quotes in the CRM, and someone in finance types the same totals into the ERP.
- Quotes go out with prices that no longer match the pricing rules in the ERP.
- Sales reps phone finance to ask whether an invoice has been paid.
- You pay for sales user licences in both the CRM and the ERP.
- You want the whole loop, from quote to payment, on one integration.
The eight steps, from quote to payment
These are the transfers most Salesforce and Dynamics customers start with, as Rapidi publishes them for each pair.
- Account to customer. An order has to be linked to a customer before it can be processed, and the account usually starts life as a lead in the CRM.
- Contact to contact. Contacts are master data and the hardest to keep clean, because people change role, employer and name.
- Product to item. Products and items are the same thing under different names, so the mapping needs someone who knows both systems.
- Item price to product price. The two systems price and discount differently. Once the conversion method is in place, it is reusable.
- Quote to order. The quote becomes a sales order in the ERP automatically, instead of totals being keyed by hand and the CRM updated afterwards.
- Sales order to sales order. The order syncs back so the account and opportunity show the full picture, through order changes, part delivery and part invoicing.
- Sales history. Booked invoices and credit memos move from the ERP to the CRM. An invoice has a header and lines, so this is several tables.
- Payments. Ledger entries complete the quote to cash loop and show payment patterns and overdue amounts on the account.
How it works
You decide when a quote becomes an order, and which system writes what.
- A trigger you choose. For example the first accepted quote, or a won opportunity. That is the moment the order is created in the ERP.
- One order number in both systems. The ERP order number is written back to the opportunity, or with Dynamics GP taken from it, so sales and finance talk about the same order.
- Immediate or scheduled. Daily, hourly, every 10 minutes, every minute, or triggered, depending on your subscription level. An outbound message in Salesforce can also trigger a schedule to run at once.
- Sales stays in the CRM. Sales works only in Salesforce, so you do not buy sales user licences for both systems.
- No extra Salesforce API purchase. Rapidi is Salesforce certified, which lets you integrate Salesforce Pro Suite without buying Salesforce API access.
Three steps, no developer
- Connect. Choose the CRM and the ERP you want to integrate.
- Configure. Start from the template for your pair and adapt the transfers on screen, field by field.
- Sync. Quotes, orders, invoices and payments move automatically, on the schedule you set.
Which CRM and ERP pairs it covers
Rapidi publishes a template for each of these pairs that turns the quote or won opportunity into an ERP order and brings invoices and payments back.
Salesforce and Oracle NetSuite
A lead converted in Salesforce becomes an account, a contact and an opportunity, and the order travels to NetSuite for fulfilment, invoicing and payment.
Salesforce and Dynamics NAV
When the first quote is accepted, Rapidi creates the customer, the contact and the order in NAV, and writes the NAV order number back to the opportunity.
Salesforce and Dynamics AX
The quote in Salesforce becomes a sales order in AX, and payments arrive as ledger entries balanced against the matching invoices.
Salesforce and Dynamics GP
A won opportunity creates the customer and the sales order in GP, and receivables transactions come back as payment history.
Salesforce and Business Central
A quote raised in Salesforce becomes an open sales order in Business Central, and ledger entries show payment patterns on the account.
Quote to cash in practice
Quotes and orders written in Salesforce
At ZSK, quotes and orders written in Salesforce arrive in Dynamics NAV ready for invoicing. Sales reps no longer phone Finance to get a quote into the system.
Won opportunities, sent immediately
At QlikTech, won opportunities go from Salesforce to Dynamics NAV immediately through Salesforce outbound messages. The invoice id comes back once something has been billed.
In their own words
“Our sales team gets more information than ever before. They know when the invoice is produced, when it’s paid, what the customer balance is. We are getting closer to a 360 degree view of each customer.”
IT Consultant, ZSK
Quote to cash or order to cash?
Quote to cash starts at the quote, so it includes products, prices and the step from quote to order. Order to cash starts once the order exists, and follows it through fulfilment, invoicing and payment. If your quotes are built outside the CRM, order to cash is the better starting point.
Frequently asked questions
What is quote to cash integration?
It connects the steps from a quote in your CRM to a paid invoice in your ERP. Products and prices go to the CRM, the quote becomes a sales order in the ERP, and order status, invoices and payments come back to the CRM.
When does a quote become an order in the ERP?
At a trigger point you choose, such as the first accepted quote or a won opportunity. Rapidi then creates the customer, the contact and the sales order in the ERP.
Do prices in the CRM match the ERP?
They can. ERP pricing and discount models are converted into Salesforce price books, often including the currency dimension, so quotes reflect the pricing set in the ERP.
Can sales see invoices and payments in the CRM?
Yes. Posted invoices and credit memos come back as sales history, and payments come back as ledger entries or receivables, so the account shows payment patterns and overdue amounts.
Which CRM and ERP pairs are covered?
Rapidi publishes templates that take the quote or won opportunity to an ERP order, with invoices and payments back, for Salesforce with Oracle NetSuite, Dynamics NAV, Dynamics AX, Dynamics GP and Business Central. Other objects, standard and custom, can be added.
How is quote to cash different from order to cash?
Quote to cash starts at the quote in the CRM, so it includes products, prices and the quote itself. Order to cash starts once the order exists and follows it through fulfilment, invoicing and payment.
Last reviewed: 17 September 2026.
Where do your quotes start?
Tell us which CRM builds your quotes and which ERP sends the invoice, and we will tell you plainly what it takes to connect the loop.