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How to train new staff into your new quote-to-cash process

The quote-to-cash process is a critical aspect of any business. It is the backbone of revenue generation and customer satisfaction. However, implementing a new quote-to-cash process can be a daunting task, especially when it comes to training new staff members. This article will explore practical strategies for teaching new staff members about your new quote-to-cash process.

Creating Standard Operating Procedures

Before diving into the training process, developing standard operating procedures (SOPs) is essential. These should cover all aspects of the quote-to-cash process, including quoting, contracting, invoicing, and revenue recognition. By creating comprehensive SOPs, you can ensure that new staff members have a solid foundation to build upon.

In designing the SOPs, consider different learning styles and preferences. Incorporate a mix of interactive activities, videos, presentations, and hands-on exercises to engage new staff members. Training materials will help cater to different learning preferences and ensure better retention of knowledge.

Training new staff members on accurate and timely quotes is crucial. Comprehensive SOPs should include detailed information on gathering the necessary data, calculating pricing, and generating professional-looking quotes. By equipping your team with the right skills and knowledge, you can ensure that they can provide accurate quotes that meet customer expectations.

Here are 3 crucial areas to include in your SOPs:


Contracting is another critical aspect of the quote-to-cash process that should be covered in the training program. New staff members should be trained to review and negotiate contracts, ensuring that all terms and conditions are clearly defined and agreed upon. Additionally, they should be familiarized with any legal or compliance requirements that may impact the contracting process.


Invoicing is an integral part of the quote-to-cash process, and it is essential to train new staff members to create accurate and timely invoices. The training program should include information on generating invoices, tracking payments, and handling billing discrepancies. By providing comprehensive training on invoicing, you can ensure that your team is equipped to handle the financial aspect of the quote-to-cash process efficiently.

Revenue Recognition

Revenue recognition is a complex topic that should be considered in the training program. New staff members should be trained on the different revenue recognition methods and the criteria for recognizing revenue. They should also be familiarized with industry-specific regulations or standards that may impact revenue recognition. By providing thorough training on revenue recognition, you can ensure that your team understands the importance of accurate and compliant revenue reporting.

Standard operating procedures ensure that new staff members have the knowledge and skills to navigate the quote-to-cash process successfully. By incorporating different learning styles and covering all aspects of the process, you can create a training program that caters to other preferences and ensures better knowledge retention. With a well-rounded training program, you can set your team up for success and ensure a smooth quote-to-cash process.

As a side note, standard operating procedures are excellent to have in place if you plan to sell your business. 

Breaking Down the Quote-to-Cash Workflow

The quote-to-cash workflow consists of several interconnected steps, each crucial in successfully closing deals.

Begin new staff training by providing an overview of the entire quote-to-cash process. Emphasize how each step fits into the larger picture. This holistic understanding will help new staff members see each task’s relevance and importance. Let’s look at the steps of the quote-to-cash workflow in more detail.

The Quoting Process

The first step of the quote-to-cash workflow is the quoting process. This is where the sales team prepares and sends a quote to the customer, outlining the products or services offered and their associated costs. Ensuring the quote is accurate, competitive, and aligned with the customer’s requirements. Providing examples of effective quotes and discussing common challenges faced during this stage will help new staff members develop the necessary skills to excel in this area.

Order Management

Once the customer accepts the quote, the next step is order management. This involves processing the customer’s order, verifying product availability, and coordinating with various departments to ensure timely delivery. It is essential to emphasize the importance of accuracy and efficiency in order management, as errors or delays can negatively impact customer satisfaction. Sharing real-life scenarios and best practices will enable new staff members to navigate this step confidently.

Invoicing & Billing

After successfully managing the order, the focus shifts to invoicing and billing. This step involves generating and sending customer invoices, tracking payments, and resolving billing discrepancies. It is crucial to highlight the significance of clear and concise invoices, as well as the importance of timely follow-up on outstanding payments. Providing examples of effective invoicing strategies and discussing common billing challenges will equip new staff members with the knowledge and skills needed to excel in this area.

Cash Application

Finally, the last step in the quote-to-cash workflow is cash application. This involves reconciling customer payments with outstanding invoices, updating financial records, and ensuring accurate reporting. Accuracy and attention to detail are paramount in this step, as any discrepancies can lead to financial inaccuracies and potential audit issues. Sharing best practices and discussing common challenges faced during cash application will help new staff members understand the importance of this final step and perform it with precision.

New staff members will thoroughly understand the entire process by breaking down the quote-to-cash workflow and providing comprehensive explanations, step-by-step instructions, and real-life examples for each stage. This will enable them to perform their tasks effectively, contribute to the organization’s success, and close deals confidently.

[Editor’s note: With Quoter, you can handle every step in the quote-to-cash process, from quote creation to invoicing and payment, from one platform. Learn more. ] 

Hands-On Practice

As the saying goes, practice makes perfect. Hands-on practice is vital to training new staff members in the quote-to-cash process. It allows them to apply their theoretical knowledge to practical scenarios, enhancing their learning experience.

Introduce training exercises and simulations that closely resemble real-world scenarios. Encourage new staff members to participate and ask questions. By immersing themselves in hands-on practice, they can gain confidence and develop the necessary skills to handle different situations within the quote-to-cash process.

With unlimited seats for every plan, you can bring new employees into the quoting process from Day 1 with Quoter. Set them up with a task, such as creating a template, and give them time to explore the platform and get comfortable using the features.

Here are 3 more suggestions for giving new staff hands-on training opportunities:


One effective hands-on practice exercise is to simulate a customer interaction. Divide the new staff members into pairs, with one person as the customer and the other as the sales representative. Provide them with a realistic scenario where the customer has specific needs and requirements. This exercise will allow the staff members to practice their communication and problem-solving skills and ability to navigate the quote-to-cash process.

Mock Quotes

Another hands-on practice activity is to create a mock quote-to-cash process using a sample product or service. Provide the new staff members with a detailed product or service description, pricing information, and applicable discounts. Ask them to go through the entire quote-to-cash process, from generating a quote to processing the payment. This exercise will help them understand the different steps involved in the process and how they all fit together.

Case Studies

In addition to these exercises, it is also beneficial to incorporate real-life case studies into the hands-on practice. Present the new staff members with scenarios the company has encountered. Ask them to analyze the situation, identify the challenges, and develop solutions within the quote-to-cash process. This will give them a deeper understanding of how the process works in real-world situations and prepare them for similar challenges they may face in the future.

Hands-on practice should be an ongoing part of the training process, even after the initial training period. Regularly provide opportunities for the staff members to practice their skills and reinforce their knowledge. With Quoter, use Manager Approvals to give even your newest employees the ability to view and create quotes, all with the peace of mind of being notified via email for your final review and approval.

By incorporating hands-on practice into the training program, new staff members will better understand the quote-to-cash process and develop the confidence and skills needed to excel in their roles. So, encourage them to embrace the opportunity to learn through practice and watch as they become valuable assets for your organization.

Providing Ongoing Support and Feedback

Training does not end after the initial onboarding process. Providing ongoing support is crucial to ensure new staff members continue to grow and improve in their roles.

Establish a support system with mentors, trainers, and resources available to new staff members. Encourage open communication channels where they can seek guidance, ask for clarifications, or share their challenges and successes. Regular check-ins with mentors or supervisors can help identify areas for improvement and provide constructive feedback.

Encouraging a Culture of Quoting

Finally, fostering a culture that values the quote-to-cash process is critical to the success of your organization. Encourage and celebrate a culture of quoting by recognizing and rewarding staff members who consistently demonstrate excellence in this area.

Organize regular team discussions or workshops to share best practices and success stories related to the quote-to-cash process. Create an environment where new staff members feel motivated and encouraged to continuously improve their skills and contribute to the organization’s success.

[Editor’s note: Quoter includes reporting features so you can analyze sales trends by salesperson, making it even easier to celebrate the wins!]

With the right tools, support, and standard operating procedures, you can empower your team to unite in sharing the responsibility of a quoting culture. As Denise Lee Yohn from Harvard Business Review says, “To achieve the desired culture, everyone must have a clear, consistent, common understanding of it — and everyone must work together in a deliberate and coordinated effort to cultivate it.” 

By following these strategies, you can effectively train new staff members in your new quote-to-cash process. Remember, training is an ongoing process requiring patience, dedication, and adaptability. With a comprehensive training program, hands-on practice, ongoing support, and a culture of quoting, you can ensure that your new staff members are well-equipped to excel in the quote-to-cash process and drive your organization’s success.

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