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From enquiry to invoice

With projectfacts you map your entire order processing in one system: from the first enquiry through quotation and project to the paid invoice, without switching between tools.

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End-to-end order processing without switching systems

Enquiry, quotation, order, project, invoice: in many companies each of these steps sits in a different tool, and data has to be transferred over and over again.

projectfacts maps your entire order processing in one system. An enquiry becomes a quotation, the quotation becomes an order, the order becomes a project, and at the end there is the invoice, all on the same data. Internationally, this end-to-end flow is known as Lead to Cash. This way you avoid duplicate data entry and keep every transaction in view:

- CRM capture and track enquiries and contacts centrally.

- Quotation preparation turn an enquiry into a convincing quotation in no time.

- Order administration carry accepted quotations forward as an order.

- Project management plan and deliver the order as a project.

- Invoice bill the services you have delivered cleanly and transparently.

"For us, projectfacts is a tool we could no longer do without, which we use centrally to ensure the timely and professional handling of demanding customer projects." – Philipp Manto, informatec
informatec
CRM | projectfacts

Step 1: Capture the enquiry

Every enquiry lands in the CRM and is assigned to the right contact. That way no prospects slip through the net, and you can see at any time which phase a transaction is in. You maintain contacts and later projects together, rather than in separate address books.

More on the CRM
Quotation tracking | projectfacts

Step 2: Quotation and order

From the enquiry, you use quotation preparation to create a quotation in next to no time and follow it up. Once it is accepted, you carry it straight forward as an order in order administration. Because everything is connected, you take over line items and customer data without retyping them.

More on quotation preparation
Order | projectfacts

Step 3: Project and delivery

The order becomes a project: with project management you plan and steer the delivery, and with time recording you book the hours worked directly against the order. This builds the basis for the later invoice continuously and with no extra effort.

More on project management
Finances | projectfacts

Step 4: Issue the invoice

At the end comes the invoice. Because recorded times and line items are already linked to the order, you create invoices and e-invoices with just a few clicks. The end-to-end chain from enquiry to invoice shortens your turnaround time and lowers the error rate.

More on invoicing

Bring enquiry, order and invoice into one system

Find out how projectfacts maps your order processing end to end.

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Why companies rely on projectfacts

25+

Years of experience

20,000+

Satisfied users

100%

Made & Hosted in Germany

Frequently asked questions

What does end-to-end order processing mean?
End-to-end order processing means that all steps, from the enquiry through quotation, order and project to the invoice, run on the same data in one system. Internationally, this flow is known as Lead to Cash. In projectfacts, CRM, quotation preparation, order administration, project management and invoice are all connected.
What is Lead to Cash?
Lead to Cash describes the entire process from the first customer enquiry (lead) to the incoming payment (cash). It covers the enquiry, quotation, order, service delivery and invoice. projectfacts maps this chain seamlessly, so data does not have to be transferred between several tools.
Do I have to enter quotations and invoices twice?
No. Because quotation, order, project times and invoice are all connected in projectfacts, you carry line items and customer data forward step by step. This avoids duplicate data entry and lowers the error rate compared with separate, siloed tools.
Can I create an invoice directly from recorded times?
Yes. Hours booked via time recording are linked to the order and can be billed directly in the invoice, including as an e-invoice. This means the basis for the invoice is created while the project work is still going on.
Who is end-to-end order processing suitable for?
Above all for service- and project-oriented companies that write quotations, handle orders and bill services, such as consultancies, IT service providers and agencies. You will find an overview of suitable use cases under software for service providers.