The quote-to-cash is a sales productivity tool that streamlines quoting, contracting, and billing processes increasing the sales team's productivity.
Quote-to-cash platform / 6-month engagement (ongoing) / 5-person team
About the project
RevOps is a quote-to-cash platform directly from Silicon Valley. It allows simplifying the quoting process for sales managers by providing users with customized agreement templates, tips for sales managers, approval workflows, and native integration with Salesforce and Hubspot.
Native CRM Integrations
HubSpot and Salesforce have 2-way syncs between them and the RevOps platform.
Users can create and customize quoting and billing automation, along with ready-made proposal templates.
Low code platform integrations
In order to allow more integrations, the Workato platform is introduced into the application.
Clients are able to login into the system and are sure their data won’t be messed up with other tenants' data.
Easily download, edit, and re-upload customizing templates such as Docx documents while tracking version differences.
All the created templates can be turned into PDF.
Frontend: React / Redux
Backend: Python / Flask, Kafka, ElasticSearch, Go
Cloud: GCP, Kubernetes
1 solution architect
The solution architecture
The platform is SOC-2 compliant and also ensures PII and PCI compliance for personal and payment card data.
There are thousands of events happening each second without losing any of them.
With HubSpot and Salesforce integrations, all data is consistent not only inside of the app but with external systems as well.
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