Unlimited users just $99/month

Your whole organisation for one fixed price

Book a demo
View all templates

Order to Cash

The Order to Cash process is a comprehensive workflow designed to centralize orders, automate communication, and streamline the sending of proposals and other documents. It is easily integrated with your existing toolset.

Workflow template includes the following steps

Step 1 — Order Placement

This is the first step where the customer places an order for a product or service.

Due Date

Output Field Conditions

Step 2 — Order Processing

Once the order is placed, it is processed. This includes verifying the order, checking inventory, and confirming payment.

Output Field

Step 3 — Order Fulfillment

After the order is processed, it is fulfilled. This involves packaging the product, arranging for delivery, and updating the order status.

Due Date

Output Field Conditions

Step 4 — Payment Receipt

Finally, the payment for the order is received and recorded. This completes the Order to Cash process.



This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Order to Cash

The Order to Cash process is a crucial aspect of any business. It encompasses the entire workflow from the moment a customer places an order, to the moment the payment is received and recorded. It is an end-to-end process that ensures seamless operation and efficient cash flow.

By centralizing orders in one place, the Order to Cash process eliminates the risk of errors and miscommunication. It ensures that all stakeholders have the same, up-to-date information. This not only improves accuracy, but also speeds up the order fulfillment process.

Automating communication is another key feature of the Order to Cash process. Automated emails and notifications keep customers informed about the status of their orders, and remind them of upcoming payments. This reduces the need for manual follow-ups, saving time and resources.

The Order to Cash process also streamlines the sending of proposals, signatures, and other documents. This can be particularly beneficial for businesses that deal with a large volume of orders. By automating these tasks, businesses can ensure that all necessary documents are sent out in a timely manner, and that no steps are missed.

Finally, the Order to Cash process is designed to integrate easily with your existing toolset. This means that it can be implemented without disrupting your current operations. It can also be customized to fit the specific needs of your business, making it a flexible and adaptable solution.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

Use our Workflow Template Generator to create a customized template
for this business process based on your prompt

Learn more about Free Workflow Template Generator

Create an Account to Instantly Use
Our Workflow Template Generator

You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

Get Started with a Discovery Call

The server is not respondingPlease try again later