What if the order form and the HubSpot deal don't match?

It stops and asks. The mismatch goes to Slack with both values side by side, and nothing is billed until someone picks the right one.

Does it handle GST/HST?

Yes. Tax follows the customer's province in QuickBooks, as your bookkeeper would set it. We test it against your real tax settings before it goes live.

We use Xero, not QuickBooks.

We can build the same handoff with Xero or FreshBooks. The steps stay the same: signed form, subscription, invoice and handoff.

Quote to cash, from closed deal to first invoice

Quote to cash stalls when billing gets set up by hand after every deal. When a HubSpot deal closes, our CRM automation creates the Stripe subscription and the QuickBooks invoice with GST/HST.

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Run quote to cash for today and post what changed

Quote to cash · done in 8s

Fetch the signed order form
Create the subscription
Create the customer and invoice
Kick off onboarding

Step	Tool	Result	Time
Fetch the signed order form	PandaDoc	Signed by 2 of 2	2s
Create the subscription	Stripe	$1,850/mo CAD · annual	2s
Create the customer and invoice	QuickBooks	GST/HST applied	3s
Kick off onboarding	Slack	#cs-handoffs with the notes	1s

How quote to cash runs, from closed won to invoiced

Trigger · HubSpotWhen this happensDeal moved to Closed won

Step 1 · PandaDocFetch the signed order formSigned by 2 of 2

Step 2 · StripeCreate the subscription$1,850/mo CAD · annual

Step 3 · QuickBooksCreate the customer and invoiceGST/HST applied

Step 4 · SlackKick off onboarding#cs-handoffs with the notes

Billing that starts when the deal closes

Every signed term lands in billing

The agent reads the signed order form in PandaDoc, then creates the customer, the subscription and the invoice with the same terms, currency and tax. Nobody retypes a price, so the invoice matches what the customer signed.

Harbourline Logistics4 fixed

Industry—Logistics
Employees0142
Province—British Columbia
Close dateMar 31Oct 17

Customer success gets the handoff

Once billing is set, the agent posts the deal notes to your customer success channel in Slack. Unusual terms, like a custom discount or a delayed start, can wait there for finance to approve.

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Automations/Quote to cashLive

Quote to cashWhen HubSpot

Deal moved to Closed won

4Steps4Tools

Run #4,960 · started just nowRunning · 0/4

HubSpotTriggeredDeal moved to Closed won
PandaDocFetch the signed order formSigned by 2 of 2
StripeCreate the subscription$1,850/mo CAD · annual
QuickBooksCreate the customer and invoiceGST/HST applied
SlackKick off onboarding#cs-handoffs with the notes

Related use cases

All use cases

CRM cleanupDuplicates and empty fields ruin your reports. A nightly cleanup merges, fills and logs every change.

Forecast roll-upThe forecast gets rebuilt by hand every week. This roll-up updates it from Salesforce and Gong and flags the risky deals.

Quote to cash questions

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