Connected CPQ, Billing, and Payments

What is it?

A new, connected quote-to-cash experience that helps you automate billing, accelerate payment collection, and eliminate manual administrative overhead. Connected CPQ, Billing, and Payments delivers a seamless, end-to-end revenue lifecycle experience.

Why does it matter?

By removing restrictions related to billing schedules, automating time-consuming operational tasks, and programmatically guiding buyers to set up payments directly upon quote acceptance, the new Connected CPQ, Billing, and Payments experience enables you to:

- Shorten payment collection cycles and improve cash flow
- Automate billing
- Reduce manual processing and administrative work across billing and payment operations
- Improve revenue predictability
- Generate structured financial documentation to support revenue recognition, accounting, and audit requirements
- Increase billing schedule flexibility, allowing a single quote to generate multiple, payable invoices
- Improve buyer engagement by keeping key contacts informed and involved throughout the process

How does it work?

Seats are required to participate in this public beta. Revenue Hub customers with a Pro or Enterprise subscription can enroll in this beta to unlock new billing and payments features.

Ensure that the "Create contracts from accepted quotes" setting is toggled on in Settings > Objects > Contracts.

Important:

- Invoices generated by Contract billing schedules cannot be edited
- Recurring billing in the new connected flow cannot be paused or resumed
- Any quotes which are published but not accepted will bill through the billing flow that was active at the time that the quote was published after acceptance
- - When opting in/out of the Connected beta, if you would like any published quotes to go through the portal's current billing flow, recall the quote and republish it to ensure that the desired billing flow is applied.
- - Any quotes which are currently in draft will adopt the billing flow that is currently active on the portal.