Quickstart — lead to paid invoice

This quickstart follows a single customer across the three live products to show how the suite connects. It assumes you have a workspace (see Getting started).

1. Capture a lead (CRM)

In CRM → Leads, create a lead for Acme Corp. Qualify and convert it — this creates an account, a contact and a deal, all linked.

2. Build a quote (CPQ)

From the deal, create a quote in CPQ. Add products from your price book, apply a discount, and send it for approval. Once approved, share it for e‑signature.

3. Invoice the customer (CPQ)

Invoicing lives in CPQ today. Record the customer’s acceptance of the quote, turn the quote into a sales order, then raise an invoice for the same customer. Send it and record the payment when it arrives. Taking payment online is an API capability today — the portal’s Pay buttons are not wired to checkout — so a payment link is created from your own storefront or integration, and the provider’s webhook clears the invoice when the customer pays. See Billing & payments.

CPQ carries the whole billing surface: invoices, payments, credit notes and dunning policy, plus recurring revenue — subscriptions with metered usage capture, subscription pricing models and scheduled billing runs all live there. Two gaps to plan around: a subscription’s status cannot be moved from the app, and recorded usage is not priced into a charge on its own — both are covered in Subscriptions.

4. See the books (Accounts)

Accounts is the financial system of record. Raise the AR invoice for Acme there and post it: the journal hits the general ledger, and the trial balance and P&L reflect the sale immediately. Customer payments post the same way.

Not automatic yet

A CPQ invoice does not post itself into the Accounts ledger — that seam is planned, not built. Today the ledger entry is raised in Accounts.

One workspace, every team

Sales, quoting and invoicing all worked on the same Acme Corp customer; finance posted the sale in the same workspace. That is the WorkSquares model — read more.