The missing link in your B2B sales process?
Sales doesn’t start with a quote. It starts with curiosity – a click, a question, a “can you send me more info?”
But most revenue tools are built to engage after that moment. Quote-to-cash (QTC) platforms only kick in once pricing enters the conversation – ignoring everything that comes before.
That’s the problem: by the time you're quoting, most of the buyer's decision is already made.
That’s why top-performing B2B sales teams are shifting to a lead-to-cash (L2C) model. Powered by Digital Sales Rooms (DSRs), this model doesn’t just help you close the deal – it helps you win it, from the very first signal of interest.
What is lead-to-cash?
Lead-to-cash (L2C) is the complete revenue lifecycle. It covers every step from first interest to closed deal - and connects all the people, processes, and platforms involved along the way.
Here are the core L2C stages:
- Lead generation – capturing buyer interest through marketing, outbound, referrals, and more
- Lead qualification – determining which leads are ready for sales
- Opportunity management – guiding active deals through content, collaboration, and conversations
- Proposal and contract creation – generating documents, approvals, and pricing
- Signature and order processing – closing the deal and syncing with finance or onboarding
Traditional QTC platforms only address stage 4 and 5. They focus on documents, signatures, and payments - by then, most of the buyer’s decision is already made.
They’re built for transactions. Not influence.
That’s why high-performing teams are moving beyond quote-to-cash and shifting to lead-to-cash - because winning deals starts long before the quote.
So what’s the difference?
Lead-to-cash vs. Quote-to-cash
Two approaches. One key difference: when you show up.
- Quote-to-cash (Q2C/QTC) starts late. It kicks in once pricing enters the conversation - after the buyer is already leaning one way. It's reactive, built for approvals and transactions.
- Lead-to-cash (L2C) starts early. It captures buyer interest from the first click and supports every step of the journey.
Read more about quote-to-cash here.
Here’s how they compare:
| Stage | Quote-to-cash (Q2C) | Lead-to-cash (L2C) |
|---|---|---|
| Initial interest | ❌ Not involved | ✅ Starts here |
| Buyer engagement | ❌ No visibility | ✅ Tracks every interaction |
| Sales content delivery | ❌ Happens ad hoc | ✅ Embedded in the process |
| Proposal & pricing | ✅ Covered | ✅ Covered |
| Signature & closing | ✅ Covered | ✅ Covered |
| Data & handoff | ✅ Transactional sync | ✅ Lifecycle insight |
Put simply: Quote-to-cash helps you complete the deal. Lead-to-cash helps you win it.
So what powers L2C? Digital sales rooms.
A Digital Sales Room (DSR) is a live, branded, trackable workspace where sales reps and buyers collaborate throughout the entire deal.
Instead of scattered links and endless emails, buyers access everything - videos, proposals, pricing tables, chat, and contracts - in one clean experience.
For reps, that means:
- No tool switching
- No lost visibility
- No follow-up guesswork
And for buyers, it means less friction, more clarity, and faster decisions.
L2C vs. Q2C platforms: what’s the difference?
One powers momentum. The other waits for it. |
The 5 moments that define lead-to-cash
1. That first moment of interest? Now it’s trackable.
In a typical sales cycle, the first signs of buyer interest - an email click, a shared demo request, a downloaded one-pager - get lost in the noise. Reps follow up blindly, often with the same generic messaging.
With GetAccept, reps respond instantly by creating - and sharing - a Digital Sales Room: a branded, trackable space customized to the buyer. It might include:
- A short welcome video
- Relevant product collateral
- A personalized next-step plan
Every interaction is logged. You see who clicked, who viewed, and what they engaged with. It’s no longer just a “touch” - it’s a measurable, data-driven opportunity to move the deal forward.
Simon Hurtig, Project Leader at Visit Linköping, describes it as “the modern way of dealing with customers - being personal in a digital world.”
By replacing static PDFs with Digital Sales Rooms, his team stood out, tracked engagement, and sparked real responses from cold leads.
The result? More meaningful first impressions - and more closed deals, even before a quote was sent.
“We understand the importance of being original and standing out in a crowd. This is the modern way of dealing with customers: being personal in a digital world.”
Read more2. Qualification isn’t a form field - it’s behavior.
Lead scoring models and job titles don’t always tell the full story. A CMO may download a whitepaper - but a mid-level ops manager might be the one driving the deal.
With GetAccept, reps qualify based on live engagement data, like:
- How long someone spends on a proposal
- Which pricing options they expand
- Whether they forward the room internally
This kind of behavioral insight turns lukewarm leads into hot prospects - or quickly filters out the rest. Reps can sort, segment, and prioritize leads based on what they actually do, not just what they submit.
As SalesScreen’s SVP of Sales puts it “This is the way for you to control the narrative."
Instead of hoping qualification happens, Digital Sales Rooms guide reps to do it right, every time.
"This is a way for you to control the narrative. To make sure your reps are sticking to the process, adopting the principles you’ve set, and helping your customers to experience value instead of just product pitching."
Read more3. Opportunity management doesn’t mean ‘check your inbox'.
Once a deal is in play, the average rep is buried in emails, version control issues, and “Hey - just checking in” follow-ups. Momentum slips. Stakeholders disappear.
A Digital Sales Room changes that completely. It becomes a single point of truth for everyone involved, with:
- Live chat to keep the conversation flowing
- Centralized docs, videos, and pricing - all in one link
- Notifications when buyers engage or comment
- Updated versions always accessible (no resending)
No missed signals. No lost files. No stalled decisions.
You stay in control of the conversation and remove every obstacle that slows the deal down.
4. Proposals in minutes. Not hours.
For many sales teams, creating a proposal is the bottleneck. Reps bounce between Google Docs, Word templates, Excel pricing tables, and Slack approvals. It’s slow, error-prone, and kills momentum.
With GetAccept:
- Reps use pre-built templates directly from the CRM
- Deal data auto-fills into proposals (company name, pricing, terms)
- Mandatory fields ensure compliance and consistency
- Approval workflows happen behind the scenes, not in inbox threads
You go from “I’ll send that by the end of day” to “Here it is now.” Proposals that took an hour now take five minutes - with fewer mistakes and better branding.
Less admin, more speed, and total confidence you’re sending the right version every time.
5. Sign. Sync. Done.
The final mile shouldn’t feel like a marathon. But too often, reps send PDFs for signature, wait days for buyers to print and scan, and then chase documents across tools.
In a Digital Sales Room, signing happens directly in the workspace. Buyers can:
- Sign from desktop or mobile in seconds
- Review the most up-to-date version without needing new links
- Loop in approvers via automated reminders
Once signed, the contract is instantly synced to your CRM. No uploads. No follow-ups. And no risk of losing the deal to delay.
You close faster, automate the handoff to post-sale, and never have to ask “Did they sign it yet?” again.
"We were looking for a solution to allow us to use videos to engage prospects, send trackable sales materials, forward proposals, and gather signatures on contracts - all within our CRM. GetAccept was the answer."
Read moreConclusion
Today’s buyers are faster, savvier, and less patient.
They expect a seamless, guided experience from the first interaction - not just a clean signature at the end.
QTC tools weren’t built for that. They were built for admins, not closers.
Lead to cash is what modern sales demands. And Digital Sales Rooms are what make it possible - unifying your tools, surfacing intent, and accelerating every step from contact to close.
If your revenue motion still starts at quote, you’re already late.
Start earlier. Move smarter. Close faster - with GetAccept.
Ready to connect your entire sales journey - from first touch to final signature?
