# The quote-to-cash setup wizard

> Eight steps from connecting Revenue Cloud to your first signed order form.

Tally Sign University › [Revenue Cloud](https://sign.gettally.io/university/revenue-cloud)

When Tally Sign finds Revenue Cloud in your org, **Settings → Salesforce** shows **Set up Revenue Cloud quote-to-cash**. The wizard walks through everything an order form needs. You can leave at any step and continue later; the progress bar remembers where you were.

## Start the wizard

1. Open **Settings → Salesforce**.
2. In **Set up Revenue Cloud quote-to-cash**, choose **Start setup**.

![The Set up Revenue Cloud quote-to-cash card with 8 of 8 steps done](https://sign.gettally.io/university/salesforce/connect-connected.png)

*The card shows how many steps are done. Once finished, the button reads Review setup.*

## 1. What we found

A checklist of what the setup will use: Revenue Cloud, Quotes, Orders, Assets, Contracts, Billing, Multi-currency and the Tally Sign package. Anything missing is skipped. Turn it on in Salesforce and come back.

![Step 1: What we found, with every item checked](https://sign.gettally.io/university/revenue-cloud/wizard-1-found.png)

*Step 1 of 8.*

## 2. Order Form template

Pick the document your customers sign. **Create Order Form** makes one from the Order Form starter: quote details, quote lines grouped by billing frequency, totals and signature blocks for both sides. Or link a template you already have with **Use a template you already have**.

![Step 2 with the Order Form template selected](https://sign.gettally.io/university/revenue-cloud/wizard-2-template.png)

*The template can be edited any time with Edit.*

Under **Preview with a real quote**, search for a quote. The order form fills from it, and the side panel lists the signers found and any missing values.

![The Order Form filled from a real quote, with signers and No missing values](https://sign.gettally.io/university/revenue-cloud/wizard-2-preview.png)

*Preview with a real quote before sending anything.*

## 3. Who signs

Choose where to find the customer signer, in order. The default is **Quote contact**, otherwise **Bill-to contact**, otherwise **Opportunity primary contact**. Then choose who countersigns for your company: **The person who sends it**, **Quote owner**, **Quote owner's manager** or **A specific person**.

![Step 3: Who signs, with three fallbacks for the customer](https://sign.gettally.io/university/revenue-cloud/wizard-3-signers.png)

*Choose Save and continue to keep your changes.*

## 4. After signing

Choose what happens in Salesforce once everyone has signed. Steps run in this order and each needs the one before it:

| Option | Salesforce action |
| --- | --- |
| Set the quote's Status to Accepted | Field update |
| Save the signed PDF to the quote's Files | File upload, with the certificate |
| Create an order from the quote | `createOrderFromQuote` |
| Submit the order | `submitOrder`. Activates it for fulfillment and billing |
| Create or update assets | `createOrUpdateAssetFromOrder` |
| Create a contract | `createContract` |
| Also save the signed PDF to the new order and contract | File upload |
| Notify the sender in Salesforce | Bell notification |

![Step 4 with all quote-to-cash steps turned on](https://sign.gettally.io/university/revenue-cloud/wizard-4-after-signing.png)

*Every step on. Results are logged on the envelope.*

> **Watch out:** If your Quote Status picklist has no **Accepted** value, the wizard warns you. Add it in Salesforce first.

## 5. Send automatically (optional)

Create a rule that sends the order form when a quote's Status becomes **Approved**, optionally only above a Grand Total. Choose **Send it right away** or **Create a draft for the quote owner**. New rules start in test mode.

![Step 5: a new rule, when a quote's Status becomes Approved](https://sign.gettally.io/university/revenue-cloud/wizard-5-automation.png)

*The sentence at the bottom reads back the rule.*

After **Save rule**, turn it on with the switch. Tally Sign deploys a Flow to your org, which takes up to a minute.

![The rule on in test mode](https://sign.gettally.io/university/revenue-cloud/wizard-5-rule-on.png)

*On in test mode: matches are logged, nothing is sent.*

More in [Automation rules](https://sign.gettally.io/university/automation/automation-rules).

## 6. Seats

Give a seat to each rep who sends order forms from Salesforce. Everyone else can still see status and signed documents on the quote.

![Step 6: seat meter and the list of Salesforce users with seat switches](https://sign.gettally.io/university/revenue-cloud/wizard-6-seats.png)

*Turn on the switch next to each rep.*

## 7. Package & component

Install the package, choose **Refresh**, put **Tally Sign** on the Quote page and assign the permission sets. **Check again** confirms each item. Details are in [Install the package and add the component](https://sign.gettally.io/university/salesforce/install-the-package).

![Step 7 with instructions and a checklist, all items done](https://sign.gettally.io/university/revenue-cloud/wizard-7-package.png)

*Every item checked.*

## 8. Send a test to yourself

Pick a quote you don't mind being accepted and turned into an order. **Create test draft** fills the order form with you as the customer signer, so you can sign it and watch every step run.

![Step 8 with a quote picked and Create test draft](https://sign.gettally.io/university/revenue-cloud/wizard-8-test.png)

*Use a test quote: the steps really run.*

> **Why it matters:** A full test run shows problems in your org, such as a missing picklist value or stale prices, before a customer signs.

Next guide: [Pricing table: ramps, groups, recurring and one-time charges, amendments](https://sign.gettally.io/university/revenue-cloud/quote-lines)

Source: https://sign.gettally.io/university/revenue-cloud/quote-to-cash-wizard