QTC acquisition template
by Atlassian
Create a template to assist the accounts receivable (AR) and Revenue teams regarding quote-to-cash (QTC) during an acquisition.
When one company acquires another, the finance team has many important duties and responsibilities. The accounts receivable and revenue teams often work on several of the same aspects of the acquisition so it makes sense that they come together to form the quote-to-cash (QTC) acquisition team, dividing the duties so there is no overlapping of work. This QTC acquisition template can help the teams organize and assign the appropriate people to the various work to be accomplished.
How to use the QTC acquisition template
Step 1. List out your key acquisition dates, contacts, and systems
Step 2. Create the project plan
Step 3. Focus on roles and responsibilities and due diligence
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