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Best Quote-to-Cash Software

Julie Jung
JJ
Researched and written by Julie Jung

Quote-to-cash (Q2C) software manages the entire sales process, from quoting to sales orders and revenue management. Companies use Q2C solutions to streamline sales processes, improve the productivity of their sales teams, and provide better customer experience. Q2C software is used by sales departments but can also be leveraged by other departments such as engineering or design to create customized offerings based on specific customer requirements. Accountants may also use Q2C tools to track and manage revenue generated by sales.

This type of software can be delivered as a standalone product or as a mix between CPQ software, sales software, and revenue management software.

To qualify for inclusion in the Quote-to-Cash category, a product must:

Support the sales cycle from quoting to sales order management
Monitor customer interactions at all stages of the sales process
Manage customer requirements and legal agreements
Track pricing changes such as discounts and promotions
Provide functionality for product configuration and CPQ
Integrate with CRM software for bidirectional data exchange
Track revenue and manage revenue recognition
Show More
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Best Quote-to-Cash Software At A Glance

Leader:
Salesforce Revenue Cloud
Salesforce Revenue Cloud
Highest Performer:
Sequence
Sequence
Easiest to Use:
Expedite Commerce
Expedite Commerce
Top Trending:
Zoho CRM
Zoho CRM
Best Free Software:
Zoho CRM
Zoho CRM
Show LessShow More
Easiest to Use:
Expedite Commerce
Expedite Commerce
Top Trending:
Zoho CRM
Zoho CRM
Best Free Software:
Zoho CRM
Zoho CRM

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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69 Listings in Quote-to-Cash Available
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    G2 Score
Salesforce Revenue Cloud
(1,497)4.2 out of 5
Optimized for quick response
6th Easiest To Use in Quote-to-Cash software
View top Consulting Services for Salesforce Revenue Cloud
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Salesforce CPQ is designed to help sales teams configure products, set accurate pricing, and generate quotes quickly and efficiently. Salesforce CPQ automates complex sales processes by guiding reps t

    Users
    • Account Executive
    • Salesforce Developer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 44% Mid-Market
    • 33% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Salesforce Revenue Cloud is a tool that manages revenue, from Parts & Quote Management to Billing & Invoicing, and integrates with other Salesforce products.
    • Reviewers appreciate the platform's automation, ease of creating and updating quotes, and its ability to handle complex business models and provide clear revenue visibility.
    • Users reported that the setup and customization can be complex and time-consuming, the user interface could be improved, and the product can be expensive to implement.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Salesforce Revenue Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    103
    Revenue Management
    83
    Efficiency
    75
    Product Functionality
    74
    Features
    73
    Cons
    Learning Curve
    67
    Learning Difficulty
    65
    Complexity
    61
    Complex Setup
    60
    Steep Learning Curve
    54
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Salesforce Revenue Cloud features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Configuration
    Average: 9.0
    8.5
    Creation
    Average: 8.9
    8.6
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Salesforce
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    580,922 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    86,064 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Salesforce CPQ is designed to help sales teams configure products, set accurate pricing, and generate quotes quickly and efficiently. Salesforce CPQ automates complex sales processes by guiding reps t

Users
  • Account Executive
  • Salesforce Developer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 44% Mid-Market
  • 33% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Salesforce Revenue Cloud is a tool that manages revenue, from Parts & Quote Management to Billing & Invoicing, and integrates with other Salesforce products.
  • Reviewers appreciate the platform's automation, ease of creating and updating quotes, and its ability to handle complex business models and provide clear revenue visibility.
  • Users reported that the setup and customization can be complex and time-consuming, the user interface could be improved, and the product can be expensive to implement.
Salesforce Revenue Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
103
Revenue Management
83
Efficiency
75
Product Functionality
74
Features
73
Cons
Learning Curve
67
Learning Difficulty
65
Complexity
61
Complex Setup
60
Steep Learning Curve
54
View All Pros and Cons
Salesforce Revenue Cloud features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.2
8.4
Configuration
Average: 9.0
8.5
Creation
Average: 8.9
8.6
Quoting
Average: 9.1
Seller Details
Seller
Salesforce
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
580,922 Twitter followers
LinkedIn® Page
www.linkedin.com
86,064 employees on LinkedIn®
HubSpot Commerce Hub
(89)4.6 out of 5
4th Easiest To Use in Quote-to-Cash software
View top Consulting Services for HubSpot Commerce Hub
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Commerce Hub is a Configure Price Quote (CPQ) solution that helps sales teams and revenue operations professionals create, manage, and deliver quotes, proposals, and related revenue processes within a

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 39% Mid-Market
    • 38% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • HubSpot Commerce Hub is a platform that integrates quoting, billing, and payments to streamline the entire revenue process.
    • Users like the platform's ability to centralize invoicing, quotes, and payment tracking, and its seamless integration with CRM, which simplifies billing and payments, and provides clear visibility into revenue and deal status.
    • Reviewers noted limitations in customization and flexibility for complex pricing, billing workflows, and advanced commerce use cases, and some advanced features and customizations are limited unless on higher-tier plans.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • HubSpot Commerce Hub Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    62
    Integrations
    31
    Easy Integrations
    28
    Efficiency
    27
    Easy Setup
    26
    Cons
    Missing Features
    25
    Limited Features
    21
    Limited Customization
    19
    Difficult Customization
    18
    Lack of Customization
    16
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • HubSpot Commerce Hub features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Configuration
    Average: 9.0
    9.5
    Creation
    Average: 8.9
    9.5
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    HubSpot
    Year Founded
    2006
    HQ Location
    Cambridge, MA
    Twitter
    @HubSpot
    786,255 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,675 employees on LinkedIn®
    Ownership
    NYSE:HUBS
Product Description
How are these determined?Information
This description is provided by the seller.

Commerce Hub is a Configure Price Quote (CPQ) solution that helps sales teams and revenue operations professionals create, manage, and deliver quotes, proposals, and related revenue processes within a

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 39% Mid-Market
  • 38% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • HubSpot Commerce Hub is a platform that integrates quoting, billing, and payments to streamline the entire revenue process.
  • Users like the platform's ability to centralize invoicing, quotes, and payment tracking, and its seamless integration with CRM, which simplifies billing and payments, and provides clear visibility into revenue and deal status.
  • Reviewers noted limitations in customization and flexibility for complex pricing, billing workflows, and advanced commerce use cases, and some advanced features and customizations are limited unless on higher-tier plans.
HubSpot Commerce Hub Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
62
Integrations
31
Easy Integrations
28
Efficiency
27
Easy Setup
26
Cons
Missing Features
25
Limited Features
21
Limited Customization
19
Difficult Customization
18
Lack of Customization
16
View All Pros and Cons
HubSpot Commerce Hub features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
9.5
Configuration
Average: 9.0
9.5
Creation
Average: 8.9
9.5
Quoting
Average: 9.1
Seller Details
Seller
HubSpot
Year Founded
2006
HQ Location
Cambridge, MA
Twitter
@HubSpot
786,255 Twitter followers
LinkedIn® Page
www.linkedin.com
11,675 employees on LinkedIn®
Ownership
NYSE:HUBS
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Conga Advantage CPQ
(239)4.2 out of 5
View top Consulting Services for Conga Advantage CPQ
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    In today’s hyper-competitive market, selling isn’t just about closing deals; it’s about configuring the right solution, pricing it accurately, and quoting it in a timely manner to win the deal. This

    Users
    • Consultant
    • Software Engineer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Enterprise
    • 31% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Conga CPQ is a product that allows users to handle multiple tasks such as configuring products, creating price lists, setting constraint rules, and establishing price metrics and product attribute rules all in one single window.
    • Users frequently mention the product's flexibility and large level of customization, its ability to handle various use cases, and its user-friendly interface that saves significant time by eliminating the need to switch between different windows.
    • Users experienced challenges with the complex product structure and heavy pricing, issues with the refresh rate of the Order CPQ web page, and difficulties with upgrading Conga CPQ to a new version.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Conga Advantage CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    41
    Integrations
    28
    Product Configuration
    27
    Easy Integrations
    19
    Capabilities
    16
    Cons
    Complexity
    19
    Complex Setup
    17
    Learning Curve
    16
    Slow Performance
    14
    Difficult Customization
    9
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Conga Advantage CPQ features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.2
    Configuration
    Average: 9.0
    9.0
    Creation
    Average: 8.9
    9.3
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Conga
    Company Website
    Year Founded
    2006
    HQ Location
    3200 Kirby Dr., Suite 500, Houston, TX 77098
    Twitter
    @CongaHQ
    11,119 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,793 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

In today’s hyper-competitive market, selling isn’t just about closing deals; it’s about configuring the right solution, pricing it accurately, and quoting it in a timely manner to win the deal. This

Users
  • Consultant
  • Software Engineer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Enterprise
  • 31% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Conga CPQ is a product that allows users to handle multiple tasks such as configuring products, creating price lists, setting constraint rules, and establishing price metrics and product attribute rules all in one single window.
  • Users frequently mention the product's flexibility and large level of customization, its ability to handle various use cases, and its user-friendly interface that saves significant time by eliminating the need to switch between different windows.
  • Users experienced challenges with the complex product structure and heavy pricing, issues with the refresh rate of the Order CPQ web page, and difficulties with upgrading Conga CPQ to a new version.
Conga Advantage CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
41
Integrations
28
Product Configuration
27
Easy Integrations
19
Capabilities
16
Cons
Complexity
19
Complex Setup
17
Learning Curve
16
Slow Performance
14
Difficult Customization
9
View All Pros and Cons
Conga Advantage CPQ features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.2
9.2
Configuration
Average: 9.0
9.0
Creation
Average: 8.9
9.3
Quoting
Average: 9.1
Seller Details
Seller
Conga
Company Website
Year Founded
2006
HQ Location
3200 Kirby Dr., Suite 500, Houston, TX 77098
Twitter
@CongaHQ
11,119 Twitter followers
LinkedIn® Page
www.linkedin.com
1,793 employees on LinkedIn®
Sequence
(62)4.8 out of 5
5th Easiest To Use in Quote-to-Cash software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sequence is an all-in-one CPQ, billing, metering and revenue recognition platform for B2B SaaS companies. Automate billing for every custom contract. Stop revenue leakage, avoid billing errors, and

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 74% Small-Business
    • 26% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Sequence is a product that facilitates the quoting to billing process, with a flexible billing system suitable for various product and pricing structures.
    • Reviewers frequently mention the product's simplicity, its seamless integration with other tools, and the responsive and supportive Sequence team that values customer feedback.
    • Users experienced some minor issues such as bugs, lack of certain features, and unclear communication regarding pricing and voucher processes.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Sequence Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    29
    Customer Support
    25
    Billing Management
    22
    Easy Setup
    21
    Invoicing
    21
    Cons
    Missing Features
    6
    Integration Issues
    4
    Billing Issues
    3
    Bug Issues
    3
    Limited Customization
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Sequence features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Configuration
    Average: 9.0
    9.7
    Creation
    Average: 8.9
    9.7
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Sequence HQ
    Year Founded
    2021
    HQ Location
    London, UK
    Twitter
    @SequenceHQ_
    345 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    50 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sequence is an all-in-one CPQ, billing, metering and revenue recognition platform for B2B SaaS companies. Automate billing for every custom contract. Stop revenue leakage, avoid billing errors, and

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 74% Small-Business
  • 26% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Sequence is a product that facilitates the quoting to billing process, with a flexible billing system suitable for various product and pricing structures.
  • Reviewers frequently mention the product's simplicity, its seamless integration with other tools, and the responsive and supportive Sequence team that values customer feedback.
  • Users experienced some minor issues such as bugs, lack of certain features, and unclear communication regarding pricing and voucher processes.
Sequence Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
29
Customer Support
25
Billing Management
22
Easy Setup
21
Invoicing
21
Cons
Missing Features
6
Integration Issues
4
Billing Issues
3
Bug Issues
3
Limited Customization
3
View All Pros and Cons
Sequence features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.7
Configuration
Average: 9.0
9.7
Creation
Average: 8.9
9.7
Quoting
Average: 9.1
Seller Details
Seller
Sequence HQ
Year Founded
2021
HQ Location
London, UK
Twitter
@SequenceHQ_
345 Twitter followers
LinkedIn® Page
www.linkedin.com
50 employees on LinkedIn®
DealHub.io
(841)4.7 out of 5
Optimized for quick response
8th Easiest To Use in Quote-to-Cash software
View top Consulting Services for DealHub.io
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DealHub is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire

    Users
    • Sales Operations Manager
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Mid-Market
    • 23% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DealHub.io is a platform that offers features such as form field creation, auto-generation of order forms, and integration with CRM systems to streamline the quoting process and standardize quotes.
    • Users frequently mention the efficiency and accuracy of the quoting process, the ability to keep all information in one place, and the seamless integration with CRM systems as major benefits of using DealHub.io.
    • Reviewers mentioned challenges in finding documentation, setting up complex workflows and advanced functions, and navigating large proposals or managing multiple integrations as some of the difficulties encountered while using DealHub.io.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • DealHub.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    109
    Ease of Use
    101
    Efficiency
    88
    Time-saving
    87
    Integrations
    82
    Cons
    Learning Curve
    37
    Limited Customization
    33
    Steep Learning Curve
    25
    Missing Features
    22
    Integration Issues
    20
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • DealHub.io features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Configuration
    Average: 9.0
    9.4
    Creation
    Average: 8.9
    9.2
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    DealHub.io
    Company Website
    Year Founded
    2014
    HQ Location
    Austin, Texas
    Twitter
    @DealHubIO
    3,908 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    308 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DealHub is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire

Users
  • Sales Operations Manager
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Mid-Market
  • 23% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DealHub.io is a platform that offers features such as form field creation, auto-generation of order forms, and integration with CRM systems to streamline the quoting process and standardize quotes.
  • Users frequently mention the efficiency and accuracy of the quoting process, the ability to keep all information in one place, and the seamless integration with CRM systems as major benefits of using DealHub.io.
  • Reviewers mentioned challenges in finding documentation, setting up complex workflows and advanced functions, and navigating large proposals or managing multiple integrations as some of the difficulties encountered while using DealHub.io.
DealHub.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
109
Ease of Use
101
Efficiency
88
Time-saving
87
Integrations
82
Cons
Learning Curve
37
Limited Customization
33
Steep Learning Curve
25
Missing Features
22
Integration Issues
20
View All Pros and Cons
DealHub.io features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
9.1
Configuration
Average: 9.0
9.4
Creation
Average: 8.9
9.2
Quoting
Average: 9.1
Seller Details
Seller
DealHub.io
Company Website
Year Founded
2014
HQ Location
Austin, Texas
Twitter
@DealHubIO
3,908 Twitter followers
LinkedIn® Page
www.linkedin.com
308 employees on LinkedIn®
ServiceNow CPQ
(25)4.6 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ServiceNow CPQ is an end-to-end omnichannel CPQ platform designed to drive sales performance and enable optimized customer experiences for any business selling complex products or services. Embedded w

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 40% Mid-Market
    • 36% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ServiceNow CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Product Configuration
    6
    Customization
    4
    Easy Integrations
    4
    Easy Setup
    4
    Cons
    Learning Curve
    4
    Complex Setup
    3
    Integration Issues
    3
    Lack of Guidance
    3
    Required Expertise
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ServiceNow CPQ features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    9.8
    Configuration
    Average: 9.0
    10.0
    Creation
    Average: 8.9
    9.8
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ServiceNow
    Company Website
    Year Founded
    2004
    HQ Location
    Santa Clara, CA
    Twitter
    @servicenow
    53,617 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    31,344 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ServiceNow CPQ is an end-to-end omnichannel CPQ platform designed to drive sales performance and enable optimized customer experiences for any business selling complex products or services. Embedded w

Users
No information available
Industries
No information available
Market Segment
  • 40% Mid-Market
  • 36% Enterprise
ServiceNow CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Product Configuration
6
Customization
4
Easy Integrations
4
Easy Setup
4
Cons
Learning Curve
4
Complex Setup
3
Integration Issues
3
Lack of Guidance
3
Required Expertise
3
View All Pros and Cons
ServiceNow CPQ features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
9.8
Configuration
Average: 9.0
10.0
Creation
Average: 8.9
9.8
Quoting
Average: 9.1
Seller Details
Seller
ServiceNow
Company Website
Year Founded
2004
HQ Location
Santa Clara, CA
Twitter
@servicenow
53,617 Twitter followers
LinkedIn® Page
www.linkedin.com
31,344 employees on LinkedIn®
Hyperline
(13)4.9 out of 5
3rd Easiest To Use in Quote-to-Cash software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Hyperline is the new standard for revenue management, built for scaling companies. From quote to cash, unify your entire billing stack and keep all your tools in sync with one source of truth. Hyp

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 69% Small-Business
    • 31% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Hyperline is a billing system that automates usage-based models, including metered usage, invoicing, proration, and revenue recognition.
    • Reviewers appreciate Hyperline's ability to handle complex billing schedules, automate manual operations, and integrate seamlessly with other platforms like Hubspot and Stripe Billing, resulting in significant time savings and increased accuracy.
    • Reviewers noted that while Hyperline is continuously evolving, some features are still in progress and setting up complex pricing for larger teams can take extra time.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Hyperline Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    10
    Ease of Use
    10
    Automation
    7
    Efficiency Improvement
    7
    Subscription Management
    7
    Cons
    Complex Pricing
    1
    Complex Setup
    1
    Integration Issues
    1
    Poor Interface Design
    1
    Pricing Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Hyperline features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.8
    Configuration
    Average: 9.0
    9.3
    Creation
    Average: 8.9
    9.6
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Hyperline
    Company Website
    Year Founded
    2022
    HQ Location
    Paris, FR
    LinkedIn® Page
    www.linkedin.com
    27 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Hyperline is the new standard for revenue management, built for scaling companies. From quote to cash, unify your entire billing stack and keep all your tools in sync with one source of truth. Hyp

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 69% Small-Business
  • 31% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Hyperline is a billing system that automates usage-based models, including metered usage, invoicing, proration, and revenue recognition.
  • Reviewers appreciate Hyperline's ability to handle complex billing schedules, automate manual operations, and integrate seamlessly with other platforms like Hubspot and Stripe Billing, resulting in significant time savings and increased accuracy.
  • Reviewers noted that while Hyperline is continuously evolving, some features are still in progress and setting up complex pricing for larger teams can take extra time.
Hyperline Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
10
Ease of Use
10
Automation
7
Efficiency Improvement
7
Subscription Management
7
Cons
Complex Pricing
1
Complex Setup
1
Integration Issues
1
Poor Interface Design
1
Pricing Issues
1
View All Pros and Cons
Hyperline features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.2
9.8
Configuration
Average: 9.0
9.3
Creation
Average: 8.9
9.6
Quoting
Average: 9.1
Seller Details
Seller
Hyperline
Company Website
Year Founded
2022
HQ Location
Paris, FR
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®
QuoteWerks
(194)4.4 out of 5
Entry Level Price:$50.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted

    Users
    • President
    • Owner
    Industries
    • Information Technology and Services
    • Computer Networking
    Market Segment
    • 74% Small-Business
    • 19% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • QuoteWerks is a software used for generating quotes and proposals, managing product and service cataloging, and streamlining the workflow from quote to cash.
    • Reviewers appreciate the software's ability to handle complex configuration bundles, its integration with other tools and CRM systems, and the speed and efficiency of building quotes.
    • Reviewers mentioned that QuoteWerks lacks effective port tracking and customer engagement visibility, has a need for better centralized storage, and the initial setup can be time-consuming.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • QuoteWerks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    15
    Efficiency
    10
    Templates
    9
    Efficiency Improvement
    8
    Integrations
    8
    Cons
    Poor Interface Design
    4
    Complex Setup
    3
    Dated Interface
    2
    Expensive
    2
    Billing Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • QuoteWerks features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Configuration
    Average: 9.0
    9.3
    Creation
    Average: 8.9
    9.7
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aspire Technologies
    Company Website
    Year Founded
    1993
    HQ Location
    Orlando, FL
    Twitter
    @QuoteWerks
    1,137 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted

Users
  • President
  • Owner
Industries
  • Information Technology and Services
  • Computer Networking
Market Segment
  • 74% Small-Business
  • 19% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • QuoteWerks is a software used for generating quotes and proposals, managing product and service cataloging, and streamlining the workflow from quote to cash.
  • Reviewers appreciate the software's ability to handle complex configuration bundles, its integration with other tools and CRM systems, and the speed and efficiency of building quotes.
  • Reviewers mentioned that QuoteWerks lacks effective port tracking and customer engagement visibility, has a need for better centralized storage, and the initial setup can be time-consuming.
QuoteWerks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
15
Efficiency
10
Templates
9
Efficiency Improvement
8
Integrations
8
Cons
Poor Interface Design
4
Complex Setup
3
Dated Interface
2
Expensive
2
Billing Issues
1
View All Pros and Cons
QuoteWerks features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
9.7
Configuration
Average: 9.0
9.3
Creation
Average: 8.9
9.7
Quoting
Average: 9.1
Seller Details
Seller
Aspire Technologies
Company Website
Year Founded
1993
HQ Location
Orlando, FL
Twitter
@QuoteWerks
1,137 Twitter followers
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®
Zoho CRM
(2,885)4.1 out of 5
11th Easiest To Use in Quote-to-Cash software
View top Consulting Services for Zoho CRM
DealsSpecial offer!
50% Off: $7/user/month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

    Users
    • Owner
    • CEO
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 62% Small-Business
    • 32% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Zoho CRM is a customer relationship management tool that combines sales automation, analytics, and multichannel engagement to manage sales, support, and customer data under one platform.
    • Users like Zoho CRM's affordability, its seamless integration with other SaaS applications, its automation features, and its ease of use, particularly its simple and intuitive user interface.
    • Users reported issues with the cluttered interface, the steep learning curve for new users, occasional maintenance delays, and inconsistencies in customer support responsiveness.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Zoho CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    271
    Features
    172
    Integrations
    140
    Lead Management
    116
    Easy Integrations
    115
    Cons
    Learning Curve
    112
    Limited Features
    71
    Integration Issues
    70
    Complexity
    68
    Poor Customer Support
    67
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Zoho CRM features and usability ratings that predict user satisfaction
    8.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Configuration
    Average: 9.0
    8.5
    Creation
    Average: 8.9
    8.5
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zoho
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    137,068 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29,794 employees on LinkedIn®
    Phone
    +1 (888) 900-9646
Product Description
How are these determined?Information
This description is provided by the seller.

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

Users
  • Owner
  • CEO
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 62% Small-Business
  • 32% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Zoho CRM is a customer relationship management tool that combines sales automation, analytics, and multichannel engagement to manage sales, support, and customer data under one platform.
  • Users like Zoho CRM's affordability, its seamless integration with other SaaS applications, its automation features, and its ease of use, particularly its simple and intuitive user interface.
  • Users reported issues with the cluttered interface, the steep learning curve for new users, occasional maintenance delays, and inconsistencies in customer support responsiveness.
Zoho CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
271
Features
172
Integrations
140
Lead Management
116
Easy Integrations
115
Cons
Learning Curve
112
Limited Features
71
Integration Issues
70
Complexity
68
Poor Customer Support
67
View All Pros and Cons
Zoho CRM features and usability ratings that predict user satisfaction
8.0
Has the product been a good partner in doing business?
Average: 9.2
8.5
Configuration
Average: 9.0
8.5
Creation
Average: 8.9
8.5
Quoting
Average: 9.1
Seller Details
Seller
Zoho
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
137,068 Twitter followers
LinkedIn® Page
www.linkedin.com
29,794 employees on LinkedIn®
Phone
+1 (888) 900-9646
IBM Sterling Configure, Price, Quote
(89)4.0 out of 5
13th Easiest To Use in Quote-to-Cash software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Sterling CPQ transforms the buying and selling of complex products and services across all of your buyers' preferred channels to make it easier for your customer to buy from you. Our CPQ software

    Users
    No information available
    Industries
    • Retail
    Market Segment
    • 36% Small-Business
    • 35% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Sterling Configure, Price, Quote features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Configuration
    Average: 9.0
    8.9
    Creation
    Average: 8.9
    8.7
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    IBM
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    708,798 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    339,241 employees on LinkedIn®
    Ownership
    SWX:IBM
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Sterling CPQ transforms the buying and selling of complex products and services across all of your buyers' preferred channels to make it easier for your customer to buy from you. Our CPQ software

Users
No information available
Industries
  • Retail
Market Segment
  • 36% Small-Business
  • 35% Mid-Market
IBM Sterling Configure, Price, Quote features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.2
8.3
Configuration
Average: 9.0
8.9
Creation
Average: 8.9
8.7
Quoting
Average: 9.1
Seller Details
Seller
IBM
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
708,798 Twitter followers
LinkedIn® Page
www.linkedin.com
339,241 employees on LinkedIn®
Ownership
SWX:IBM
salesbricks
(22)4.8 out of 5
2nd Easiest To Use in Quote-to-Cash software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Close deals faster with Salesbricks, the modern way to sell software and AI. Configure pricing instantly, generate quotes in seconds, and unify quoting, signing, and billing in one platform. From prop

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 77% Small-Business
    • 14% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • salesbricks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    8
    Efficiency Improvement
    6
    Time-saving
    5
    Sales Management
    4
    Customer Support
    3
    Cons
    Missing Features
    2
    Difficult Learning Process
    1
    Learning Curve
    1
    Poor Interface Design
    1
    Sales Limitations
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • salesbricks features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    9.8
    Configuration
    Average: 9.0
    10.0
    Creation
    Average: 8.9
    9.6
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    salesbricks
    Year Founded
    2021
    HQ Location
    San Mateo, US
    Twitter
    @getsalesbricks
    295 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    31 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Close deals faster with Salesbricks, the modern way to sell software and AI. Configure pricing instantly, generate quotes in seconds, and unify quoting, signing, and billing in one platform. From prop

Users
No information available
Industries
  • Computer Software
Market Segment
  • 77% Small-Business
  • 14% Mid-Market
salesbricks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
8
Efficiency Improvement
6
Time-saving
5
Sales Management
4
Customer Support
3
Cons
Missing Features
2
Difficult Learning Process
1
Learning Curve
1
Poor Interface Design
1
Sales Limitations
1
View All Pros and Cons
salesbricks features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
9.8
Configuration
Average: 9.0
10.0
Creation
Average: 8.9
9.6
Quoting
Average: 9.1
Seller Details
Seller
salesbricks
Year Founded
2021
HQ Location
San Mateo, US
Twitter
@getsalesbricks
295 Twitter followers
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
Experlogix CPQ
(99)4.6 out of 5
Optimized for quick response
9th Easiest To Use in Quote-to-Cash software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Experlogix CPQ is a cloud-based Configure, Price, Quote (CPQ) solution designed to streamline the quoting and ordering process for businesses using Microsoft Dynamics 365 and Salesforce. Our innovativ

    Users
    No information available
    Industries
    • Consumer Services
    • Information Technology and Services
    Market Segment
    • 67% Mid-Market
    • 34% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Experlogix CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    11
    Customization
    9
    Quoting Process
    8
    Time-saving
    7
    Customizability
    6
    Cons
    Learning Curve
    6
    Limitations
    5
    Learning Difficulty
    4
    Limited Customization
    4
    Poor Interface Design
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Experlogix CPQ features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Configuration
    Average: 9.0
    9.4
    Creation
    Average: 8.9
    9.6
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Experlogix
    Company Website
    Year Founded
    2002
    HQ Location
    South Jordan, UT
    Twitter
    @experlogix
    492 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    223 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Experlogix CPQ is a cloud-based Configure, Price, Quote (CPQ) solution designed to streamline the quoting and ordering process for businesses using Microsoft Dynamics 365 and Salesforce. Our innovativ

Users
No information available
Industries
  • Consumer Services
  • Information Technology and Services
Market Segment
  • 67% Mid-Market
  • 34% Small-Business
Experlogix CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
11
Customization
9
Quoting Process
8
Time-saving
7
Customizability
6
Cons
Learning Curve
6
Limitations
5
Learning Difficulty
4
Limited Customization
4
Poor Interface Design
4
View All Pros and Cons
Experlogix CPQ features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
9.4
Configuration
Average: 9.0
9.4
Creation
Average: 8.9
9.6
Quoting
Average: 9.1
Seller Details
Seller
Experlogix
Company Website
Year Founded
2002
HQ Location
South Jordan, UT
Twitter
@experlogix
492 Twitter followers
LinkedIn® Page
www.linkedin.com
223 employees on LinkedIn®
Expedite Commerce
(33)4.8 out of 5
1st Easiest To Use in Quote-to-Cash software
Entry Level Price:$90.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Expedite Commerce is leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based platform. Our AI-first solutions redefine the lead-to-cash process, enabling bus

    Users
    No information available
    Industries
    • Telecommunications
    • Information Technology and Services
    Market Segment
    • 61% Mid-Market
    • 21% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Expedite Commerce Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customizability
    1
    Customization Options
    1
    Cons
    Slow Performance
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Expedite Commerce features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Configuration
    Average: 9.0
    10.0
    Creation
    Average: 8.9
    9.8
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Expedite Commerce
    Year Founded
    2008
    HQ Location
    Plano, TX
    Twitter
    @exp_commerce
    14 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    59 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Expedite Commerce is leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based platform. Our AI-first solutions redefine the lead-to-cash process, enabling bus

Users
No information available
Industries
  • Telecommunications
  • Information Technology and Services
Market Segment
  • 61% Mid-Market
  • 21% Enterprise
Expedite Commerce Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customizability
1
Customization Options
1
Cons
Slow Performance
1
View All Pros and Cons
Expedite Commerce features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.7
Configuration
Average: 9.0
10.0
Creation
Average: 8.9
9.8
Quoting
Average: 9.1
Seller Details
Seller
Expedite Commerce
Year Founded
2008
HQ Location
Plano, TX
Twitter
@exp_commerce
14 Twitter followers
LinkedIn® Page
www.linkedin.com
59 employees on LinkedIn®
BlueSnap Accounts Receivable Automation
(37)4.6 out of 5
7th Easiest To Use in Quote-to-Cash software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-depar

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 59% Small-Business
    • 19% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • BlueSnap Accounts Receivable Automation Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Automation
    6
    Efficiency
    6
    Payment Processing
    6
    Time-saving
    6
    Ease of Use
    5
    Cons
    Complexity
    4
    Complicated Reporting
    3
    Limited Customization
    3
    Poor Reporting
    3
    Complex Features
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • BlueSnap Accounts Receivable Automation features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Configuration
    Average: 9.0
    9.2
    Creation
    Average: 8.9
    8.9
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    BlueSnap
    Year Founded
    2001
    HQ Location
    Boston, MA
    Twitter
    @BlueSnapInc
    2,168 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    167 employees on LinkedIn®
    Phone
    1 (781) 790-5013
Product Description
How are these determined?Information
This description is provided by the seller.

The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-depar

Users
No information available
Industries
No information available
Market Segment
  • 59% Small-Business
  • 19% Mid-Market
BlueSnap Accounts Receivable Automation Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Automation
6
Efficiency
6
Payment Processing
6
Time-saving
6
Ease of Use
5
Cons
Complexity
4
Complicated Reporting
3
Limited Customization
3
Poor Reporting
3
Complex Features
2
View All Pros and Cons
BlueSnap Accounts Receivable Automation features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
9.4
Configuration
Average: 9.0
9.2
Creation
Average: 8.9
8.9
Quoting
Average: 9.1
Seller Details
Seller
BlueSnap
Year Founded
2001
HQ Location
Boston, MA
Twitter
@BlueSnapInc
2,168 Twitter followers
LinkedIn® Page
www.linkedin.com
167 employees on LinkedIn®
Phone
1 (781) 790-5013
ViiBE
(17)4.7 out of 5
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ViiBE is Viirtue's quote to cash solution for our white label resellers. Our streamlined, full customer lifecycle software automates your quote to cash process ultimately scaling your business by eli

    Users
    No information available
    Industries
    • Education Management
    • Telecommunications
    Market Segment
    • 53% Small-Business
    • 24% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ViiBE features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Configuration
    Average: 9.0
    9.2
    Creation
    Average: 8.9
    9.3
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Viirtue
    Year Founded
    2017
    HQ Location
    St Petersburg, Florida
    Twitter
    @Viirtue1
    129 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    53 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ViiBE is Viirtue's quote to cash solution for our white label resellers. Our streamlined, full customer lifecycle software automates your quote to cash process ultimately scaling your business by eli

Users
No information available
Industries
  • Education Management
  • Telecommunications
Market Segment
  • 53% Small-Business
  • 24% Enterprise
ViiBE features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
9.5
Configuration
Average: 9.0
9.2
Creation
Average: 8.9
9.3
Quoting
Average: 9.1
Seller Details
Seller
Viirtue
Year Founded
2017
HQ Location
St Petersburg, Florida
Twitter
@Viirtue1
129 Twitter followers
LinkedIn® Page
www.linkedin.com
53 employees on LinkedIn®
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69 Listings in Quote-to-Cash Available
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Quote-to-Cash Topics

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Learn More About Quote-to-Cash Software

What is Quote-to-Cash Software?

For a modern company with a sales component, the selling process can be complex and drawn out. This process usually involves contact with numerous sales representatives and other employees, all utilizing different software platforms for specific tasks throughout the sales cycle. The more representatives, processes, and systems involved, the greater the likelihood that there will be confusion, stress, or preventable account complications. Quote-to-cash software is designed to consolidate this workflow, and streamline the process of quoting, ordering, and reordering products or services for consumers.

The complete revenue lifecycle has various names depending on the organization. These names include: order-to-cash, lead-to-order, inquiry-to-order, and quote-to-order. All these terms essentially mean the same thing. As a sales team works through the process from introductory calls to paid subscriptions, it is increasingly valuable to implement process automation and team collaboration. The solutions in this category offer tools for overseeing and completing the contract lifecycle while centralizing tasks related to the process. Additionally, these solutions typically integrate with customer relationship management or CRM software along with other internal systems to enable quick reference for employees while updating customer and order fulfillment data in real time.

As the customer relationship develops and moves from initial communication to closed deals, quote-to-cash platforms benefit finance teams (e.g. accounts receivable), customer service teams, and sales departments. Quote-to-cash platforms improve the efficiency and communication of the selling process by streamlining practices such as inventory management, pricing standardization, and cash flow reporting. This software improves proposals and allows for more accurate contract lifecycle management. By unifying and synchronizing the quote-to-cash process, sales departments run smoother and close deals faster, while ensuring maximum customer satisfaction at every stage.

Key Benefits of Quote-to-Cash Software

  • Consolidation of tasks related to the sales lifecycle
  • Automation of laborious sales processes
  • Eliminating bottlenecks related to sales, invoicing, order fulfillment, and reordering
  • Improving visibility and accuracy of customer proposals and contracts

What are the Common Features of Quote-to-Cash Software?

The platforms featured in this category offer diverse tools for streamlining and automating the quote-to-cash process. The following are some common features found in this emerging space.

Guided selling — By integrating with external systems and indexing past contracts and quotes, certain quote-to-cash products offer in-the-moment assistance with selling, especially as it relates to pricing, discounting, and assembling accurate final quotes. This involves configuration rule sets for complex pricing and intelligent repositories of up-to-date product and pricing information. As quotes and contracts are assembled, certain solutions help verify the accuracy of the information entered, along with feedback such as upsell recommendations.

In some cases, products include centralized quote storage. Using these databases, sales team members can easily reference past quotes using a number of filters, and use the information gathered to help influence future proposals. They might also include or integrate with product catalogs, sales playbooks, contract management software, or other resources that can be leveraged in the proposal and contract-completion processes.

Workflows and approvals — For many sales contracts, particularly those involving important customers or substantial quotes, a finalized proposal may require review from sales management or product engineers to ensure the correct amounts are quoted. Depending on the structure of an organization, this can be a complicated process that leads to bottlenecks and miscommunication, which can impede the deal and endanger the customer relationship. Certain quote-to-cash platforms include approval workflow features that notify relevant parties when a quote requires review and approval. These features help prevent rogue discounting or other forms of misquoting, ensuring a positive customer experience and optimal revenue collection.

Pipeline monitoring — At any given moment, there are a number of in-process sales happening in an organization. Quote-to-cash solutions offer a transparent view of the sales pipeline, allowing salespeople, sales managers, financial teams, and others in an organization to track customer interactions. This visibility not only benefits sales team members with scheduling their tasks or customer follow-ups, but helps leadership keep tabs on these relationships and make strategic decisions based on the size, scope, and details related to the pipeline at any given moment.

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