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.
To qualify for inclusion in the Quote-to-Cash category, a product must:
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Salesforce CPQ (Configure, Price, Quote) is an easy-to-use, next generation app that is part of the Sales Cloud solution offering. Salesforce CPQ is native, so users can create accurate and professional sales quotes quickly and error-free on any device—without leaving Salesforce Sales Cloud. Salesforce CPQ is part of the innovative quote-to-cash apps from Salesforce that enable companies to easily and accurately manage the entire deal close process—from generating quotes and configuring orders to collecting cash. Our products, Salesforce CPQ and Billing, enable our customers to go live and capture full ROI in weeks rather than months, and growing revenue faster than ever before. Customers love us —just read our G2 Crowd reviews.
IBM CPQ Configure, Price, Quote enables your sales team and channel partners to accurately configure, price, quote, and order complex products and services. IBM CPQ Configure, Price, Quote automates your most challenging selling processes with the configuration, pricing and quoting of complex products, services, and bundles. Our product can guide your sales, call center representatives, and partners in selecting and validating the right products.
CloudSense, the category-defining intelligent commerce platform, is built on Salesforce and designed for industries. CloudSense supercharges the world’s leading CRM to redefine the possibilities of commerce for your industry. Uniquely architected for enterprise-grade requirements, the CloudSense platform is trusted across multiple industries to deliver intelligent commerce on every channel. CloudSense empowers your organization to deliver exceptional commerce experiences with 100% Salesforce-native Configure Price Quote (CPQ), Product Catalog, Order Management, Pricing Management, Contract Management and eCommerce.
Expedite Commerce is a simple-to-use eCommerce platform that handles sophisticated processes including CPQ, Order Management, and Revenue Management. It provides Intuitive rules-based proposals, selling, provisioning and fulfillment for B2B companies with complex products & services.
Experlogix is a premier provider of Configure, Price, Quote (CPQ) technology, specializing in fully integrated quote and order automation solutions for Microsoft Dynamics, Salesforce and NetSuite. Experlogix delivers the scalability and flexibility needed to handle virtually any CPQ requirement at a low total cost of ownership. Hundreds of companies worldwide in a variety of industries rely on Experlogix, including Allegion, Analogic, Assa Abloy Hospitality, FEI Company, Hitachi Construction Machinery Australia, Husky Injection Molding Systems, Malibu Boats, Mitsubishi Caterpillar Forklift, Nikon Instruments UK, Okuma America Corporation, Otis Elevator, Smarter Bathrooms, Takeuchi, TelePacific Communications and Teradata. For more information, visit www.experlogix.com.
BlueprintCPQ is a powerful and scalable solution that enhances the whole ‘Lead to Order’ process. Our cloud based application enables organisations of every size to quickly and easily adopt modern practices. * Quicken and ease quote generation and order transactions * Identify areas that will deliver savings and or gains for the business * Maximize use from your existing software * Introduce modern, better ways of working and set on course for growth. * Reduce the burden and/or workload on your IT department Breaking new ground in the Lead-to-Order process, we help users with personalized, automated content at key buying stages through easy to use, engaging and intelligent web-based forms. * Get results FAST - easily reduce complexity and cost. * Work smarter - encourage people to want to buy from you * Make buying easy - engage people in your 'Lead to Order' process * Scale and grow your business with ease. * Maximize your revenue * Stand out from the crowd and offer a point of difference
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-department communications functionality to automate tasks in finance, sales, support, HR and operations. 1. Finance & Billing Automation (AR, AP, Invoices, Subscriptions, Payments): Fully automated AR Collections drastically reduces time to payment (DSO). Our advanced rules engine delivers the right message at the right time automatically, ensuring the highest likelihood of payment, while enabling prompt, efficient customer communication. Never have another vendor payment not accounted for, assign vendor bills for review and approvals. Leverage our workflow automation and approval engine to route all your bills for optimized payments. Enable subscription/recurring billing, progress billing, invoice creation, automatic payments, payment plans, late fees, coupons, online billing and interactive customer portals, all integrated and synced with your current accounting and CRM systems. Payment tokenization and automated failed payment recovery ensures no payment is missed and all data is secure. 2. Sales & Success Automation (QTC, CPQ, NPS, eSign): Automate quotes for prospects, control your pricing and close deals faster with our QTC and CPQ features. Everything from creating a quote to collecting cash from customers. Empower your sales and success team to handle the QTC process and remove departmental bottlenecks. No more second-guessing, let your sales team handle all aspects of new contract creation within a clearly defined framework - from quote to eSignature and payment. Share all historical communication data, files, documents, invoices and contracts across your whole team from the customer manager. Use Armatic's build in contact center to communicate with your customers. Leverage the Armatic Net Promoter Score engine to join companies that have grown 2x faster vs the competition. Empower your teams to make better decisions backed by customer feedback. 3. Human Capital Automation (eNPS, Employee Advocacy, Contracts, eRecords): Measure and improve your employee satisfaction with the Armatic employee NPS. Create communication feedback loops with your employees to drive loyalty and employee engagement. Amplify your companies social reach with Employee Advocacy. Leverage the social networks of your employees, by providing them an easy way to share approved company information. Your companies social posts reach a magnitude of prospects and potential new hires. Provide your HR team and managers across your organization a solution to eSign, store and manage securely all employee contracts. Share all historical communication data, files, documents, employee contracts and NDAs across your whole team. The Armatic employee contact manager provides your team instant and easy access to all employee relevant information, including communication data, contracts, and HR related notes.
Integration | Price | Support | Features With over 85,000 Users in 101 countries, QuoteWerks is the Market Leading sales quoting and proposal solution. What really sets QuoteWerks apart is it's turn key implementation, affordable pricing, legendary phone support, and most importantly the 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, Staples, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes. The Details: QuoteWerks is specialized (CPQ) software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals. QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database. You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Sage 50 - US Edition / Peachtree. QuoteWerks has the ability to group items items using Bundles or Kits. The QuoteWerks Configurator simplifies building a quote by presenting the sales rep with a list of products to choose from step-by-step. The list of products displayed at each step will be based on the previous selection. The lists of products and number of steps are specified when the configuration is setup. One of the main advantages of using the configurator is that once it has been setup, the sales rep can very easily pick products from the lists presented to them, ensuring that the sales rep will not forget to add products they should. Thus, reducing training costs and mistakes. Our IT Industry Solution provides an integration with Tech Data, Ingram Micro, SYNNEX, D&H and more. You can get real-time pricing and warehouse availability from your vendors and using our QuoteWerks Product Content Subscription (powered by Etilize), customer friendly product descriptions, product images, and marketing descriptions. With QuoteWerks you can also submit orders electronically to your vendors and receive order status with shipping tracking numbers, serial numbers and more. With our QuoteValet® Add-on, you know when your customer views your quote and your customer sign electronically - no more signing and faxing, and can collect credit card payment including deposits. It integrates with your Accounting software like QuickBooks, Sage 50 US Edition / Peachtree, or others through 3rd party Accounting add-ons so when those quotes become orders you don't have to re-enter your orders, and those orders can be submitted electronically to your vendors! All of this eliminates costly mistakes. QuoteWerks has been empowering businesses for over 25 years - increasing their productivity and closing more sales by simplifying and speeding up their price quoting/proposal processes in the office and on the road.
Whether you’re creating complex products or bundling existing products and services, your sales team, partners, and distributors must have the right tools to provide the ideal buying experience to customers—one that’s fast, accurate, visual, and collaborative. With Infor® Configure Price Quote (CPQ), you can sell complex products more quickly from opportunity to cash, eliminating costly errors and speeding up the sales cycle. Because the solution makes CPQ capabilities central to your sales process, you can give your sales reps an enormous competitive advantage and a quicker path from engagement to conversion in your customer’s journey. In today's market, both customers and distributors expect highly customized products to be delivered quickly, accurately, and cost-effectively. This robust solution is tailor-made for the business of tailor-made products, and can give your extended team members the power of visual, accurate, and fast ordering—at their fingertips.
Quote-to-Cash connects a customers intent to buy and a companys realization of revenue, and encompasses the entirety of your sales, contract, and customer relationship lifecycles. Because Quote-to-Cash is at the heart of your business, it is the most critical process for your business to master. Quote-to-Cash is the process of driving revenue for your organization. It starts with your buyers intention to buy, and ends with cash in the bank for your organization.
Vendavo® CPQ Cloud is a SaaS solution that provides robust integrated guided selling, product and pricing configuration, quotation, proposal and contract support for your business. Whether you are a sales professional looking for real-time information to improve your cycle time, or responsible for profit across a product line or P&L, Vendavo® CPQ Cloud provides capability to easily respond to customer requests – no matter where they are coming from: online or offline, from self-serve or full-service buying channels. And, you’ll know that current pricing, T&Cs, and other supporting documents are being provided at the click of a button. With Vendavo® CPQ Cloud, your sales people achieve improved performance in the quoting cycle, which means more quotes – that are more accurate, and less time spent on administrative burdens. That’s why companies that use CPQ best achieve 5x more growth in revenue than those that don’t. (Aberdeen CPQ Study, Jul 2016: “Powering a Profitable Sales Organization”)