Best Quote-to-Cash Software

How Many Quote-to-Cash Software Products Does G2 Track?

Total Products under this Category: 111

Category Stats (Sep 2026)

  • Average Rating: 4.44/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: ServiceNow CPQ (+1.1%) - Among all products in this category, ServiceNow CPQ recorded the largest rating increase compared to last month

Last updated: September 15, 2026

How Does G2 Rank Quote-to-Cash Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 8,900+ Authentic Reviews
  • 111+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Quote-to-Cash Software

G2 Grid® for Quote-to-Cash Software plotting products by satisfaction and market presence

Highlighted products: Agentforce Revenue Management (formerly Salesforce Revenue Cloud), HubSpot Revenue Hub, ServiceNow CPQ, Conga CPQ, DealHub AI, Sequence, Hyperline, and ViiBE.

Underlying data: [Grid® JSON](https://www.g2.com/categories/quote-to-cash/grids.json?focus%5B%5D=agentforce-revenue-management-formerly-salesforce-revenue-cloud&focus%5B%5D=hubspot-revenue-hub&focus%5B%5D=servicenow-cpq&focus%5B%5D=conga-cpq&focus%5B%5D=dealhub-ai&focus%5B%5D=sequence-hq-sequence&focus%5B%5D=hyperline&focus%5B%5D=viibe)

Agentforce Revenue Management (formerly Salesforce Revenue Cloud)

Agentforce Revenue Management, formerly Salesforce Revenue Cloud, is Salesforce’s revenue lifecycle management solution for managing pricing, quoting, contracts, billing, and revenue operations on the Salesforce platform. It helps companies automate quote-to-cash workflows, support complex pricing and hybrid revenue models, and keep sales and finance teams aligned from quote through invoice. Agentforce Revenue Management is built for businesses that need more than basic quote or proposal creation. Teams use it to configure products, apply pricing and discount rules, manage approvals, generate accurate quotes, connect contract terms, and support downstream billing and invoicing. It is designed for small business to enterprise companies with complex product catalogs, subscriptions, usage-based pricing, renewals, partner selling, self-service buying, and governed revenue processes. Because it is built on Salesforce, Agentforce Revenue Management connects revenue workflows with customer data, sales processes, reporting, approvals, and automation across the Salesforce platform. Its headless capabilities also allow companies to expose revenue workflows through APIs, agents, and digital channels — so pricing, quoting, approvals, and billing processes can run wherever customers, sellers, and partners work. Agentforce Revenue Management differs from lightweight quoting or proposal tools because it manages the revenue workflow behind the quote. It is designed to govern the full quote-to-cash process, including product configuration, pricing, approvals, contracts, billing alignment, renewals, and revenue operations. The solution is best suited for growing businesses, mid-market companies, and enterprises that sell through multiple sales channels and use more than one pricing model, often called hybrid pricing. Smaller teams with simple pricing or one-off proposals may prefer lightweight quoting or proposal software. Companies with complex pricing, subscriptions, usage-based models, approvals, renewals, multi-channel selling, or billing handoffs are better suited for a revenue lifecycle management platform like Agentforce Revenue Management. FAQ: What is Agentforce Revenue Management? Agentforce Revenue Management, formerly Salesforce Revenue Cloud, is Salesforce’s solution for managing the revenue lifecycle, including pricing, quoting, contracts, billing, and quote-to-cash workflows. Is Agentforce Revenue Management the same as Salesforce CPQ? Agentforce Revenue Management includes CPQ capabilities but goes beyond CPQ. Salesforce CPQ focuses on configuring products, pricing deals, and generating quotes. Agentforce Revenue Management supports a broader revenue lifecycle, including quoting, contracts, orders, billing, invoicing, and revenue operations. Who uses Agentforce Revenue Management? Sales, revenue operations, finance, IT, and operations teams use Agentforce Revenue Management to manage complex pricing, quote approvals, contract terms, billing handoffs, renewals, and revenue workflows. What problems does Agentforce Revenue Management solve? It helps companies reduce manual quote-to-cash work, improve quote accuracy, enforce pricing and approval rules, connect sales and finance processes, and manage complex revenue models such as subscriptions, renewals, usage-based pricing, and multi-channel selling. How is Agentforce Revenue Management different from Proposify, Quoter, or PandaDoc? Proposify, Quoter, and PandaDoc are lighter-weight tools for creating, sending, tracking, or signing quotes and proposals. Agentforce Revenue Management is built for governed revenue execution, including pricing rules, product configuration, approvals, contracts, billing alignment, and quote-to-cash operations.

Average Rating: 4.2/5.0

Total Reviews: 1,565

How Do G2 Users Rate Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.1/10)
  • Configuration: 8.4/10 (Category avg: 9.0/10)
  • Creation: 8.5/10 (Category avg: 8.8/10)
  • Quoting: 8.6/10 (Category avg: 9.2/10)

Who Is the Company Behind Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?

  • Seller: Salesforce
  • Company Website:
  • Year Founded: 1999
  • HQ Location: San Francisco, CA
  • Twitter: @salesforce
    579,511 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89,711 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Salesforce Developer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 44% Medium, 34% Large

What Do G2 Reviewers Say About Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Agentforce Revenue Management, streamlining processes and enhancing collaboration effortlessly.
  • Users value the streamlined quote-to-cash process of Agentforce Revenue Management, enhancing collaboration and efficiency across teams.
  • Users value the efficiency of Salesforce Revenue Cloud, which streamlines revenue processes and enhances collaboration across teams.
  • Users value the automation capabilities of Agentforce Revenue Management, simplifying and enhancing their revenue lifecycle processes.
  • Users value the rich features and customization in Agentforce Revenue Management, simplifying product and pricing management.
Cons
  • Users find the learning difficulty significant, often struggling with the platform's extensive features and customization options.
  • Users find the complexity of Agentforce Revenue Management frustrating, making straightforward tasks cumbersome and slowing down processes.
  • Users find the complex setup of Agentforce Revenue Management burdensome, hindering agility and requiring specialized knowledge for changes.
  • Users find the learning curve steep due to niche skills required and complex features for new admins.
  • Users find the steep learning curve of Agentforce Revenue Management challenging, requiring significant time and effort to master.

What Are Recent G2 Reviews of Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?

HubSpot Revenue Hub

Revenue Hub is your team's command center for quotes, billing, and payments. Because revenue context finally lives where your customer data does, your HubSpot AI can work from first prompt to final payment: Breeze Assistant helps reps build quotes from simple chat prompts and surface upsells and renewals automatically, Customer Agent handles billing questions, and Revenue Agent follows up on overdue invoices, so your team can focus on compounding revenue instead of chasing it. The product addresses the challenges of fragmented CPQ workflows by providing AI-powered automation, integrated billing and payments, and a connected buyer–seller experience. It is intended for sales representatives, revenue operations managers, sales leaders, and finance stakeholders who need greater visibility, efficiency, and control over the revenue lifecycle Key features and capabilities include: • One connected quote-to-cash system - Revenue Hub brings CPQ, contracts, billing, and payments into a single workflow instead of a patchwork of point solutions. • Revenue context becomes a competitive advantage - Teams can see what a customer bought, how much they paid, who paid, and what is changing — all inside HubSpot. • Faster revenue, fewer handoffs - Revenue Hub is designed to help businesses quote faster, close faster, automate billing, and reduce the manual re-entry and disconnected workflows that slow revenue down. • More control after the deal closes - Contracts create a central source of revenue information so customers can manage amendments, renewals, and post-close changes without losing the thread. • Bigger platform value, not just bigger feature value - This is the shift from a quoting add-on or payments tool to a true revenue engine that connects selling to finance and powers the broader customer platform.

Average Rating: 4.6/5.0

Total Reviews: 112

How Do G2 Users Rate HubSpot Revenue Hub?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.1/10)
  • Configuration: 9.5/10 (Category avg: 9.0/10)
  • Creation: 9.1/10 (Category avg: 8.8/10)
  • Quoting: 9.6/10 (Category avg: 9.2/10)

Who Is the Company Behind HubSpot Revenue Hub?

  • Seller: HubSpot
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Cambridge, Massachusetts, United States
  • Twitter: @HubSpot
    784,270 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17,628 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 43% Small, 41% Medium

What Do G2 Reviewers Say About HubSpot Revenue Hub?

AI-generated summary from verified user reviews

Pros
  • Users find Revenue Hub incredibly easy to use, effectively streamlining quoting, payments, and deal management seamlessly.
  • Users value the easy integration capabilities of Revenue Hub, streamlining quoting, payments, and deal management effectively.
  • Users value the efficiency of Revenue Hub, significantly easing payment collection and enhancing record-keeping with streamlined processes.
  • Users praise the easy integrations of Revenue Hub, facilitating seamless setup and enhancing overall business efficiency.
  • Users commend the efficient payment processing and quick implementation capabilities of HubSpot Commerce Hub, enhancing daily operations.
Cons
  • Users find the missing features in Revenue Hub, such as e-signatures and reporting, limiting their overall effectiveness.
  • Users note the limited features of Revenue Hub, wishing for more customization and flexibility in workflows.
  • Users express a need for more customization options in Revenue Hub's quote creation process to enhance flexibility.
  • Users face difficult customization issues with Revenue Hub, hindering advanced billing workflows and e-commerce use cases.
  • Users seek greater customization in quote creation to enhance flexibility for complex pricing and billing workflows.

What Are Recent G2 Reviews of HubSpot Revenue Hub?

ServiceNow CPQ

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 with first-to-market AI innovation, ServiceNow CPQ is an API-first, fully composable solution that combines dynamic product discovery, a proprietary configuration and solving engine, centralized transaction management, customized pricing logic, and flexible customer agreements.

Average Rating: 4.2/5.0

Total Reviews: 78

How Do G2 Users Rate ServiceNow CPQ?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.1/10)
  • Configuration: 9.1/10 (Category avg: 9.0/10)
  • Creation: 10.0/10 (Category avg: 8.8/10)
  • Quoting: 9.8/10 (Category avg: 9.2/10)

Who Is the Company Behind ServiceNow CPQ?

  • Seller: ServiceNow
  • Company Website:
  • Year Founded: 2004
  • HQ Location: Santa Clara, CA
  • Twitter: @servicenow
    55,548 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    35,078 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Manufacturing
  • Company Size: 35% Large, 31% Medium

What Do G2 Reviewers Say About ServiceNow CPQ?

AI-generated summary from verified user reviews

Pros
  • Users find Logik.ai to be easy to use, with a clean interface that simplifies integration into workflows.
  • Users value the guided selling feature that drastically reduces quote corrections and enhances efficiency in the sales process.
  • Users commend the real-time customization capabilities of ServiceNow CPQ, allowing for intuitive and efficient configuration management.
  • Users highlight the easy integrations of ServiceNow CPQ, streamlining workflows and enhancing overall efficiency.
  • Users appreciate the easy setup of ServiceNow CPQ, allowing seamless integration and quick onboarding for teams.
Cons
  • Users find a steep learning curve in ServiceNow CPQ, especially for those unfamiliar with advanced features and integrations.
  • Users face a complex setup with ServiceNow CPQ, needing significant effort to integrate and configure effectively.
  • Users face integration issues with ServiceNow CPQ, leading to challenges and complications during setup and usage.
  • Users find a lack of guidance in leveraging ServiceNow CPQ effectively, requiring adept planning and execution for success.
  • Users note the required expertise for advanced features can create a steep learning curve for effective use.

What Are Recent G2 Reviews of ServiceNow CPQ?

Conga CPQ

Conga CPQ integrates pricing, quoting, contracting, billing, and renewals into a single, connected revenue flow, enabling organizations to gain full visibility into both risk and opportunity across the business. This unified approach eliminates data silos and manual analysis, giving finance, sales, legal, and operations teams access to consistent, reliable information. With every step managed clearly and cohesively, sales teams can respond faster with accurate quotes and optimized pricing, improving close rates and customer satisfaction. Conga CPQ is the only solution that seamlessly connects every step of revenue capture, from pricing and quoting to contract renewal to billing, through a single, fully extensible data model tailored to meet specific business needs. This cohesive framework ensures consistency, streamlines workflows, and enhances efficiency, enabling a seamless Quote-to-Cash experience.

Average Rating: 4.2/5.0

Total Reviews: 228

How Do G2 Users Rate Conga CPQ?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.1/10)
  • Configuration: 9.2/10 (Category avg: 9.0/10)
  • Creation: 9.0/10 (Category avg: 8.8/10)
  • Quoting: 9.3/10 (Category avg: 9.2/10)

Who Is the Company Behind Conga CPQ?

  • Seller: Conga
  • Company Website:
  • Year Founded: 2006
  • HQ Location: 3200 Kirby Dr., Suite 500, Houston, TX 77098
  • LinkedIn® Page: www.linkedin.com
    2,159 employees on LinkedIn®
  • Phone: (303) 465-1616

Who Uses This Product?

  • Who Uses This: Consultant, Software Engineer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 61% Large, 31% Medium

What Do G2 Reviewers Say About Conga CPQ?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use in Conga CPQ, enjoying streamlined processes and a user-friendly interface.
  • Users value the seamless integrations of Conga CPQ, which enhance efficiency and streamline the quoting process.
  • Users appreciate the intuitive product configuration in Conga CPQ, enhancing efficiency and simplifying complex sales operations.
  • Users appreciate the easy integrations of Conga CPQ, enabling seamless workflows with various tools and Salesforce.
  • Users value Conga CPQ's efficient configuration and pricing capabilities, enabling effective product structuring and error reduction.
Cons
  • Users find the complexity of Conga CPQ challenging, especially during initial setup and learning phases.
  • Users find the complex setup of Conga CPQ challenging, particularly for new users with intricate requirements.
  • Users find the learning curve steep with Conga CPQ, requiring training and time for effective setup and configuration.
  • Users experience slow performance during data syncing and setup, which complicates the overall functionality of Conga CPQ.
  • Users find difficult customization in Conga CPQ hampers efficiency and requires significant time investment for tailored solutions.

What Are Recent G2 Reviews of Conga CPQ?

What Are G2 Users Discussing About Conga CPQ?

DealHub AI

DealHub AI 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 revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub AI gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub AI to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub AI offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub AI is trusted by global revenue leaders, including Intuit, HP, Gong, and Braze.

Average Rating: 4.7/5.0

Total Reviews: 851

How Do G2 Users Rate DealHub AI?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.1/10)
  • Configuration: 8.8/10 (Category avg: 9.0/10)
  • Creation: 9.3/10 (Category avg: 8.8/10)
  • Quoting: 9.4/10 (Category avg: 9.2/10)

Who Is the Company Behind DealHub AI?

  • Seller: DealHub.io
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Austin, Texas
  • Twitter: @DealHubIO
    3,887 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    330 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Operations Manager, Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 65% Medium, 23% Small

What Do G2 Reviewers Say About DealHub AI?

AI-generated summary from verified user reviews

Pros
  • Users highly value the responsive support from DealHub AI, praising their thorough assistance and user-friendly tutorials.
  • Users find DealHub AI to have an intuitive interface and quick onboarding, enhancing their sales processes effortlessly.
  • Users value the time-saving features of DealHub AI, enhancing productivity with its intuitive interface and streamlined processes.
  • Users benefit from the efficiency of DealHub AI, significantly improving their sales cycle and operational processes.
  • Users commend the seamless integrations of DealHub AI, enhancing productivity and streamlining information processes effectively.
Cons
  • Users find the learning curve challenging, making navigation and functionality feel cumbersome until fully acclimated.
  • Users find that limited customization in DealHub AI requires workaround solutions and complicates their rollout processes.
  • Users find a steep learning curve with DealHub AI, making it challenging for new users to master the platform.
  • Users face integration issues with CRM, making the process challenging and time-consuming despite team support.
  • Users struggle with missing features in DealHub AI, leading to cumbersome workarounds and limitations in functionality.

What Are Recent G2 Reviews of DealHub AI?

What Are G2 Users Discussing About DealHub AI?

Sequence

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 save time. Turn contracts into billing schedules in a few clicks and automate finance workflows effortlessly. Sequence automates your revenue collection process, allowing scaling companies to easily grow their topline, adjust pricing models on the fly, and create a source of truth for products & pricing. Sequence has built-in integrations to CRMs, ERP systems, and data warehouses, allowing for quick and easy implementation with your existing stack. The Sequence no-code dashboard is intuitive and loved by finance teams, and is the easy way to manage your billing.

Average Rating: 4.9/5.0

Total Reviews: 74

How Do G2 Users Rate Sequence?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.1/10)
  • Configuration: 9.7/10 (Category avg: 9.0/10)
  • Creation: 9.7/10 (Category avg: 8.8/10)
  • Quoting: 9.7/10 (Category avg: 9.2/10)

Who Is the Company Behind Sequence?

  • Seller: Sequence HQ
  • Year Founded: 2021
  • HQ Location: London, UK
  • Twitter: @SequenceHQ_
    344 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    70 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 70% Small, 30% Medium

What Do G2 Reviewers Say About Sequence?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Sequence, appreciating its intuitive UI and straightforward setup for seamless operations.
  • Users praise the exceptional customer support from Sequence, highlighting their responsiveness and dedication to user satisfaction.
  • Users appreciate the seamless Stripe integration of Sequence, simplifying billing and reducing revenue leakage effortlessly.
  • Users find the easy setup of Sequence enhances their billing cycles, making management smooth and efficient.
  • Users value the automated invoicing feature of Sequence, enhancing efficiency and improving the overall billing process.
Cons
  • Users note the missing features in Sequence, expressing a desire for enhanced customization and advanced options.
  • Users experience billing issues due to unclear communication and complexities in managing pricing and schedules independently.
  • Users report bug issues in Sequence, but appreciate the team's quick response and effective support for fixes.
  • Users experience integration issues with certain systems, requiring additional configuration and manual processes before full functionality.
  • Users note a lack of deeper customization in Sequence, which may not satisfy advanced users' needs.

What Are Recent G2 Reviews of Sequence?

Hyperline

Hyperline is an AI-native billing and revenue management platform that unifies quote-to-cash for B2B companies: CPQ, subscription billing, usage-based pricing, invoicing, accounts receivable, and revenue reporting in one system of record. Finance, RevOps, and GTM teams use Hyperline to close quotes in the CRM, bill any pricing model without engineering tickets, and automate collection. - Hyperline unifies CPQ and billing: quotes signed in Salesforce or HubSpot become live subscriptions automatically. - Hyperline handles usage-based and hybrid pricing: metering, credits, ramps, and seats, with pricing changes that need no code. - Hyperline's AI agents automate revenue work: the Collection Agent recovers overdue cash and the Monitoring Agent watches revenue health, alongside Sentinel and Hyperline AI Chat. - Hyperline includes accounts receivable: payment collection, dunning, and cash application built in. - Hyperline sits on top of Stripe for payments and also works with Mollie, GoCardless, Adyen, and Airwallex. - Hyperline supports EU e-invoicing natively: Chorus Pro and Peppol are built in, ready for the French 2026 B2B mandate, with multi-entity and multi-currency support. - Hyperline connects to NetSuite, Xero, QuickBooks, Exact Online, and Zoho Books, and syncs to PostgreSQL and BigQuery for real-time reporting. - Hyperline is SOC 2 Type II and ISO 27001 certified, and GDPR compliant. More than 500 companies run their billing on Hyperline, from startups to enterprise, with over $10B in revenue processed and 99.999% uptime. Hyperline serves scaling B2B SaaS, fintech, and usage-based businesses across Europe and North America.

Average Rating: 4.6/5.0

Total Reviews: 58

How Do G2 Users Rate Hyperline?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.1/10)
  • Configuration: 9.3/10 (Category avg: 9.0/10)
  • Creation: 9.3/10 (Category avg: 8.8/10)
  • Quoting: 8.9/10 (Category avg: 9.2/10)

Who Is the Company Behind Hyperline?

  • Seller: Hyperline
  • Company Website:
  • Year Founded: 2022
  • HQ Location: Paris, FR
  • LinkedIn® Page: www.linkedin.com
    35 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 58% Small, 39% Medium

What Do G2 Reviewers Say About Hyperline?

AI-generated summary from verified user reviews

Pros
  • Users commend the fast and knowledgeable support of Hyperline, enhancing their experience with proactive assistance.
  • Users find Hyperline's ease of use exceptional, streamlining billing processes and ensuring intuitive management of subscriptions.
  • Users praise Hyperline for its seamless automation, which significantly enhances billing management and saves valuable time.
  • Users appreciate the efficiency improvement of Hyperline, saving significant time by automating complex billing processes effortlessly.
  • Users appreciate the automation capabilities of Hyperline, simplifying usage-based billing and improving overall efficiency.
Cons
  • Users find the complex pricing of Hyperline slows down the setup process for larger teams needing multiple licenses.
  • Users find the complex setup for multiple licenses time-consuming, especially for larger teams needing custom pricing.
  • Users report that integration issues with CRM systems can be challenging during the setup process.
  • Users notice some rough edges in the UX, but improvements are being made to enhance the experience.
  • Users face pricing issues when setting up multiple licenses for larger teams, causing delays in implementation.

What Are Recent G2 Reviews of Hyperline?

ViiBE

ViiBE is Viirtue's quote-to-cash platform for white label resellers. It connects quoting, contracts, billing, tax automation, and payments into a single system, eliminating hours of administrative work while giving your clients a self-service experience they'll actually use. MSPs, VARs, and Telcos use ViiBE to launch a Unified Communications business fast and compete with the national brands, without licensing a separate billing platform or stitching together point tools. Key Features: Quoting: Build branded quotes and contracts, collect e-signatures, and convert signed deals straight into active, billable services. Automatic Variable Usage Rating: Apply usage-based pricing to any service and let ViiBE handle rating and recurring charges automatically, no manual calculation required. Tax Automation: Calculate telecom tax across jurisdictions automatically, keeping every invoice accurate and compliant without spreadsheets or third-party tax engines. Billing: Generate clean, mobile-friendly invoices on flexible billing cycles, with automated recurring charges and clear service breakdowns. Customer Payment Portal: Give clients a secure, mobile-friendly portal to view invoices, manage payment methods, and track usage on their own, cutting support tickets. Number Ordering & Porting: Search, reserve, and assign local, toll-free, and vanity numbers, and port existing numbers in, directly inside the platform. Marketing: Access ready-to-use marketing assets, messaging frameworks, and sales enablement tools that help partners position services and close deals faster. Reseller Reports: Track usage, billing, and revenue performance across your entire customer base from a single reporting view. Cloud Fax: Offer fax as a standalone service or bundled add-on, provisioned and billed through the same platform as everything else. Integrations: QuickBooks, ConnectWise, and leading CRMs, with additional integrations available on request. About Viirtue: Viirtue is a channel-driven UCaaS provider, delivering proprietary, industry-disrupting tools and AI Voice Agents to nearly 500 channel partners and resellers, serving hundreds of thousands of end users.

Average Rating: 4.7/5.0

Total Reviews: 37

How Do G2 Users Rate ViiBE?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.1/10)
  • Configuration: 9.5/10 (Category avg: 9.0/10)
  • Creation: 9.2/10 (Category avg: 8.8/10)
  • Quoting: 9.5/10 (Category avg: 9.2/10)

Who Is the Company Behind ViiBE?

  • Seller: Viirtue
  • Year Founded: 2017
  • HQ Location: St Petersburg, Florida
  • Twitter: @Viirtue1
    139 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    52 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Telecommunications, Information Technology and Services
  • Company Size: 79% Small, 10% Large

What Are Recent G2 Reviews of ViiBE?

QuoteWerks

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 by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost.

Average Rating: 4.4/5.0

Total Reviews: 192

How Do G2 Users Rate QuoteWerks?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.1/10)
  • Configuration: 9.7/10 (Category avg: 9.0/10)
  • Creation: 9.3/10 (Category avg: 8.8/10)
  • Quoting: 9.7/10 (Category avg: 9.2/10)

Who Is the Company Behind QuoteWerks?

  • Seller: Aspire Technologies
  • Company Website:
  • Year Founded: 1993
  • HQ Location: Orlando, FL
  • Twitter: @QuoteWerks
    1,133 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    49 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: President, Owner
  • Top Industries: Information Technology and Services, Computer Networking
  • Company Size: 72% Small, 20% Medium

What Do G2 Reviewers Say About QuoteWerks?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of QuoteWerks, allowing for quick and seamless quote creation and management.
  • Users appreciate the efficiency of QuoteWerks in creating and managing quotes, streamlining their sales processes effortlessly.
  • Users love the customizable templates of QuoteWerks, creating professional quotes quickly and enhancing their branding effortlessly.
  • Users appreciate the efficiency improvement of QuoteWerks, which significantly streamlines their workflow and saves time.
  • Users highlight QuoteWerks' seamless integrations with CRM and accounting systems, enhancing workflow and reducing manual data entry.
Cons
  • Users find the poor interface design of QuoteWerks outdated and challenging for new users, impacting overall usability.
  • Users find the complex setup process time-consuming, impacting initial deployment and overall user experience.
  • Users find the datsed interface of QuoteWerks impacts navigation and suggests a more modern design would improve usability.
  • Users feel that QuoteWerks is somewhat expensive and report slow deployment and integration processes as drawbacks.
  • Users find that billing issues arise from time-consuming deployments and less competitive pricing, affecting overall satisfaction.

What Are Recent G2 Reviews of QuoteWerks?

What Are G2 Users Discussing About QuoteWerks?

Experlogix CPQ

Experlogix is a global leader in CPQ and document generation and automation solutions, with thousands of customers worldwide in various industries. We elevate customer engagement, business growth, and success through passionate experts and powerful and flexible technologies. Experlogix simplifies and accelerates complex processes, improves compliance and quality, and increases customer satisfaction.

Average Rating: 4.6/5.0

Total Reviews: 102

How Do G2 Users Rate Experlogix CPQ?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.1/10)
  • Configuration: 9.4/10 (Category avg: 9.0/10)
  • Creation: 9.3/10 (Category avg: 8.8/10)
  • Quoting: 9.6/10 (Category avg: 9.2/10)

Who Is the Company Behind Experlogix CPQ?

  • Seller: Experlogix
  • Company Website:
  • Year Founded: 2002
  • HQ Location: South Jordan, UT
  • Twitter: @experlogix
    490 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    210 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consumer Services, Information Technology and Services
  • Company Size: 68% Medium, 35% Small

What Do G2 Reviewers Say About Experlogix CPQ?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Experlogix CPQ, benefiting from its intuitive and customizable interface.
  • Users value the customization options in Experlogix CPQ, enhancing user experience and ensuring compliance with specific needs.
  • Users value the quick setup and detailed quotes of Experlogix CPQ, enhancing efficiency and customization in pricing.
  • Users value the time-saving capabilities of Experlogix CPQ, enhancing the efficiency of their sales processes.
  • Users praise the easy integrations of Experlogix CPQ, enhancing analytics and simplifying the quoting process significantly.
Cons
  • Users find the steep learning curve challenging, especially due to overwhelming details and complex features.
  • Users find the learning difficulty with Experlogix CPQ challenging, especially due to the overwhelming amount of detail.
  • Users find the flexibility and display capabilities limited, hindering full utilization of Experlogix CPQ's potential.
  • Users find the limited customization options restrictive, impacting flexibility and the overall usability of Experlogix CPQ.
  • Users find the poor interface design of Experlogix CPQ challenging, noting its clunkiness and complexity during setup.

What Are Recent G2 Reviews of Experlogix CPQ?

What Are G2 Users Discussing About Experlogix CPQ?

Zoho CRM

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 funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

Average Rating: 4.1/5.0

Total Reviews: 2,846

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How Do G2 Users Rate Zoho CRM?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 9.1/10)
  • Configuration: 8.5/10 (Category avg: 9.0/10)
  • Creation: 8.5/10 (Category avg: 8.8/10)
  • Quoting: 8.5/10 (Category avg: 9.2/10)

Who Is the Company Behind Zoho CRM?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • Twitter: @Zoho
    137,880 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 61% Small, 33% Medium

What Do G2 Reviewers Say About Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive interface of Zoho CRM, making daily tasks easy and seamless to navigate.
  • Users appreciate the powerful AI features of Zoho CRM, enhancing sales, marketing, and customer support seamlessly.
  • Users appreciate the seamless integrations of Zoho CRM, enhancing collaboration between Marketing and Sales processes effectively.
  • Users appreciate the easy integrations in Zoho CRM, enhancing workflow efficiency and simplifying customer management.
  • Users appreciate the flexibility and ease of lead management with Zoho CRM's extensive features and integrations.
Cons
  • Users experience a challenging learning curve with Zoho CRM, as advanced features can be confusing initially.
  • Users struggle with integration issues, finding the system inflexible and challenging to automate with non-Zoho tools.
  • Users find limited features in Zoho CRM restrict functionality, hindering integration and automation with other systems.
  • Users find Zoho CRM's complexity challenging for beginners, often struggling to locate features and navigate the system.
  • Users often face poor customer support with Zoho CRM, leading to frustration and challenges during critical tasks.

What Are Recent G2 Reviews of Zoho CRM?

What Are G2 Users Discussing About Zoho CRM?

IBM Sterling Configure, Price, Quote

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 solution guides eCommerce customers, sales teams, call center representatives, and partners to select the right products and ensure pricing is accurate. IBM Sterling CPQ helps you provide the buying experiences today's customers demand, while improving your sales productivity.

Average Rating: 4.0/5.0

Total Reviews: 74

How Do G2 Users Rate IBM Sterling Configure, Price, Quote?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.1/10)
  • Configuration: 8.3/10 (Category avg: 9.0/10)
  • Creation: 8.9/10 (Category avg: 8.8/10)
  • Quoting: 8.7/10 (Category avg: 9.2/10)

Who Is the Company Behind IBM Sterling Configure, Price, Quote?

  • Seller: IBM
  • Year Founded: 1911
  • HQ Location: Armonk, New York, United States
  • Twitter: @IBMSecurity
    74,660 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    344,328 employees on LinkedIn®
  • Ownership: SWX:IBM

Who Uses This Product?

  • Top Industries: Retail
  • Company Size: 36% Small, 35% Medium

What Are Recent G2 Reviews of IBM Sterling Configure, Price, Quote?

What Are G2 Users Discussing About IBM Sterling Configure, Price, Quote?

BlueSnap Accounts Receivable Automation

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.

Average Rating: 4.6/5.0

Total Reviews: 37

How Do G2 Users Rate BlueSnap Accounts Receivable Automation?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.1/10)
  • Configuration: 9.4/10 (Category avg: 9.0/10)
  • Creation: 9.2/10 (Category avg: 8.8/10)
  • Quoting: 8.9/10 (Category avg: 9.2/10)

Who Is the Company Behind BlueSnap Accounts Receivable Automation?

  • Seller: BlueSnap
  • Year Founded: 2001
  • HQ Location: Boston, MA
  • Twitter: @BlueSnapInc
    2,163 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    153 employees on LinkedIn®
  • Phone: 1 (781) 790-5013

Who Uses This Product?

  • Company Size: 59% Small, 19% Medium

What Do G2 Reviewers Say About BlueSnap Accounts Receivable Automation?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of BlueSnap Accounts Receivable Automation, streamlining invoicing and enhancing payment speed effortlessly.
  • Users appreciate the efficiency of BlueSnap Accounts Receivable Automation, minimizing manual work and streamlining invoicing processes.
  • Users value the seamless payment processing of BlueSnap, enhancing efficiency and reducing manual follow-ups on invoices.
  • Users love the time-saving automation of BlueSnap Accounts Receivable, streamlining invoicing and payments effortlessly.
  • Users love the ease of use of BlueSnap Accounts Receivable Automation, streamlining invoicing and payment processes effortlessly.
Cons
  • Users often find the complexity of BlueSnap's setup and reporting features impacts their efficiency and experience negatively.
  • Users feel that reporting is complicated, requiring extra effort to interpret data, especially under pressure.
  • Users express frustration with limited customization, making it difficult to adapt workflows for unique billing scenarios.
  • Users find the reporting features unclear, requiring extra effort to see progress and affecting overall efficiency.
  • Users find the complex features of BlueSnap Accounts Receivable Automation challenging, particularly during setup and reporting.

What Are Recent G2 Reviews of BlueSnap Accounts Receivable Automation?

salesbricks

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 proposals to collections, everything is automated so your team can focus on selling, not admin.

Average Rating: 4.8/5.0

Total Reviews: 22

How Do G2 Users Rate salesbricks?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.1/10)
  • Configuration: 9.8/10 (Category avg: 9.0/10)
  • Creation: 10.0/10 (Category avg: 8.8/10)
  • Quoting: 9.6/10 (Category avg: 9.2/10)

Who Is the Company Behind salesbricks?

  • Seller: salesbricks
  • Year Founded: 2021
  • HQ Location: San Mateo, US
  • Twitter: @getsalesbricks
    290 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    31 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 77% Small, 14% Medium

What Do G2 Reviewers Say About salesbricks?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Salesbricks, highlighting its simplicity in managing the sales process effortlessly.
  • Users value the efficiency improvement from Salesbricks, leading to faster deals and a streamlined sales process.
  • Users find that Salesbricks offers significant time-saving benefits by streamlining and accelerating their sales process effectively.
  • Users appreciate the efficiency and simplicity of Salesbricks in streamlining their sales processes and closing deals faster.
  • Users appreciate the exceptional customer support from Salesbricks, which aids in quick implementation and ease of use.
Cons
  • Users note a lack of missing features, particularly in data import and finance, but acknowledge rapid development.
  • Users find a difficult learning process with Salesbricks, noting a notable learning curve before ease of use is achieved.
  • Users note a learning curve with Salesbricks, though they find it overall easy to navigate.
  • Users note some small UI issues, but they don't hinder overall functionality of the Salesbricks platform.
  • Users face sales limitations with Salesbricks, impacting complex contracts and delayed payments, though support is responsive.

What Are Recent G2 Reviews of salesbricks?

Expedite Commerce

Genesis is quote-to-cash software on Salesforce for manufacturers of configured equipment and for devices-and-subscriptions businesses (IoT, XaaS, IaaS). Complex products, quoted in minutes instead of days - describe the need in plain language, approve the finished quote. How it works You tell Genesis what the customer needs - "a 40-station assembly line, mixed voltages, ship in six weeks." It works out the configuration, catches what won't fit, prices it against your rules, and hands you a valid quote to approve. No hundred-field form. No expert bottleneck. The work is already done when the screen appears. Who it's for Manufacturers whose products have rules - configured, customizable, built-to-order - where a wrong quote is an expensive one. Devices and Subscriptions businesses - IoT, XaaS, IaaS - equipment, devices, and connectivity with revenue that keeps coming after the sale: service, parts, renewals, and subscriptions tied to what's deployed in the field. Genesis runs on Salesforce. If your team is not on Salesforce, Genesis is not the right fit. What you get A quote that's right the first time. Product rules and pricing live in the system, not in two experts' heads or a spreadsheet with a version problem. Rules your team changes, no IT ticket. Describe a new pricing or discount policy in plain language; a person approves it; it's live. One system from quote to invoice. Quoting, contracts, billing, and self-service ordering run together, so the quote, the contract, and the invoice always agree. Nothing to reconcile. Dealers and customers who serve themselves. Portals and storefronts where they configure, order parts, and renew - inside rules you set. Live in weeks, not months. Genesis runs on Salesforce as an overlay. Your CRM, ERP, and data stay exactly where they are - no rip-and-replace, no migration. If you're on Salesforce CPQ, it runs alongside it. Operating since 2008. 50,000+ users.

Average Rating: 4.8/5.0

Total Reviews: 33

How Do G2 Users Rate Expedite Commerce?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.1/10)
  • Configuration: 9.7/10 (Category avg: 9.0/10)
  • Creation: 10.0/10 (Category avg: 8.8/10)
  • Quoting: 9.8/10 (Category avg: 9.2/10)

Who Is the Company Behind Expedite Commerce?

  • Seller: Expedite Commerce
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Plano, TX
  • Twitter: @exp_commerce
    14 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    39 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Telecommunications, Information Technology and Services
  • Company Size: 61% Medium, 21% Large

What Do G2 Reviewers Say About Expedite Commerce?

AI-generated summary from verified user reviews

Pros
  • Users value the vast customizability of Expedite Commerce, allowing tailored quotes and templates for various needs.
  • Users value the vast customization options in Expedite Commerce, enabling tailored quotes and multiple templates for orders.
Cons
  • Users often face slow performance with Expedite Commerce, leading to frustrating delays and unnecessary extra steps.

What Are Recent G2 Reviews of Expedite Commerce?

What Are G2 Users Discussing About Expedite Commerce?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 3, 2024

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.