Best Quote-to-Cash Software

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

Total Products under this Category: 109

Category Stats (Nov 2026)

  • Average Rating: 4.44/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Aptean Discrete Manufacturing ERP (+2.27%) - Among all products in this category, Aptean Discrete Manufacturing ERP recorded the largest rating increase compared to last month

Last updated: November 02, 2026

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

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 9,000+ Authentic Reviews
  • 109+ 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: Salesforce Revenue Cloud, HubSpot Revenue Hub, ServiceNow CPQ, Conga CPQ, Sequence, DealHub AI, 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=sequence-hq-sequence&focus%5B%5D=dealhub-ai&focus%5B%5D=hyperline&focus%5B%5D=viibe)

Salesforce Revenue Cloud

Revenue Cloud is Salesforce's quote-to-cash and revenue management platform for growing mid-market and enterprise companies. It covers CPQ (configure, price, quote), contract management, subscription billing, usage-based billing, order management, renewals, and revenue operations — all on the Salesforce platform and extendable through headless APIs to any surface. What Revenue Cloud includes: - CPQ: product catalog, product configuration, pricing rules, approvals, discounting, and quoting - Contract lifecycle management (CLM): contract creation, terms, and contract management - Subscription billing and subscription revenue management - Usage-based and hybrid pricing models - Order management and billing - Renewals and asset lifecycle management - Revenue operations reporting and analytics - AI-powered revenue execution via Agentforce or any LLM Who it's built for: Sales, revenue operations, finance, and IT teams at companies with complex product catalogs, multiple pricing models, or multi-channel selling. It is designed for businesses that need governed, end-to-end revenue workflows — not just quote creation or document generation. What makes it different: Revenue Cloud manages the full revenue lifecycle behind the quote. Because it is built natively on Salesforce, it connects revenue workflows with CRM data, sales processes, approvals, and automation in one platform. It was built headless from the start — business logic lives in APIs, not just the UI — so pricing, quoting, and billing processes run wherever transactions happen: in Salesforce, in Slack, in partner portals, or through AI agents. That architecture lets Agentforce reason and act on revenue with real business rules and data rather than approximations. Best suited for: Companies with subscription pricing, usage-based billing, complex approvals, multi-channel selling, renewal management, or billing handoffs to finance. Teams with simple one-time pricing or occasional proposals may prefer lighter-weight quoting tools. -FAQ- What is Revenue Cloud? Revenue Cloud is Salesforce's revenue management platform covering CPQ, contract management, subscription billing, usage-based pricing, renewals, and quote-to-cash workflows on a single platform. What G2 categories does Revenue Cloud compete in? Revenue Cloud is listed in CPQ, Quote-to-Cash, Revenue Management, Subscription Billing, Contract Management, Contract Lifecycle Management (CLM), Subscription Revenue Management, Order Management, Pricing, and Quote Management on G2. Is Revenue Cloud the same as Salesforce CPQ? No. Salesforce CPQ focused on configuring products, pricing deals, and generating quotes. Revenue Cloud includes those CPQ capabilities and extends them to cover contracts, orders, billing, subscription management, renewals, and AI-driven revenue execution. How does Revenue Cloud compare to DealHub? DealHub is a CPQ and proposal platform focused on guided selling, quoting, and contract workflows for sales teams. Revenue Cloud covers a broader scope: subscription billing, usage-based pricing, order management, billing handoffs, and AI-powered revenue operations — areas DealHub does not address. Companies that have outgrown CPQ-only tooling or need to connect sales and finance on one platform typically evaluate Revenue Cloud. How does Revenue Cloud compare to Chargebee or Zuora? Chargebee and Zuora are subscription billing and revenue recognition platforms. Revenue Cloud covers subscription billing as one component of a broader quote-to-cash workflow that also includes CPQ, contract management, orders, and renewals. Companies that need a single platform connecting the sales quoting process to subscription billing and finance operations often prefer Revenue Cloud over standalone billing tools. How does Revenue Cloud compare to Conga CPQ, Oracle CPQ, or SAP CPQ? All four are enterprise CPQ platforms. Conga CPQ and Oracle CPQ focus primarily on quoting and contract generation. SAP CPQ integrates with SAP ERP. Revenue Cloud is differentiated by its native Salesforce CRM connection, headless API architecture, AI execution layer (Agentforce), and built-in coverage of billing and subscription management beyond the quote. How does Revenue Cloud compare to Proposify, PandaDoc, or Quoter? Proposify, PandaDoc, and Quoter create, send, and track sales proposals and documents. Revenue Cloud manages the revenue logic behind the quote: pricing rules, product configuration, approval workflows, contract terms, billing, and renewals. They serve different use cases — document creation versus governed revenue execution. What problems does Revenue Cloud solve? It reduces manual work in the quote-to-cash process, improves quote accuracy, enforces pricing and approval rules, connects sales and finance workflows, and supports complex revenue models including subscriptions, usage-based pricing, renewals, and multi-channel selling — with AI that operates inside those governed processes. Who uses Revenue Cloud? Sales, revenue operations, finance, IT, and operations teams at mid-market and enterprise companies use Revenue Cloud to manage complex pricing, quote approvals, contract terms, subscription billing, renewals, and downstream revenue workflows.

Average Rating: 4.2/5.0

Total Reviews: 1,580

How Do G2 Users Rate Salesforce Revenue Cloud?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.0/10)
  • Configuration: 8.4/10 (Category avg: 9.1/10)
  • Creation: 8.5/10 (Category avg: 8.9/10)
  • Quoting: 8.6/10 (Category avg: 9.2/10)

Who Is the Company Behind Salesforce Revenue Cloud?

  • Seller: Salesforce
  • Company Website:
  • Year Founded: 1999
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    89,711 employees on LinkedIn®
  • Ownership: NYSE:CRM

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 Salesforce Revenue Cloud?

AI-generated summary from verified user reviews

Pros
  • Users find Salesforce Revenue Cloud easy to use, benefiting from seamless integration and a standardized quoting system.
  • Users value the AI-driven revenue management of Salesforce Revenue Cloud for its powerful, seamless functionality and scalability.
  • Users value the efficiency of Salesforce Revenue Cloud, which streamlines processes and minimizes manual errors across revenue management.
  • Users appreciate the seamless integration and powerful automation of Salesforce Revenue Cloud for efficient revenue management.
  • Users appreciate the powerful AI-driven revenue management features of Salesforce Revenue Cloud, streamlining pricing, quotations, and billing.
Cons
  • Users experience a steep learning curve with Salesforce Revenue Cloud, requiring extra support for setup and customization.
  • Users face a high learning curve with Salesforce Revenue Cloud, often requiring expert support for setup and customization.
  • Users find the complexity of setup and learning curve challenging, often requiring expert assistance to navigate.
  • Users find the complex setup of Salesforce Revenue Cloud challenging, often requiring expert help and customization.
  • Users find the steep learning curve of Salesforce Revenue Cloud challenging, often needing expert help for setup.

What Are Recent G2 Reviews of 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: 118

How Do G2 Users Rate HubSpot Revenue Hub?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.0/10)
  • Configuration: 9.5/10 (Category avg: 9.1/10)
  • Creation: 9.2/10 (Category avg: 8.9/10)
  • 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
  • LinkedIn® Page: www.linkedin.com
    17,628 employees on LinkedIn®
  • Ownership: NYSE:HUBS

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 appreciate the ease of use in HubSpot Revenue Hub, efficiently managing revenue processes in one platform.
  • Users value the sophisticated integrations of HubSpot Revenue Hub, streamlining processes and enhancing overall efficiency.
  • Users value the easy integrations of HubSpot Revenue Hub, simplifying their sales and billing processes significantly.
  • Users appreciate the efficiency of HubSpot Revenue Hub, streamlining processes and enhancing visibility across the revenue cycle.
  • Users value the easy setup of HubSpot Revenue Hub, simplifying the integration of quoting and payments.
Cons
  • Users note missing features in HubSpot Revenue Hub, limiting flexibility and customizations for complex pricing and workflows.
  • Users experience limited features in HubSpot Revenue Hub, hindering customization and flexibility for complex pricing and billing.
  • Users experience limited customization with HubSpot Revenue Hub, especially for complex pricing and billing workflows.
  • Users find difficult customization challenging, as the UI is outdated and lacks flexibility for complex needs.
  • Users note a lack of customization in HubSpot Revenue Hub, limiting flexibility for complex pricing and reporting needs.

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: 88

How Do G2 Users Rate ServiceNow CPQ?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.0/10)
  • Configuration: 9.1/10 (Category avg: 9.1/10)
  • Creation: 10.0/10 (Category avg: 8.9/10)
  • 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
  • LinkedIn® Page: www.linkedin.com
    35,078 employees on LinkedIn®
  • Ownership: NYSE:NOW

Who Uses This Product?

  • Top Industries: Information Technology and Services, Manufacturing
  • Company Size: 35% Large, 28% Medium

What Do G2 Reviewers Say About ServiceNow CPQ?

AI-generated summary from verified user reviews

Pros
  • Users admire the ease of use of ServiceNow CPQ, seamlessly integrating into workflows with an intuitive interface.
  • Users commend the fast and responsive product configuration in ServiceNow CPQ, enhancing efficiency and reducing errors significantly.
  • Users value the real-time customization of Logik.io, enhancing their experience with immediate visual feedback for configurations.
  • Users value the easy integrations of ServiceNow CPQ, seamlessly fitting into their existing workflows without complications.
  • Users commend the easy setup of ServiceNow CPQ, appreciating its straightforward implementation and user-friendly interface for all.
Cons
  • Users find a steep learning curve in ServiceNow CPQ, particularly for advanced features and configurations.
  • Users find the complex setup process for ServiceNow CPQ challenging, needing significant effort to configure effectively.
  • Users face integration issues with ServiceNow CPQ leading to a steeper learning curve and potential functionality problems.
  • Users find a lack of guidance crucial for effectively utilizing the powerful features of ServiceNow CPQ.
  • Users find the required expertise essential for leveraging advanced features, necessitating solid planning and support for effective use.

What Are Recent G2 Reviews of ServiceNow CPQ?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works
Connect G2 to ChatGPTConnect G2 to Claude

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: 853

How Do G2 Users Rate DealHub AI?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.0/10)
  • Configuration: 8.8/10 (Category avg: 9.1/10)
  • Creation: 9.3/10 (Category avg: 8.9/10)
  • 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
  • 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 commend the exceptional customer support from DealHub AI, ensuring smooth setup and effective troubleshooting assistance.
  • Users appreciate the ease of use in DealHub AI, streamlining quote generation and contract management efficiently.
  • Users value the efficiency of DealHub AI, which streamlines quoting and saves valuable time for sales reps.
  • Users value the time-saving capabilities of DealHub AI, enabling efficient and streamlined quoting processes.
  • Users value the seamless integration of DealHub.io with various tools, enhancing efficiency and accuracy in the quoting process.
Cons
  • Users find the learning curve steep, making initial implementation challenging despite DealHub's powerful features.
  • Users note limited customization options in DealHub AI, wishing for more flexibility in tailoring the product.
  • Users find the steep learning curve challenging, requiring time and support to fully adapt to DealHub AI.
  • Users find missing features in DealHub AI, like limited automation and UI enhancements, affecting usability and efficiency.
  • Users find integration issues can slow down processes and complicate the management of proposals and configurations.

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: 79

How Do G2 Users Rate Sequence?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.0/10)
  • Configuration: 9.7/10 (Category avg: 9.1/10)
  • Creation: 9.7/10 (Category avg: 8.9/10)
  • Quoting: 9.7/10 (Category avg: 9.2/10)

Who Is the Company Behind Sequence?

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 integration issues with certain systems, requiring additional configuration and manual processes before full functionality.
  • 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 note a lack of deeper customization in Sequence, which may not satisfy advanced users' needs.

What Are Recent G2 Reviews of Sequence?

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: 235

How Do G2 Users Rate Conga CPQ?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.0/10)
  • Configuration: 9.2/10 (Category avg: 9.1/10)
  • Creation: 9.0/10 (Category avg: 8.9/10)
  • 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: 60% Large, 32% Medium

What Do G2 Reviewers Say About Conga CPQ?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Conga CPQ, appreciating its intuitive interface for streamlined product configuration.
  • Users value the easy integrations of Conga CPQ with existing systems, enhancing flexibility and operational efficiency.
  • Users appreciate the user-friendly interface of Conga CPQ, simplifying complex product configurations and enhancing efficiency.
  • Users value the easy integrations of Conga CPQ, finding it simple to connect with various external tools.
  • Users value the robust capabilities of Conga CPQ, enhancing efficiency in pricing and product configuration tasks.
Cons
  • Users report that Conga CPQ's complexity makes upgrades and initial setups significantly challenging and time-consuming.
  • Users find the complex setup of Conga CPQ frustrating, often leading to significant time and effort to configure.
  • Users experience a steep learning curve with Conga CPQ, often needing extensive training and documentation for effective use.
  • Users experience slow performance with Conga CPQ, particularly during lengthy waits and complex setup processes.
  • Users find difficult customization requires expertise and can complicate setup, especially with large configurations.

What Are Recent G2 Reviews of Conga CPQ?

What Are G2 Users Discussing About Conga CPQ?

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 exposes MCP, CLI, and API access: AI agents can read and act on billing data, teams can script from the terminal, and any tool can connect directly. - 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: 73

How Do G2 Users Rate Hyperline?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.0/10)
  • Configuration: 9.3/10 (Category avg: 9.1/10)
  • Creation: 9.3/10 (Category avg: 8.9/10)
  • 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: 61% Small, 36% Medium

What Do G2 Reviewers Say About Hyperline?

AI-generated summary from verified user reviews

Pros
  • Users praise the phenomenal customer support of Hyperline, highlighting their responsiveness and effective implementation assistance.
  • Users value the ease of use of Hyperline, enhancing daily interactions and simplifying complex billing processes.
  • Users commend automation capabilities of Hyperline, significantly saving time and streamlining complex billing processes.
  • Users commend Hyperline for its efficiency improvement, automating billing tasks and significantly reducing administrative workload.
  • Users value the efficient subscription management in Hyperline, enabling smooth transitions and effective handling of varied billing models.
Cons
  • Users find the complex pricing for larger teams cumbersome, delaying setup and custom deal processes.
  • Users find the complex setup for larger teams time-consuming, especially with multiple licenses and custom pricing.
  • Users report that integration issues with CRM can be challenging during setup, yet performance improves afterward.
  • Users find some poor interface design but note improvements are being made to enhance user experience.
  • Users find pricing issues arise when dealing with multiple licenses, leading to time-consuming setup processes.

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: 4.8/5.0

Total Reviews: 39

How Do G2 Users Rate ViiBE?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.0/10)
  • Configuration: 9.6/10 (Category avg: 9.1/10)
  • Creation: 9.2/10 (Category avg: 8.9/10)
  • 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
  • LinkedIn® Page: www.linkedin.com
    52 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Telecommunications, Information Technology and Services
  • Company Size: 80% Small, 10% Large

What Are Recent G2 Reviews of ViiBE?

MonetizeNow

MonetizeNow is an AI-powered unified CPQ, Billing, Metering, and Revenue platform purpose-built for modern B2B SaaS companies. Unlike legacy quote-to-cash tools that require stitching together separate CPQ, billing, and usage systems, MonetizeNow is built on a single contract-centric data model. This helps revenue teams manage the full lifecycle — quoting, approvals, amendments, renewals, usage billing, invoicing, revenue recognition, and reporting — from one unified platform. MonetizeNow supports complex SaaS monetization models including subscriptions, usage-based pricing, credits, minimum commits, ramps, co-terming and proration. Furthermore, MonetizeNow supports PLG, SLG and resellers seamlessly.

Average Rating: 4.9/5.0

Total Reviews: 55

How Do G2 Users Rate MonetizeNow?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.0/10)
  • Configuration: 10.0/10 (Category avg: 9.1/10)
  • Creation: 8.3/10 (Category avg: 8.9/10)
  • Quoting: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind MonetizeNow?

  • Seller: MonetizeNow
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Santa Clara, CA
  • LinkedIn® Page: www.linkedin.com
    30 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Revenue Operations Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 62% Medium, 33% Small

What Do G2 Reviewers Say About MonetizeNow?

AI-generated summary from verified user reviews

Pros
  • Users commend the exceptional customer support of MonetizeNow, always available and proactive in addressing needs.
  • Users find MonetizeNow to have an intuitive and clean UI, making it exceptionally easy to navigate.
  • Users praise MonetizeNow for its efficiency, streamlining processes and enhancing contract management significantly.
  • Users appreciate the responsive support team of MonetizeNow, highlighted by their attentiveness and quick assistance.
  • Users value the billing efficiency of MonetizeNow, benefiting from its integrated system and excellent support during implementation.
Cons
  • Users find the missing features in MonetizeNow hinder effective reporting and customization for their complex billing needs.
  • Users struggle with difficult customization in MonetizeNow, affecting their ability to tailor features to specific needs.
  • Users note the lack of current usage previews and experience occasional bugs, which hinder efficiency and reporting.
  • Users note system limitations in MonetizeNow, particularly regarding usage reporting and product configuration capabilities.
  • Users find the complexity of implementing criteria and logic in MonetizeNow challenging, especially for non-technical users.

What Are Recent G2 Reviews of MonetizeNow?

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: 9.0/10)
  • Configuration: 9.7/10 (Category avg: 9.1/10)
  • Creation: 9.3/10 (Category avg: 8.9/10)
  • Quoting: 9.7/10 (Category avg: 9.2/10)

Who Is the Company Behind QuoteWerks?

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 find QuoteWerks to have an exceptionally easy setup, enhancing their efficiency in generating professional quotes seamlessly.
  • Users highlight the efficiency of QuoteWerks, seamlessly streamlining the workflow from quotes to project management.
  • Users benefit from templates in QuoteWerks, streamlining quote creation and enhancing overall efficiency and organization.
  • Users highlight the efficiency improvement of QuoteWerks, streamlining workflows from quotes to cash with impressive speed.
  • Users highly value the easy and comprehensive integration of QuoteWerks with CRM and vendor workflows, enhancing efficiency.
Cons
  • Users find the poor interface design of QuoteWerks outdated and initially confusing, though some adapt over time.
  • Users find the complex setup of QuoteWerks to be time-consuming, impacting initial deployment and integration processes.
  • Users note the dated interface of QuoteWerks, affecting navigation and setup for those accustomed to modern designs.
  • Users find QuoteWerks to be expensive, particularly noting the high costs associated with its use and deployment.
  • Users experience billing issues with QuoteWerks, citing concerns over pricing competitiveness and time-consuming integration processes.

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: 9.0/10)
  • Configuration: 9.4/10 (Category avg: 9.1/10)
  • Creation: 9.3/10 (Category avg: 8.9/10)
  • 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
  • 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 appreciate the customizability of Experlogix CPQ, enabling tailored solutions that meet specific business needs and compliance.
Cons
  • Users find the steep learning curve challenging, especially due to overwhelming details and complex features.
  • Users find the flexibility and display capabilities limited, hindering full utilization of Experlogix CPQ's potential.
  • Users find the learning difficulty with Experlogix CPQ challenging, especially due to the overwhelming amount of detail.
  • 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: 2,854

G2 Deal: Get 50% off and save up to $100

Zoho CRM is a cloud-based, 360° business management platform that streamlines business processes to deliver better customer experiences. Close deals faster with better visibility at every stage of your sales pipeline, omnichannel connectivity and AI-powered tools.

Price: ~~$14/user/month~~ → $7/user/month

View this exclusive G2 deal

How Do G2 Users Rate Zoho CRM?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 9.0/10)
  • Configuration: 8.5/10 (Category avg: 9.1/10)
  • Creation: 8.5/10 (Category avg: 8.9/10)
  • 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
  • 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 like the intuitive, user-friendly interface, which makes everyday navigation and common CRM tasks easy to learn.
  • Users value its broad, seamless integrations with Zoho apps and other business tools, helping connect workflows and save time.
  • Users value the extensive customization of fields, layouts, and workflows, which lets them tailor the CRM to their business needs.
  • Users value the broad, useful feature set, which brings together capabilities for managing CRM and wider business needs.
  • Users value the workflow automation for reducing manual work and handling repetitive tasks like follow-ups and lead assignments.
Cons
  • Users say the platform takes time to learn, especially for beginners and when exploring advanced features.
  • Users report slow loading and occasional lag, especially when working with large datasets or complex workflows.
  • Users report slow, inconsistent support responses and difficulty getting effective help with complex issues.
  • Users find the interface cluttered and overwhelming, with too many options and elements on screen.
  • Users find integrations difficult to configure and need extra setup or manual troubleshooting to get them working reliably.

What Are Recent G2 Reviews of Zoho CRM?

What Are G2 Users Discussing About Zoho CRM?

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: 34

How Do G2 Users Rate Expedite Commerce?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.0/10)
  • Configuration: 9.7/10 (Category avg: 9.1/10)
  • Creation: 10.0/10 (Category avg: 8.9/10)
  • 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
  • LinkedIn® Page: www.linkedin.com
    37 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Telecommunications, Information Technology and Services
  • Company Size: 59% Medium, 24% Large

What Do G2 Reviewers Say About Expedite Commerce?

AI-generated summary from verified user reviews

Pros
  • Users value the extensive customizability of Expedite Commerce, allowing tailored templates and efficient quote management.
  • Users value the vast customization options in Expedite Commerce, enabling tailored solutions for various order requirements.
Cons
  • Users find the slow performance of Expedite Commerce frustrating, especially during service navigation and quote processing.

What Are Recent G2 Reviews of Expedite Commerce?

What Are G2 Users Discussing About Expedite Commerce?

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: 9.0/10)
  • Configuration: 8.3/10 (Category avg: 9.1/10)
  • Creation: 8.9/10 (Category avg: 8.9/10)
  • 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
  • LinkedIn® Page: www.linkedin.com
    344,328 employees on LinkedIn®
  • Ownership: SWX:IBM
  • Phone: 1-866-277-7488

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: 9.0/10)
  • Configuration: 9.4/10 (Category avg: 9.1/10)
  • Creation: 9.2/10 (Category avg: 8.9/10)
  • Quoting: 8.9/10 (Category avg: 9.2/10)

Who Is the Company Behind BlueSnap Accounts Receivable Automation?

  • Seller: Payroc
  • Year Founded: 2003
  • HQ Location: Tinley Park, US
  • LinkedIn® Page: www.linkedin.com
    1,132 employees on LinkedIn®

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?

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

Quote-to-Cash Topics

Expand/Collapse

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.