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Best Quote-to-Cash Software

Julie Jung
JJ
Researched and written by Julie Jung

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

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

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

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

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

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

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68 Listings in Quote-to-Cash Available
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Salesforce Revenue Cloud
(1,496)4.2 out of 5
Optimized for quick response
6th Easiest To Use in Quote-to-Cash software
View top Consulting Services for Salesforce Revenue Cloud
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Account Executive
    • Salesforce Developer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 45% Mid-Market
    • 33% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Salesforce Revenue Cloud is a tool that manages revenue, from Parts & Quote Management to Billing & Invoicing, and integrates with other Salesforce products.
    • Reviewers appreciate the platform's automation, ease of creating and updating quotes, and its ability to handle complex business models and provide clear revenue visibility.
    • Users reported that the setup and customization can be complex and time-consuming, the user interface could be improved, and the product can be expensive to implement.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Salesforce Revenue Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    95
    Revenue Management
    77
    Features
    69
    Product Functionality
    69
    Efficiency
    67
    Cons
    Learning Curve
    63
    Learning Difficulty
    61
    Complexity
    58
    Complex Setup
    55
    Steep Learning Curve
    48
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Salesforce Revenue Cloud features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Configuration
    Average: 9.0
    8.5
    Creation
    Average: 8.9
    8.6
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Salesforce
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    581,040 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    86,064 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Account Executive
  • Salesforce Developer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 45% Mid-Market
  • 33% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Salesforce Revenue Cloud is a tool that manages revenue, from Parts & Quote Management to Billing & Invoicing, and integrates with other Salesforce products.
  • Reviewers appreciate the platform's automation, ease of creating and updating quotes, and its ability to handle complex business models and provide clear revenue visibility.
  • Users reported that the setup and customization can be complex and time-consuming, the user interface could be improved, and the product can be expensive to implement.
Salesforce Revenue Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
95
Revenue Management
77
Features
69
Product Functionality
69
Efficiency
67
Cons
Learning Curve
63
Learning Difficulty
61
Complexity
58
Complex Setup
55
Steep Learning Curve
48
View All Pros and Cons
Salesforce Revenue Cloud features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.2
8.4
Configuration
Average: 9.0
8.5
Creation
Average: 8.9
8.6
Quoting
Average: 9.1
Seller Details
Seller
Salesforce
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
581,040 Twitter followers
LinkedIn® Page
www.linkedin.com
86,064 employees on LinkedIn®
HubSpot Commerce Hub
(89)4.6 out of 5
4th Easiest To Use in Quote-to-Cash software
View top Consulting Services for HubSpot Commerce Hub
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 39% Mid-Market
    • 38% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • HubSpot Commerce Hub is a platform that integrates quoting, billing, and payments to streamline the entire revenue process.
    • Users like the platform's ability to centralize invoicing, quotes, and payment tracking, and its seamless integration with CRM, which simplifies billing and payments, and provides clear visibility into revenue and deal status.
    • Reviewers noted limitations in customization and flexibility for complex pricing, billing workflows, and advanced commerce use cases, and some advanced features and customizations are limited unless on higher-tier plans.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • HubSpot Commerce Hub Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    27
    Easy Integrations
    16
    Integrations
    16
    Customer Support
    13
    Easy Setup
    12
    Cons
    Missing Features
    12
    Limited Features
    6
    Limitations
    4
    Access Limitations
    3
    Complexity
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • HubSpot Commerce Hub features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Configuration
    Average: 9.0
    9.5
    Creation
    Average: 8.9
    9.5
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    HubSpot
    Year Founded
    2006
    HQ Location
    Cambridge, MA
    Twitter
    @HubSpot
    786,331 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,675 employees on LinkedIn®
    Ownership
    NYSE:HUBS
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 39% Mid-Market
  • 38% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • HubSpot Commerce Hub is a platform that integrates quoting, billing, and payments to streamline the entire revenue process.
  • Users like the platform's ability to centralize invoicing, quotes, and payment tracking, and its seamless integration with CRM, which simplifies billing and payments, and provides clear visibility into revenue and deal status.
  • Reviewers noted limitations in customization and flexibility for complex pricing, billing workflows, and advanced commerce use cases, and some advanced features and customizations are limited unless on higher-tier plans.
HubSpot Commerce Hub Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
27
Easy Integrations
16
Integrations
16
Customer Support
13
Easy Setup
12
Cons
Missing Features
12
Limited Features
6
Limitations
4
Access Limitations
3
Complexity
3
View All Pros and Cons
HubSpot Commerce Hub features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
9.5
Configuration
Average: 9.0
9.5
Creation
Average: 8.9
9.5
Quoting
Average: 9.1
Seller Details
Seller
HubSpot
Year Founded
2006
HQ Location
Cambridge, MA
Twitter
@HubSpot
786,331 Twitter followers
LinkedIn® Page
www.linkedin.com
11,675 employees on LinkedIn®
Ownership
NYSE:HUBS
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Conga Advantage CPQ
(239)4.2 out of 5
View top Consulting Services for Conga Advantage CPQ
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Consultant
    • Software Engineer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Enterprise
    • 31% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Conga CPQ is a product that allows users to handle multiple tasks such as configuring products, creating price lists, setting constraint rules, and establishing price metrics and product attribute rules all in one single window.
    • Users frequently mention the product's flexibility and large level of customization, its ability to handle various use cases, and its user-friendly interface that saves significant time by eliminating the need to switch between different windows.
    • Users experienced challenges with the complex product structure and heavy pricing, issues with the refresh rate of the Order CPQ web page, and difficulties with upgrading Conga CPQ to a new version.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Conga Advantage CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    6
    Integrations
    5
    Easy Integrations
    3
    Flexibility
    3
    Pricing Optimization
    3
    Cons
    Difficult Customization
    3
    Limited Customization
    3
    Slow Performance
    3
    Expensive
    2
    Lack of Guidance
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Conga Advantage CPQ features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.2
    Configuration
    Average: 9.0
    9.0
    Creation
    Average: 8.9
    9.3
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Conga
    Company Website
    Year Founded
    2006
    HQ Location
    3200 Kirby Dr., Suite 500, Houston, TX 77098
    Twitter
    @CongaHQ
    11,121 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,793 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Consultant
  • Software Engineer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Enterprise
  • 31% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Conga CPQ is a product that allows users to handle multiple tasks such as configuring products, creating price lists, setting constraint rules, and establishing price metrics and product attribute rules all in one single window.
  • Users frequently mention the product's flexibility and large level of customization, its ability to handle various use cases, and its user-friendly interface that saves significant time by eliminating the need to switch between different windows.
  • Users experienced challenges with the complex product structure and heavy pricing, issues with the refresh rate of the Order CPQ web page, and difficulties with upgrading Conga CPQ to a new version.
Conga Advantage CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
6
Integrations
5
Easy Integrations
3
Flexibility
3
Pricing Optimization
3
Cons
Difficult Customization
3
Limited Customization
3
Slow Performance
3
Expensive
2
Lack of Guidance
2
View All Pros and Cons
Conga Advantage CPQ features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.2
9.2
Configuration
Average: 9.0
9.0
Creation
Average: 8.9
9.3
Quoting
Average: 9.1
Seller Details
Seller
Conga
Company Website
Year Founded
2006
HQ Location
3200 Kirby Dr., Suite 500, Houston, TX 77098
Twitter
@CongaHQ
11,121 Twitter followers
LinkedIn® Page
www.linkedin.com
1,793 employees on LinkedIn®
ServiceNow CPQ
(24)4.6 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 38% Enterprise
    • 38% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ServiceNow CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Easy Integrations
    5
    Integrations
    5
    Customer Support
    4
    Customizability
    4
    Cons
    Lack of Guidance
    3
    Learning Curve
    3
    Required Expertise
    3
    Complexity
    2
    Complex Setup
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ServiceNow CPQ features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    9.8
    Configuration
    Average: 9.0
    10.0
    Creation
    Average: 8.9
    9.8
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ServiceNow
    Company Website
    Year Founded
    2004
    HQ Location
    Santa Clara, CA
    Twitter
    @servicenow
    53,570 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    31,344 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
No information available
Market Segment
  • 38% Enterprise
  • 38% Mid-Market
ServiceNow CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Easy Integrations
5
Integrations
5
Customer Support
4
Customizability
4
Cons
Lack of Guidance
3
Learning Curve
3
Required Expertise
3
Complexity
2
Complex Setup
2
View All Pros and Cons
ServiceNow CPQ features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
9.8
Configuration
Average: 9.0
10.0
Creation
Average: 8.9
9.8
Quoting
Average: 9.1
Seller Details
Seller
ServiceNow
Company Website
Year Founded
2004
HQ Location
Santa Clara, CA
Twitter
@servicenow
53,570 Twitter followers
LinkedIn® Page
www.linkedin.com
31,344 employees on LinkedIn®
Sequence
(62)4.8 out of 5
5th Easiest To Use in Quote-to-Cash software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 74% Small-Business
    • 26% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Sequence is a product that facilitates the quoting to billing process, with a flexible billing system suitable for various product and pricing structures.
    • Reviewers frequently mention the product's simplicity, its seamless integration with other tools, and the responsive and supportive Sequence team that values customer feedback.
    • Users experienced some minor issues such as bugs, lack of certain features, and unclear communication regarding pricing and voucher processes.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Sequence Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    22
    Ease of Use
    22
    Invoicing
    20
    Automation
    18
    Billing Management
    17
    Cons
    Missing Features
    5
    Integration Issues
    4
    Billing Issues
    3
    Limited Customization
    3
    Bug Issues
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Sequence features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Configuration
    Average: 9.0
    9.7
    Creation
    Average: 8.9
    9.7
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Sequence HQ
    Year Founded
    2021
    HQ Location
    London, UK
    Twitter
    @SequenceHQ_
    344 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 74% Small-Business
  • 26% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Sequence is a product that facilitates the quoting to billing process, with a flexible billing system suitable for various product and pricing structures.
  • Reviewers frequently mention the product's simplicity, its seamless integration with other tools, and the responsive and supportive Sequence team that values customer feedback.
  • Users experienced some minor issues such as bugs, lack of certain features, and unclear communication regarding pricing and voucher processes.
Sequence Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
22
Ease of Use
22
Invoicing
20
Automation
18
Billing Management
17
Cons
Missing Features
5
Integration Issues
4
Billing Issues
3
Limited Customization
3
Bug Issues
2
View All Pros and Cons
Sequence features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.7
Configuration
Average: 9.0
9.7
Creation
Average: 8.9
9.7
Quoting
Average: 9.1
Seller Details
Seller
Sequence HQ
Year Founded
2021
HQ Location
London, UK
Twitter
@SequenceHQ_
344 Twitter followers
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®
DealHub.io
(833)4.7 out of 5
Optimized for quick response
8th Easiest To Use in Quote-to-Cash software
View top Consulting Services for DealHub.io
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Sales Operations Manager
    • Revenue Operations Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Mid-Market
    • 22% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DealHub.io is a platform that offers features such as form field creation, auto-generation of order forms, and integration with CRM systems to streamline the quoting process and standardize quotes.
    • Users frequently mention the efficiency and accuracy of the quoting process, the ability to keep all information in one place, and the seamless integration with CRM systems as major benefits of using DealHub.io.
    • Reviewers mentioned challenges in finding documentation, setting up complex workflows and advanced functions, and navigating large proposals or managing multiple integrations as some of the difficulties encountered while using DealHub.io.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • DealHub.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    102
    Ease of Use
    82
    Efficiency
    78
    Time-saving
    77
    Integrations
    76
    Cons
    Learning Curve
    35
    Limited Customization
    27
    Steep Learning Curve
    26
    Complexity
    21
    High Complexity
    17
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • DealHub.io features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Configuration
    Average: 9.0
    9.4
    Creation
    Average: 8.9
    9.2
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    DealHub.io
    Company Website
    Year Founded
    2014
    HQ Location
    Austin, Texas
    Twitter
    @DealHubIO
    3,908 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    308 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Sales Operations Manager
  • Revenue Operations Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Mid-Market
  • 22% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DealHub.io is a platform that offers features such as form field creation, auto-generation of order forms, and integration with CRM systems to streamline the quoting process and standardize quotes.
  • Users frequently mention the efficiency and accuracy of the quoting process, the ability to keep all information in one place, and the seamless integration with CRM systems as major benefits of using DealHub.io.
  • Reviewers mentioned challenges in finding documentation, setting up complex workflows and advanced functions, and navigating large proposals or managing multiple integrations as some of the difficulties encountered while using DealHub.io.
DealHub.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
102
Ease of Use
82
Efficiency
78
Time-saving
77
Integrations
76
Cons
Learning Curve
35
Limited Customization
27
Steep Learning Curve
26
Complexity
21
High Complexity
17
View All Pros and Cons
DealHub.io features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
9.1
Configuration
Average: 9.0
9.4
Creation
Average: 8.9
9.2
Quoting
Average: 9.1
Seller Details
Seller
DealHub.io
Company Website
Year Founded
2014
HQ Location
Austin, Texas
Twitter
@DealHubIO
3,908 Twitter followers
LinkedIn® Page
www.linkedin.com
308 employees on LinkedIn®
Hyperline
(13)4.9 out of 5
3rd Easiest To Use in Quote-to-Cash software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

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

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

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

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

    Users
    • President
    • Owner
    Industries
    • Information Technology and Services
    • Computer Networking
    Market Segment
    • 74% Small-Business
    • 19% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • QuoteWerks is a software used for generating quotes and proposals, managing product and service cataloging, and streamlining the workflow from quote to cash.
    • Reviewers appreciate the software's ability to handle complex configuration bundles, its integration with other tools and CRM systems, and the speed and efficiency of building quotes.
    • Reviewers mentioned that QuoteWerks lacks effective port tracking and customer engagement visibility, has a need for better centralized storage, and the initial setup can be time-consuming.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • QuoteWerks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    13
    Templates
    9
    Efficiency
    8
    Time-saving
    8
    Integrations
    7
    Cons
    Poor Interface Design
    4
    Complex Setup
    3
    Dated Interface
    2
    Expensive
    2
    Billing Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • QuoteWerks features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Configuration
    Average: 9.0
    9.3
    Creation
    Average: 8.9
    9.7
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aspire Technologies
    Company Website
    Year Founded
    1993
    HQ Location
    Orlando, FL
    Twitter
    @QuoteWerks
    1,137 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • President
  • Owner
Industries
  • Information Technology and Services
  • Computer Networking
Market Segment
  • 74% Small-Business
  • 19% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • QuoteWerks is a software used for generating quotes and proposals, managing product and service cataloging, and streamlining the workflow from quote to cash.
  • Reviewers appreciate the software's ability to handle complex configuration bundles, its integration with other tools and CRM systems, and the speed and efficiency of building quotes.
  • Reviewers mentioned that QuoteWerks lacks effective port tracking and customer engagement visibility, has a need for better centralized storage, and the initial setup can be time-consuming.
QuoteWerks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
13
Templates
9
Efficiency
8
Time-saving
8
Integrations
7
Cons
Poor Interface Design
4
Complex Setup
3
Dated Interface
2
Expensive
2
Billing Issues
1
View All Pros and Cons
QuoteWerks features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
9.7
Configuration
Average: 9.0
9.3
Creation
Average: 8.9
9.7
Quoting
Average: 9.1
Seller Details
Seller
Aspire Technologies
Company Website
Year Founded
1993
HQ Location
Orlando, FL
Twitter
@QuoteWerks
1,137 Twitter followers
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®
Zoho CRM
(2,883)4.1 out of 5
Optimized for quick response
11th Easiest To Use in Quote-to-Cash software
View top Consulting Services for Zoho CRM
DealsSpecial offer!
50% Off: $7/user/month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Owner
    • CEO
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 62% Small-Business
    • 33% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Zoho CRM is a customer relationship management tool that combines sales automation, analytics, and multichannel engagement to manage sales, support, and customer data under one platform.
    • Users like Zoho CRM's affordability, its seamless integration with other SaaS applications, its automation features, and its ease of use, particularly its simple and intuitive user interface.
    • Users reported issues with the cluttered interface, the steep learning curve for new users, occasional maintenance delays, and inconsistencies in customer support responsiveness.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Zoho CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    257
    Features
    160
    Integrations
    130
    Lead Management
    109
    Easy Integrations
    105
    Cons
    Learning Curve
    100
    Poor Customer Support
    63
    Integration Issues
    62
    Limited Features
    62
    Slow Loading
    58
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Zoho CRM features and usability ratings that predict user satisfaction
    8.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Configuration
    Average: 9.0
    8.5
    Creation
    Average: 8.9
    8.5
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zoho
    Company Website
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    137,088 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29,794 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Owner
  • CEO
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 62% Small-Business
  • 33% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Zoho CRM is a customer relationship management tool that combines sales automation, analytics, and multichannel engagement to manage sales, support, and customer data under one platform.
  • Users like Zoho CRM's affordability, its seamless integration with other SaaS applications, its automation features, and its ease of use, particularly its simple and intuitive user interface.
  • Users reported issues with the cluttered interface, the steep learning curve for new users, occasional maintenance delays, and inconsistencies in customer support responsiveness.
Zoho CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
257
Features
160
Integrations
130
Lead Management
109
Easy Integrations
105
Cons
Learning Curve
100
Poor Customer Support
63
Integration Issues
62
Limited Features
62
Slow Loading
58
View All Pros and Cons
Zoho CRM features and usability ratings that predict user satisfaction
8.0
Has the product been a good partner in doing business?
Average: 9.2
8.5
Configuration
Average: 9.0
8.5
Creation
Average: 8.9
8.5
Quoting
Average: 9.1
Seller Details
Seller
Zoho
Company Website
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
137,088 Twitter followers
LinkedIn® Page
www.linkedin.com
29,794 employees on LinkedIn®
IBM Sterling Configure, Price, Quote
(89)4.0 out of 5
14th Easiest To Use in Quote-to-Cash software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Retail
    Market Segment
    • 36% Small-Business
    • 35% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Sterling Configure, Price, Quote features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Configuration
    Average: 9.0
    8.9
    Creation
    Average: 8.9
    8.7
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    IBM
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    708,967 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    339,241 employees on LinkedIn®
    Ownership
    SWX:IBM
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Retail
Market Segment
  • 36% Small-Business
  • 35% Mid-Market
IBM Sterling Configure, Price, Quote features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.2
8.3
Configuration
Average: 9.0
8.9
Creation
Average: 8.9
8.7
Quoting
Average: 9.1
Seller Details
Seller
IBM
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
708,967 Twitter followers
LinkedIn® Page
www.linkedin.com
339,241 employees on LinkedIn®
Ownership
SWX:IBM
salesbricks
(22)4.8 out of 5
2nd Easiest To Use in Quote-to-Cash software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 77% Small-Business
    • 14% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • salesbricks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Efficiency Improvement
    7
    Time-saving
    5
    Efficiency
    4
    Sales Management
    4
    Cons
    Missing Features
    2
    Difficult Learning Process
    1
    Learning Curve
    1
    Poor Interface Design
    1
    Sales Limitations
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • salesbricks features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    9.8
    Configuration
    Average: 9.0
    10.0
    Creation
    Average: 8.9
    9.6
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    salesbricks
    Year Founded
    2021
    HQ Location
    San Mateo, US
    Twitter
    @getsalesbricks
    296 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    30 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Computer Software
Market Segment
  • 77% Small-Business
  • 14% Mid-Market
salesbricks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Efficiency Improvement
7
Time-saving
5
Efficiency
4
Sales Management
4
Cons
Missing Features
2
Difficult Learning Process
1
Learning Curve
1
Poor Interface Design
1
Sales Limitations
1
View All Pros and Cons
salesbricks features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
9.8
Configuration
Average: 9.0
10.0
Creation
Average: 8.9
9.6
Quoting
Average: 9.1
Seller Details
Seller
salesbricks
Year Founded
2021
HQ Location
San Mateo, US
Twitter
@getsalesbricks
296 Twitter followers
LinkedIn® Page
www.linkedin.com
30 employees on LinkedIn®
Experlogix CPQ
(99)4.6 out of 5
Optimized for quick response
9th Easiest To Use in Quote-to-Cash software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Consumer Services
    • Information Technology and Services
    Market Segment
    • 67% Mid-Market
    • 34% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Experlogix CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Customization
    8
    Quoting Process
    8
    Time-saving
    7
    Easy Integrations
    6
    Cons
    Learning Curve
    6
    Limitations
    5
    Learning Difficulty
    4
    Limited Customization
    4
    Poor Interface Design
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Experlogix CPQ features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Configuration
    Average: 9.0
    9.4
    Creation
    Average: 8.9
    9.6
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Experlogix
    Company Website
    Year Founded
    2002
    HQ Location
    South Jordan, UT
    Twitter
    @experlogix
    492 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    223 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Consumer Services
  • Information Technology and Services
Market Segment
  • 67% Mid-Market
  • 34% Small-Business
Experlogix CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Customization
8
Quoting Process
8
Time-saving
7
Easy Integrations
6
Cons
Learning Curve
6
Limitations
5
Learning Difficulty
4
Limited Customization
4
Poor Interface Design
3
View All Pros and Cons
Experlogix CPQ features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
9.4
Configuration
Average: 9.0
9.4
Creation
Average: 8.9
9.6
Quoting
Average: 9.1
Seller Details
Seller
Experlogix
Company Website
Year Founded
2002
HQ Location
South Jordan, UT
Twitter
@experlogix
492 Twitter followers
LinkedIn® Page
www.linkedin.com
223 employees on LinkedIn®
BlueSnap Accounts Receivable Automation
(37)4.6 out of 5
7th Easiest To Use in Quote-to-Cash software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 59% Small-Business
    • 19% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • BlueSnap Accounts Receivable Automation features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Configuration
    Average: 9.0
    9.2
    Creation
    Average: 8.9
    8.9
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    BlueSnap
    Year Founded
    2001
    HQ Location
    Boston, MA
    Twitter
    @BlueSnapInc
    2,169 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    167 employees on LinkedIn®
    Phone
    1 (781) 790-5013
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
No information available
Market Segment
  • 59% Small-Business
  • 19% Mid-Market
BlueSnap Accounts Receivable Automation features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
9.4
Configuration
Average: 9.0
9.2
Creation
Average: 8.9
8.9
Quoting
Average: 9.1
Seller Details
Seller
BlueSnap
Year Founded
2001
HQ Location
Boston, MA
Twitter
@BlueSnapInc
2,169 Twitter followers
LinkedIn® Page
www.linkedin.com
167 employees on LinkedIn®
Phone
1 (781) 790-5013
Expedite Commerce
(33)4.8 out of 5
1st Easiest To Use in Quote-to-Cash software
Entry Level Price:$90.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

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

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

Users
No information available
Industries
  • Telecommunications
  • Information Technology and Services
Market Segment
  • 61% Mid-Market
  • 21% Enterprise
Expedite Commerce Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customizability
1
Customization Options
1
Cons
Slow Performance
1
View All Pros and Cons
Expedite Commerce features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.7
Configuration
Average: 9.0
10.0
Creation
Average: 8.9
9.8
Quoting
Average: 9.1
Seller Details
Seller
Expedite Commerce
Year Founded
2008
HQ Location
Plano, TX
Twitter
@exp_commerce
14 Twitter followers
LinkedIn® Page
www.linkedin.com
59 employees on LinkedIn®
CloudSense
(94)4.3 out of 5
13th Easiest To Use in Quote-to-Cash software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Since 2009, we have been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. Since then, we have grown a

    Users
    No information available
    Industries
    • Retail
    • Information Technology and Services
    Market Segment
    • 38% Small-Business
    • 37% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • CloudSense Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Efficiency
    2
    Automation
    1
    Easy Integrations
    1
    Easy Setup
    1
    Efficiency Improvement
    1
    Cons
    Complex Setup
    1
    Implementation Difficulties
    1
    Learning Difficulty
    1
    Pricing Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • CloudSense features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    9.6
    Configuration
    Average: 9.0
    9.2
    Creation
    Average: 8.9
    9.1
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    CloudSense
    Year Founded
    2009
    HQ Location
    London, United Kingdom
    Twitter
    @cloudsense
    1,261 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    57 employees on LinkedIn®
    Phone
    +44 20 7580 6685
Product Description
How are these determined?Information
This description is provided by the seller.

Since 2009, we have been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. Since then, we have grown a

Users
No information available
Industries
  • Retail
  • Information Technology and Services
Market Segment
  • 38% Small-Business
  • 37% Mid-Market
CloudSense Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Efficiency
2
Automation
1
Easy Integrations
1
Easy Setup
1
Efficiency Improvement
1
Cons
Complex Setup
1
Implementation Difficulties
1
Learning Difficulty
1
Pricing Issues
1
View All Pros and Cons
CloudSense features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.2
9.6
Configuration
Average: 9.0
9.2
Creation
Average: 8.9
9.1
Quoting
Average: 9.1
Seller Details
Seller
CloudSense
Year Founded
2009
HQ Location
London, United Kingdom
Twitter
@cloudsense
1,261 Twitter followers
LinkedIn® Page
www.linkedin.com
57 employees on LinkedIn®
Phone
+44 20 7580 6685
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68 Listings in Quote-to-Cash Available
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Quote-to-Cash Topics

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Learn More About Quote-to-Cash Software

What is Quote-to-Cash Software?

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

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

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

Key Benefits of Quote-to-Cash Software

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

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

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

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

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

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

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