# Best Enterprise Quote-to-Cash Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall Quote-to-Cash category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Quote-to-Cash to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Quote-to-Cash category. In addition to qualifying for inclusion in the Quote-to-Cash Software category, to qualify for inclusion in the Enterprise Business Quote-to-Cash Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business. ## How Many Quote-to-Cash Software Products Does G2 Track? **Total Products under this Category:** 74 ### Category Stats (May 2026) - **Average Rating**: 4.44/5 - **New Reviews This Quarter**: 37 - **Buyer Segments**: Mid-Market 59% │ Small-Business 32% │ Enterprise 9% - **Top Trending Product**: Pricefx (+0.011) *Last updated: May 18, 2026* ## How Does G2 Rank Quote-to-Cash Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 8,300+ Authentic Reviews - 74+ 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. --- **Sponsored** ### Conga Advantage CPQ In today’s hyper-competitive market, selling isn’t just about closing deals; it’s about configuring the right solution, pricing it accurately, and quoting it in a timely manner to win the deal. This has become more difficult as the sales landscape evolves, making Configure Price Quote (CPQ) solutions even more essential. Conga CPQ is the only CPQ solution that can provide an alignment of operations across the entire commerce chain. This provides a single flow from quote to cash utilizing a single data model, where configured orders automatically consider negotiated products and pricing, and mixed billing is the norm. Conga CPQ helps companies shorten sales cycles, eliminate errors, and accelerate revenue with confidence. Key Features of Conga CPQ to transform your sales process: Robust Configuration and Pricing Rules: Consistent configuration and pricing rules across all channels guide the user through the configuration process to ensure the appropriate item is ordered and priced based on exact customer needs, eliminating the back and forth with the customer. Line Level Price Waterfall: Once discounts and promotions are applied, the user can select “analyze quote” to view the price waterfall, which shows details of the original price and all the items that went into the final price, as well as the cost to determine the margin. Contractual Awareness: Ensures that contractual agreements for pricing and product are being observed. Simply by placing the contract number into the account, the pricing engine will recognize that contract and insert the appropriate price. Deal Guidance: Provides visual cues to help users determine the optimal solutions for customers while staying within organizational parameters, avoiding time-consuming approvals. Subscription Management: Conga CPQ automatically manages any changes to terms, order amounts, swap-outs, or cancellations of subscription orders without the need for lengthy manual processes to update orders, agreements, and billing. Automated Workflows: Automated workflows streamline approvals and legal contract management, expediting the entire quoting process. Composable Commerce: With robust APIs and a comprehensive Software Development Kit (SDK), Conga CPQ enables organizations to utilize the same configuration and pricing engine, and a single catalog as part of any commerce process, such as self-service portals, customer support systems, and partner platforms. Unified Data Model: Businesses can easily track customer purchase history, and any subscription adjustments automatically flow into existing orders and billing, ensuring seamless revenue management across all channels. Document Generation: Instantly generate branded, professional quotes and proposals using Conga Document Automation. UI Flexibility: Customers can choose from multiple UI options such as a Web UI for remote sellers, imbed Conga CPQ into existing eCommerce solution such as self-service portals, customer support systems, existing CRM solutions like Salesforce or Microsoft, or create a new eCommerce site using a Conga-provided Software Development Kit. Analytics & Reporting: Gain real-time visibility into quote performance, pricing trends, and sales cycle bottlenecks. Why Conga CPQ stands out in the CPQ Market: Conga CPQ sets itself apart in the CPQ landscape by offering unmatched flexibility, CRM-agnostic integration, and robust configuration capabilities, all within a scalable, enterprise-ready platform. Unlike other CPQ tools that struggle with complexity or require heavy customization, Conga CPQ adapts to your business rules and sales processes with minimal overhead. Support for Solution Selling: Conga CPQ supports evolving business models that incorporate the configuration and sale of multiple solutions (product, services, subscriptions, usage, etc.) on a single order. Enterprise-Ready Flexibility: Handles everything from simple quotes to highly complex, multi-tiered product configurations without sacrificing speed or control. Single Commerce Platform: Powered by the Conga Revenue Lifecycle Cloud, Conga CPQ 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. Robust APIs: With an API-first approach, Conga CPQ delivers a unified commerce experience across all go-to-market channels. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1751&secure%5Bdisplayable_resource_id%5D=1751&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1751&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=276&secure%5Bresource_id%5D=1751&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fquote-to-cash%2Fenterprise&secure%5Btoken%5D=6a9e28fd9c5832d8d737be959195c12038d2d22de4524fda43f077da6c59fa9d&secure%5Burl%5D=https%3A%2F%2Fttps%3A%2F%2Fconga.com%2Fdemo%3Futm_campaign%3Dg2clickcampaign-cpq-demo%26utm_source%3Dg2%26utm_medium%3Dreview-site%26utm_content%3D&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Quote-to-Cash Software Products in 2026? ### 1. [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) Agentforce Revenue Management, formerly Salesforce Revenue Cloud, is Salesforce’s revenue lifecycle management solution for managing pricing, quoting, contracts, billing, and revenue operations on the Salesforce platform. It helps companies automate quote-to-cash workflows, support complex pricing and hybrid revenue models, and keep sales and finance teams aligned from quote through invoice. Agentforce Revenue Management is built for businesses that need more than basic quote or proposal creation. Teams use it to configure products, apply pricing and discount rules, manage approvals, generate accurate quotes, connect contract terms, and support downstream billing and invoicing. It is designed for small business to enterprise companies with complex product catalogs, subscriptions, usage-based pricing, renewals, partner selling, self-service buying, and governed revenue processes. Because it is built on Salesforce, Agentforce Revenue Management connects revenue workflows with customer data, sales processes, reporting, approvals, and automation across the Salesforce platform. Its headless capabilities also allow companies to expose revenue workflows through APIs, agents, and digital channels — so pricing, quoting, approvals, and billing processes can run wherever customers, sellers, and partners work. Agentforce Revenue Management differs from lightweight quoting or proposal tools because it manages the revenue workflow behind the quote. It is designed to govern the full quote-to-cash process, including product configuration, pricing, approvals, contracts, billing alignment, renewals, and revenue operations. The solution is best suited for growing businesses, mid-market companies, and enterprises that sell through multiple sales channels and use more than one pricing model, often called hybrid pricing. Smaller teams with simple pricing or one-off proposals may prefer lightweight quoting or proposal software. Companies with complex pricing, subscriptions, usage-based models, approvals, renewals, multi-channel selling, or billing handoffs are better suited for a revenue lifecycle management platform like Agentforce Revenue Management. FAQ: What is Agentforce Revenue Management? Agentforce Revenue Management, formerly Salesforce Revenue Cloud, is Salesforce’s solution for managing the revenue lifecycle, including pricing, quoting, contracts, billing, and quote-to-cash workflows. Is Agentforce Revenue Management the same as Salesforce CPQ? Agentforce Revenue Management includes CPQ capabilities but goes beyond CPQ. Salesforce CPQ focuses on configuring products, pricing deals, and generating quotes. Agentforce Revenue Management supports a broader revenue lifecycle, including quoting, contracts, orders, billing, invoicing, and revenue operations. Who uses Agentforce Revenue Management? Sales, revenue operations, finance, IT, and operations teams use Agentforce Revenue Management to manage complex pricing, quote approvals, contract terms, billing handoffs, renewals, and revenue workflows. What problems does Agentforce Revenue Management solve? It helps companies reduce manual quote-to-cash work, improve quote accuracy, enforce pricing and approval rules, connect sales and finance processes, and manage complex revenue models such as subscriptions, renewals, usage-based pricing, and multi-channel selling. How is Agentforce Revenue Management different from Proposify, Quoter, or PandaDoc? Proposify, Quoter, and PandaDoc are lighter-weight tools for creating, sending, tracking, or signing quotes and proposals. Agentforce Revenue Management is built for governed revenue execution, including pricing rules, product configuration, approvals, contracts, billing alignment, and quote-to-cash operations. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,408 **How Do G2 Users Rate Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10) - **Configuration:** 8.4/10 (Category avg: 9.0/10) - **Creation:** 8.5/10 (Category avg: 8.9/10) - **Quoting:** 8.6/10 (Category avg: 9.1/10) **Who Is the Company Behind Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (581,355 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (88,363 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Salesforce Developer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 45% Mid-Market, 33% Enterprise #### What Are Agentforce Revenue Management (formerly Salesforce Revenue Cloud)'s Pros and Cons? **Pros:** - Ease of Use (103 reviews) - Revenue Management (83 reviews) - Efficiency (75 reviews) - Product Functionality (74 reviews) - Features (73 reviews) **Cons:** - Learning Curve (67 reviews) - Learning Difficulty (65 reviews) - Complexity (61 reviews) - Complex Setup (60 reviews) - Steep Learning Curve (54 reviews) ### 2. [Conga Advantage CPQ](https://www.g2.com/products/conga-advantage-cpq/reviews) In today’s hyper-competitive market, selling isn’t just about closing deals; it’s about configuring the right solution, pricing it accurately, and quoting it in a timely manner to win the deal. This has become more difficult as the sales landscape evolves, making Configure Price Quote (CPQ) solutions even more essential. Conga CPQ is the only CPQ solution that can provide an alignment of operations across the entire commerce chain. This provides a single flow from quote to cash utilizing a single data model, where configured orders automatically consider negotiated products and pricing, and mixed billing is the norm. Conga CPQ helps companies shorten sales cycles, eliminate errors, and accelerate revenue with confidence. Key Features of Conga CPQ to transform your sales process: Robust Configuration and Pricing Rules: Consistent configuration and pricing rules across all channels guide the user through the configuration process to ensure the appropriate item is ordered and priced based on exact customer needs, eliminating the back and forth with the customer. Line Level Price Waterfall: Once discounts and promotions are applied, the user can select “analyze quote” to view the price waterfall, which shows details of the original price and all the items that went into the final price, as well as the cost to determine the margin. Contractual Awareness: Ensures that contractual agreements for pricing and product are being observed. Simply by placing the contract number into the account, the pricing engine will recognize that contract and insert the appropriate price. Deal Guidance: Provides visual cues to help users determine the optimal solutions for customers while staying within organizational parameters, avoiding time-consuming approvals. Subscription Management: Conga CPQ automatically manages any changes to terms, order amounts, swap-outs, or cancellations of subscription orders without the need for lengthy manual processes to update orders, agreements, and billing. Automated Workflows: Automated workflows streamline approvals and legal contract management, expediting the entire quoting process. Composable Commerce: With robust APIs and a comprehensive Software Development Kit (SDK), Conga CPQ enables organizations to utilize the same configuration and pricing engine, and a single catalog as part of any commerce process, such as self-service portals, customer support systems, and partner platforms. Unified Data Model: Businesses can easily track customer purchase history, and any subscription adjustments automatically flow into existing orders and billing, ensuring seamless revenue management across all channels. Document Generation: Instantly generate branded, professional quotes and proposals using Conga Document Automation. UI Flexibility: Customers can choose from multiple UI options such as a Web UI for remote sellers, imbed Conga CPQ into existing eCommerce solution such as self-service portals, customer support systems, existing CRM solutions like Salesforce or Microsoft, or create a new eCommerce site using a Conga-provided Software Development Kit. Analytics & Reporting: Gain real-time visibility into quote performance, pricing trends, and sales cycle bottlenecks. Why Conga CPQ stands out in the CPQ Market: Conga CPQ sets itself apart in the CPQ landscape by offering unmatched flexibility, CRM-agnostic integration, and robust configuration capabilities, all within a scalable, enterprise-ready platform. Unlike other CPQ tools that struggle with complexity or require heavy customization, Conga CPQ adapts to your business rules and sales processes with minimal overhead. Support for Solution Selling: Conga CPQ supports evolving business models that incorporate the configuration and sale of multiple solutions (product, services, subscriptions, usage, etc.) on a single order. Enterprise-Ready Flexibility: Handles everything from simple quotes to highly complex, multi-tiered product configurations without sacrificing speed or control. Single Commerce Platform: Powered by the Conga Revenue Lifecycle Cloud, Conga CPQ 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. Robust APIs: With an API-first approach, Conga CPQ delivers a unified commerce experience across all go-to-market channels. **Average Rating:** 4.2/5.0 **Total Reviews:** 226 **How Do G2 Users Rate Conga Advantage CPQ?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10) - **Configuration:** 9.2/10 (Category avg: 9.0/10) - **Creation:** 9.0/10 (Category avg: 8.9/10) - **Quoting:** 9.3/10 (Category avg: 9.1/10) **Who Is the Company Behind Conga Advantage CPQ?** - **Seller:** [Conga](https://www.g2.com/sellers/conga) - **Company Website:** https://conga.com/ - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (1,793 employees on LinkedIn®) - **Phone:** (303) 465-1616 **Who Uses This Product?** - **Who Uses This:** Consultant, Software Engineer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 61% Enterprise, 31% Mid-Market #### What Are Conga Advantage CPQ's Pros and Cons? **Pros:** - Ease of Use (41 reviews) - Integrations (28 reviews) - Product Configuration (27 reviews) - Easy Integrations (19 reviews) - Capabilities (16 reviews) **Cons:** - Complexity (19 reviews) - Complex Setup (17 reviews) - Learning Curve (16 reviews) - Slow Performance (14 reviews) - Difficult Customization (9 reviews) ### 3. [IBM Sterling Configure, Price, Quote](https://www.g2.com/products/ibm-sterling-configure-price-quote/reviews) IBM Sterling CPQ transforms the buying and selling of complex products and services across all of your buyers' preferred channels to make it easier for your customer to buy from you. Our CPQ software solution guides eCommerce customers, sales teams, call center representatives, and partners to select the right products and ensure pricing is accurate. IBM Sterling CPQ helps you provide the buying experiences today's customers demand, while improving your sales productivity. **Average Rating:** 4.0/5.0 **Total Reviews:** 74 **How Do G2 Users Rate IBM Sterling Configure, Price, Quote?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10) - **Configuration:** 8.3/10 (Category avg: 9.0/10) - **Creation:** 8.9/10 (Category avg: 8.9/10) - **Quoting:** 8.7/10 (Category avg: 9.1/10) **Who Is the Company Behind IBM Sterling Configure, Price, Quote?** - **Seller:** [IBM](https://www.g2.com/sellers/ibm) - **Year Founded:** 1911 - **HQ Location:** Armonk, NY - **Twitter:** @IBM (709,223 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1009/ (324,553 employees on LinkedIn®) - **Ownership:** SWX:IBM **Who Uses This Product?** - **Top Industries:** Retail - **Company Size:** 36% Small-Business, 35% Mid-Market ### 4. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) 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:** 2,820 **How Do G2 Users Rate Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10) - **Configuration:** 8.5/10 (Category avg: 9.0/10) - **Creation:** 8.5/10 (Category avg: 8.9/10) - **Quoting:** 8.5/10 (Category avg: 9.1/10) **Who Is the Company Behind Zoho CRM?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,492 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,531 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:** 62% Small-Business, 33% Mid-Market #### What Are Zoho CRM's Pros and Cons? **Pros:** - Ease of Use (270 reviews) - Features (171 reviews) - Integrations (140 reviews) - Easy Integrations (115 reviews) - Lead Management (115 reviews) **Cons:** - Learning Curve (112 reviews) - Integration Issues (70 reviews) - Limited Features (70 reviews) - Complexity (68 reviews) - Poor Customer Support (66 reviews) ### 5. [Renewtrak](https://www.g2.com/products/renewtrak/reviews) AI Powered Renewal Automation The Renewal Workflow Platform built to increase retention and grow revenue. Renewtrak transforms your day and automates every step of your renewals. So you can spend less time chasing admin and more time driving growth. Integrated directly into your CRM, Renewtrak empowers teams to: 1. Save time and reduce back and forth: Create branded, automated email templates with clear CTAs to drive faster customer responses. 2. Close renewals faster: Generate digital quotes customers can review, sign and pay, all in one place. 3. Never miss an opportunity: Automate upsell and cross-sell options at the point of renewal. 4. See everything at a glance: Real time dashboards and filters provide total visibility into renewal performance. 5. Predict and improve outcomes: Use proprietary AI models to forecast renewal rates and identify at-risk accounts. 6. Centralise your workflow: Manage both direct customers and channel partners seamlessly. For Customer Success teams, Renewtrak eliminates the manual back and forth that slows renewals. For Sales teams, it’s the fastest way to uncover hidden revenue and hit quota, cutting renewal cycles from weeks to days. The easiest dollar you’ll make is the dollar you keep. Experience Renewals Led Growth, powered by Renewtrak. **Average Rating:** 4.5/5.0 **Total Reviews:** 15 **How Do G2 Users Rate Renewtrak?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10) - **Configuration:** 7.6/10 (Category avg: 9.0/10) - **Creation:** 8.1/10 (Category avg: 8.9/10) - **Quoting:** 8.1/10 (Category avg: 9.1/10) **Who Is the Company Behind Renewtrak?** - **Seller:** [Renewtrak](https://www.g2.com/sellers/renewtrak) - **Company Website:** https://www.renewtrak.com - **Year Founded:** 2021 - **HQ Location:** North Sydney, AU - **LinkedIn® Page:** https://www.linkedin.com/company/renewtrak-global-services/ (36 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 67% Enterprise, 27% Mid-Market #### What Are Renewtrak's Pros and Cons? **Pros:** - Automation (3 reviews) - Ease of Use (2 reviews) - Client Relationship Management (1 reviews) - Customer Satisfaction (1 reviews) - Data Management (1 reviews) **Cons:** - Not User-Friendly (1 reviews) ## What Is Quote-to-Cash Software? [Quote Management Software](https://www.g2.com/categories/quote-management) ## What Software Categories Are Similar to Quote-to-Cash Software? - [CPQ Software](https://www.g2.com/categories/cpq) - [Proposal Software](https://www.g2.com/categories/proposal) - [Subscription Management Software](https://www.g2.com/categories/subscription-management) - [Billing Software](https://www.g2.com/categories/billing) - [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management) - [Subscription Billing Software](https://www.g2.com/categories/subscription-billing) - [Usage-based Billing Software](https://www.g2.com/categories/usage-based-billing-software) --- ## How Do You Choose the Right Quote-to-Cash Software? ### What You Should Know 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](https://www.g2.com/categories/crm) 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](https://www.g2.com/categories/contract-management), 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. ### What are the Software and Services Related to Quote-to-Cash Software? The following business solutions are closely related to the quote-to-cash process. It might benefit a company to consider one or both when addressing their sales strategy. [**Configure price quote (CPQ) software**](https://www.g2.com/categories/cpq) **—** This is a specialized technology that focuses on the quoting component of the sales lifecycle. These platforms offer intelligent assistance about which products to recommend and what quoted price to offer when assembling sales proposals based on customer needs. In addition to helping craft a proposal and find a price quote, certain products in this category help evaluate the profitability of a deal and offer real-time suggestions that aid in the quoting process. These tools typically integrate with CRM or [ERP systems](https://www.g2.com/categories/erp-systems) to ensure salespeople find relevant products or customer information when crafting a sales proposal. As quotes are completed, relevant data can be exported from the CPQ platform into corresponding systems. [**Quote-to-cash consulting providers**](https://www.g2.com/categories/quote-to-cash-consulting) **—** Quote-to-cash consulting providers offer businesses advisory and implementation expertise related to the quote-to-cash process. The exact services change based on a specific agency and the various needs of a business. These can include assistance with choosing the right software tools or refining a sales team’s processes to maximize the benefits of their technology. As modern sales tools continue to evolve and companies develop new strategies around them, quote-to-cash consultants offer valuable, timely assistance to improve both employee adoption and sales numbers.