# Best Quote-to-Cash Software

  *By [Julie Jung](https://research.g2.com/insights/author/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](https://www.g2.com/categories/cpq), [sales software](https://www.g2.com/categories/sales), and [revenue management software](https://www.g2.com/categories/revenue-management).

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





## Category Overview

**Total Products under this Category:** 74


## Trust & Credibility Stats

**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.


## Best Quote-to-Cash Software At A Glance

- **Leader:** [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews)
- **Highest Performer:** [Hyperline](https://www.g2.com/products/hyperline/reviews)
- **Easiest to Use:** [Expedite Commerce](https://www.g2.com/products/expedite-commerce/reviews)
- **Top Trending:** [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews)
- **Best Free Software:** [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews)


---

**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=612d3be5c92fa5ee52d8d52bc01ace251dfc04bae329e874b07bdae674fc9916&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&secure%5Bvisitor_segment%5D=180)

---

## Top-Rated Products (Ranked by G2 Score)
### 1. [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews)
  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 through product selection, pricing, and approval workflows, ensuring that quotes are accurate and compliant with company policies. Salesforce CPQ enables faster, more accurate quotes, providing a smoother experience for customers while helping sales teams control profit margins through managed discounts and approvals. Our latest innovation, Salesforce Revenue Cloud, expands on the features that have made Salesforce CPQ a market leader to now support the entire revenue lifecycle. Revenue Cloud integrates seamlessly with Salesforce's agent-powered CRM to unify revenue operations with the power of the core Salesforce platform. Salesforce Revenue Cloud streamlines the entire quote-to-cash process with tools that go beyond quoting to support contracts, order management and invoice management in one place. Purpose-built to fit any revenue model and any sales channel with centralized data, Salesforce Revenue Cloud makes it easier for sales and finance teams to collaborate and speeds up deal and payment cycles. Revenue Cloud includes: \* A flexible product catalog and pricing system for all sales channels \* Tools for managing quotes, orders, and pricing from anywhere \* Contract management for negotiating and tracking agreements \* Order management to streamline fulfillment and delivery \* Invoice management to calculate penny-perfect invoices to send to your ERP


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 1,407

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** https://www.salesforce.com/
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce (581,471 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (88,363 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Salesforce Developer
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 45% Mid-Market, 33% Enterprise


#### Pros & 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. [HubSpot Commerce Hub](https://www.g2.com/products/hubspot-commerce-hub/reviews)
  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 unified Smart CRM platform. Core Value Proposition: Commerce Hub eliminates three critical revenue process problems: fragmented CPQ workflows requiring data transfer between multiple systems, manual quote creation introducing errors and delays, and disconnected buyer experiences creating deal cycle friction. The product addresses challenges businesses face where quoting complexity, disconnected systems, and slow deal cycles create obstacles. Key Capabilities AI Quote Creation: Commerce Hub automatically generates quotes, proposals, and cover letters using deal data, call transcripts, and unstructured inputs. This automation reduces manual effort and minimizes errors from data entry or calculation mistakes. Integrated Buyer Experience: The platform provides a secure, interactive quote page where buyers view terms, accept proposals, and complete payment within the same flow. This eliminates delays from email attachments, separate electronic signature tools, and disconnected payment collection systems. Workflow Automation: Commerce Hub includes rules-based approval routing that ensures pricing consistency, discount authorization, and deal governance without slowing deal progression. Internal approvals streamline without creating bottlenecks. Flexible Pricing Models: The platform supports multiple pricing methods including one-time fees, recurring subscriptions, usage-based billing, tiered pricing, and custom configurations, making it adaptable to various revenue models. Revenue Data Integration: Because Commerce Hub operates on the HubSpot Smart CRM rather than as an external tool, it ensures accurate reporting, forecasting, and a single source of truth for sales teams. Deal data, quote history, and revenue metrics remain connected to customer records without manual synchronization. Commerce Hub vs. Alternatives Unlike external CPQ tools requiring integration with CRM platforms and often creating data synchronization challenges, Commerce Hub operates as a native component of the HubSpot CRM. This eliminates integration complexity and ensures quote data, customer information, and deal records remain connected without custom integration development. Commerce Hub replaces spreadsheet-based quote creation, email-based proposal delivery, and manual approval tracking with automated workflows that reduce cycle time, minimize errors, and provide complete visibility into the quoting process for revenue operations teams. Who Should Use Commerce Hub Commerce Hub serves sales teams managing quote complexity, revenue operations professionals coordinating pricing and approvals across deal stages, and finance stakeholders requiring accurate revenue forecasting and reporting. The platform scales from small sales teams to enterprise revenue organizations. Outcome Commerce Hub provides AI-powered automation, integrated billing and payments, and a connected buyer-seller experience, streamlining revenue processes to help teams close deals faster with greater accuracy and control.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 91

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Configuration:** 9.5/10 (Category avg: 9.1/10)
- **Creation:** 9.5/10 (Category avg: 8.9/10)
- **Quoting:** 9.5/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot)
- **Company Website:** https://www.HubSpot.com
- **Year Founded:** 2006
- **HQ Location:** Cambridge, MA
- **Twitter:** @HubSpot (785,771 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (11,979 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 41% Mid-Market, 38% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (62 reviews)
- Integrations (31 reviews)
- Easy Integrations (28 reviews)
- Efficiency (27 reviews)
- Easy Setup (26 reviews)

**Cons:**

- Missing Features (25 reviews)
- Limited Features (21 reviews)
- Limited Customization (19 reviews)
- Difficult Customization (18 reviews)
- Lack of Customization (16 reviews)

### 3. [ServiceNow CPQ](https://www.g2.com/products/servicenow-cpq/reviews)
  ServiceNow CPQ is an end-to-end omnichannel CPQ platform designed to drive sales performance and enable optimized customer experiences for any business selling complex products or services. Embedded with first-to-market AI innovation, ServiceNow CPQ is an API-first, fully composable solution that combines dynamic product discovery, a proprietary configuration and solving engine, centralized transaction management, customized pricing logic, and flexible customer agreements.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 40

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Configuration:** 9.8/10 (Category avg: 9.1/10)
- **Creation:** 10.0/10 (Category avg: 8.9/10)
- **Quoting:** 9.8/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [ServiceNow](https://www.g2.com/sellers/servicenow)
- **Company Website:** https://www.servicenow.com/
- **Year Founded:** 2004
- **HQ Location:** Santa Clara, CA
- **Twitter:** @servicenow (54,215 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/29352/ (32,701 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 40% Mid-Market, 30% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (7 reviews)
- Product Configuration (6 reviews)
- Customization (4 reviews)
- Easy Integrations (4 reviews)
- Easy Setup (4 reviews)

**Cons:**

- Learning Curve (4 reviews)
- Complex Setup (3 reviews)
- Integration Issues (3 reviews)
- Lack of Guidance (3 reviews)
- Required Expertise (3 reviews)

### 4. [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

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10)
- **Configuration:** 9.2/10 (Category avg: 9.1/10)
- **Creation:** 9.0/10 (Category avg: 8.9/10)
- **Quoting:** 9.3/10 (Category avg: 9.1/10)


**Seller Details:**

- **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

**Reviewer Demographics:**
  - **Who Uses This:** Consultant, Software Engineer
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 61% Enterprise, 31% Mid-Market


#### Pros & 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)

### 5. [Hyperline](https://www.g2.com/products/hyperline/reviews)
  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. Hyperline combines native CPQ, advanced subscription logic (including usage-based), and automated invoicing - so teams can move fast, without errors. Easily adapt pricing, automate billing schedules from custom contracts, and build revenue reliability into every process. Payment collection, tax handling, dunning, and accounting integrations come built-in. Hyperline integrates with your CRM, ERP, and data warehouse to streamline implementation and power real-time reporting.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 16

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Configuration:** 9.8/10 (Category avg: 9.1/10)
- **Creation:** 9.3/10 (Category avg: 8.9/10)
- **Quoting:** 9.6/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [Hyperline](https://www.g2.com/sellers/hyperline)
- **Company Website:** https://www.hyperline.co/
- **Year Founded:** 2022
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** https://www.linkedin.com/company/hyperlineco/ (27 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 65% Small-Business, 35% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (10 reviews)
- Ease of Use (10 reviews)
- Automation (7 reviews)
- Efficiency Improvement (7 reviews)
- Subscription Management (7 reviews)

**Cons:**

- Complex Pricing (1 reviews)
- Complex Setup (1 reviews)
- Integration Issues (1 reviews)
- Poor Interface Design (1 reviews)
- Pricing Issues (1 reviews)

### 6. [Sequence](https://www.g2.com/products/sequence-hq-sequence/reviews)
  Sequence is an all-in-one CPQ, billing, metering and revenue recognition platform for B2B SaaS companies. Automate billing for every custom contract. Stop revenue leakage, avoid billing errors, and save time. Turn contracts into billing schedules in a few clicks and automate finance workflows effortlessly. Sequence automates your revenue collection process, allowing scaling companies to easily grow their topline, adjust pricing models on the fly, and create a source of truth for products & pricing. Sequence has built-in integrations to CRMs, ERP systems, and data warehouses, allowing for quick and easy implementation with your existing stack. The Sequence no-code dashboard is intuitive and loved by finance teams, and is the easy way to manage your billing.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 62

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Configuration:** 9.7/10 (Category avg: 9.1/10)
- **Creation:** 9.7/10 (Category avg: 8.9/10)
- **Quoting:** 9.7/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [Sequence HQ](https://www.g2.com/sellers/sequence-hq)
- **Year Founded:** 2021
- **HQ Location:** London, UK
- **Twitter:** @SequenceHQ_ (342 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/sequence-hq/ (50 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 74% Small-Business, 26% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (29 reviews)
- Customer Support (25 reviews)
- Billing Management (22 reviews)
- Easy Setup (21 reviews)
- Invoicing (21 reviews)

**Cons:**

- Missing Features (6 reviews)
- Integration Issues (4 reviews)
- Billing Issues (3 reviews)
- Bug Issues (3 reviews)
- Limited Customization (3 reviews)

### 7. [DealHub](https://www.g2.com/products/dealhub/reviews)
  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 revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub is trusted by global leaders, including Intuit, Gong, Kore.ai, SpotOn, and Braze.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 828

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io)
- **Company Website:** https://dealhub.io/
- **Year Founded:** 2014
- **HQ Location:** Austin, Texas
- **Twitter:** @DealHubIO (3,897 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/dealhubio/ (308 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Sales Operations Manager, Account Executive
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 65% Mid-Market, 23% Small-Business


#### Pros & Cons

**Pros:**

- Customer Support (109 reviews)
- Ease of Use (101 reviews)
- Efficiency (88 reviews)
- Time-saving (87 reviews)
- Integrations (82 reviews)

**Cons:**

- Learning Curve (37 reviews)
- Limited Customization (33 reviews)
- Steep Learning Curve (25 reviews)
- Missing Features (22 reviews)
- Integration Issues (20 reviews)

### 8. [QuoteWerks](https://www.g2.com/products/quotewerks/reviews)
  Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 182

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Configuration:** 9.7/10 (Category avg: 9.1/10)
- **Creation:** 9.3/10 (Category avg: 8.9/10)
- **Quoting:** 9.7/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [Aspire Technologies](https://www.g2.com/sellers/aspire-technologies)
- **Company Website:** https://www.quotewerks.com
- **Year Founded:** 1993
- **HQ Location:** Orlando, FL
- **Twitter:** @QuoteWerks (1,135 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/140538/ (47 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** President, Owner
  - **Top Industries:** Information Technology and Services, Computer Networking
  - **Company Size:** 73% Small-Business, 18% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (15 reviews)
- Efficiency (10 reviews)
- Templates (9 reviews)
- Efficiency Improvement (8 reviews)
- Integrations (8 reviews)

**Cons:**

- Poor Interface Design (4 reviews)
- Complex Setup (3 reviews)
- Dated Interface (2 reviews)
- Expensive (2 reviews)
- Billing Issues (1 reviews)

### 9. [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:** 2,810

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.2/10)
- **Configuration:** 8.5/10 (Category avg: 9.1/10)
- **Creation:** 8.5/10 (Category avg: 8.9/10)
- **Quoting:** 8.5/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho (137,251 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,531 employees on LinkedIn®)
- **Phone:** +1 (888) 900-9646 

**Reviewer Demographics:**
  - **Who Uses This:** Owner, CEO
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 62% Small-Business, 33% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (271 reviews)
- Features (172 reviews)
- Integrations (140 reviews)
- Lead Management (116 reviews)
- Easy Integrations (115 reviews)

**Cons:**

- Learning Curve (112 reviews)
- Limited Features (71 reviews)
- Integration Issues (70 reviews)
- Complexity (68 reviews)
- Poor Customer Support (67 reviews)

### 10. [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

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [IBM](https://www.g2.com/sellers/ibm)
- **Year Founded:** 1911
- **HQ Location:** Armonk, NY
- **Twitter:** @IBM (709,390 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1009/ (324,553 employees on LinkedIn®)
- **Ownership:** SWX:IBM

**Reviewer Demographics:**
  - **Top Industries:** Retail
  - **Company Size:** 36% Small-Business, 35% Mid-Market


### 11. [salesbricks](https://www.g2.com/products/salesbricks/reviews)
  Close deals faster with Salesbricks, the modern way to sell software and AI. Configure pricing instantly, generate quotes in seconds, and unify quoting, signing, and billing in one platform. From proposals to collections, everything is automated so your team can focus on selling, not admin.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 22

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Configuration:** 9.8/10 (Category avg: 9.1/10)
- **Creation:** 10.0/10 (Category avg: 8.9/10)
- **Quoting:** 9.6/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [salesbricks](https://www.g2.com/sellers/salesbricks)
- **Year Founded:** 2021
- **HQ Location:** San Mateo, US
- **Twitter:** @getsalesbricks (292 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/71978116 (32 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software
  - **Company Size:** 77% Small-Business, 14% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (8 reviews)
- Efficiency Improvement (6 reviews)
- Time-saving (5 reviews)
- Sales Management (4 reviews)
- Customer Support (3 reviews)

**Cons:**

- Missing Features (2 reviews)
- Difficult Learning Process (1 reviews)
- Learning Curve (1 reviews)
- Poor Interface Design (1 reviews)
- Sales Limitations (1 reviews)

### 12. [Experlogix CPQ](https://www.g2.com/products/experlogix-cpq/reviews)
  Experlogix is a global leader in CPQ and document generation and automation solutions, with thousands of customers worldwide in various industries. We elevate customer engagement, business growth, and success through passionate experts and powerful and flexible technologies. Experlogix simplifies and accelerates complex processes, improves compliance and quality, and increases customer satisfaction.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 96

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [Experlogix](https://www.g2.com/sellers/experlogix)
- **Company Website:** https://www.experlogix.com
- **Year Founded:** 2002
- **HQ Location:** South Jordan, UT
- **Twitter:** @experlogix (492 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/311167/ (223 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Consumer Services, Information Technology and Services
  - **Company Size:** 67% Mid-Market, 35% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (11 reviews)
- Customization (9 reviews)
- Quoting Process (8 reviews)
- Time-saving (7 reviews)
- Customizability (6 reviews)

**Cons:**

- Learning Curve (6 reviews)
- Limitations (5 reviews)
- Learning Difficulty (4 reviews)
- Limited Customization (4 reviews)
- Poor Interface Design (4 reviews)

### 13. [BlueSnap Accounts Receivable Automation](https://www.g2.com/products/bluesnap-accounts-receivable-automation/reviews)
  The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. 1. Finance & Billing Automation (AR, AP, Invoices, Subscriptions, Payments): Fully automated AR Collections drastically reduces time to payment (DSO). Our advanced rules engine delivers the right message at the right time automatically, ensuring the highest likelihood of payment, while enabling prompt, efficient customer communication. Never have another vendor payment not accounted for, assign vendor bills for review and approvals. Leverage our workflow automation and approval engine to route all your bills for optimized payments. Enable subscription/recurring billing, progress billing, invoice creation, automatic payments, payment plans, late fees, coupons, online billing and interactive customer portals, all integrated and synced with your current accounting and CRM systems. Payment tokenization and automated failed payment recovery ensures no payment is missed and all data is secure. 2. Sales & Success Automation (QTC, CPQ, NPS, eSign): Automate quotes for prospects, control your pricing and close deals faster with our QTC and CPQ features. Everything from creating a quote to collecting cash from customers. Empower your sales and success team to handle the QTC process and remove departmental bottlenecks. No more second-guessing, let your sales team handle all aspects of new contract creation within a clearly defined framework - from quote to eSignature and payment. Share all historical communication data, files, documents, invoices and contracts across your whole team from the customer manager. Use Armatic's build in contact center to communicate with your customers. Leverage the Armatic Net Promoter Score engine to join companies that have grown 2x faster vs the competition. Empower your teams to make better decisions backed by customer feedback. 3. Human Capital Automation (eNPS, Employee Advocacy, Contracts, eRecords): Measure and improve your employee satisfaction with the Armatic employee NPS. Create communication feedback loops with your employees to drive loyalty and employee engagement. Amplify your companies social reach with Employee Advocacy. Leverage the social networks of your employees, by providing them an easy way to share approved company information. Your companies social posts reach a magnitude of prospects and potential new hires. Provide your HR team and managers across your organization a solution to eSign, store and manage securely all employee contracts. Share all historical communication data, files, documents, employee contracts and NDAs across your whole team. The Armatic employee contact manager provides your team instant and easy access to all employee relevant information, including communication data, contracts, and HR related notes.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 37

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [BlueSnap](https://www.g2.com/sellers/bluesnap)
- **Year Founded:** 2001
- **HQ Location:** Boston, MA
- **Twitter:** @BlueSnapInc (2,166 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/52768/ (163 employees on LinkedIn®)
- **Phone:** 1 (781) 790-5013

**Reviewer Demographics:**
  - **Company Size:** 59% Small-Business, 19% Mid-Market


#### Pros & Cons

**Pros:**

- Automation (6 reviews)
- Efficiency (6 reviews)
- Payment Processing (6 reviews)
- Time-saving (6 reviews)
- Ease of Use (5 reviews)

**Cons:**

- Complexity (4 reviews)
- Complicated Reporting (3 reviews)
- Limited Customization (3 reviews)
- Poor Reporting (3 reviews)
- Complex Features (2 reviews)

### 14. [Expedite Commerce](https://www.g2.com/products/expedite-commerce/reviews)
  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 businesses to accelerate growth, optimize operations, and enhance customer engagement. Our offerings include AI-powered Configure-Price-Quote (CPQ), AI-powered Contract Lifecycle Management (CLM), Digital Experience Platform, eCommerce, and Recurring Billing solutions, all built to deliver impactful business outcomes. From Lead to Cash For Revenue Operations, Expedite Commerce provides a comprehensive suite of solutions, including Digital Experience Platform, eCommerce Storefront, AI-CPQ, and AI-CLM. Our intelligent automation and AI capabilities help sales teams breeze through quoting and contracting, allowing them to focus on engaging buyers effectively. From Subscription to Cash For Revenue Management, we offer Order Management, Subscription Billing, Revenue Recognition, and Revenue Forecast software, tailored for subscription-based B2B businesses. Our platform makes managing dynamic subscriptions and billing seamless, ensuring CFOs and finance leaders have real-time visibility and control over revenue streams. The Expedite Commerce Advantage Deep AI Integration: Our platform leverages advanced AI to streamline complex business processes, enabling faster quoting, contracting, and billing. Market Leadership: Positioned at the forefront of the AI revolution in revenue operations, we help our customers get an unfair advantage in a competitive market. Proven Track Record: With a global client base across 50 countries, we've demonstrated our ability to deliver meaningful, measurable results. Who We Empower Our solutions are designed for forward-thinking leaders in: Sales Operations: Free your sales team to focus on buyers by automating repetitive tasks, drive rep adoption with simplified user experience, accelerate sales with AI-powered interactions.  Marketing Operations: Drive seamless alignment between marketing and sales to exceed revenue goals, guide customers to the right products with digital guided selling, and help sales teams close deals faster with personalized deal rooms for customers.  Finance Operations: Optimize billing, revenue recognition, and forecasting for both physical products and subscription products, no matter how complex the products.  Industries We Serve We support industries where innovation is essential: SaaS Manufacturing XaaS IoT Communications Why Expedite Commerce? Expedite Commerce helps businesses achieve a seamless AI-first transformation with at least a 5x productivity impact. We make your transition to AI effortless, empowering you to lead in a fast-paced digital landscape. Whether it's engaging buyers more effectively, accelerating sales cycles, or driving sustained growth, Expedite Commerce has you covered. Join Our Mission We're reshaping the future of commerce through AI innovation. Join us and discover how Expedite Commerce can be the catalyst for your business transformation.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 33

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Configuration:** 9.7/10 (Category avg: 9.1/10)
- **Creation:** 10.0/10 (Category avg: 8.9/10)
- **Quoting:** 9.8/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [Expedite Commerce](https://www.g2.com/sellers/expedite-commerce)
- **Year Founded:** 2008
- **HQ Location:** Plano, TX
- **Twitter:** @exp_commerce (13 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1617872/ (57 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Telecommunications, Information Technology and Services
  - **Company Size:** 61% Mid-Market, 21% Enterprise


#### Pros & Cons

**Pros:**

- Customizability (1 reviews)
- Customization Options (1 reviews)

**Cons:**

- Slow Performance (1 reviews)

### 15. [ViiBE](https://www.g2.com/products/viibe/reviews)
  ViiBE is Viirtue's quote to cash solution for our white label resellers. Our streamlined, full customer lifecycle software automates your quote to cash process ultimately scaling your business by eliminating hours of administrative work while providing best-in-class user experiences for your clients. This innovative software helps MSPs, VARs, and Telcos quickly go-to-market with a Unified Communications business and compete with the big players. About Viirtue: Viirtue is a channel driven UCaaS provider serving proprietary, industry disrupting tools to nearly 300 channel partners and resellers and tens of thousands of end users.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 15

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Configuration:** 9.5/10 (Category avg: 9.1/10)
- **Creation:** 9.2/10 (Category avg: 8.9/10)
- **Quoting:** 9.3/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [Viirtue](https://www.g2.com/sellers/viirtue)
- **Year Founded:** 2017
- **HQ Location:** St Petersburg, Florida
- **Twitter:** @Viirtue1 (131 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/viirtue (53 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Education Management, Telecommunications
  - **Company Size:** 53% Small-Business, 24% Enterprise


### 16. [Pricefx](https://www.g2.com/products/pricefx/reviews)
  Pricefx is the ultimate cloud-based AI Price Management, Optimization and CPQ software. Designed to meet the full spectrum of pricing needs, Pricefx covers 360° pricing needs from data insights, to price setting & management, rebates, promotions, and quoting. With over 50 use cases tailored to the unique challenges of manufacturing, distribution, and the process industry businesses - helping them stay competitive and profitable in dynamic markets. By adopting Pricefx, companies can maximize margins, increase profits, and secure better deals. By unlocking the full potential within your business, companies can expect remarkable results in the first 12 months post-adoption, including up to 70x return on investment, an average margin improvement of 8.4%, and an annual profit enhancement of €130 million for a €5 billion company. Discover end-to-end Pricing and CPQ software to optimize each step of your pricing process: ✔️ PricingAI by Pricefx - Leverage 125+ ready-made, always-on AI agents are built to help customers protect profit, uncover revenue, and move from insight to action—fast, go to work in 5-days. Use AI to optimize deal profitability, recommend product mix, and optimize a price waterfall or interact with Pricefx software using Pricefx Copilot and receive and activate intelligent pricing insights. ✔️ Insights - Gain a clear, data-driven view of your business performance. Analyze your business's performance, take follow-up actions based on data, and benchmark your pricing processes. ✔️ Price Management - Manage and optimize your pricing based on your rules and strategies, including all rebates, agreements, or promotions in the process. ✔️ Quoting - Configure, Price, and Quote with confidence using optimal prices for both your business and customers, while seeing real-time commission impacts.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 120

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10)
- **Configuration:** 8.3/10 (Category avg: 9.1/10)
- **Creation:** 7.2/10 (Category avg: 8.9/10)
- **Quoting:** 8.9/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [Pricefx](https://www.g2.com/sellers/pricefx)
- **Company Website:** https://www.pricefx.com
- **Year Founded:** 2011
- **HQ Location:** Prague, Czech Republic
- **Twitter:** @Price_fx (4,788 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/price-f-x-/ (393 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Pricing Manager
  - **Top Industries:** Automotive, Building Materials
  - **Company Size:** 65% Enterprise, 24% Mid-Market


#### Pros & Cons

**Pros:**

- Flexibility (8 reviews)
- Ease of Use (6 reviews)
- Efficiency (6 reviews)
- Customization (5 reviews)
- Implementation Ease (5 reviews)

**Cons:**

- Complex Implementation (3 reviews)
- Difficult Learning Process (3 reviews)
- Feature Usability (3 reviews)
- Learning Curve (3 reviews)
- Support Dependency (3 reviews)

### 17. [XaitCPQ](https://www.g2.com/products/xaitcpq/reviews)
  XaitCPQ (Formerly known as Blueprint CPQ) captures all of the complex product, pricing, and business rules in one central place for automating and streamlining actions in real time. This allows you to have everything you need at your fingertips to close deals faster, with better collaboration, control and transparency. In other words; We Make it Easier for Customers to Buy from You! The benefits of a CPQ, automated pricing and quoting system are many: \* Drastically reduce the time to create and send a quote \* Streamline and automate quote generation and order transactions \* Reduce pricing errors and maximise margin by eliminating spreadsheets \* Maximize use from your existing software, integrates seamlessly into most CRM systems \* Introduce modern, better ways of working and set on course for growth. \* Reduce the burden and/or workload on your IT department Breaking new ground in the Lead-to-Order process, we help users with personalized, automated content at key buying stages through easy to use, engaging and intelligent web-based forms. We implement a "Buy Now, Scale Later" approach where we could have your sales teams using this software in days \* Get results FAST - easily reduce complexity and cost. \* Work smarter - encourage people to want to buy from you \* Make buying easy - engage people in your 'Lead to Order' process \* Scale and grow your business with ease. \* Maximize your revenue by drastically reducing pricing errors \* Stay ahead with an automated sales solution


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 40

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10)
- **Configuration:** 9.7/10 (Category avg: 9.1/10)
- **Creation:** 9.2/10 (Category avg: 8.9/10)
- **Quoting:** 10.0/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [Xait](https://www.g2.com/sellers/xait)
- **Year Founded:** 2000
- **HQ Location:** Sandnes, Norway
- **Twitter:** @xaitgroup (703 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/110126/ (96 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services
  - **Company Size:** 37% Mid-Market, 35% Small-Business


#### Pros & Cons

**Pros:**

- Affordable (1 reviews)
- Customer Support (1 reviews)
- Data Management (1 reviews)
- Ease of Use (1 reviews)
- Intuitive (1 reviews)

**Cons:**

- Complex Features (1 reviews)
- Complexity (1 reviews)
- Complex Setup (1 reviews)
- Difficult Customization (1 reviews)
- Difficult Learning (1 reviews)

### 18. [CloudSense](https://www.g2.com/products/cloudsense/reviews)
  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 at a remarkable rate, with a team of almost 300 expert solutions consultants, business professionals and engineers support our growing global community of customers across four continents. Leading communications and media providers including BT, Telstra, Informa and Spotify use CloudSense’s portfolio of applications to streamline the entire customer lifecycle, providing a better customer experience while improving business performance.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 90

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.2/10)
- **Configuration:** 9.6/10 (Category avg: 9.1/10)
- **Creation:** 9.2/10 (Category avg: 8.9/10)
- **Quoting:** 9.1/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [CloudSense](https://www.g2.com/sellers/cloudsense)
- **Year Founded:** 2009
- **HQ Location:** London, United Kingdom
- **Twitter:** @cloudsense (1,253 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/883054/ (57 employees on LinkedIn®)
- **Phone:**  +44 20 7580 6685

**Reviewer Demographics:**
  - **Top Industries:** Retail, Information Technology and Services
  - **Company Size:** 38% Mid-Market, 38% Small-Business


#### Pros & Cons

**Pros:**

- Efficiency (2 reviews)
- Automation (1 reviews)
- Easy Integrations (1 reviews)
- Easy Setup (1 reviews)
- Efficiency Improvement (1 reviews)

**Cons:**

- Complex Setup (1 reviews)
- Implementation Difficulties (1 reviews)
- Learning Difficulty (1 reviews)
- Pricing Issues (1 reviews)

### 19. [Orgzit](https://www.g2.com/products/orgzit-orgzit/reviews)
  Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 43

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Orgzit](https://www.g2.com/sellers/orgzit)
- **Year Founded:** 2016
- **HQ Location:** San Jose, California
- **Twitter:** @Orgzit (219 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/13200297/ (14 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Logistics and Supply Chain
  - **Company Size:** 57% Mid-Market, 32% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (5 reviews)
- Helpful (4 reviews)
- Features (3 reviews)
- Flexibility (3 reviews)
- Value (3 reviews)

**Cons:**

- Connectivity Issues (1 reviews)
- Design Difficulty (1 reviews)
- Display Issues (1 reviews)
- Incomplete Information (1 reviews)
- Integration Issues (1 reviews)

### 20. [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

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Configuration:** 7.6/10 (Category avg: 9.1/10)
- **Creation:** 8.1/10 (Category avg: 8.9/10)
- **Quoting:** 8.1/10 (Category avg: 9.1/10)


**Seller Details:**

- **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®)

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services
  - **Company Size:** 67% Enterprise, 27% Mid-Market


#### Pros & 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)

### 21. [OneBill](https://www.g2.com/products/onebill-2021-09-08/reviews)
  OneBill is an end-to-end billing & monetization platform for global scale. Businesses across regions trust OneBill to power their entire billing & monetization lifecycle, from subscriptions to sophisticated usage-based pricing models, product catalogs to bundles and offers, order fulfillment to user provisioning, quote-to-cash to AR management, accounting and taxes to revenue recognition, multi-org/ multi-tenancy to multi-currency pricing, self-signup to channel partner/ reseller enablement, customer portals to partner/ agent portals - all within a single unified platform.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 47

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Configuration:** 8.3/10 (Category avg: 9.1/10)
- **Creation:** 7.2/10 (Category avg: 8.9/10)
- **Quoting:** 8.8/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [OneBill Software](https://www.g2.com/sellers/onebill-software)
- **Year Founded:** 2009
- **HQ Location:** Santa Clara, California
- **Twitter:** @onebillsoftware (1,187 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/onebill-inc (165 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Telecommunications, Information Technology and Services
  - **Company Size:** 88% Small-Business, 10% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (13 reviews)
- Customer Support (9 reviews)
- Invoicing (7 reviews)
- Billing Efficiency (6 reviews)
- Easy Setup (6 reviews)

**Cons:**

- Poor Customer Support (6 reviews)
- Complex Setup (3 reviews)
- Difficulty (2 reviews)
- Error Handling (2 reviews)
- Intuitiveness (2 reviews)

### 22. [ScalePad Quoter](https://www.g2.com/products/scalepad-quoter/reviews)
  Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting software for sales teams. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 44

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [ScalePad](https://www.g2.com/sellers/scalepad)
- **Year Founded:** 2015
- **HQ Location:** Vancouver, BC
- **Twitter:** @GoScalePad (985 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/scalepad/ (254 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services, Telecommunications
  - **Company Size:** 91% Small-Business, 9% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (12 reviews)
- Quoting Process (8 reviews)
- Templates (5 reviews)
- Customer Support (4 reviews)
- Customizability (4 reviews)

**Cons:**

- Limited Customization (3 reviews)
- Missing Features (3 reviews)
- Poor Integration (3 reviews)
- API Integration Issues (2 reviews)
- Contact Management (2 reviews)

### 23. [Cacheflow](https://www.g2.com/products/cacheflow/reviews)
  Cacheflow helps SaaS companies close more deals, with less admin work throughout your quote-to-cash process. From one link, your customers can review quotes, select payment options, e-sign, and expand or renew their subscriptions. Rather than relying on multiple tools to get a deal closed, Cacheflow manages quoting, e-sign, payments, usage-based billing, subscription management, and renewals from one platform (and integrates with your CRM and accounting system). Save 100’s of admin hours per year with our APIs and workflows, and win more deals by providing a better buying experience to your prospects.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 34

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Configuration:** 9.4/10 (Category avg: 9.1/10)
- **Creation:** 9.4/10 (Category avg: 8.9/10)
- **Quoting:** 9.6/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [Cacheflow](https://www.g2.com/sellers/cacheflow)
- **Year Founded:** 2021
- **HQ Location:** Los Altos, CA
- **Twitter:** @getcacheflow (88 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/getcacheflow (18 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 78% Mid-Market, 22% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (24 reviews)
- Easy Setup (10 reviews)
- Customer Support (8 reviews)
- Features (8 reviews)
- Integrations (8 reviews)

**Cons:**

- Missing Features (9 reviews)
- Limited Features (5 reviews)
- Access Limitations (4 reviews)
- Difficult Customization (3 reviews)
- Integration Issues (3 reviews)

### 24. [MonetizeNow](https://www.g2.com/products/monetizenow/reviews)
  MonetizeNow is an AI-powered unified CPQ, Billing, Metering, and Revenue platform purpose-built for modern B2B SaaS companies. Unlike legacy quote-to-cash tools that require stitching together separate CPQ, billing, and usage systems, MonetizeNow is built on a single contract-centric data model. This helps revenue teams manage the full lifecycle — quoting, approvals, amendments, renewals, usage billing, invoicing, revenue recognition, and reporting — from one unified platform. MonetizeNow supports complex SaaS monetization models including subscriptions, usage-based pricing, credits, minimum commits, ramps, co-terming and proration. Furthermore, MonetizeNow supports PLG, SLG and resellers seamlessly.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 40

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Configuration:** 10.0/10 (Category avg: 9.1/10)
- **Creation:** 8.3/10 (Category avg: 8.9/10)
- **Quoting:** 10.0/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [MonetizeNow](https://www.g2.com/sellers/monetizenow)
- **Company Website:** https://monetizenow.io
- **Year Founded:** 2021
- **HQ Location:** Santa Clara, CA
- **Twitter:** @MonetizeNowIo (38 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/monetizenow/ (24 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software
  - **Company Size:** 57% Mid-Market, 35% Small-Business


#### Pros & Cons

**Pros:**

- Customer Support (12 reviews)
- Ease of Use (12 reviews)
- Efficiency (7 reviews)
- Helpful (7 reviews)
- Billing Efficiency (6 reviews)

**Cons:**

- Missing Features (8 reviews)
- Difficult Customization (5 reviews)
- Limitations (3 reviews)
- System Limitations (3 reviews)
- Complexity (2 reviews)

### 25. [Nue](https://www.g2.com/products/nue-io-nue/reviews)
  Most CPQ and billing systems weren't built for the way modern SaaS and AI companies actually go to market. They crack under hybrid pricing models, break when you add self-serve or partner channels, and force RevOps and Finance into manual workarounds every time a contract changes mid-term. Nue is the Quote-to-Cash Platform built natively on Salesforce that fixes this. Unlike legacy CPQ or billing tools that require separate data models and custom integrations, Nue's unified data model means the moment you quote, you can bill across: -Any revenue model (subscriptions, usage, commits, credits, one-time) -Any channel (direct, self-serve, partner, embedded) and -Any mid-term change (upsells, amendments, early renewals) All without manual work or data translation. Nue AI brings agentic, context-aware intelligence to every part of the revenue lifecycle — helping reps quote complex deals in natural language, automating approvals, and surfacing anomalies before they become leakage. For Finance, Nue provides SKU-level revenue data in real time - clean, auditable, and ASC 606-ready -so you can stop reconciling spreadsheets and start running the business with confidence. Trusted by leaders like OpenAI, Glean, Jasper, Chili Piper, and many other fast-growing SaaS companies scaling from Series A to IPO. Live across CPQ, Billing, Lifecycle Manager, Usage & Credits, Revenue Intelligence, and Nue AI. The go-to alternative to Salesforce CPQ and Zuora. Learn more at nue.io.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 14

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Configuration:** 10.0/10 (Category avg: 9.1/10)
- **Creation:** 10.0/10 (Category avg: 8.9/10)
- **Quoting:** 10.0/10 (Category avg: 9.1/10)


**Seller Details:**

- **Seller:** [nue.io](https://www.g2.com/sellers/nue-io)
- **Company Website:** https://www.nue.io/
- **Year Founded:** 2019
- **HQ Location:** San Francisco, California, United States
- **Twitter:** @nue_io (42 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/nue-io/ (158 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software
  - **Company Size:** 71% Mid-Market, 21% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (5 reviews)
- Easy Integrations (3 reviews)
- Implementation Ease (3 reviews)
- Automation (2 reviews)
- Billing Management (2 reviews)

**Cons:**

- Learning Difficulty (3 reviews)
- Limited Customization (3 reviews)
- Complex Implementation (2 reviews)
- Complex Processes (2 reviews)
- Complex Setup (2 reviews)



## Parent Category

[Quote Management Software](https://www.g2.com/categories/quote-management)



## Related Categories

- [CPQ Software](https://www.g2.com/categories/cpq)
- [Billing Software](https://www.g2.com/categories/billing)
- [Subscription Billing Software](https://www.g2.com/categories/subscription-billing)



---

## Buyer Guide

### 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.