Top Free Quote-to-Cash Software

Check out our list of free Quote-to-Cash Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Quote-to-Cash Software to ensure you get the right product.

Results: 8
(890)4.1 out of 5
Optimized for quick response

Salesforce CPQ automates quoting, contracting, and the ordering processes. The solution improves sales productivity and helps you close more deals without ever leaving Salesforce. Fully native on the Salesforce platform, Salesforce CPQ delivers next-generation CPQ which is 5-10x easier to implement than legacy CPQ applications. Salesforce CPQ (Configure, Price, Quote) is an easy-to-use, next-generation app that is part of the Sales Cloud solution offering. It's built using the standard objects

Steven T.
ST
One unified system for the entire company to follow on pricing and quoting tool. This enables every rep to follow the same price book and eliminate... Read review
AH
Sales force CPQ is an efficient program that allows me to generate sales quotes fast and effective for my clients Read review
(6,619)4.3 out of 5
Entry Level Price:$0

Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for growing teams. Sales Hub is built on the HubSpot CRM platform, where customer data, tools, and teams come together to create a single source-of-truth. Tap into our expansive ecosystem of app and solutions partners to craft an exceptional end-to-end customer experience. Whether it’s strategies, servi

KHOJinINDIA C.
KC
Website Performance and Website services Read review
CC
Hubspot is great at keeping me on track and task! With the task feature, I am able to see what needs to be done each day and prioritize my follow... Read review
(21)4.9 out of 5

Expedite Commerce is a simple-to-use eCommerce platform that handles sophisticated processes including CPQ, Order Management, and Revenue Management. It provides Intuitive rules-based proposals, selling, provisioning and fulfillment for B2B companies with complex products & services.

DM
Their customer service is probably the best part about Expedite Commerce. The CPQ product is very easy to set up and use out of the box, but EC... Read review
RA
Expedite Commerce is a niche player in Configure Price Quoting (CPQ) with rich expertise in quoting and configuration of products. The guided... Read review

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 righ

Jake S.
JS
Extremely reliable, and excellent customer service, the owner and founder himself responds to questions a and gets things done very... Read review
EO
A complete suite of customer-centric products. There is no more need for separate QTC or eSign and Quote system. We store all customer documents in... Read review
(39)4.6 out of 5
Optimized for quick response

Leading Configure Price Quote (CPQ) platform for technology vendors, Managed Services Providers, software companies, SI's and VARs. Our CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. Perfect for fast and growing markets, as well as highly acquisitive or PE-backed firms with a broad set of products and services that need to execute on digital transformation. Integration with Salesforce and Dynamics CRM.

AA
servicePath, a configure, price and quote (CPQ) platform is a great way to get your quotes. It is very fast and efficient, easy to use and can be... Read review
EI
Strong portfolio management capability including unique ability to cost model manage along with power of configuration engine for guided selling of... Read review
(64)4.4 out of 5
Optimized for quick response

Vendavo powers the shift to digital business for the world’s most demanding B2B companies, unlocking value, growing margin and accelerating revenue. With the Vendavo Commercial Excellence platform, companies develop dynamic customer insights and optimal pricing strategies that maximize margin, boost sales effectiveness and improve customer experience. With an annual margin improvement totaling more than $2.5 billion across companies in chemicals, distribution, high-tech and manufacturing, Vendav

IC
Approval workflows (Why do I have to enter 40 characters to answer this question??) Read review
Manoj A.
MA
After vendavo acquisition of Navetti, i have seen a lot of changes, mostly for the good of product and service we have gotten. They are most... Read review
(174)4.3 out of 5

Integration | Price | Support | Features With over 86,000 Users in 101 countries, QuoteWerks is the Market Leading sales quoting and proposal solution. What really sets QuoteWerks apart is it's turn key implementation, affordable pricing, legendary phone support, and most importantly the 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, Staples, and more. QuoteWerks is used by companies in almost every i

UI
- Ability to customize the look of quote - Customize configurators and bundles assist with fast quote build - Lots of videos online to walk... Read review
Sue S.
SS
It's nice to be able to create a quote and then when I go to sell the same product be able to cut and paste the options into a new quote.It also... Read review
(25)4.8 out of 5
Optimized for quick response

In Mind Cloud's 'Manufacturing X Sales Platform' is the leading End-to-End solution for manufacturers that combines the power of CRM, CPQ, and Commerce within one innovative platform. Discover how Manufacturing X supports your business growth and catapults you ahead of your competition. Reduce your sales cycles and time-to-market while improving margins and deliver the customer excellence that your buyers need. Based on the SAP Cloud Platform our platform is deeply integrated into manufacturi

JO
The solution provides a unified platform for all our engineering and sales data. It delivers transparency across all our departments and plant... Read review
A
Configure, Price, Quote (CPQ) provides 100% accurate quotes, automates and speeds up configuration of products. It assures increase in... Read review

Top 8 Free Quote-to-Cash Software in 2021

  • Salesforce CPQ
  • HubSpot Sales Hub
  • Expedite Commerce
  • BlueSnap Accounts Receivable Automation
  • servicePath CPQ

Learn More About Quote-to-Cash Software

What You Should Know About Quote-to-Cash Software

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

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

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

Key Benefits of Quote-to-Cash Software

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

Quote-to-Cash Software Features

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

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

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

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

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