# Top Free Quote-to-Cash Software - Page 2 ## How Many Quote-to-Cash Software Products Does G2 Track? **Total Products under this Category:** 77 ### Category Stats (Aug 2026) - **Average Rating:** 4.44/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Aptean Discrete Manufacturing ERP (+0.19%) - Among all products in this category, Aptean Discrete Manufacturing ERP recorded the largest rating increase compared to last month _Last updated: August 05, 2026_ ## How Does G2 Rank Quote-to-Cash Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 8,600+ Authentic Reviews - 77+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Quote-to-Cash Software ![G2 Grid® for Quote-to-Cash Software plotting products by satisfaction and market presence](https://www.g2.com/categories/quote-to-cash/grids.png?focus%5B%5D=536&focus%5B%5D=1179313&focus%5B%5D=276&focus%5B%5D=1339312&focus%5B%5D=19019&focus%5B%5D=1318087&focus%5B%5D=2330&focus%5B%5D=576) Highlighted products: Agentforce Revenue Management (formerly Salesforce Revenue Cloud), ServiceNow CPQ, Conga CPQ, Revenue Hub, DealHub AI, Sequence, QuoteWerks, and Zoho CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/quote-to-cash/grids.json?focus%5B%5D=agentforce-revenue-management-formerly-salesforce-revenue-cloud&focus%5B%5D=servicenow-cpq&focus%5B%5D=conga-cpq&focus%5B%5D=revenue-hub&focus%5B%5D=dealhub-ai&focus%5B%5D=sequence-hq-sequence&focus%5B%5D=quotewerks&focus%5B%5D=zoho-crm) **Sponsored** ### ZoneBilling ZoneBilling is a NetSuite-native billing solution that automates and connects recurring billing, revenue recognition, and reporting in an auditable workflow, without the need for bolt-on tools or third-party integrations. Built for flexibility and scale, ZoneBilling supports complex billing models (subscription, usage-based, milestone) and handles contract changes without disruption. Finance teams can automate invoicing, reduce manual effort, and accelerate the close—all while ensuring billing accuracy and audit readiness. With native support for performance obligations and structured revenue data, ZoneBilling enhances NetSuite ARM and keeps finance teams compliant with ASC 606 and IFRS 15. Whether you're scaling operations, adding entities, or introducing new pricing models, ZoneBilling helps you move faster, stay in control, and grow without breaking your billing workflows. Key Features Manage any way you bill like complex billing scenarios from fixed recurring to usage-based, and multi-tier pricing Automate revenue recognition and comply with global accounting standards Seamlessly connect with CRM and CPQ solutions Customizable invoicing to meet unique customer requirements. Simplified contract renewals with auto-mated processes and integrated alerts [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1751&secure%5Bchosen_at%5D=2026-08-06T06%3A59%3A04Z&secure%5Bdisplayable_resource_id%5D=90&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=90&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=101256&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%2Ffree%3Fpage%3D2&secure%5Btoken%5D=9e013de87b650d002412b7605052ece1832f17326dda2e4e001bf020dc234b19&secure%5Burl%5D=https%3A%2F%2Fhello.zoneandco.com%2Fregain-control-finance%3F%26utm_source%3Dg2%26utm_medium%3Dppc&secure%5Burl_type%5D=custom_url) ### [Oroox Quote](https://www.g2.com/products/oroox-quote/reviews) Oroox Quote is an advanced eCommerce solution for streamlining instant quoting, order processing, shipping, packing, nesting, and lead time estimation. The platform generates real-time, accurate quotes for handling custom models from Sheet Metal, CNC Machining, and Tube Laser Cutting. While seamlessly integrating with ERP, CRM, and Processing software. It supports multiple markets, pricing structures, margin configurations, and handles various currencies, all while offering multilingual support. Oroox also features a highly customizable, white-labeled front store design, allowing businesses to tailor the customer-facing experience to align with their brand identity. Automated workflows enable instant 24/7 quoting, ensuring continuous operation without delays, accelerating sales and revenue growth, and significantly reducing administrative costs. **Average Rating:** 3.8/5.0 **Total Reviews:** 3 #### How Do G2 Users Rate Oroox Quote? - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 9.1/10) - **Configuration:** 10.0/10 (Category avg: 9.0/10) - **Creation:** 6.7/10 (Category avg: 8.9/10) - **Quoting:** 6.7/10 (Category avg: 9.2/10) #### Who Is the Company Behind Oroox Quote? - **Seller:** [Oroox](https://www.g2.com/sellers/oroox) - **Year Founded:** 2014 - **HQ Location:** Ruggell, LI - **Twitter:** @orooxnews 11 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6a5811ba21a450eac1c51893a010a3050e49bd3d2d1acb63f15759fbc941410f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foroox&secure%5Burl_type%5D=linkedin_company_website) 19 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 33% Large, 33% Medium #### What Are Recent G2 Reviews of Oroox Quote? **["CnC maching by ox-quote"](https://www.g2.com/survey_responses/oroox-quote-review-5459845)** **Rating:** 4.0/5.0 stars _— Himanshu k._ [Read full review](https://www.g2.com/survey_responses/oroox-quote-review-5459845) **["Great quote to cash tool!"](https://www.g2.com/survey_responses/oroox-quote-review-5236268)** **Rating:** 4.0/5.0 stars _— Verified User in Business Supplies and Equipment_ [Read full review](https://www.g2.com/survey_responses/oroox-quote-review-5236268) #### What Are G2 Users Discussing About Oroox Quote? - [What is OX-Quote CNC Machining used for?](https://www.g2.com/discussions/what-is-ox-quote-cnc-machining-used-for) - [What is OX Quote Profiles and Tubes used for?](https://www.g2.com/discussions/what-is-ox-quote-profiles-and-tubes-used-for) ### [Dune Dev CPQ & Service Center](https://www.g2.com/products/dune-dev-cpq-service-center/reviews) DuneDev CPQ & Service Center is an all-in-one CPQ SaaS solution with a dedicated service center to turn complex offers into sales opportunities. Designed to optimize and simplify sales processes, our software is the best solution for turning complex offers into tangible sales opportunities—anytime, anywhere—with full accessibility from any device with an Internet connection. Why Choose DuneDev CPQ&ServiceCenter? • Sales Process Efficiency: Automate complex configurations and generate accurate quotes with just a few clicks. • Zero IT Infrastructure Costs: No installation required—ready to use, with automatic updates and guaranteed security management. • Total Scalability and Flexibility: Grow alongside your business by adding modules without complications. • Sales-Based Cost Model: Pay per signed contract, with optional maintenance fees for custom updates. Key Features • Dedicated Service Center: Real-time sales support via phone and chat, sales support ticket management, business configurations, and service activations. Available Monday to Saturday (9 AM - 8 PM). • Smart Service Configurator: Features advanced OCR technology to generate customer profiles in seconds and provide real-time cost visualization. • Intuitive Contract Generator: Quickly create personalized, error-free contracts, reducing time and resource consumption. • Incentive Compensation Management: Automatic incentive calculation with flexible rules for precise alignment with sales processes. • Order Management System (OMS): Complete order management with API integration for real-time tracking and advanced e-commerce capabilities. • AI-Powered HUB: Multilingual chatbot, avatar presentations, and RPA automation for fast, error-free processes. • Partner Management & CMS: Fast partner onboarding, centralized content management, and automated distribution. • Reliability and Guaranteed Security: A redundant server environment in Europe, with two dedicated servers in distinct locations, ensures business continuity and high performance. • Continuous Development and Support: Annual releases with new features and a specialized IT team to ensure a customer-driven software evolution. Simplify sales. Empower service. Choose DuneCustomCPQ. **Average Rating:** 4.8/5.0 **Total Reviews:** 2 #### How Do G2 Users Rate Dune Dev CPQ & Service Center? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Configuration:** 9.2/10 (Category avg: 9.0/10) - **Creation:** 8.3/10 (Category avg: 8.9/10) - **Quoting:** 9.2/10 (Category avg: 9.2/10) #### Who Is the Company Behind Dune Dev CPQ & Service Center? - **Seller:** [Dune](https://www.g2.com/sellers/dune) - **Year Founded:** 2016 - **HQ Location:** Milan, IT - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=555d8c3a3ac0424eb7351a14894b11017842052271087440ca1f809eb3458f6a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdune-srl&secure%5Burl_type%5D=linkedin_company_website) 120 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Do G2 Reviewers Say About Dune Dev CPQ & Service Center? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **intuitive design** of Dune Dev CPQ & Service Center, making work seamless and efficient. - Users appreciate the **easy access** of Dune Dev CPQ & Service Center, finding it intuitive and user-friendly. - Users appreciate the **intuitive filtering options** of Dune Dev CPQ & Service Center, enhancing their workflow efficiency. - Users value the **intuitive design** of Dune Dev CPQ & Service Center, finding work easy and efficient. #### What Are Recent G2 Reviews of Dune Dev CPQ & Service Center? **["A real gamechanger — SaaS CPQ, powered by the Service Center"](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-10974888)** **Rating:** 5.0/5.0 stars _— Verified User in Telecommunications_ [Read full review](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-10974888) **["CPQ & Service Center"](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-11061085)** **Rating:** 4.5/5.0 stars _— Verified User in Telecommunications_ [Read full review](https://www.g2.com/survey_responses/dune-dev-cpq-service-center-review-11061085) ### [Quotable AI](https://www.g2.com/products/quotable-ai/reviews) What We Do Quotable AI is a global B2B payments and trade operations company. We help small and mid-market businesses doing international trade pay vendors faster, receive customer payments without losing money to FX margins, and run the surrounding operational workflows (quoting, procurement, invoicing) in a single platform instead of stitched-together tools. Supply chain financing is rolling out to help businesses bridge the cash-flow gaps that cross-border trade creates. Customers come to us first to stop overpaying on cross-border payments. Once they see what the consolidated platform can do, they expand into the surrounding quote-to-cash workflow as their needs grow. We exist because the small and mid-market businesses that power global trade have always had to choose between expensive bank wires, fragmented fintech tools, and operational systems built for either the buyer or the seller, never both. We give them one platform with better economics, built for how cross-border trade actually works. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 #### How Do G2 Users Rate Quotable AI? - **Configuration:** 8.3/10 (Category avg: 9.0/10) - **Creation:** 8.3/10 (Category avg: 8.9/10) - **Quoting:** 10.0/10 (Category avg: 9.2/10) #### Who Is the Company Behind Quotable AI? - **Seller:** [Quotable AI](https://www.g2.com/sellers/quotable-ai) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=08a4b18f3dcb935c8a69de81947c0782966dfc9b545242b57d11aa49e6523654&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquotable-ai&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of Quotable AI? **["User-Friendly, Well-Structured Features with a Strong Product Vision"](https://www.g2.com/survey_responses/quotable-ai-review-12960156)** **Rating:** 5.0/5.0 stars _— Victor M._ [Read full review](https://www.g2.com/survey_responses/quotable-ai-review-12960156) **["Quotable AI’s All-in-One 360 Sourcing Platform Brings Clarity"](https://www.g2.com/survey_responses/quotable-ai-review-12980433)** **Rating:** 5.0/5.0 stars _— Pierre G._ [Read full review](https://www.g2.com/survey_responses/quotable-ai-review-12980433) ### [Zilliant CPQ](https://www.g2.com/products/zilliant-cpq/reviews) In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing **Average Rating:** 4.8/5.0 **Total Reviews:** 28 #### How Do G2 Users Rate Zilliant CPQ? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10) - **Configuration:** 8.3/10 (Category avg: 9.0/10) - **Creation:** 8.3/10 (Category avg: 8.9/10) - **Quoting:** 6.7/10 (Category avg: 9.2/10) #### Who Is the Company Behind Zilliant CPQ? - **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant) - **Company Website:** www.zilliant.com - **Year Founded:** 1999 - **HQ Location:** Austin, TX - **Twitter:** @zilliant 3,351 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cc4b9c491f6fe3c97b83190d99b36b1ea4a3cb927b699e91596222ca3c1ecaf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzilliant&secure%5Burl_type%5D=linkedin_company_website) 174 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Mechanical or Industrial Engineering - **Company Size:** 47% Small, 37% Large #### What Do G2 Reviewers Say About Zilliant CPQ? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **efficiency** of Zilliant CPQ, enabling quick configuration and pricing for a competitive edge. - Users benefit from **customization and integration** with Zilliant CPQ, enhancing quote cycle times and overall efficiency. - Users value the **customizability** of Zilliant CPQ, enhancing process efficiency and ensuring secure, validated data access. - Users commend the **ease of use** of Zilliant CPQ, enabling quick configuration and pricing for customer solutions. - Users value the **easy customization** of Zilliant CPQ, enabling streamlined processes and enhanced security features. ##### Cons - Users find the **slow loading** during complex operations frustrating and believe it could be improved. - Users report **slow performance** in Zilliant CPQ, particularly during complex operations that require better loading times. #### What Are Recent G2 Reviews of Zilliant CPQ? **["Able to create a Global Quoting platform integrating our specific needs"](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859)** **Rating:** 4.5/5.0 stars _— Russ M._ [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-7035859) **["Inmind Cloud is 5 star"](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919)** **Rating:** 5.0/5.0 stars _— Ian G._ [Read full review](https://www.g2.com/survey_responses/zilliant-cpq-review-5350919) ### [Rev.io](https://www.g2.com/products/rev-io/reviews) Rev.io is the only provider to seamlessly integrate native communications billing, PSA, RMM, EDR and secure payment processing, delivered through a single AI-native platform. Purpose-built for IT MSPs, Telecom and Cloud Communications Service Providers, Security Integrators and other field service businesses, Rev.io empowers organizations to streamline operations, accelerate revenue growth, and deliver standout customer experiences across the entire service lifecycle. Rev.io’s next-generation platform was built with AI at it's core. From intelligent ticket routing, predictive scheduling, and automated dispatching to dynamic billing, anomaly detection, and real-time analytics, AI in Rev.io drives smarter decisions, reduces manual work, and improves operational efficiency. With Rev.io, providers manage the full customer journey - from quote to cash - within a single, unified, cloud-based solution. The platform automates onboarding, ticketing, inventory tracking, usage-based and recurring billing, tax compliance, secure payments, and performance reporting. Built for flexibility and scalability, Rev.io helps businesses launch new services faster, adapt to market shifts, and grow with confidence. Trusted by thousands of service providers nationwide, Rev.io combines deep industry expertise with a future-focused roadmap and a commitment to client success. With AI embedded throughout, Rev.io is redefining what modern service providers can achieve. Rev.io provides service providers a single platform for: • Customer management • Quoting • Ticketing • Time tracking • Scheduling • Dispatch • Inventory management • Project management • Billing (recurring and usage-based) • Payments Processing • Customer Portal • RMM • EDR • Cloud Backup • Intelligent Reporting & Analytics • AI Assistant • Mobile Application Learn more about the Rev.io platform and schedule your personalized demo at www.rev.io **Average Rating:** 3.9/5.0 **Total Reviews:** 14 #### How Do G2 Users Rate Rev.io? - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.1/10) - **Configuration:** 6.7/10 (Category avg: 9.0/10) #### Who Is the Company Behind Rev.io? - **Seller:** [Rev.io PSA formerly Tigerpaw One](https://www.g2.com/sellers/rev-io-psa-formerly-tigerpaw-one) - **Year Founded:** 2002 - **HQ Location:** Atlanta, GA - **Twitter:** @rev\_io\_hq 453 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=27f34ab2ba5e1f947cc62d4ec463c5adf4ddab61debc84d3cfd444373a98658b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frev.io%2F&secure%5Burl_type%5D=linkedin_company_website) 191 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Telecommunications - **Company Size:** 50% Medium, 43% Small #### What Do G2 Reviewers Say About Rev.io? _AI-generated summary from verified user reviews_ ##### Pros - Users praise Rev.io for their **fast and helpful customer support** that effectively resolves issues quickly. - Users love the **ease of use** of Rev.io, finding the interface intuitive and user-friendly for all tasks. - Users find Rev.io's **user interface easy to navigate** , enhancing their overall experience with the product. ##### Cons - Users face **billing issues** with Rev.io, including inaccurate cost displays and unethical practices post-contract termination. - Users experience **access limitations** with Rev.io, particularly in decimal support, complicating proposals and customer transparency. - Users face significant **accuracy issues** with Rev.io, especially regarding cost calculations that impact proposals and customer perceptions. - Users find Rev.io's **complexity in handling decimal points** complicates proposal creation and customer billing clarity. - Users find **complex processes** in Rev.io make proposal creation and billing setup difficult and potentially misleading. #### What Are Recent G2 Reviews of Rev.io? **["Efficient Billing and Support with Minor Precision Issues"](https://www.g2.com/survey_responses/rev-io-review-12316145)** **Rating:** 5.0/5.0 stars _— Bob Z._ [Read full review](https://www.g2.com/survey_responses/rev-io-review-12316145) **["REVIO’s Easy, Scalable Portal That Unifies Billing and Operational Updates"](https://www.g2.com/survey_responses/rev-io-review-12568459)** **Rating:** 4.5/5.0 stars _— Verified User in Telecommunications_ [Read full review](https://www.g2.com/survey_responses/rev-io-review-12568459) #### What Are G2 Users Discussing About Rev.io? - [What is Rev.io used for?](https://www.g2.com/discussions/what-is-rev-io-used-for) ### [Flexpricer®](https://www.g2.com/products/flexpricer/reviews) Flexpricer is a 100% native CPQ app for Salesforce Sales Cloud that helps users quote their products and services using different pricing models and configurations. It includes 38 out-of-the-box pricing, quoting and product configuration features enabled in combinations to deliver a high-quality, industry-led CPQ setups directly into Sales Cloud with minimal implementation effort. Industries that benefit from using Flexpricer include: \* Manufacturing \* Healthcare and Medical Products \* Insurance \* SaaS Subscriptions, Amendments, Renewals and Revenue Recognition \* Professional Services \* Resellers and Distributors To reduce the need for retained knowledge by users and/or spreadsheets, the app includes functionality to help reps with upselling, cross-selling and automating prices based on purchasing account, quantity or introducer. Flexpricer helps reduce technical debt in the organization as its functionality is driven by data records, not complex rules. This means that it is straightforward for Salesforce Administrators to set up, support and create Agentforce actions around. The enhanced pricing and quoting functionality extends standard Salesforce without the need for custom Opportunity, Quote or Product objects, which allows administrators to take full advantage of reporting, pipeline, forecasting, quota-management and other Sales Cloud features they currently license from Salesforce. Due its extension of standard Sales Cloud and data-driven approach, there is no need for the business to retain expensive, dedicated CPQ specialists on their team. #### Who Is the Company Behind Flexpricer®? - **Seller:** [CRM.Team](https://www.g2.com/sellers/crm-team) - **Year Founded:** 2011 - **HQ Location:** Bishop's Stortford, GB - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6637a49b9eb4e5e8735751b5757f9c17ad813cffaf1dd31e4e121cff64a92d3a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcrm-team-global%2F&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® ### [Jorvio Quotes](https://www.g2.com/products/jorvio-quotes/reviews) Jorvio Quotes is the quote-to-paid workspace for home service contractors. Build line-item estimates with options and change orders, send one live customer link for review, messages, and e-signature, collect deposits when connected to Stripe, then turn accepted work into jobs and calendar, with follow-ups, crew seats, and branding as you grow. AI features are built in throughout, from drafting quotes to an in-app assistant and a quote review to catch gaps before you send. Built for HVAC, plumbing, electrical, painting, remodeling, and other trades. Made so working contractors can use serious quoting and job tools without needing a huge office staff. #### Who Is the Company Behind Jorvio Quotes? - **Seller:** [Jorvio Quotes](https://www.g2.com/sellers/jorvio-quotes) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Keap](https://www.g2.com/products/thryv-keap/reviews) Keap is a small business CRM and automation platform designed to grow your profitable business. With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and revenue. The Keap CRM has everything you need to automate your business: lead capture and management, sales automation, marketing automation, email automation and text marketing. **Average Rating:** 3.9/5.0 **Total Reviews:** 28 #### How Do G2 Users Rate Keap? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) #### Who Is the Company Behind Keap? - **Seller:** [Thryv](https://www.g2.com/sellers/thryv) - **Year Founded:** 2012 - **HQ Location:** Dallas, TX - **Twitter:** @thryv 8,415 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=27887848e034bb1ec04ffc19993643ac5aba8ec3f47189ab13b2d95d7f950b19&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthryvinc&secure%5Burl_type%5D=linkedin_company_website) 5,883 employees on LinkedIn® - **Ownership:** NASDAQ: THRY #### Who Uses This Product? - **Top Industries:** Marketing and Advertising - **Company Size:** 73% Small, 23% Medium #### What Do G2 Reviewers Say About Keap? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of automation** in Keap, enabling effective task management and seamless campaign execution. - Users love Keap's **advanced automation features** , enabling efficient management of marketing campaigns and client communication. - Users value the **ease of use** of Keap, praising its intuitive design and seamless setup for managing tasks. - Users appreciate the **automation efficiency** of Keap, simplifying tasks like reminders and client management seamlessly. - Users value the **automation capabilities** of Keap, appreciating its efficiency in managing marketing tasks seamlessly. ##### Cons - Users find Keap's **complexity** challenging, particularly for those with fewer contacts or new to the platform. - Users find Keap to be **quite expensive** compared to competitors, which has led some to seek alternatives. - Users find **lack of flexibility** in Keap, requiring significant effort and resources for effective customization. - Users find the **learning curve steep** with Keap, requiring significant effort to fully utilize its capabilities. - Users find **limitations in flexibility** for invoicing, making it less suitable for small companies or entrepreneurs. #### What Are Recent G2 Reviews of Keap? **["Powerful Automation with Ease, but Pricey"](https://www.g2.com/survey_responses/keap-review-12720086)** **Rating:** 4.5/5.0 stars _— karan k._ [Read full review](https://www.g2.com/survey_responses/keap-review-12720086) **["Seamless Business Automation and CRM Efficiency"](https://www.g2.com/survey_responses/keap-review-12701290)** **Rating:** 4.5/5.0 stars _— SHEMEKA J._ [Read full review](https://www.g2.com/survey_responses/keap-review-12701290) #### What Are G2 Users Discussing About Keap? - [What is KEAP?](https://www.g2.com/discussions/what-is-keap) ### [VendorMode](https://www.g2.com/products/vendormode/reviews) VendorMode provides small B2B teams with a workflow platform for managing quotes, contracts, and invoices without the chaos of spreadsheets or the complexity of a full CRM. It gives you one connected place to move jobs seamlessly from start to finish, where a quote converts to a contract in one click and that contract converts to an invoice in one click when the job is done, with all details carrying forward automatically. That simplicity carries through everything you do. When you create a quote from your saved catalog, you build from consistent pricing across your whole team. No more guessing which price a customer was quoted or digging through old emails to find what you charged last time. You send professional PDFs and client updates with full send history, so everyone knows what went out and when. You track what's been billed versus collected, see outstanding balances, and check accounts receivable aging all from one dashboard. Customer contacts, vendor details, and job documents stay organized so anyone on the team can pick up where someone else left off without missing context. The platform is built for small teams in trades, field services, and other B2B operations that need a consistent process across multiple users. Whether every job starts with a formal quote or you go straight to a work order, VendorMode adapts to how your team actually works without forcing you into a rigid structure. Some jobs need estimates up front. Others just need a work order and an invoice when the work is done. The workflow bends to fit the job, not the other way around. If your team is tired of manual data entry, inconsistent pricing, and poor billing visibility, VendorMode delivers the streamlined workflow you actually need. #### Who Is the Company Behind VendorMode? - **Seller:** [VendorMode](https://www.g2.com/sellers/vendormode) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Yagna CPQ](https://www.g2.com/products/yagna-cpq/reviews) Yagna’s Configure Price & Quote (CPQ) solution is here to create faster quotes and proposals. Your sales reps and partners don't have to pull information from different spreadsheets to create quotes and proposals anymore. Our innovative excellence has helped us reinvent the whole selling experience by applying Artificial Intelligence and Machine Learning to the selling process. Our intelligent CPQ software quickly guides the partners or customers through the product configuration, creates quotes, and provides upsell and cross-sell recommendations. Wait no more, contact us for a free CPQ trial. #### Who Is the Company Behind Yagna CPQ? - **Seller:** [Yagna iQ](https://www.g2.com/sellers/yagna-iq) - **Year Founded:** 2006 - **HQ Location:** Plano, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8f89b3aa82dab4e861e4602faa467b83e4163fdc0d9aca144a50af23f795724f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fyagnaiq&secure%5Burl_type%5D=linkedin_company_website) 76 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/quote-to-cash/free?order=g2_score#product-list) - [1](/categories/quote-to-cash/free?order=g2_score#product-list) - 2 - Next ›Next › Spotlight Categories [Event Registration and Ticketing Software](https://www.g2.com/categories/event-registration-ticketing) [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) [Performance Management Software](https://www.g2.com/categories/performance-management) [Customer Success Software](https://www.g2.com/categories/customer-success) [Managed File Transfer (MFT) Software](https://www.g2.com/categories/managed-file-transfer-mft) Similar Categories - [CPQ](/categories/cpq) - [Pricing](/categories/pricing) - [Proposal](/categories/proposal) - [Visual Configuration](/categories/visual-configuration) [Browse Quote-to-Cash Themes](/categories/quote-to-cash/themes)