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Quote-to-Cash reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

Best Quote-to-Cash Software for Medium-Sized Businesses

    Products classified in the overall Quote-to-Cash category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Quote-to-Cash to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Quote-to-Cash category.

    In addition to qualifying for inclusion in the Quote-to-Cash Software category, to qualify for inclusion in the Medium-Sized Business Quote-to-Cash Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

    Top 5 Quote-to-Cash Software for Medium-Sized Businesses

    • HubSpot Sales Hub
    • Salesforce CPQ
    • Experlogix CPQ
    • IBM Sterling Configure, Price, Quote
    • Expedite Commerce

    Compare Medium-Sized Business Quote-to-Cash Software

    G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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    (6,622)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

    (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

    (51)4.7 out of 5
    Optimized for quick response

    Experlogix is recognized worldwide as the premier provider of Configure, Price, Quote (CPQ) solutions for Microsoft Dynamics 365, Salesforce and NetSuite. We provide powerful yet easy-to-implement product configurator technology that allows your sales reps, customers or channel partners to create quotes and orders fast and error-free. Regardless of how you sell – with your direct sales team, through resellers or B2B/B2C on the web – Experlogix CPQ simplifies your quote-to-order process to help

    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.

    (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.

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    Check out the G2 Grid® for the top Quote-to-Cash Software products. G2 scores products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. Together, these scores are mapped on our proprietary G2 Grid®, which you can use to compare products, streamline the buying process, and quickly identify the best products based on the experiences of your peers.
    High Performers
    Salesforce CPQ
    IBM Sterling Configure, Price, Quote
    Experlogix CPQ
    HubSpot Sales Hub
    Expedite Commerce
    Market Presence

    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.