# Best Quote-to-Cash Software for Medium-Sized Businesses *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall Quote-to-Cash category are similar in many regards and help companies of all sizes solve their business problems. However, 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 Quote-to-Cash Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) | 4.2/5.0 (1,408 reviews) | Salesforce-native configure-price-quote-to-billing | "[Efficient and Reliable Tool for Complex Pricing and Billing](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12520270)" | | 2 | [ServiceNow CPQ](https://www.g2.com/products/servicenow-cpq/reviews) | 4.3/5.0 (63 reviews) | ServiceNow-native configure-price-quote automation | "[Streamlined and automated solution for faster and accurate quoting process](https://www.g2.com/survey_responses/servicenow-cpq-review-12737996)" | | 3 | [Conga CPQ](https://www.g2.com/products/conga-cpq/reviews) | 4.2/5.0 (228 reviews) | Complex configure-price-quote inside Salesforce | "[Conga CPQ Makes Quoting Straightforward and Consistent Inside Salesforce](https://www.g2.com/survey_responses/conga-cpq-review-12250570)" | | 4 | [Revenue Hub](https://www.g2.com/products/revenue-hub/reviews) | 4.6/5.0 (91 reviews) | Quote-to-cash inside HubSpot CRM | "[Benefits and Feedback on HubSpot Commerce Hub](https://www.g2.com/survey_responses/revenue-hub-review-12246426)" | | 5 | [Sequence](https://www.g2.com/products/sequence-hq-sequence/reviews) | 4.9/5.0 (68 reviews) | Complex contract quote-to-cash automation | "[We redesigned our whole CPQ and Quote to Cash process around Sequence](https://www.g2.com/survey_responses/sequence-review-12930009)" | | 6 | [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews) | 4.7/5.0 (834 reviews) | Configurable CPQ with Salesforce-native quote-to-cash | "[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-ai-review-12780504)" | | 7 | [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) | 4.4/5.0 (191 reviews) | Distributor-integrated quoting with electronic approval | "[QuoteWerks Makes Professional, Accurate Quotes Fast](https://www.g2.com/survey_responses/quotewerks-review-12661369)" | | 8 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,834 reviews) | End-to-end quote-to-cash with Zoho-native automation | "[A Cost-Effective, Turnkey CRM Solution](https://www.g2.com/survey_responses/zoho-crm-review-13048297)" | | 9 | [ViiBE](https://www.g2.com/products/viibe/reviews) | 4.8/5.0 (32 reviews) | — | "[Top-Notch Support, Endless Integrations, and Game-Changing AI Features](https://www.g2.com/survey_responses/viibe-review-13044448)" | | 10 | [Experlogix CPQ](https://www.g2.com/products/experlogix-cpq/reviews) | 4.6/5.0 (102 reviews) | Complex product configuration with CRM/ERP-native quoting | "[Excellent organization and great functionality](https://www.g2.com/survey_responses/experlogix-cpq-review-10647889)" | ## 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=19019&focus%5B%5D=576&focus%5B%5D=614&focus%5B%5D=2290&focus%5B%5D=76164) Highlighted products: Agentforce Revenue Management (formerly Salesforce Revenue Cloud), ServiceNow CPQ, DealHub AI, Zoho CRM, IBM Sterling Configure, Price, Quote, Experlogix CPQ, and Expedite Commerce. 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=dealhub-ai&focus%5B%5D=zoho-crm&focus%5B%5D=ibm-sterling-configure-price-quote&focus%5B%5D=experlogix-cpq&focus%5B%5D=expedite-commerce&segment=mid-market) ## How Many Quote-to-Cash Software Products Does G2 Track? **Total Products under this Category:** 75 ### Category Stats (Jul 2026) - **Average Rating**: 4.44/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: ViiBE (+1.01%) - Among all products in this category, ViiBE recorded the largest rating increase compared to last month *Last updated: July 19, 2026* ## How Does G2 Rank Quote-to-Cash Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 8,500+ Authentic Reviews - 75+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. --- **Sponsored** ### JFrog JFrog Ltd. (Nasdaq: FROG), the creators of the unified DevOps, DevSecOps, DevGovOps and MLOps platform, is on a mission to create a world of software delivered without friction from development to production. Driven by a “Liquid Software” vision to keep software continuously flowing, secure, and always up to date, the JFrog Platform serves as the definitive software supply chain system of record. It is uniquely engineered to power organizations as they build, manage, and distribute trusted software with unprecedented speed, security, and scale across hybrid and multi-cloud environments. As software engineering evolves in the AI era, JFrog’s newest offerings address the industry's most pressing trend: the rise of agentic software development and the hidden security risks of "Shadow AI." In response to threat actors increasingly targeting developer workflows including a massive surge in malicious open-source AI models and infected packages; JFrog has expanded its platform capabilities to deliver absolute end-to-end visibility and automated compliance. Key new innovations include the JFrog AI Catalog, which enables organizations to centralize, govern, and control the lifecycle of AI models approved for enterprise use. To secure autonomous coding environments, JFrog introduced the Universal MCP Registry and the Agent Skills Registry (developed alongside NVIDIA). These new solutions establish the industry’s first enterprise-grade trust layer to safely manage and store AI agent skills, monitor connections, and instantly block unsafe developer tools or malicious coding extensions right where developers work. Furthermore, the integration of advanced DevGovOps and Runtime Security tools allows teams to replace slow, manual compliance audits with continuous, background policy enforcement. By shifting security left directly into the binary pipeline, JFrog ensures that the volume of AI-assisted code does not outpace an organization's ability to verify its safety. Today, millions of users and approximately 6,600 organizations worldwide, including a majority of the Fortune 100, depend on the universal JFrog Platform to eliminate point-solution fatigue, bridge the governance gap, and securely embrace digital transformation. Learn more at www.jfrog.com or follow us on X @JFrog. [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%5Bchosen_at%5D=2026-07-20T05%3A29%3A36Z&secure%5Bdisplayable_resource_id%5D=2449&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=143017&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=143017&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%2Fmid-market&secure%5Btoken%5D=19cb9c2432e3beda838fde844915e7e5e9f3c07572854c281fb8598df40a0510&secure%5Burl%5D=https%3A%2F%2Fjfrog.com%2Fartifactory%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc_social%26utm_campaign%3Dbrand_awareness_banner_ad%26utm_content%3Du-bin&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Quote-to-Cash Software Products in 2026? ### 1. [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) Agentforce Revenue Management, formerly Salesforce Revenue Cloud, is Salesforce’s revenue lifecycle management solution for managing pricing, quoting, contracts, billing, and revenue operations on the Salesforce platform. It helps companies automate quote-to-cash workflows, support complex pricing and hybrid revenue models, and keep sales and finance teams aligned from quote through invoice. Agentforce Revenue Management is built for businesses that need more than basic quote or proposal creation. Teams use it to configure products, apply pricing and discount rules, manage approvals, generate accurate quotes, connect contract terms, and support downstream billing and invoicing. It is designed for small business to enterprise companies with complex product catalogs, subscriptions, usage-based pricing, renewals, partner selling, self-service buying, and governed revenue processes. Because it is built on Salesforce, Agentforce Revenue Management connects revenue workflows with customer data, sales processes, reporting, approvals, and automation across the Salesforce platform. Its headless capabilities also allow companies to expose revenue workflows through APIs, agents, and digital channels — so pricing, quoting, approvals, and billing processes can run wherever customers, sellers, and partners work. Agentforce Revenue Management differs from lightweight quoting or proposal tools because it manages the revenue workflow behind the quote. It is designed to govern the full quote-to-cash process, including product configuration, pricing, approvals, contracts, billing alignment, renewals, and revenue operations. The solution is best suited for growing businesses, mid-market companies, and enterprises that sell through multiple sales channels and use more than one pricing model, often called hybrid pricing. Smaller teams with simple pricing or one-off proposals may prefer lightweight quoting or proposal software. Companies with complex pricing, subscriptions, usage-based models, approvals, renewals, multi-channel selling, or billing handoffs are better suited for a revenue lifecycle management platform like Agentforce Revenue Management. FAQ: What is Agentforce Revenue Management? Agentforce Revenue Management, formerly Salesforce Revenue Cloud, is Salesforce’s solution for managing the revenue lifecycle, including pricing, quoting, contracts, billing, and quote-to-cash workflows. Is Agentforce Revenue Management the same as Salesforce CPQ? Agentforce Revenue Management includes CPQ capabilities but goes beyond CPQ. Salesforce CPQ focuses on configuring products, pricing deals, and generating quotes. Agentforce Revenue Management supports a broader revenue lifecycle, including quoting, contracts, orders, billing, invoicing, and revenue operations. Who uses Agentforce Revenue Management? Sales, revenue operations, finance, IT, and operations teams use Agentforce Revenue Management to manage complex pricing, quote approvals, contract terms, billing handoffs, renewals, and revenue workflows. What problems does Agentforce Revenue Management solve? It helps companies reduce manual quote-to-cash work, improve quote accuracy, enforce pricing and approval rules, connect sales and finance processes, and manage complex revenue models such as subscriptions, renewals, usage-based pricing, and multi-channel selling. How is Agentforce Revenue Management different from Proposify, Quoter, or PandaDoc? Proposify, Quoter, and PandaDoc are lighter-weight tools for creating, sending, tracking, or signing quotes and proposals. Agentforce Revenue Management is built for governed revenue execution, including pricing rules, product configuration, approvals, contracts, billing alignment, and quote-to-cash operations. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,408 **How Do G2 Users Rate Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10) - **Configuration:** 8.4/10 (Category avg: 9.0/10) - **Creation:** 8.5/10 (Category avg: 8.9/10) - **Quoting:** 8.6/10 (Category avg: 9.2/10) **Who Is the Company Behind Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Salesforce Developer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 45% Mid-Market, 33% Enterprise #### What Are Agentforce Revenue Management (formerly Salesforce Revenue Cloud)'s Pros and Cons? **Pros:** - Ease of Use (103 reviews) - Revenue Management (83 reviews) - Efficiency (75 reviews) - Product Functionality (74 reviews) - Features (73 reviews) **Cons:** - Learning Curve (67 reviews) - Learning Difficulty (65 reviews) - Complexity (61 reviews) - Complex Setup (60 reviews) - Steep Learning Curve (54 reviews) ### What Do G2 Reviewers Say About Agentforce Revenue Management (formerly Salesforce Revenue Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Agentforce Revenue Management, allowing seamless integration and organization across departments. - Users value the **seamless quote-to-cash process** of Agentforce Revenue Management, enhancing collaboration and efficiency across teams. - Users benefit from the **efficient quote-to-cash process** provided by Salesforce Revenue Cloud, enhancing collaboration and speeding up sales. - Users value the **all-in-one functionality** of Agentforce Revenue Management for seamless quoting and contract management. - Users value the **versatile organization features** of Agentforce, enhancing collaboration and simplifying lead management across departments. **Cons:** - Users find the **steep learning curve** challenging, requiring time and effort to master the platform's complexities. - Users find the platform has a **steep learning curve** , making navigation and feature mastery challenging for newcomers. - Users find the **complexity** of Agentforce Revenue Management challenging, requiring extensive training and time for effective usage. - Users struggle with the **complex setup** of Agentforce Revenue Management, finding it overwhelming and resource-intensive to implement. - Users find a **steep learning curve** in Agentforce Revenue Management, making initial setup and usage quite challenging. #### What Are Recent G2 Reviews of Agentforce Revenue Management (formerly Salesforce Revenue Cloud)? **"[Efficient and Reliable Tool for Complex Pricing and Billing](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12520270)"** **Rating:** 5.0/5.0 stars *— Ankit C.* [Read full review](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12520270) --- **"[Streamlined Complex Pricing and Revenue Workflows in Salesforce](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12702894)"** **Rating:** 4.0/5.0 stars *— Kapil S.* [Read full review](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12702894) --- ### 2. [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:** 4.3/5.0 **Total Reviews:** 63 **How Do G2 Users Rate ServiceNow CPQ?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.1/10) - **Configuration:** 9.5/10 (Category avg: 9.0/10) - **Creation:** 10.0/10 (Category avg: 8.9/10) - **Quoting:** 9.8/10 (Category avg: 9.2/10) **Who Is the Company Behind ServiceNow CPQ?** - **Seller:** [ServiceNow](https://www.g2.com/sellers/servicenow) - **Company Website:** https://www.servicenow.com/ - **Year Founded:** 2004 - **HQ Location:** Santa Clara, CA - **Twitter:** @servicenow (55,548 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/29352/ (35,081 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Manufacturing - **Company Size:** 32% Enterprise, 30% Mid-Market #### What Are ServiceNow CPQ's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Intuitive (4 reviews) - Product Configuration (4 reviews) - Easy Integrations (3 reviews) - Easy Setup (3 reviews) **Cons:** - Complex Setup (3 reviews) - Learning Curve (3 reviews) - Integration Issues (2 reviews) - Lack of Guidance (2 reviews) - Required Expertise (2 reviews) ### What Do G2 Reviewers Say About ServiceNow CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users applaud the **ease of use** of ServiceNow CPQ, highlighting its intuitive interface and smooth integration into workflows. - Users value the **intuitive interface** of ServiceNow CPQ, making it easy for anyone to use effectively. - Users value the **guided selling feature** of ServiceNow CPQ, significantly reducing quote corrections and streamlining approvals. - Users love the **easy integrations** of ServiceNow CPQ, enabling seamless workflow adjustments for enhanced productivity. - Users find the **easy setup** of ServiceNow CPQ allows for quick integration and a user-friendly experience. **Cons:** - Users face a **complex setup** , with a steep learning curve and integration challenges impacting the overall experience. - Users find the **steep learning curve** challenging, particularly with advanced features and integrations during setup. - Users experience frequent **integration issues** , especially with Salesforce and ServiceNow, leading to potential functionality bugs. - Users note a **lack of guidance** in utilizing ServiceNow CPQ effectively, making implementation challenging without expert help. - Users note the **required expertise** for Logik.ai, emphasizing the need for advanced knowledge and planning to maximize its potential. #### What Are Recent G2 Reviews of ServiceNow CPQ? **"[ServiceNow CPQ Streamlines Quote-to-Order with Powerful Automation](https://www.g2.com/survey_responses/servicenow-cpq-review-13107487)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/servicenow-cpq-review-13107487) --- **"[Streamlined and automated solution for faster and accurate quoting process](https://www.g2.com/survey_responses/servicenow-cpq-review-12737996)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/servicenow-cpq-review-12737996) --- ### 3. [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews) DealHub AI 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 AI 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 AI 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 AI offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub AI is trusted by global revenue leaders, including Intuit, HP, Gong, and Braze. **Average Rating:** 4.7/5.0 **Total Reviews:** 834 **How Do G2 Users Rate DealHub AI?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10) - **Configuration:** 8.8/10 (Category avg: 9.0/10) - **Creation:** 9.3/10 (Category avg: 8.9/10) - **Quoting:** 9.2/10 (Category avg: 9.2/10) **Who Is the Company Behind DealHub AI?** - **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io) - **Company Website:** https://dealhub.ai/ - **Year Founded:** 2014 - **HQ Location:** Austin, Texas - **Twitter:** @DealHubIO (3,887 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dealhubio/ (322 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Operations Manager, Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 65% Mid-Market, 23% Small-Business #### What Are DealHub AI's Pros and Cons? **Pros:** - Customer Support (105 reviews) - Ease of Use (95 reviews) - Time-saving (87 reviews) - Efficiency (85 reviews) - Integrations (81 reviews) **Cons:** - Learning Curve (35 reviews) - Limited Customization (30 reviews) - Steep Learning Curve (23 reviews) - Missing Features (20 reviews) - Integration Issues (19 reviews) ### What Do G2 Reviewers Say About DealHub AI? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **exceptional customer support** from DealHub, highlighting responsiveness and helpful assistance in addressing needs. - Users find DealHub AI's **ease of use** invaluable, enabling quick adoption and daily utilization across teams. - Users appreciate the **time-saving capabilities** of DealHub AI, allowing for efficient proposal management and streamlined processes. - Users value the **efficiency** of DealHub AI, which significantly streamlines processes and saves time during implementation. - Users highly value the **seamless integrations** of DealHub AI, enabling effective management across various platforms. **Cons:** - Users find the **learning curve challenging** , particularly when managing complex proposals and integrations on DealHub AI. - Users express frustration over **limited customization options** in DealHub AI, affecting their ability to tailor the system fully. - Users experience a **steep learning curve** with DealHub AI, making initial implementation challenging before achieving ease of use. - Users find the **missing self-service options** frustrating, impacting customization and prolonging the implementation process. - Users face **integration issues** that complicate management, leading to slower processes and potential errors in updates. #### What Are Recent G2 Reviews of DealHub AI? **"[Highly Configurable CPQ with Responsive Implementation Support](https://www.g2.com/survey_responses/dealhub-ai-review-12805363)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-12805363) --- **"[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-ai-review-12780504)"** **Rating:** 5.0/5.0 stars *— Bekah H.* [Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-12780504) --- #### What Are G2 Users Discussing About DealHub AI? - [What is DealHub.io used for?](https://www.g2.com/discussions/what-is-dealhub-io-used-for) - [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments - [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments - [What is CPQ software?](https://www.g2.com/discussions/what-is-cpq-software) - 2 comments - [What is DealHub?](https://www.g2.com/discussions/what-is-dealhub) ### 4. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,834 **How Do G2 Users Rate Zoho CRM?** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10) - **Configuration:** 8.5/10 (Category avg: 9.0/10) - **Creation:** 8.5/10 (Category avg: 8.9/10) - **Quoting:** 8.5/10 (Category avg: 9.2/10) **Who Is the Company Behind Zoho CRM?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 62% Small-Business, 33% Mid-Market #### What Are Zoho CRM's Pros and Cons? **Pros:** - Ease of Use (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) ### What Do G2 Reviewers Say About Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive. - Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience. - Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly. - Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications. - Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools. **Cons:** - Users find the **learning curve challenging** , especially with advanced features that require time to master. - Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems. - Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality. - Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems. - Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries. #### What Are Recent G2 Reviews of Zoho CRM? **"[A Cost-Effective, Turnkey CRM Solution](https://www.g2.com/survey_responses/zoho-crm-review-13048297)"** **Rating:** 5.0/5.0 stars *— Rohit B.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297) --- **"[Zoho CRM: Powerful, Easy-to-Use Platform with Great Automation and Integrations](https://www.g2.com/survey_responses/zoho-crm-review-13076752)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13076752) --- #### What Are G2 Users Discussing About Zoho CRM? - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote ### 5. [IBM Sterling Configure, Price, Quote](https://www.g2.com/products/ibm-sterling-configure-price-quote/reviews) IBM Sterling CPQ transforms the buying and selling of complex products and services across all of your buyers' preferred channels to make it easier for your customer to buy from you. Our CPQ software solution guides eCommerce customers, sales teams, call center representatives, and partners to select the right products and ensure pricing is accurate. IBM Sterling CPQ helps you provide the buying experiences today's customers demand, while improving your sales productivity. **Average Rating:** 4.0/5.0 **Total Reviews:** 74 **How Do G2 Users Rate IBM Sterling Configure, Price, Quote?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10) - **Configuration:** 8.3/10 (Category avg: 9.0/10) - **Creation:** 8.9/10 (Category avg: 8.9/10) - **Quoting:** 8.7/10 (Category avg: 9.2/10) **Who Is the Company Behind IBM Sterling Configure, Price, Quote?** - **Seller:** [IBM](https://www.g2.com/sellers/ibm) - **Year Founded:** 1911 - **HQ Location:** Armonk, New York, United States - **Twitter:** @IBMSecurity (74,660 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1009/ (328,202 employees on LinkedIn®) - **Ownership:** SWX:IBM **Who Uses This Product?** - **Top Industries:** Retail - **Company Size:** 36% Small-Business, 35% Mid-Market #### What Are Recent G2 Reviews of IBM Sterling Configure, Price, Quote? **"[2nd head cashier ](https://www.g2.com/survey_responses/ibm-sterling-configure-price-quote-review-1257187)"** **Rating:** 4.0/5.0 stars *— Nicole S.* [Read full review](https://www.g2.com/survey_responses/ibm-sterling-configure-price-quote-review-1257187) --- **"[Was very nice but need more information about it](https://www.g2.com/survey_responses/ibm-sterling-configure-price-quote-review-4199381)"** **Rating:** 4.0/5.0 stars *— Jose Antonio P.* [Read full review](https://www.g2.com/survey_responses/ibm-sterling-configure-price-quote-review-4199381) --- #### What Are G2 Users Discussing About IBM Sterling Configure, Price, Quote? - [What is your experience regarding pricing and costs for IBM Sterling Configure, Price, Quote, and how does it compare to other CPQ tools?](https://www.g2.com/discussions/what-is-your-experience-regarding-pricing-and-costs-for-ibm-sterling-configure-price-quote-and-how-does-it-compare-to-other-cpq-tools) - [What is IBM Sterling Configure, Price, Quote used for?](https://www.g2.com/discussions/what-is-ibm-sterling-configure-price-quote-used-for) ### 6. [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:** 102 **How Do G2 Users Rate Experlogix CPQ?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10) - **Configuration:** 9.4/10 (Category avg: 9.0/10) - **Creation:** 9.3/10 (Category avg: 8.9/10) - **Quoting:** 9.6/10 (Category avg: 9.2/10) **Who Is the Company Behind Experlogix CPQ?** - **Seller:** [Experlogix](https://www.g2.com/sellers/experlogix) - **Company Website:** https://www.experlogix.com - **Year Founded:** 2002 - **HQ Location:** South Jordan, UT - **Twitter:** @experlogix (490 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/311167/ (217 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Consumer Services, Information Technology and Services - **Company Size:** 68% Mid-Market, 35% Small-Business #### What Are Experlogix CPQ's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Customization (9 reviews) - Quoting Process (8 reviews) - Time-saving (7 reviews) - Easy Integrations (6 reviews) **Cons:** - Learning Curve (5 reviews) - Learning Difficulty (4 reviews) - Limitations (4 reviews) - Limited Customization (4 reviews) - Poor Interface Design (3 reviews) ### What Do G2 Reviewers Say About Experlogix CPQ? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Experlogix CPQ, praising its intuitive interface and straightforward customization. - Users appreciate the **customization options** of Experlogix CPQ, enabling tailored solutions that meet diverse customer needs. - Users appreciate the **efficient quoting process** of Experlogix CPQ, enjoying its flexibility and detailed documentation. - Users value the **time-saving efficiency** of Experlogix CPQ, enabling quick and accurate quote generation for faster sales. - Users appreciate the **easy integrations** of Experlogix CPQ, enhancing their workflow and overall experience effectively. **Cons:** - Users find the **learning curve steep** , citing challenges with the interface and managing complex features effectively. - Users find the **learning difficulty** significant, especially for beginners, making the setup process quite challenging. - Users note the **limitations in flexibility and display capabilities** of Experlogix CPQ, which hinder productivity and user experience. - Users find the **limited customization** options in Experlogix CPQ restrict their ability to tailor solutions effectively. - Users find the **poor interface design** challenging, noting its clunkiness and steep learning curve for setup. #### What Are Recent G2 Reviews of Experlogix CPQ? **"[Customization-Driven Quoting, Minor Reporting Gaps](https://www.g2.com/survey_responses/experlogix-cpq-review-13084470)"** **Rating:** 4.0/5.0 stars *— Franz D.* [Read full review](https://www.g2.com/survey_responses/experlogix-cpq-review-13084470) --- **"[Excellent organization and great functionality](https://www.g2.com/survey_responses/experlogix-cpq-review-10647889)"** **Rating:** 5.0/5.0 stars *— Herbert S.* [Read full review](https://www.g2.com/survey_responses/experlogix-cpq-review-10647889) --- #### What Are G2 Users Discussing About Experlogix CPQ? - [What is Experlogix CPQ used for?](https://www.g2.com/discussions/what-is-experlogix-cpq-used-for) - 1 comment - [What does CPQ mean in Salesforce?](https://www.g2.com/discussions/what-does-cpq-mean-in-salesforce) - [What does Salesforce CPQ allow you to do?](https://www.g2.com/discussions/what-does-salesforce-cpq-allow-you-to-do) - [What is pros CPQ?](https://www.g2.com/discussions/experlogix-cpq-what-is-pros-cpq) - [What is a CPQ software?](https://www.g2.com/discussions/what-is-a-cpq-software) ### 7. [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 **How Do G2 Users Rate Expedite Commerce?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.1/10) - **Configuration:** 9.7/10 (Category avg: 9.0/10) - **Creation:** 10.0/10 (Category avg: 8.9/10) - **Quoting:** 9.8/10 (Category avg: 9.2/10) **Who Is the Company Behind Expedite Commerce?** - **Seller:** [Expedite Commerce](https://www.g2.com/sellers/expedite-commerce) - **Year Founded:** 2008 - **HQ Location:** Plano, TX - **Twitter:** @exp_commerce (14 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1617872/ (47 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Telecommunications, Information Technology and Services - **Company Size:** 61% Mid-Market, 21% Enterprise #### What Are Expedite Commerce's Pros and Cons? **Pros:** - Customizability (1 reviews) - Customization Options (1 reviews) **Cons:** - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About Expedite Commerce? *AI-generated summary from verified user reviews* **Pros:** - Users value the **vast customization options** in Expedite Commerce, enabling tailored quotes and diverse templates for orders. - Users value the **vast customization options** in Expedite Commerce for creating tailored quotes and templates. **Cons:** - Users are frustrated with the **slow performance** of Expedite Commerce, finding it cumbersome and inefficient due to multiple steps. #### What Are Recent G2 Reviews of Expedite Commerce? **"[Smooth project, and very professional company to work with.](https://www.g2.com/survey_responses/expedite-commerce-review-6715295)"** **Rating:** 5.0/5.0 stars *— Jeronimo J.* [Read full review](https://www.g2.com/survey_responses/expedite-commerce-review-6715295) --- **"[Very good cpq and billing solution](https://www.g2.com/survey_responses/expedite-commerce-review-9532297)"** **Rating:** 4.0/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/expedite-commerce-review-9532297) --- #### What Are G2 Users Discussing About Expedite Commerce? - [What is Expedite Commerce used for?](https://www.g2.com/discussions/what-is-expedite-commerce-used-for) ## What Is Quote-to-Cash Software? [Quote Management Software](https://www.g2.com/categories/quote-management) ## What Software Categories Are Similar to Quote-to-Cash Software? - [CPQ Software](https://www.g2.com/categories/cpq) - [Billing Software](https://www.g2.com/categories/billing) - [Subscription Billing Software](https://www.g2.com/categories/subscription-billing) --- ## How Do You Choose the Right Quote-to-Cash Software? ### What You Should Know About Quote-to-Cash Software ### What is Quote-to-Cash Software? For a modern company with a sales component, the selling process can be complex and drawn out. This process usually involves contact with numerous sales representatives and other employees, all utilizing different software platforms for specific tasks throughout the sales cycle. The more representatives, processes, and systems involved, the greater the likelihood that there will be confusion, stress, or preventable account complications. Quote-to-cash software is designed to consolidate this workflow, and streamline the process of quoting, ordering, and reordering products or services for consumers. The complete revenue lifecycle has various names depending on the organization. These names include: order-to-cash, lead-to-order, inquiry-to-order, and quote-to-order. All these terms essentially mean the same thing. As a sales team works through the process from introductory calls to paid subscriptions, it is increasingly valuable to implement process automation and team collaboration. The solutions in this category offer tools for overseeing and completing the contract lifecycle while centralizing tasks related to the process. Additionally, these solutions typically integrate with customer relationship management or [CRM software](https://www.g2.com/categories/crm) along with other internal systems to enable quick reference for employees while updating customer and order fulfillment data in real time. As the customer relationship develops and moves from initial communication to closed deals, quote-to-cash platforms benefit finance teams (e.g. accounts receivable), customer service teams, and sales departments. Quote-to-cash platforms improve the efficiency and communication of the selling process by streamlining practices such as inventory management, pricing standardization, and cash flow reporting. This software improves proposals and allows for more accurate contract lifecycle management. By unifying and synchronizing the quote-to-cash process, sales departments run smoother and close deals faster, while ensuring maximum customer satisfaction at every stage. Key Benefits of Quote-to-Cash Software - Consolidation of tasks related to the sales lifecycle - Automation of laborious sales processes - Eliminating bottlenecks related to sales, invoicing, order fulfillment, and reordering - Improving visibility and accuracy of customer proposals and contracts ### What are the Common Features of Quote-to-Cash Software? The platforms featured in this category offer diverse tools for streamlining and automating the quote-to-cash process. The following are some common features found in this emerging space. **Guided selling —** By integrating with external systems and indexing past contracts and quotes, certain quote-to-cash products offer in-the-moment assistance with selling, especially as it relates to pricing, discounting, and assembling accurate final quotes. This involves configuration rule sets for complex pricing and intelligent repositories of up-to-date product and pricing information. As quotes and contracts are assembled, certain solutions help verify the accuracy of the information entered, along with feedback such as upsell recommendations. In some cases, products include centralized quote storage. Using these databases, sales team members can easily reference past quotes using a number of filters, and use the information gathered to help influence future proposals. They might also include or integrate with product catalogs, sales playbooks, [contract management software](https://www.g2.com/categories/contract-management), or other resources that can be leveraged in the proposal and contract-completion processes. **Workflows and approvals —** For many sales contracts, particularly those involving important customers or substantial quotes, a finalized proposal may require review from sales management or product engineers to ensure the correct amounts are quoted. Depending on the structure of an organization, this can be a complicated process that leads to bottlenecks and miscommunication, which can impede the deal and endanger the customer relationship. Certain quote-to-cash platforms include approval workflow features that notify relevant parties when a quote requires review and approval. These features help prevent rogue discounting or other forms of misquoting, ensuring a positive customer experience and optimal revenue collection. **Pipeline monitoring —** At any given moment, there are a number of in-process sales happening in an organization. Quote-to-cash solutions offer a transparent view of the sales pipeline, allowing salespeople, sales managers, financial teams, and others in an organization to track customer interactions. This visibility not only benefits sales team members with scheduling their tasks or customer follow-ups, but helps leadership keep tabs on these relationships and make strategic decisions based on the size, scope, and details related to the pipeline at any given moment. ### What are the Software and Services Related to Quote-to-Cash Software? The following business solutions are closely related to the quote-to-cash process. It might benefit a company to consider one or both when addressing their sales strategy. [**Configure price quote (CPQ) software**](https://www.g2.com/categories/cpq) **—** This is a specialized technology that focuses on the quoting component of the sales lifecycle. These platforms offer intelligent assistance about which products to recommend and what quoted price to offer when assembling sales proposals based on customer needs. In addition to helping craft a proposal and find a price quote, certain products in this category help evaluate the profitability of a deal and offer real-time suggestions that aid in the quoting process. These tools typically integrate with CRM or [ERP systems](https://www.g2.com/categories/erp-systems) to ensure salespeople find relevant products or customer information when crafting a sales proposal. As quotes are completed, relevant data can be exported from the CPQ platform into corresponding systems. [**Quote-to-cash consulting providers**](https://www.g2.com/categories/quote-to-cash-consulting) **—** Quote-to-cash consulting providers offer businesses advisory and implementation expertise related to the quote-to-cash process. The exact services change based on a specific agency and the various needs of a business. These can include assistance with choosing the right software tools or refining a sales team’s processes to maximize the benefits of their technology. As modern sales tools continue to evolve and companies develop new strategies around them, quote-to-cash consultants offer valuable, timely assistance to improve both employee adoption and sales numbers.