# Best Quote-to-Cash Software for Small Business

*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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Quote-to-Cash category.

In addition to qualifying for inclusion in the Quote-to-Cash Software category, to qualify for inclusion in the Small Business Quote-to-Cash Software category, a product must have at least 10 reviews left by a reviewer from a small 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=1339312&focus%5B%5D=1318087&focus%5B%5D=536&focus%5B%5D=133650&focus%5B%5D=19019&focus%5B%5D=2330&focus%5B%5D=576&focus%5B%5D=614)
Highlighted products: Revenue Hub, Sequence, Agentforce Revenue Management (formerly Salesforce Revenue Cloud), ViiBE, DealHub AI, QuoteWerks, Zoho CRM, and IBM Sterling Configure, Price, Quote.
Underlying data: [Grid® JSON](https://www.g2.com/categories/quote-to-cash/grids.json?focus%5B%5D=revenue-hub&focus%5B%5D=sequence-hq-sequence&focus%5B%5D=agentforce-revenue-management-formerly-salesforce-revenue-cloud&focus%5B%5D=viibe&focus%5B%5D=dealhub-ai&focus%5B%5D=quotewerks&focus%5B%5D=zoho-crm&focus%5B%5D=ibm-sterling-configure-price-quote&segment=small-business)


## 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**

### CoverageBook

CoverageBook is built for busy PR pros, so you can spend less effort reporting on coverage and put your energy into the more important parts of PR. Make coverage reports, faster. Trusted by over 18,753 agency and in-house public relations professionals in more than 40 countries. CoverageBook is wonderfully simple to use and it’s super easy to get started. So you can start making high-impact PR reports that showcase your hard work and impress your clients in no time. No complex training certificate required.



[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=2026-07-19T17%3A48%3A46Z&secure%5Bdisplayable_resource_id%5D=348&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=16132&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=16132&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%2Fsmall-business&secure%5Btoken%5D=b1c703f3c7f9e35eade45ecee4f2a4fb35c9c5494dd96ae17e2daf7faf2beaaa&secure%5Burl%5D=https%3A%2F%2Fcoveragebook.com%2F&secure%5Burl_type%5D=custom_url)

---

## What Are the Top-Rated Quote-to-Cash Software Products in 2026?
### 1. [Revenue Hub](https://www.g2.com/products/revenue-hub/reviews)
Revenue Hub is your team's command center for quotes, billing, and payments. Because revenue context finally lives where your customer data does, your HubSpot AI can work from first prompt to final payment: Breeze Assistant helps reps build quotes from simple chat prompts and surface upsells and renewals automatically, Customer Agent handles billing questions, and Revenue Agent follows up on overdue invoices, so your team can focus on compounding revenue instead of chasing it. The product addresses the challenges of fragmented CPQ workflows by providing AI-powered automation, integrated billing and payments, and a connected buyer–seller experience. It is intended for sales representatives, revenue operations managers, sales leaders, and finance stakeholders who need greater visibility, efficiency, and control over the revenue lifecycle Key features and capabilities include: • One connected quote-to-cash system - Revenue Hub brings CPQ, contracts, billing, and payments into a single workflow instead of a patchwork of point solutions. • Revenue context becomes a competitive advantage - Teams can see what a customer bought, how much they paid, who paid, and what is changing — all inside HubSpot. • Faster revenue, fewer handoffs - Revenue Hub is designed to help businesses quote faster, close faster, automate billing, and reduce the manual re-entry and disconnected workflows that slow revenue down. • More control after the deal closes - Contracts create a central source of revenue information so customers can manage amendments, renewals, and post-close changes without losing the thread. • Bigger platform value, not just bigger feature value - This is the shift from a quoting add-on or payments tool to a true revenue engine that connects selling to finance and powers the broader customer platform.


**Average Rating:** 4.6/5.0
**Total Reviews:** 91
**How Do G2 Users Rate Revenue Hub?**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10)
- **Configuration:** 9.5/10 (Category avg: 9.0/10)
- **Creation:** 9.5/10 (Category avg: 8.9/10)
- **Quoting:** 9.5/10 (Category avg: 9.2/10)

**Who Is the Company Behind Revenue Hub?**

- **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot)
- **Company Website:** https://hubspot.com
- **Year Founded:** 2006
- **HQ Location:** Cambridge, Massachusetts, United States
- **Twitter:** @HubSpot (784,270 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (12,158 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 41% Mid-Market, 38% Small-Business


#### What Are Revenue Hub's Pros and Cons?

**Pros:**

- Ease of Use (60 reviews)
- Integrations (28 reviews)
- Efficiency (27 reviews)
- Easy Integrations (26 reviews)
- Efficiency Improvement (25 reviews)

**Cons:**

- Missing Features (25 reviews)
- Limited Features (21 reviews)
- Limited Customization (19 reviews)
- Difficult Customization (17 reviews)
- Lack of Customization (15 reviews)


### What Do G2 Reviewers Say About Revenue Hub?
*AI-generated summary from verified user reviews*

**Pros:**

- Users praise the **ease of use** of Revenue Hub, highlighting its simple setup and intuitive interface for daily tasks.
- Users value the **seamless integrations** of Revenue Hub, enabling efficient management and streamlined workflows across platforms.
- Users value the **efficiency** of Revenue Hub, streamlining invoicing and proposal processes into a single, effective platform.
- Users value the **easy integrations** of HubSpot Commerce Hub, seamlessly connecting with various third-party applications for enhanced functionality.
- Users commend the **efficient payment processing** and quick implementation capabilities of HubSpot Commerce Hub, enhancing daily operations.

**Cons:**

- Users express frustration with **missing advanced features** in Revenue Hub, limiting customization and reporting capabilities.
- Users feel that the **limited features** in Revenue Hub restrict advanced billing and customization capabilities.
- Users find the **limited customization** of Revenue Hub's features lacking, desiring more flexibility and options.
- Users feel that **difficult customization** limits the effectiveness of Revenue Hub, making advanced features feel inadequate.
- Users find a **lack of customization** in Revenue Hub, especially regarding advanced billing and quote templates.

#### What Are Recent G2 Reviews of Revenue Hub?

**"[Benefits and Feedback on HubSpot Commerce Hub](https://www.g2.com/survey_responses/revenue-hub-review-12246426)"**

**Rating:** 5.0/5.0 stars
*— Feleecia K.*

[Read full review](https://www.g2.com/survey_responses/revenue-hub-review-12246426)

---

**"[Integrated, intuitive, and efficient sales and payment management in the HubSpot Commerce Hub](https://www.g2.com/survey_responses/revenue-hub-review-12223832)"**

**Rating:** 5.0/5.0 stars
*— Gabriel G.*

[Read full review](https://www.g2.com/survey_responses/revenue-hub-review-12223832)

---



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


**Average Rating:** 4.9/5.0
**Total Reviews:** 68
**How Do G2 Users Rate Sequence?**

- **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:** 9.7/10 (Category avg: 8.9/10)
- **Quoting:** 9.7/10 (Category avg: 9.2/10)

**Who Is the Company Behind Sequence?**

- **Seller:** [Sequence HQ](https://www.g2.com/sellers/sequence-hq)
- **Year Founded:** 2021
- **HQ Location:** London, UK
- **Twitter:** @SequenceHQ_ (344 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/sequence-hq/ (63 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 72% Small-Business, 28% Mid-Market


#### What Are Sequence's Pros and Cons?

**Pros:**

- Ease of Use (29 reviews)
- Customer Support (24 reviews)
- Billing Management (22 reviews)
- Easy Setup (21 reviews)
- Invoicing (21 reviews)

**Cons:**

- Missing Features (5 reviews)
- Billing Issues (3 reviews)
- Bug Issues (3 reviews)
- Integration Issues (3 reviews)
- Limited Customization (3 reviews)


### What Do G2 Reviewers Say About Sequence?
*AI-generated summary from verified user reviews*

**Pros:**

- Users love the **ease of use** of Sequence, finding it intuitive and quick to deploy for their complex needs.
- Users praise the **exceptional customer support** from Sequence, highlighting their responsiveness and care throughout the process.
- Users praise the **seamless billing management** with flexible integration and easy implementation that simplifies complex scenarios.
- Users find the **easy setup** of Sequence enables seamless billing processes without complex engineering support.
- Users value the **automated invoicing** feature of Sequence, streamlining billing and enhancing the overall finance process.

**Cons:**

- Users find **missing features** in Sequence, particularly in deeper customization and specific invoice management options.
- Users often experience **billing issues** due to unclear communication and limitations in the processes, causing confusion and delays.
- Users experience **bug issues** , but appreciate the team's quick and effective response to fixes and support.
- Users experience **integration issues** with Sequence, particularly with Netsuite, requiring manual workarounds and extra configurations.
- Users note the **limited customization** options in Sequence, expressing a desire for more granular controls and features.

#### What Are Recent G2 Reviews of Sequence?

**"[We redesigned our whole CPQ and Quote to Cash process around Sequence](https://www.g2.com/survey_responses/sequence-review-12930009)"**

**Rating:** 5.0/5.0 stars
*— Jonathan S.*

[Read full review](https://www.g2.com/survey_responses/sequence-review-12930009)

---

**"[One place for everything we need in billing.](https://www.g2.com/survey_responses/sequence-review-13060502)"**

**Rating:** 5.0/5.0 stars
*— Will D.*

[Read full review](https://www.g2.com/survey_responses/sequence-review-13060502)

---



### 3. [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)

---



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


**Average Rating:** 4.8/5.0
**Total Reviews:** 32
**How Do G2 Users Rate ViiBE?**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10)
- **Configuration:** 9.5/10 (Category avg: 9.0/10)
- **Creation:** 9.2/10 (Category avg: 8.9/10)
- **Quoting:** 9.4/10 (Category avg: 9.2/10)

**Who Is the Company Behind ViiBE?**

- **Seller:** [Viirtue](https://www.g2.com/sellers/viirtue)
- **Year Founded:** 2017
- **HQ Location:** St Petersburg, Florida
- **Twitter:** @Viirtue1 (139 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/viirtue (53 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Telecommunications, Information Technology and Services
- **Company Size:** 76% Small-Business, 12% Enterprise



#### What Are Recent G2 Reviews of ViiBE?

**"[Top-Notch Support, Endless Integrations, and Game-Changing AI Features](https://www.g2.com/survey_responses/viibe-review-13044448)"**

**Rating:** 5.0/5.0 stars
*— Douglas G.*

[Read full review](https://www.g2.com/survey_responses/viibe-review-13044448)

---

**"[Stellar Support and User-Friendly Experience](https://www.g2.com/survey_responses/viibe-review-13061360)"**

**Rating:** 5.0/5.0 stars
*— Masiah G.*

[Read full review](https://www.g2.com/survey_responses/viibe-review-13061360)

---



### 5. [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?

**"[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)

---

**"[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)

---


#### 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)

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


**Average Rating:** 4.4/5.0
**Total Reviews:** 191
**How Do G2 Users Rate QuoteWerks?**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10)
- **Configuration:** 9.7/10 (Category avg: 9.0/10)
- **Creation:** 9.3/10 (Category avg: 8.9/10)
- **Quoting:** 9.7/10 (Category avg: 9.2/10)

**Who Is the Company Behind QuoteWerks?**

- **Seller:** [Aspire Technologies](https://www.g2.com/sellers/aspire-technologies)
- **Company Website:** https://www.quotewerks.com
- **Year Founded:** 1993
- **HQ Location:** Orlando, FL
- **Twitter:** @QuoteWerks (1,133 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/140538/ (48 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** President, Owner
- **Top Industries:** Information Technology and Services, Computer Networking
- **Company Size:** 72% Small-Business, 20% Mid-Market


#### What Are QuoteWerks's Pros and Cons?

**Pros:**

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

**Cons:**

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


### What Do G2 Reviewers Say About QuoteWerks?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of QuoteWerks, which significantly enhances efficiency and streamlines processes across the board.
- Users value the **efficiency** of QuoteWerks for seamless quoting, project management, and contract processes.
- Users love the **professional-quality templates** of QuoteWerks, enhancing branding and improving client presentations effectively.
- Users commend QuoteWerks for its **efficiency improvement** , effortlessly streamlining quotes to contract management throughout the entire process.
- Users value the **easy and comprehensive integration** of QuoteWerks, enhancing workflow and streamlining the entire sales process.

**Cons:**

- Users find the **interface design outdated** , affecting navigation and overall user experience compared to modern applications.
- Users find the **complex setup** time-consuming, especially with numerous products and integration, affecting overall efficiency.
- Users find the **interface dated** , hindering navigation and setup, and desire a more modern design for better usability.
- Users feel that QuoteWerks is **somewhat expensive** and the deployment process takes longer than anticipated.
- Users often face **billing issues** , finding the pricing less competitive and deployment longer than anticipated.

#### What Are Recent G2 Reviews of QuoteWerks?

**"[QuoteWerks Makes Professional, Accurate Quotes Fast](https://www.g2.com/survey_responses/quotewerks-review-12661369)"**

**Rating:** 5.0/5.0 stars
*— Rachel N.*

[Read full review](https://www.g2.com/survey_responses/quotewerks-review-12661369)

---

**"[QuoteWerks Streamlines Quotes with Fast, Accurate Proposals and Strong Integrations](https://www.g2.com/survey_responses/quotewerks-review-12591508)"**

**Rating:** 4.5/5.0 stars
*— Yolanda J.*

[Read full review](https://www.g2.com/survey_responses/quotewerks-review-12591508)

---


#### What Are G2 Users Discussing About QuoteWerks?

- [What is QuoteWerks used for?](https://www.g2.com/discussions/what-is-quotewerks-used-for)

### 7. [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?

**"[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)

---

**"[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)

---


#### 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

### 8. [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)

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


**Average Rating:** 4.8/5.0
**Total Reviews:** 22
**How Do G2 Users Rate salesbricks?**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10)
- **Configuration:** 9.8/10 (Category avg: 9.0/10)
- **Creation:** 10.0/10 (Category avg: 8.9/10)
- **Quoting:** 9.6/10 (Category avg: 9.2/10)

**Who Is the Company Behind salesbricks?**

- **Seller:** [salesbricks](https://www.g2.com/sellers/salesbricks)
- **Year Founded:** 2021
- **HQ Location:** San Mateo, US
- **Twitter:** @getsalesbricks (290 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/71978116 (31 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software
- **Company Size:** 77% Small-Business, 14% Mid-Market


#### What Are salesbricks's Pros and Cons?

**Pros:**

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

**Cons:**

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


### What Do G2 Reviewers Say About salesbricks?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Salesbricks to be **extremely easy to implement and use** , facilitating quick startup operations and efficient setup.
- Users appreciate the **efficiency improvement** with Salesbricks, enabling quicker deal closures and streamlined sales processes.
- Users value the **time-saving capabilities** of SalesBricks, enhancing efficiency and speeding up the sales process tremendously.
- Users appreciate the **streamlined sales management** offered by Salesbricks, enabling faster deal closures and greater efficiency.
- Users highlight the **exceptional customer support** from Salesbricks, aiding quick implementation and continuous assistance throughout.

**Cons:**

- Users note the **missing features** in data import and finance, but hope for rapid development from the company.
- Users find a **difficult learning process** with Salesbricks, though most agree it becomes easier with use over time.
- Users note a **steep learning curve** initially, yet find the product ultimately manageable and straightforward.
- Users note some **poor interface design** issues, yet they still manage to utilize the platform effectively.
- Users face **sales limitations** with delayed payments in Salesbricks, but support is responsive in resolving these issues.

#### What Are Recent G2 Reviews of salesbricks?

**"[Transformed Quote to Cash Processes as Easy As B2C](https://www.g2.com/survey_responses/salesbricks-review-9842136)"**

**Rating:** 5.0/5.0 stars
*— Kevin H.*

[Read full review](https://www.g2.com/survey_responses/salesbricks-review-9842136)

---

**"[Makes my life so much easier!](https://www.g2.com/survey_responses/salesbricks-review-9742994)"**

**Rating:** 5.0/5.0 stars
*— Kris J.*

[Read full review](https://www.g2.com/survey_responses/salesbricks-review-9742994)

---



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


**Average Rating:** 4.6/5.0
**Total Reviews:** 47
**How Do G2 Users Rate OneBill?**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10)
- **Configuration:** 8.3/10 (Category avg: 9.0/10)
- **Creation:** 7.2/10 (Category avg: 8.9/10)
- **Quoting:** 8.8/10 (Category avg: 9.2/10)

**Who Is the Company Behind OneBill?**

- **Seller:** [OneBill Software](https://www.g2.com/sellers/onebill-software)
- **Year Founded:** 2009
- **HQ Location:** Santa Clara, California
- **Twitter:** @onebillsoftware (1,172 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/onebill-inc (159 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Telecommunications, Information Technology and Services
- **Company Size:** 88% Small-Business, 10% Mid-Market


#### What Are OneBill's Pros and Cons?

**Pros:**

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

**Cons:**

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


### What Do G2 Reviewers Say About OneBill?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find OneBill to be very **user-friendly** , allowing easy activation of billing and invoice generation without extensive training.
- Users praise the **exceptional customer support** from OneBill, emphasizing responsiveness and efficient communication throughout the process.
- Users value the **easy and efficient invoicing** process of OneBill, significantly reducing their workload.
- Users value the **billing efficiency** of OneBill, streamlining invoice generation and comprehensive telecom billing management.
- Users value the **user-friendly interface** and **comprehensive reporting** features of OneBill, simplifying their experience.

**Cons:**

- Users face **slow customer support** , with delays due to time zone differences impacting issue resolution efficiency.
- Users find the **complex setup** of OneBill challenging, requiring significant investment in time and patience for implementation.
- Users find the **navigation difficult** , describing the interface as confusing and not intuitive for product cancellation.
- Users find **error handling complex** , making it challenging to resolve issues without careful data submission.
- Users find the **navigation confusing** , noting that cancellation of products lacks intuitive design and clarity.

#### What Are Recent G2 Reviews of OneBill?

**"[OneBill - Simple - Fast - Efficient](https://www.g2.com/survey_responses/onebill-review-9771811)"**

**Rating:** 5.0/5.0 stars
*— Brenda T.*

[Read full review](https://www.g2.com/survey_responses/onebill-review-9771811)

---

**"[Reliable System](https://www.g2.com/survey_responses/onebill-review-8195338)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Telecommunications*

[Read full review](https://www.g2.com/survey_responses/onebill-review-8195338)

---


#### What Are G2 Users Discussing About OneBill?

- [What is OneBill used for?](https://www.g2.com/discussions/what-is-onebill-used-for)

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


**Average Rating:** 4.7/5.0
**Total Reviews:** 44
**How Do G2 Users Rate ScalePad Quoter?**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10)
- **Configuration:** 8.3/10 (Category avg: 9.0/10)
- **Creation:** 8.9/10 (Category avg: 8.9/10)
- **Quoting:** 10.0/10 (Category avg: 9.2/10)

**Who Is the Company Behind ScalePad Quoter?**

- **Seller:** [ScalePad](https://www.g2.com/sellers/scalepad)
- **Year Founded:** 2015
- **HQ Location:** Vancouver, BC
- **Twitter:** @GoScalePad (981 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/scalepad/ (235 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Information Technology and Services, Telecommunications
- **Company Size:** 91% Small-Business, 9% Mid-Market


#### What Are ScalePad Quoter's Pros and Cons?

**Pros:**

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

**Cons:**

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


### What Do G2 Reviewers Say About ScalePad Quoter?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of ScalePad Quoter, finding the quoting process to be quick and simple.
- Users enjoy the **streamlined quoting process** of ScalePad Quoter, making quote creation quick and easy.
- Users appreciate the **flexibility and intuitiveness** of ScalePad Quoter, enhancing their quoting process with ease.
- Users appreciate the **friendly and responsive customer support** of ScalePad Quoter, enhancing their overall experience.
- Users value the **customizability** of ScalePad Quoter, enhancing their quoting process with tailored templates and data integration.

**Cons:**

- Users find the **limited customization** of ScalePad Quoter restricts their ability to create impressive proposals.
- Users note the **missing features** in ScalePad Quoter, affecting accuracy and customization in their proposals.
- Users report **poor integration** with Stripe and CRM tools, affecting invoicing and metrics accuracy in ScalePad Quoter.
- Users face **API integration issues** that affect accuracy and functionality with Pipedrive's metrics and invoicing.
- Users find it frustrating that **company names can't be changed post-sending** and prices don't auto-update on templates.

#### What Are Recent G2 Reviews of ScalePad Quoter?

**"[Great quoting software](https://www.g2.com/survey_responses/scalepad-quoter-review-9077071)"**

**Rating:** 4.0/5.0 stars
*— Alex Y.*

[Read full review](https://www.g2.com/survey_responses/scalepad-quoter-review-9077071)

---

**"[Quoter saves the day!](https://www.g2.com/survey_responses/scalepad-quoter-review-8077471)"**

**Rating:** 5.0/5.0 stars
*— Kevin C.*

[Read full review](https://www.g2.com/survey_responses/scalepad-quoter-review-8077471)

---


#### What Are G2 Users Discussing About ScalePad Quoter?

- [What is online quote function?](https://www.g2.com/discussions/quoter-what-is-online-quote-function)
- [What is online quote function?](https://www.g2.com/discussions/what-is-online-quote-function)
- [What is quotation management system?](https://www.g2.com/discussions/what-is-quotation-management-system) - 1 upvote
- [What is quoter?](https://www.g2.com/discussions/what-is-quoter) - 2 comments, 1 upvote
- [What is a quoting software?](https://www.g2.com/discussions/what-is-a-quoting-software) - 1 comment, 1 upvote


## 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.