# Best Quote-to-Cash Software - Page 4 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Quote-to-cash (Q2C) software manages the entire sales process, from quoting to sales orders and revenue management. Companies use Q2C solutions to streamline sales processes, improve the productivity of their sales teams, and provide better customer experience. Q2C software is used by sales departments but can also be leveraged by other departments such as engineering or design to create customized offerings based on specific customer requirements. Accountants may also use Q2C tools to track and manage revenue generated by sales. This type of software can be delivered as a standalone product or as a mix between [CPQ software](https://www.g2.com/categories/cpq), [sales software](https://www.g2.com/categories/sales), and [revenue management software](https://www.g2.com/categories/revenue-management). To qualify for inclusion in the Quote-to-Cash category, a product must: - Support the sales cycle from quoting to sales order management - Monitor customer interactions at all stages of the sales process - Manage customer requirements and legal agreements - Track pricing changes such as discounts and promotions - Provide functionality for product configuration and CPQ - Integrate with CRM software for bidirectional data exchange - Track revenue and manage revenue recognition ## 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 (65 reviews) | ServiceNow-native configure-price-quote automation | "[ServiceNow CPQ is Transforming Complex Sales with Speed and Precision!](https://www.g2.com/survey_responses/servicenow-cpq-review-12955559)" | | 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 | [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)" | | 6 | [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)" | | 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 (34 reviews) | — | "[Vibe’s Clean UI and Helpful Support Make It Easy to Use](https://www.g2.com/survey_responses/viibe-review-13147752)" | | 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=276&focus%5B%5D=1339312&focus%5B%5D=19019&focus%5B%5D=1318087&focus%5B%5D=2330&focus%5B%5D=576) Highlighted products: Agentforce Revenue Management (formerly Salesforce Revenue Cloud), ServiceNow CPQ, Conga CPQ, Revenue Hub, DealHub AI, Sequence, QuoteWerks, and Zoho CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/quote-to-cash/grids.json?focus%5B%5D=agentforce-revenue-management-formerly-salesforce-revenue-cloud&focus%5B%5D=servicenow-cpq&focus%5B%5D=conga-cpq&focus%5B%5D=revenue-hub&focus%5B%5D=dealhub-ai&focus%5B%5D=sequence-hq-sequence&focus%5B%5D=quotewerks&focus%5B%5D=zoho-crm) ## How Many Quote-to-Cash Software Products Does G2 Track? **Total Products under this Category:** 76 ### 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**: Sequence (+0.45%) - Among all products in this category, Sequence recorded the largest rating increase compared to last month *Last updated: July 24, 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 - 76+ 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** ### Hyperline Hyperline is an AI-native billing and revenue management platform that unifies quote-to-cash for B2B companies: CPQ, subscription billing, usage-based pricing, invoicing, accounts receivable, and revenue reporting in one system of record. Finance, RevOps, and GTM teams use Hyperline to close quotes in the CRM, bill any pricing model without engineering tickets, and automate collection. - Hyperline unifies CPQ and billing: quotes signed in Salesforce or HubSpot become live subscriptions automatically. - Hyperline handles usage-based and hybrid pricing: metering, credits, ramps, and seats, with pricing changes that need no code. - Hyperline's AI agents automate revenue work: the Collection Agent recovers overdue cash and the Monitoring Agent watches revenue health, alongside Sentinel and Hyperline AI Chat. - Hyperline includes accounts receivable: payment collection, dunning, and cash application built in. - Hyperline sits on top of Stripe for payments and also works with Mollie, GoCardless, Adyen, and Airwallex. - Hyperline supports EU e-invoicing natively: Chorus Pro and Peppol are built in, ready for the French 2026 B2B mandate, with multi-entity and multi-currency support. - Hyperline connects to NetSuite, Xero, QuickBooks, Exact Online, and Zoho Books, and syncs to PostgreSQL and BigQuery for real-time reporting. - Hyperline is SOC 2 Type II and ISO 27001 certified, and GDPR compliant. More than 500 companies run their billing on Hyperline, from startups to enterprise, with over $10B in revenue processed and 99.999% uptime. Hyperline serves scaling B2B SaaS, fintech, and usage-based businesses across Europe and North America. [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=2026-07-24T20%3A57%3A42Z&secure%5Bdisplayable_resource_id%5D=1751&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1751&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1391096&secure%5Bresource_id%5D=1751&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=llm_category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fquote-to-cash%3Fpage%3D2&secure%5Btoken%5D=1bee9489e802959feae2024e34787ca11eabf4940de4aca326de4370a794976a&secure%5Burl%5D=https%3A%2F%2Fwww.hyperline.co%2F&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Quote-to-Cash Software Products in 2026? ### 1. [Yagna CPQ](https://www.g2.com/products/yagna-cpq/reviews) Yagna’s Configure Price & Quote (CPQ) solution is here to create faster quotes and proposals. Your sales reps and partners don't have to pull information from different spreadsheets to create quotes and proposals anymore. Our innovative excellence has helped us reinvent the whole selling experience by applying Artificial Intelligence and Machine Learning to the selling process. Our intelligent CPQ software quickly guides the partners or customers through the product configuration, creates quotes, and provides upsell and cross-sell recommendations. Wait no more, contact us for a free CPQ trial. **Who Is the Company Behind Yagna CPQ?** - **Seller:** [Yagna iQ](https://www.g2.com/sellers/yagna-iq) - **Year Founded:** 2006 - **HQ Location:** Plano, US - **LinkedIn® Page:** https://www.linkedin.com/company/yagnaiq (76 employees on LinkedIn®) ### 2. [Zevik](https://www.g2.com/products/zevik/reviews) Zevik is a quote communication platform built for trade businesses in Australia. It sits on top of your existing quoting tool and transforms a standard PDF quote into a voice-explained, decision-ready client experience. When a contractor sends a quote, clients often go quiet — not because of price, but because they don't fully understand what they're approving. They skim the total, miss the scope detail, and delay. The contractor follows up. The client asks questions already answered in the quote. The job stalls. Zevik solves this by turning the quote into an experience clients can actually engage with. The contractor uploads their quote PDF — from Xero, ServiceM8, Tradify, or any quoting tool — and Zevik generates a personalised AI voice explanation, a branded client review page, and a one-tap approval flow. The client receives a clean email with a link to their quote page, where they hear a short audio walkthrough of what's included, see the total price clearly, and can approve, request a change, or ask a question in one tap. Zevik Chat, an AI assistant built into the client page, answers questions about the quote in real time using Victorian building guidance — reducing follow-up calls and helping clients decide faster without calling the contractor. Contractors see proof of engagement: when the client opened the quote, whether they listened to the audio, and what action they took. Zevik supports two recipient modes. Homeowner mode delivers a warm, trust-building experience focused on clarity and confidence. Project engineer mode delivers a structured review with scope, assumptions, exclusions, compliance pathway, and variation triggers — built for consultants and project managers reviewing commercial quotes. Zevik integrates with Xero and ServiceM8 via Zapier, and accepts PDF uploads from any quoting source. It is built for building, electrical, plumbing, roofing, and mechanical trade businesses across Australia. **Who Is the Company Behind Zevik?** - **Seller:** [Zevik](https://www.g2.com/sellers/zevik) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ## 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) - [Proposal Software](https://www.g2.com/categories/proposal) - [Subscription Management Software](https://www.g2.com/categories/subscription-management) - [Billing Software](https://www.g2.com/categories/billing) - [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management) - [Subscription Billing Software](https://www.g2.com/categories/subscription-billing) - [Usage-based Billing Software](https://www.g2.com/categories/usage-based-billing-software) --- ## 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.