# Best Quote-to-Cash Software - Page 5 ## How Many Quote-to-Cash Software Products Does G2 Track? **Total Products under this Category:** 77 ### 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:** Aptean Discrete Manufacturing ERP (+0.19%) - Among all products in this category, Aptean Discrete Manufacturing ERP recorded the largest rating increase compared to last month _Last updated: July 31, 2026_ ## How Does G2 Rank Quote-to-Cash Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 8,600+ Authentic Reviews - 77+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Quote-to-Cash Software ![G2 Grid® for Quote-to-Cash Software plotting products by satisfaction and market presence](https://www.g2.com/categories/quote-to-cash/grids.png?focus%5B%5D=536&focus%5B%5D=1179313&focus%5B%5D=276&focus%5B%5D=1339312&focus%5B%5D=19019&focus%5B%5D=1318087&focus%5B%5D=2330&focus%5B%5D=576) Highlighted products: Agentforce Revenue Management (formerly Salesforce Revenue Cloud), ServiceNow CPQ, Conga CPQ, Revenue Hub, DealHub AI, Sequence, QuoteWerks, and Zoho CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/quote-to-cash/grids.json?focus%5B%5D=agentforce-revenue-management-formerly-salesforce-revenue-cloud&focus%5B%5D=servicenow-cpq&focus%5B%5D=conga-cpq&focus%5B%5D=revenue-hub&focus%5B%5D=dealhub-ai&focus%5B%5D=sequence-hq-sequence&focus%5B%5D=quotewerks&focus%5B%5D=zoho-crm) **Sponsored** ### Conga CPQ Conga CPQ integrates pricing, quoting, contracting, billing, and renewals into a single, connected revenue flow, enabling organizations to gain full visibility into both risk and opportunity across the business. This unified approach eliminates data silos and manual analysis, giving finance, sales, legal, and operations teams access to consistent, reliable information. With every step managed clearly and cohesively, sales teams can respond faster with accurate quotes and optimized pricing, improving close rates and customer satisfaction. Conga CPQ is the only solution that seamlessly connects every step of revenue capture, from pricing and quoting to contract renewal to billing, through a single, fully extensible data model tailored to meet specific business needs. This cohesive framework ensures consistency, streamlines workflows, and enhances efficiency, enabling a seamless Quote-to-Cash experience. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1751&secure%5Bchosen_at%5D=2026-07-31T23%3A47%3A16Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=276&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%3Fpage%3D5&secure%5Btoken%5D=04a1dc8bac00bb3917b183692bc176cf97410023e64ea270a3c35ef12d8a1d63&secure%5Burl%5D=https%3A%2F%2Fconga.com%2Fproducts%2Fcommerce%2Fconga-cpq&secure%5Burl_type%5D=paid_promos) ### [Jorvio Quotes](https://www.g2.com/products/jorvio-quotes/reviews) Jorvio Quotes is the quote-to-paid workspace for home service contractors. Build line-item estimates with options and change orders, send one live customer link for review, messages, and e-signature, collect deposits when connected to Stripe, then turn accepted work into jobs and calendar, with follow-ups, crew seats, and branding as you grow. AI features are built in throughout, from drafting quotes to an in-app assistant and a quote review to catch gaps before you send. Built for HVAC, plumbing, electrical, painting, remodeling, and other trades. Made so working contractors can use serious quoting and job tools without needing a huge office staff. #### Who Is the Company Behind Jorvio Quotes? - **Seller:** [Jorvio Quotes](https://www.g2.com/sellers/jorvio-quotes) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Keap](https://www.g2.com/products/thryv-keap/reviews) Keap is a small business CRM and automation platform designed to grow your profitable business. With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and revenue. The Keap CRM has everything you need to automate your business: lead capture and management, sales automation, marketing automation, email automation and text marketing. **Average Rating:** 3.9/5.0 **Total Reviews:** 28 #### How Do G2 Users Rate Keap? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) #### Who Is the Company Behind Keap? - **Seller:** [Thryv](https://www.g2.com/sellers/thryv) - **Year Founded:** 2012 - **HQ Location:** Dallas, TX - **Twitter:** @thryv 8,415 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=27887848e034bb1ec04ffc19993643ac5aba8ec3f47189ab13b2d95d7f950b19&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthryvinc&secure%5Burl_type%5D=linkedin_company_website) 5,883 employees on LinkedIn® - **Ownership:** NASDAQ: THRY #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Professional Training & Coaching - **Company Size:** 72% Small, 24% Medium #### What Do G2 Reviewers Say About Keap? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of automation** in Keap, enabling effective task management and seamless campaign execution. - Users love Keap's **advanced automation features** , enabling efficient management of marketing campaigns and client communication. - Users value the **ease of use** of Keap, praising its intuitive design and seamless setup for managing tasks. - Users appreciate the **automation efficiency** of Keap, simplifying tasks like reminders and client management seamlessly. - Users value the **automation capabilities** of Keap, appreciating its efficiency in managing marketing tasks seamlessly. ##### Cons - Users find Keap's **complexity** challenging, particularly for those with fewer contacts or new to the platform. - Users find Keap to be **quite expensive** compared to competitors, which has led some to seek alternatives. - Users find **lack of flexibility** in Keap, requiring significant effort and resources for effective customization. - Users find the **learning curve steep** with Keap, requiring significant effort to fully utilize its capabilities. - Users find **limitations in flexibility** for invoicing, making it less suitable for small companies or entrepreneurs. #### What Are Recent G2 Reviews of Keap? **["Powerful Automation with Ease, but Pricey"](https://www.g2.com/survey_responses/keap-review-12720086)** **Rating:** 4.5/5.0 stars _— karan k._ [Read full review](https://www.g2.com/survey_responses/keap-review-12720086) **["Seamless Business Automation and CRM Efficiency"](https://www.g2.com/survey_responses/keap-review-12701290)** **Rating:** 4.5/5.0 stars _— SHEMEKA J._ [Read full review](https://www.g2.com/survey_responses/keap-review-12701290) #### What Are G2 Users Discussing About Keap? - [What is KEAP?](https://www.g2.com/discussions/what-is-keap) ### [Light Quoter](https://www.g2.com/products/light-quoter/reviews) LightQuoter is the all-in-one quoting, mockup, and invoicing platform built exclusively for holiday lighting and permanent light installation companies. Instead of juggling spreadsheets, generic CRMs, and separate invoicing tools, lighting installers can measure a property, build a visual mockup, generate an accurate quote, and send a professional invoice — all from one place. Built for the workflow lighting pros actually use: Visual mockups that help homeowners say yes faster Per-foot and per-item pricing built for how lighting jobs are bid Seasonal scheduling for holiday install/takedown cycles Professional invoicing with online payment Designed for both holiday lighting and permanent light installations The holiday and permanent lighting industry is growing fast, but the software hasn't kept up. LightQuoter changes that. #### Who Is the Company Behind Light Quoter? - **Seller:** [Light Quoter](https://www.g2.com/sellers/light-quoter) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [Measure](https://www.g2.com/products/measure/reviews) As of February 2026, Maple Billing is now Measure. Measure connects contracts, billing, revenue recognition, and commissions in one system. When a contract changes, the invoice updates, the revenue schedule recalculates, and the commission posts. One action. Everything downstream moves with it. Most billing tools handle one piece of the revenue cycle. Measure handles all of it without the spreadsheets, the reconciliation, or the six-month implementation. CEOs and founders: Know your MRR, active customers, and revenue the moment a deal closes. No waiting for finance to reconcile three systems at month-end. The number you see is the number you can trust. Sales: Build quotes, collect signatures, and trigger invoices from one place. Tight integrations with HubSpot and Salesforce mean your CRM stays current without manual data entry. Less time on admin. More time closing. Finance and ops: Stop being the human integration layer between Stripe, QuickBooks, and a spreadsheet you didn't build. Measure automates invoicing, payment collection, revenue recognition, and commission tracking in one system. Month-end close goes from a week to a day. Product and engineering: Set up usage-based or seat-based billing in one sprint. After that, finance owns it. Your team stops getting pulled into billing tickets and gets back to building the product. **Average Rating:** 4.8/5.0 **Total Reviews:** 6 #### How Do G2 Users Rate Measure? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) #### Who Is the Company Behind Measure? - **Seller:** [Measure](https://www.g2.com/sellers/measure-b89c8fcb-ef1c-46f0-95f6-a6b77ba93d50) - **HQ Location:** Toronto, CA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bbfb76bf041cdff2e4adb157ebeb08432e473fd4321bb5331809e10ac14aabba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetmeasure%2F&secure%5Burl_type%5D=linkedin_company_website) 35 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 83% Small, 17% Medium #### What Do G2 Reviewers Say About Measure? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **intuitive contract management** that seamlessly integrates pricing options into workflows and subscription processes. - Users highlight the **intuitive design** of Measure, making it easy to adapt for various pricing and workflow needs. - Users commend the **seamless invoicing integration** with contracting processes, simplifying billing across diverse pricing models. - Users value the **intuitive subscription management** of Measure, which simplifies pricing options and contract workflows effectively. - Users appreciate the **automation features** of Measure, enjoying streamlined workflows and simplified pricing integration. ##### Cons - Users find the **learning process confusing** , particularly regarding the order of operations for new client setups. - Users find the **connectivity issues** challenging, particularly when learning the setup process for new clients. - Users find it **difficult to learn** Measure, particularly with the confusing order of operations for setup. - Users find the **learning curve steep** , particularly in understanding the correct order of processes for new clients. - Users find the **learning difficulty** of Measure challenging, particularly in understanding initial setup processes for new clients. #### What Are Recent G2 Reviews of Measure? **["Very adaptable pricing models and great founding team!"](https://www.g2.com/survey_responses/measure-review-10623236)** **Rating:** 5.0/5.0 stars _— Caleb S._ [Read full review](https://www.g2.com/survey_responses/measure-review-10623236) **["Excellent Team with amazing customer service"](https://www.g2.com/survey_responses/measure-review-10411137)** **Rating:** 5.0/5.0 stars _— Jed P._ [Read full review](https://www.g2.com/survey_responses/measure-review-10411137) ### [Nextian](https://www.g2.com/products/nextian/reviews) Quote-to-Cash for cloud & communications subscription services enabling providers to grow revenues, retain customer base and increase customer lifetime value: CPQ & SALES: Quote complex products and services with CPQ extensions to Sales Cloud designed specifically for cloud and communications services. ORDER MANAGEMENT: Save time, avoid errors, and ensure 100% order accuracy with a fully automated quote to order conversions. SERVICE MANAGEMENT & MONITORING: Achieve operational excellence with account, service, billing and monitoring information integrated in the CRM. CUSTOMER SUPPORT: Shorten issue resolution times by integrating subscription information, 360° account details and monitoring data in the CRM. REPORTING & ANALYTICS: Stay on top of your reporting game with 80+ pre-configured dashboards and reports featuring real time updates and pre-built, best-practice Quote-to-Cash, subscription service and recurring revenue metrics. #### Who Is the Company Behind Nextian? - **Seller:** [Nextian](https://www.g2.com/sellers/nextian) - **Year Founded:** 2017 - **HQ Location:** Plano, Texas - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f2942fc92d5ee6baa1cc1e65de6a8935e44c750630393d54b8a241d1ad70a65e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnextian&secure%5Burl_type%5D=linkedin_company_website) 18 employees on LinkedIn® ### [Qgosu](https://www.g2.com/products/qgosu/reviews) Qgosu is a free quote and estimate management platform built for solopreneurs, freelancers, and small business owners. Unlike traditional invoicing tools that rely on spreadsheets or complex form-based editors, Qgosu uses a WYSIWYG approach: you edit your estimate directly on the final document, with no preview switching needed. What you create is exactly what your customer receives. Why Qgosu? Most quoting tools force you to fill out long forms before seeing the result, then break formatting when you export to PDF. Qgosu eliminates both problems by making the editing screen identical to the final output. Add line items, attach photos, drag to reorder — and your PDF is instantly ready, with logo and seal included. Designed for the modern small business owner who needs to send professional quotes from anywhere, Qgosu offers a generous free plan with no time limits, plus advanced features for businesses ready to scale. Key Features (Free): • WYSIWYG estimate editor — edit directly on the template, no preview required • One-click PDF export with company logo, seal, and attached photos • Photo attachment for site documentation • Customer management with tags and groups • Mobile-optimized estimate sharing — customers see a clean mobile view automatically • Shareable links that work on any device • Free forever, no credit card required Premium Features: • KakaoTalk Notification delivery (90%+ open rate) • Real-time view tracking and customer interest scoring • Estimate version control with change history • Contract conversion analytics • Korean electronic tax invoice issuance with NTS integration • Receivable and payment tracking • Team collaboration with role-based permissions • Franchise dashboard for multi-branch businesses Use Cases: Qgosu is widely used across industries that depend on customized quotes: • Interior designers and renovation contractors • Construction and engineering firms • Freelance designers, developers, and consultants • Manufacturers and wholesalers • Print and signage shops • Small B2B service providers Whether you send one quote a week or fifty, Qgosu scales with your business. Pricing: • Free: 3 shares/month, 30 customers, 500MB • Mini: ₩9,900/month — 10 shares/month, 100 customers • Basic: ₩29,000/month — 50 shares/month, KakaoTalk delivery • Pro: ₩79,000/month — Unlimited estimates, e-tax invoice, analytics • Biz: ₩290,000/month — Team collaboration, custom branding • Enterprise: Custom pricing for franchises Platforms: Available on web (all modern browsers) and Android. iOS coming soon. Integrations: KakaoTalk Notification Service, AWS SES (Email), PortOne (Payment), Korean National Tax Service (e-tax invoice), Google and Naver login. Get started at qgosu.com — no credit card required, free forever. #### Who Is the Company Behind Qgosu? - **Seller:** [Qgosu](https://www.g2.com/sellers/qgosu) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [QuoteZen](https://www.g2.com/products/quotezen/reviews) Digitizing the Freight Quoting Process Effortlessly for Manufacturers and Shippers QuoteZen streamlines operations, reduces email clutter, and enhances productivity with intuitive tools and real-time analytics. Connect instantly with your carrier network, capture key analytics, and generate reports on response times and projected freight costs - all with a single click. The past is disorganized, the future is peaceful. #### Who Is the Company Behind QuoteZen? - **Seller:** [QuoteZen](https://www.g2.com/sellers/quotezen) - **HQ Location:** Dover , US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=105d49429567fb8535fd62e9fb72d4b706f3ef18163e33ca3b3a67484d2b3524&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquotezen%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Sales (Prosper)](https://www.g2.com/products/sales-prosper/reviews) Streamline your entire sales cycle—from lead capture through to invoicing—with a fully integrated CRM and quoting engine. Manage customer records, rate cards, product/service catalogues, quotes, purchase orders, rate cards and invoices from one location. This module ensures consistent pricing, faster turnaround times, and accurate client communications. #### Who Is the Company Behind Sales (Prosper)? - **Seller:** [Kynection](https://www.g2.com/sellers/kynection) - **Year Founded:** 2006 - **HQ Location:** Seaford, AU - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ad741973814c7029eb42467c76e3ae801757e36f1225fba6443c6c5b623e8a82&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkynection%2F&secure%5Burl_type%5D=linkedin_company_website) 36 employees on LinkedIn® ### [ServiceNow Sales CRM](https://www.g2.com/products/servicenow-sales-crm/reviews) Empower direct sales, partners, and customer self-service with a flexible platform fueled by a powerful product catalog and pricing engine. Accelerate the entire lead-to-cash process with AI-powered workflows that boost rep productivity, increase sales velocity, and improve the customer experience. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 #### Who Is the Company Behind ServiceNow Sales CRM? - **Seller:** [ServiceNow](https://www.g2.com/sellers/servicenow) - **Year Founded:** 2004 - **HQ Location:** Santa Clara, CA - **Twitter:** @servicenow 55,548 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8f146dd2da6255ae21db2f89043b268912043fe250660dfee40ba3c0574bb1ba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F29352%2F&secure%5Burl_type%5D=linkedin_company_website) 35,081 employees on LinkedIn® - **Ownership:** NYSE:NOW #### Who Uses This Product? - **Company Size:** 100% Large #### What Are Recent G2 Reviews of ServiceNow Sales CRM? **["Sales & Order Management Enhanced Visibility & Automated Workflows"](https://www.g2.com/survey_responses/servicenow-sales-crm-review-12767564)** **Rating:** 4.5/5.0 stars _— Verified User in Chemicals_ [Read full review](https://www.g2.com/survey_responses/servicenow-sales-crm-review-12767564) ### [Skod](https://www.g2.com/products/skod/reviews) Skod est une solution clé en main qui s'adresse aux professionnels (indépendant, start-up, TPE et grands comptes) pour vendre ses expertises en ligne : consultation par téléphone, chat, mails, visioconférence, vidéos .... Découvrez les nombreuses fonctionnalités actuelles et à venir pour démarrer immédiatement votre business en ligne. #### Who Is the Company Behind Skod? - **Seller:** [Skod](https://www.g2.com/sellers/skod) - **HQ Location:** Boulogne-Billancourt, FR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bcf9ff343f33cc271f77353afb748093f191b9c5c869de2e2b928babbd517a20&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F37417504%2F&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® ### [Subskribe](https://www.g2.com/products/subskribe/reviews) Subskribe (acquired by DealHub.io) is the adaptive quoting, billing, and revenue platform for modern SaaS companies. Totally unified. No silos. Zero reconciliation, from quote to revenue. Designed in collaboration with some of the world’s leading SaaS companies, Subskribe helps businesses maximize revenue with innovative deal structures like ramp-up engagements, mid-term upsells, and flexible discounts. The result is faster time-to-market, increased top-line growth, and massive operational savings. Subskribe is designed for deals that evolve. It's built around a single repository of dynamic orders that can change over time, down to the individual line item. That means no more silos. No more confusion. No more need for manual reconciliation. Subskribe has only one product catalog and one pricing engine, and invoicing is order-line based, enabling ASC-606 compliant revenue recognition. #### Who Is the Company Behind Subskribe? - **Seller:** [Subskribe](https://www.g2.com/sellers/subskribe) - **Year Founded:** 2020 - **HQ Location:** San Ramon, US - **Twitter:** @SubskribeInc 66 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3f93c37a7c156dbccb1179859318e08baa45a4aac76cffc2de301de16801b57b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsubskribe%2F&secure%5Burl_type%5D=linkedin_company_website) 15 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 100% Medium ### [Tactik Revenue Lifecycle Management](https://www.g2.com/products/tactik-revenue-lifecycle-management/reviews) Tactik is a Revenue Lifecycle Management platform that unifies CPQ, billing, and revenue intelligence on a single data model, so data flows from quote to invoice to insight without re-entry, reconciliation, or custom development. Most B2B SaaS companies run quoting, billing, and analytics on three separate systems. Tactik replaces all three with one platform, one data model, and one contract. CPQ that handles the pricing models you actually sell. Tactik's CPQ natively supports usage-based, hybrid, and ramped pricing: usage tiers, prepaid drawdown, minimum commitments, volume pricing, ramp deals, and multi-product bundles where each line carries its own billing schedule. Pricing changes deploy without an engineering project. Tactik is built for B2B SaaS and PLG companies navigating the shift toward usage-based and hybrid pricing, whether that's where they are today or where they're heading next. A metered billing engine, not a bolt-on. Metering, rating, and usage invoicing run on the same foundation as quoting, with a built-in usage ledger for reconciliation. Invoice schedules are generated from contract terms, including line-level and custom schedules, and invoicing runs automatically end to end. Revenue intelligence in real time. SaaS metrics, cohort analysis, MRR/ARR reconciliation, churn signals, and expansion indicators are live from the platform the moment an order is placed, not assembled in spreadsheets weeks later. AI across the lifecycle. WALI, Tactik's AI agent, drafts quotes from a chat or voice prompt and surfaces revenue insights on demand, drawing on the full quote-to-cash record rather than a single stage. Tactik embeds in Salesforce and is SOC 2 Type II compliant. #### Who Is the Company Behind Tactik Revenue Lifecycle Management? - **Seller:** [Tactik Technologies](https://www.g2.com/sellers/tactik-technologies) - **HQ Location:** San Francisco, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9b3b30cd51517b2994fa493c2d6458305f476377557416051234e1be3131485b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftactikai&secure%5Burl_type%5D=linkedin_company_website) 8 employees on LinkedIn® ### [Turnstile](https://www.g2.com/products/turnstile/reviews) For sales-led B2B startups, Turnstile is the day one revenue platform you’ll never outgrow. Unlike complex quote-to-cash platforms that require custom engineering efforts or subscription tools built for self-serve checkouts, Turnstile gives founders everything they need to professionally quote, contract, bill, and recognize revenue for negotiated B2B sales—without spreadsheets, without complexity, and without waiting until you can afford enterprise tools. #### Who Is the Company Behind Turnstile? - **Seller:** [Turnstile](https://www.g2.com/sellers/turnstile) - **Year Founded:** 2021 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=da5f9786823e3eeb57aaace3d18c2b120ee3d43b01fba2990ebe6169f35fb26c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fturnstile-co%2F&secure%5Burl_type%5D=linkedin_company_website) 41 employees on LinkedIn® ### [VendorMode](https://www.g2.com/products/vendormode/reviews) VendorMode provides small B2B teams with a workflow platform for managing quotes, contracts, and invoices without the chaos of spreadsheets or the complexity of a full CRM. It gives you one connected place to move jobs seamlessly from start to finish, where a quote converts to a contract in one click and that contract converts to an invoice in one click when the job is done, with all details carrying forward automatically. That simplicity carries through everything you do. When you create a quote from your saved catalog, you build from consistent pricing across your whole team. No more guessing which price a customer was quoted or digging through old emails to find what you charged last time. You send professional PDFs and client updates with full send history, so everyone knows what went out and when. You track what's been billed versus collected, see outstanding balances, and check accounts receivable aging all from one dashboard. Customer contacts, vendor details, and job documents stay organized so anyone on the team can pick up where someone else left off without missing context. The platform is built for small teams in trades, field services, and other B2B operations that need a consistent process across multiple users. Whether every job starts with a formal quote or you go straight to a work order, VendorMode adapts to how your team actually works without forcing you into a rigid structure. Some jobs need estimates up front. Others just need a work order and an invoice when the work is done. The workflow bends to fit the job, not the other way around. If your team is tired of manual data entry, inconsistent pricing, and poor billing visibility, VendorMode delivers the streamlined workflow you actually need. #### Who Is the Company Behind VendorMode? - **Seller:** [VendorMode](https://www.g2.com/sellers/vendormode) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [WeQuote](https://www.g2.com/products/wequote/reviews) WeQuote is the all-in-one solution for quoting, proposals, inventory, procurement and project management. Built from the ground-up for AV Companies by an AV Integrator. We're a time-saving tool focussed on giving AV Integrators their time and therefore their money back and giving them a clear end-to-end projection of where their money is being spent. Live-link catalogues give live pricing on hundreds of suppliers that you use every day. Toolkits and Bulk Editing make WeQuote the fastest tool out there for quoting. Integrations with companies like Xero and Quickbooks, allow for 2 way tracking between the two pieces of software, the SNAGG mobile App allows for easy viewing of progress, labour and dependencies from technicians to ensure you always know where they're up to. #### Who Is the Company Behind WeQuote? - **Seller:** [Ouitech](https://www.g2.com/sellers/ouitech) - **Year Founded:** 2015 - **HQ Location:** Coventry, GB - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d87ea83991211f5cb84e2cf5813e0db874234bd9562e4a725b851e199070f077&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwequote%2F&secure%5Burl_type%5D=linkedin_company_website) 7 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/quote-to-cash?order=g2_score&page=4#product-list) - [1](/categories/quote-to-cash?order=g2_score#product-list) - [2](/categories/quote-to-cash?order=g2_score&page=2#product-list) - [3](/categories/quote-to-cash?order=g2_score&page=3#product-list) - [4](/categories/quote-to-cash?order=g2_score&page=4#product-list) - 5 - [6](/categories/quote-to-cash?order=g2_score&page=6#product-list) - [Next ›Next ›](/categories/quote-to-cash?order=g2_score&page=6#product-list) Spotlight Categories [Business Continuity Management (BCM) Software Solutions](https://www.g2.com/categories/business-continuity-management-software) [Communication Platform as a Service (cPaaS) Platforms](https://www.g2.com/categories/communication-platform-as-a-service) [CPQ Software](https://www.g2.com/categories/cpq) [Survey Software](https://www.g2.com/categories/survey) [Audit Management Software Solutions](https://www.g2.com/categories/audit-management) Similar Categories - [CPQ](/categories/cpq) - [Pricing](/categories/pricing) - [Proposal](/categories/proposal) - [Visual Configuration](/categories/visual-configuration) [Browse Quote-to-Cash Themes](/categories/quote-to-cash/themes) ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung") JJ Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung) Updated October 3, 2024 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 Show More * * * ## 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.