Introducing G2.ai, the future of software buying.Try now

Best Quote-to-Cash Software

Julie Jung
JJ
Researched and written by 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, sales software, and revenue management software.

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
Show Less

Best Quote-to-Cash Software At A Glance

Leader:
Salesforce Revenue Cloud
Salesforce Revenue Cloud
Highest Performer:
Hyperline
Hyperline
Easiest to Use:
Expedite Commerce
Expedite Commerce
Top Trending:
Zoho CRM
Zoho CRM
Best Free Software:
Zoho CRM
Zoho CRM
Show LessShow More
Easiest to Use:
Expedite Commerce
Expedite Commerce
Top Trending:
Zoho CRM
Zoho CRM
Best Free Software:
Zoho CRM
Zoho CRM

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

Coming Soon
Get Trending Quote-to-Cash Products in Your Inbox

A weekly snapshot of rising stars, new launches, and what everyone's buzzing about.

Sample Trending Products Newsletter
  • Segment
  • Rating
  • Language
  • Pricing
No filters applied
  • Segment
  • Rating
  • Language
  • Pricing
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Sort by
Clear All
64 Listings in Quote-to-Cash Available
  • Sort By:
    G2 Score
Salesforce Revenue Cloud
(1,487)4.2 out of 5
Optimized for quick response
6th Easiest To Use in Quote-to-Cash software
View top Consulting Services for Salesforce Revenue Cloud
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Salesforce CPQ is designed to help sales teams configure products, set accurate pricing, and generate quotes quickly and efficiently. Salesforce CPQ automates complex sales processes by guiding reps t

    Users
    • Account Executive
    • Salesforce Developer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 45% Mid-Market
    • 33% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Salesforce Revenue Cloud is a tool designed to streamline the quote-to-cash process by automating tasks like quoting, billing, and contract management.
    • Users frequently mention the platform's ability to unify CPQ, Billing, subscriptions, and revenue recognition into one seamless process, providing full visibility from quote to cash and reducing errors through automation.
    • Users reported that Salesforce Revenue Cloud can be complex and often requires significant configuration or specialist support to get the most out of it, and it can also be expensive when you layer CPQ, Billing, and Revenue Recognition together.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Salesforce Revenue Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    104
    Revenue Management
    87
    Features
    74
    Product Functionality
    71
    Efficiency
    69
    Cons
    Learning Curve
    68
    Learning Difficulty
    68
    Complexity
    64
    Complex Setup
    57
    Steep Learning Curve
    51
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Salesforce Revenue Cloud features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Configuration
    Average: 9.0
    8.5
    Creation
    Average: 8.9
    8.6
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Salesforce
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    577,997 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    86,064 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Salesforce CPQ is designed to help sales teams configure products, set accurate pricing, and generate quotes quickly and efficiently. Salesforce CPQ automates complex sales processes by guiding reps t

Users
  • Account Executive
  • Salesforce Developer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 45% Mid-Market
  • 33% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Salesforce Revenue Cloud is a tool designed to streamline the quote-to-cash process by automating tasks like quoting, billing, and contract management.
  • Users frequently mention the platform's ability to unify CPQ, Billing, subscriptions, and revenue recognition into one seamless process, providing full visibility from quote to cash and reducing errors through automation.
  • Users reported that Salesforce Revenue Cloud can be complex and often requires significant configuration or specialist support to get the most out of it, and it can also be expensive when you layer CPQ, Billing, and Revenue Recognition together.
Salesforce Revenue Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
104
Revenue Management
87
Features
74
Product Functionality
71
Efficiency
69
Cons
Learning Curve
68
Learning Difficulty
68
Complexity
64
Complex Setup
57
Steep Learning Curve
51
View All Pros and Cons
Salesforce Revenue Cloud features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.2
8.4
Configuration
Average: 9.0
8.5
Creation
Average: 8.9
8.6
Quoting
Average: 9.1
Seller Details
Seller
Salesforce
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
577,997 Twitter followers
LinkedIn® Page
www.linkedin.com
86,064 employees on LinkedIn®
HubSpot Commerce Hub
(45)4.6 out of 5
4th Easiest To Use in Quote-to-Cash software
View top Consulting Services for HubSpot Commerce Hub
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Commerce Hub is a Configure Price Quote (CPQ) solution that helps sales teams and revenue operations professionals create, manage, and deliver quotes, proposals, and related revenue processes in a uni

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Mid-Market
    • 44% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • HubSpot Commerce Hub is a tool that supports recurring and diverse billing needs, manages client contact information, and facilitates collective communication with billing.
    • Reviewers frequently mention the ease of connecting HubSpot with other tools, its ability to streamline task management, and the convenience of having all information centralized within HubSpot.
    • Reviewers mentioned challenges with the initial setup of HubSpot Commerce Hub, difficulties in finding information, limitations in using their own email addresses, and the need for a more user-friendly interface.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • HubSpot Commerce Hub Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    26
    Easy Integrations
    15
    Integrations
    15
    Customer Support
    13
    Easy Setup
    12
    Cons
    Missing Features
    11
    Limited Features
    6
    Limitations
    4
    Access Limitations
    3
    Difficult Customization
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • HubSpot Commerce Hub features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Configuration
    Average: 9.0
    9.5
    Creation
    Average: 8.9
    9.5
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    HubSpot
    Year Founded
    2006
    HQ Location
    Cambridge, MA
    Twitter
    @HubSpot
    787,129 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,675 employees on LinkedIn®
    Ownership
    NYSE:HUBS
Product Description
How are these determined?Information
This description is provided by the seller.

Commerce Hub is a Configure Price Quote (CPQ) solution that helps sales teams and revenue operations professionals create, manage, and deliver quotes, proposals, and related revenue processes in a uni

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Mid-Market
  • 44% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • HubSpot Commerce Hub is a tool that supports recurring and diverse billing needs, manages client contact information, and facilitates collective communication with billing.
  • Reviewers frequently mention the ease of connecting HubSpot with other tools, its ability to streamline task management, and the convenience of having all information centralized within HubSpot.
  • Reviewers mentioned challenges with the initial setup of HubSpot Commerce Hub, difficulties in finding information, limitations in using their own email addresses, and the need for a more user-friendly interface.
HubSpot Commerce Hub Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
26
Easy Integrations
15
Integrations
15
Customer Support
13
Easy Setup
12
Cons
Missing Features
11
Limited Features
6
Limitations
4
Access Limitations
3
Difficult Customization
3
View All Pros and Cons
HubSpot Commerce Hub features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
9.5
Configuration
Average: 9.0
9.5
Creation
Average: 8.9
9.5
Quoting
Average: 9.1
Seller Details
Seller
HubSpot
Year Founded
2006
HQ Location
Cambridge, MA
Twitter
@HubSpot
787,129 Twitter followers
LinkedIn® Page
www.linkedin.com
11,675 employees on LinkedIn®
Ownership
NYSE:HUBS

G2 Deals

Buying software just got smarter. And cheaper.

This is how G2 Deals can help you:

  • Easily shop for curated – and trusted – software
  • Own your own software buying journey
  • Discover exclusive deals on software
See Exclusive Offers
Hyperline
(13)4.9 out of 5
3rd Easiest To Use in Quote-to-Cash software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Hyperline is the new standard for revenue management, built for scaling companies. From quote to cash, unify your entire billing stack and keep all your tools in sync with one source of truth. Hyp

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 69% Small-Business
    • 31% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Hyperline is a billing system that automates usage-based models, invoicing, proration, and revenue recognition.
    • Reviewers frequently mention the efficiency of Hyperline in handling complex billing schedules, its seamless integration with other platforms, and the excellent customer support.
    • Users mentioned that the initial setup with their CRM was challenging and that they would appreciate more advanced reporting and revenue recognition capabilities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Hyperline Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    10
    Ease of Use
    10
    Automation
    7
    Efficiency Improvement
    7
    Subscription Management
    7
    Cons
    Complex Pricing
    1
    Complex Setup
    1
    Integration Issues
    1
    Poor Interface Design
    1
    Pricing Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Hyperline features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.8
    Configuration
    Average: 9.0
    9.3
    Creation
    Average: 8.9
    9.6
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Hyperline
    Company Website
    Year Founded
    2022
    HQ Location
    Paris, FR
    LinkedIn® Page
    www.linkedin.com
    25 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Hyperline is the new standard for revenue management, built for scaling companies. From quote to cash, unify your entire billing stack and keep all your tools in sync with one source of truth. Hyp

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 69% Small-Business
  • 31% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Hyperline is a billing system that automates usage-based models, invoicing, proration, and revenue recognition.
  • Reviewers frequently mention the efficiency of Hyperline in handling complex billing schedules, its seamless integration with other platforms, and the excellent customer support.
  • Users mentioned that the initial setup with their CRM was challenging and that they would appreciate more advanced reporting and revenue recognition capabilities.
Hyperline Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
10
Ease of Use
10
Automation
7
Efficiency Improvement
7
Subscription Management
7
Cons
Complex Pricing
1
Complex Setup
1
Integration Issues
1
Poor Interface Design
1
Pricing Issues
1
View All Pros and Cons
Hyperline features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.2
9.8
Configuration
Average: 9.0
9.3
Creation
Average: 8.9
9.6
Quoting
Average: 9.1
Seller Details
Seller
Hyperline
Company Website
Year Founded
2022
HQ Location
Paris, FR
LinkedIn® Page
www.linkedin.com
25 employees on LinkedIn®
QuoteWerks
(194)4.4 out of 5
Save to My Lists
Entry Level Price:$50.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • President
    • Owner
    Industries
    • Information Technology and Services
    • Computer Networking
    Market Segment
    • 73% Small-Business
    • 19% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • QuoteWerks is a software tool used for generating professional quotes and proposals, managing product and service cataloging, and streamlining the workflow from quote to cash.
    • Users like the speed and efficiency of building quotes, the professional branded quotes and proposals, the integration with other tools and CRM systems, and the ability to handle complex configuration bundles and custom coding logics.
    • Reviewers mentioned that QuoteWerks lacks effective port tracking and customer engagement visibility, needs better centralized storage and organization, has imperfections in template design, and the initial setup can be time-consuming.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • QuoteWerks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    11
    Templates
    8
    Time-saving
    8
    Efficiency
    7
    Efficiency Improvement
    5
    Cons
    Complex Setup
    3
    Poor Interface Design
    3
    Dated Interface
    2
    Expensive
    2
    Billing Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • QuoteWerks features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Configuration
    Average: 9.0
    9.3
    Creation
    Average: 8.9
    9.7
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aspire Technologies
    Company Website
    Year Founded
    1993
    HQ Location
    Orlando, FL
    Twitter
    @QuoteWerks
    1,138 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    46 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • President
  • Owner
Industries
  • Information Technology and Services
  • Computer Networking
Market Segment
  • 73% Small-Business
  • 19% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • QuoteWerks is a software tool used for generating professional quotes and proposals, managing product and service cataloging, and streamlining the workflow from quote to cash.
  • Users like the speed and efficiency of building quotes, the professional branded quotes and proposals, the integration with other tools and CRM systems, and the ability to handle complex configuration bundles and custom coding logics.
  • Reviewers mentioned that QuoteWerks lacks effective port tracking and customer engagement visibility, needs better centralized storage and organization, has imperfections in template design, and the initial setup can be time-consuming.
QuoteWerks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
11
Templates
8
Time-saving
8
Efficiency
7
Efficiency Improvement
5
Cons
Complex Setup
3
Poor Interface Design
3
Dated Interface
2
Expensive
2
Billing Issues
1
View All Pros and Cons
QuoteWerks features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
9.7
Configuration
Average: 9.0
9.3
Creation
Average: 8.9
9.7
Quoting
Average: 9.1
Seller Details
Seller
Aspire Technologies
Company Website
Year Founded
1993
HQ Location
Orlando, FL
Twitter
@QuoteWerks
1,138 Twitter followers
LinkedIn® Page
www.linkedin.com
46 employees on LinkedIn®
Zoho CRM
(2,863)4.1 out of 5
Optimized for quick response
8th Easiest To Use in Quote-to-Cash software
View top Consulting Services for Zoho CRM
Save to My Lists
DealsSpecial offer!
50% Off: $7/user/month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 fu

    Users
    • Owner
    • CEO
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 62% Small-Business
    • 32% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Zoho CRM is a customer relationship management platform that offers automation, reporting, and integration with other Zoho apps.
    • Reviewers like the powerful automation features, seamless integration with other Zoho apps, and the affordability of the platform, especially for small and growing businesses.
    • Reviewers mentioned that the interface can feel cluttered, there is a learning curve for new users, and customization beyond basic needs sometimes requires technical knowledge or scripting.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Zoho CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    219
    Features
    130
    Integrations
    109
    Lead Management
    95
    Easy Integrations
    88
    Cons
    Learning Curve
    75
    Limited Features
    49
    Integration Issues
    48
    Poor Customer Support
    48
    Slow Loading
    47
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Zoho CRM features and usability ratings that predict user satisfaction
    8.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Configuration
    Average: 9.0
    8.5
    Creation
    Average: 8.9
    8.5
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zoho
    Company Website
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    136,525 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29,794 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 fu

Users
  • Owner
  • CEO
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 62% Small-Business
  • 32% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Zoho CRM is a customer relationship management platform that offers automation, reporting, and integration with other Zoho apps.
  • Reviewers like the powerful automation features, seamless integration with other Zoho apps, and the affordability of the platform, especially for small and growing businesses.
  • Reviewers mentioned that the interface can feel cluttered, there is a learning curve for new users, and customization beyond basic needs sometimes requires technical knowledge or scripting.
Zoho CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
219
Features
130
Integrations
109
Lead Management
95
Easy Integrations
88
Cons
Learning Curve
75
Limited Features
49
Integration Issues
48
Poor Customer Support
48
Slow Loading
47
View All Pros and Cons
Zoho CRM features and usability ratings that predict user satisfaction
8.0
Has the product been a good partner in doing business?
Average: 9.2
8.5
Configuration
Average: 9.0
8.5
Creation
Average: 8.9
8.5
Quoting
Average: 9.1
Seller Details
Seller
Zoho
Company Website
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
136,525 Twitter followers
LinkedIn® Page
www.linkedin.com
29,794 employees on LinkedIn®
salesbricks
(22)4.8 out of 5
2nd Easiest To Use in Quote-to-Cash software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 prop

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 77% Small-Business
    • 14% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • salesbricks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    10
    Efficiency Improvement
    8
    Time-saving
    6
    Efficiency
    5
    Sales Management
    5
    Cons
    Difficult Learning Process
    2
    Missing Features
    2
    Learning Curve
    1
    Poor Interface Design
    1
    Sales Limitations
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • salesbricks features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    9.8
    Configuration
    Average: 9.0
    10.0
    Creation
    Average: 8.9
    9.6
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    salesbricks
    Year Founded
    2021
    HQ Location
    San Mateo, US
    Twitter
    @getsalesbricks
    299 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 prop

Users
No information available
Industries
  • Computer Software
Market Segment
  • 77% Small-Business
  • 14% Mid-Market
salesbricks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
10
Efficiency Improvement
8
Time-saving
6
Efficiency
5
Sales Management
5
Cons
Difficult Learning Process
2
Missing Features
2
Learning Curve
1
Poor Interface Design
1
Sales Limitations
1
View All Pros and Cons
salesbricks features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
9.8
Configuration
Average: 9.0
10.0
Creation
Average: 8.9
9.6
Quoting
Average: 9.1
Seller Details
Seller
salesbricks
Year Founded
2021
HQ Location
San Mateo, US
Twitter
@getsalesbricks
299 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
Subskribe
(79)4.7 out of 5
Optimized for quick response
9th Easiest To Use in Quote-to-Cash software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Mid-Market
    • 25% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Subskribe Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Automation
    5
    Customer Support
    4
    Easy Setup
    4
    Subscription Management
    4
    Cons
    Limited Customization
    3
    System Limitations
    3
    Access Restrictions
    2
    Difficult Customization
    2
    Lack of Automation
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Subskribe features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Configuration
    Average: 9.0
    9.4
    Creation
    Average: 8.9
    9.4
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Subskribe
    Company Website
    Year Founded
    2020
    HQ Location
    San Ramon, US
    Twitter
    @SubskribeInc
    72 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    35 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Mid-Market
  • 25% Small-Business
Subskribe Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Automation
5
Customer Support
4
Easy Setup
4
Subscription Management
4
Cons
Limited Customization
3
System Limitations
3
Access Restrictions
2
Difficult Customization
2
Lack of Automation
2
View All Pros and Cons
Subskribe features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
9.1
Configuration
Average: 9.0
9.4
Creation
Average: 8.9
9.4
Quoting
Average: 9.1
Seller Details
Seller
Subskribe
Company Website
Year Founded
2020
HQ Location
San Ramon, US
Twitter
@SubskribeInc
72 Twitter followers
LinkedIn® Page
www.linkedin.com
35 employees on LinkedIn®
IBM Sterling Configure, Price, Quote
(89)4.0 out of 5
13th Easiest To Use in Quote-to-Cash software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Retail
    Market Segment
    • 36% Small-Business
    • 35% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Sterling Configure, Price, Quote features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Configuration
    Average: 9.0
    8.9
    Creation
    Average: 8.9
    8.7
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    IBM
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    708,987 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    339,241 employees on LinkedIn®
    Ownership
    SWX:IBM
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Retail
Market Segment
  • 36% Small-Business
  • 35% Mid-Market
IBM Sterling Configure, Price, Quote features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.2
8.3
Configuration
Average: 9.0
8.9
Creation
Average: 8.9
8.7
Quoting
Average: 9.1
Seller Details
Seller
IBM
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
708,987 Twitter followers
LinkedIn® Page
www.linkedin.com
339,241 employees on LinkedIn®
Ownership
SWX:IBM
BlueSnap Accounts Receivable Automation
(31)4.7 out of 5
5th Easiest To Use in Quote-to-Cash software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-depar

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 71% Small-Business
    • 19% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • BlueSnap Accounts Receivable Automation features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Configuration
    Average: 9.0
    9.2
    Creation
    Average: 8.9
    8.9
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    BlueSnap
    Year Founded
    2001
    HQ Location
    Boston, MA
    Twitter
    @BlueSnapInc
    2,176 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    180 employees on LinkedIn®
    Phone
    1 (781) 790-5013
Product Description
How are these determined?Information
This description is provided by the seller.

The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-depar

Users
No information available
Industries
No information available
Market Segment
  • 71% Small-Business
  • 19% Mid-Market
BlueSnap Accounts Receivable Automation features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
9.4
Configuration
Average: 9.0
9.2
Creation
Average: 8.9
8.9
Quoting
Average: 9.1
Seller Details
Seller
BlueSnap
Year Founded
2001
HQ Location
Boston, MA
Twitter
@BlueSnapInc
2,176 Twitter followers
LinkedIn® Page
www.linkedin.com
180 employees on LinkedIn®
Phone
1 (781) 790-5013
Experlogix CPQ
(98)4.6 out of 5
Optimized for quick response
7th Easiest To Use in Quote-to-Cash software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Experlogix CPQ is a cloud-based Configure, Price, Quote (CPQ) solution designed to streamline the quoting and ordering process for businesses using Microsoft Dynamics 365 and Salesforce. Our innovativ

    Users
    No information available
    Industries
    • Consumer Services
    • Information Technology and Services
    Market Segment
    • 66% Mid-Market
    • 35% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Experlogix CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Customization
    8
    Quoting Process
    8
    Time-saving
    7
    Easy Integrations
    6
    Cons
    Learning Curve
    6
    Limitations
    5
    Learning Difficulty
    4
    Limited Customization
    4
    Poor Interface Design
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Experlogix CPQ features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Configuration
    Average: 9.0
    9.4
    Creation
    Average: 8.9
    9.6
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Experlogix
    Company Website
    Year Founded
    2002
    HQ Location
    South Jordan, UT
    Twitter
    @experlogix
    495 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    224 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Experlogix CPQ is a cloud-based Configure, Price, Quote (CPQ) solution designed to streamline the quoting and ordering process for businesses using Microsoft Dynamics 365 and Salesforce. Our innovativ

Users
No information available
Industries
  • Consumer Services
  • Information Technology and Services
Market Segment
  • 66% Mid-Market
  • 35% Small-Business
Experlogix CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Customization
8
Quoting Process
8
Time-saving
7
Easy Integrations
6
Cons
Learning Curve
6
Limitations
5
Learning Difficulty
4
Limited Customization
4
Poor Interface Design
3
View All Pros and Cons
Experlogix CPQ features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
9.4
Configuration
Average: 9.0
9.4
Creation
Average: 8.9
9.6
Quoting
Average: 9.1
Seller Details
Seller
Experlogix
Company Website
Year Founded
2002
HQ Location
South Jordan, UT
Twitter
@experlogix
495 Twitter followers
LinkedIn® Page
www.linkedin.com
224 employees on LinkedIn®
Conga CPQ
(183)4.0 out of 5
View top Consulting Services for Conga CPQ
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Conga CPQ is a powerful, enterprise-grade solution that streamlines complex sales processes—empowering revenue teams to configure accurate quotes, manage pricing rules, and generate professional propo

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 57% Enterprise
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Conga CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    6
    Integrations
    5
    Easy Integrations
    3
    Flexibility
    3
    Pricing Optimization
    3
    Cons
    Difficult Customization
    3
    Limited Customization
    3
    Slow Performance
    3
    Expensive
    2
    Lack of Guidance
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Conga CPQ features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.7
    Configuration
    Average: 9.0
    8.7
    Creation
    Average: 8.9
    8.7
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Conga
    Company Website
    Year Founded
    2006
    HQ Location
    Broomfield, CO
    Twitter
    @CongaHQ
    11,139 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,826 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Conga CPQ is a powerful, enterprise-grade solution that streamlines complex sales processes—empowering revenue teams to configure accurate quotes, manage pricing rules, and generate professional propo

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 57% Enterprise
  • 33% Mid-Market
Conga CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
6
Integrations
5
Easy Integrations
3
Flexibility
3
Pricing Optimization
3
Cons
Difficult Customization
3
Limited Customization
3
Slow Performance
3
Expensive
2
Lack of Guidance
2
View All Pros and Cons
Conga CPQ features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 9.2
8.7
Configuration
Average: 9.0
8.7
Creation
Average: 8.9
8.7
Quoting
Average: 9.1
Seller Details
Seller
Conga
Company Website
Year Founded
2006
HQ Location
Broomfield, CO
Twitter
@CongaHQ
11,139 Twitter followers
LinkedIn® Page
www.linkedin.com
1,826 employees on LinkedIn®
Expedite Commerce
(33)4.8 out of 5
1st Easiest To Use in Quote-to-Cash software
Save to My Lists
Entry Level Price:$90.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Expedite Commerce is leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based platform. Our AI-first solutions redefine the lead-to-cash process, enabling bus

    Users
    No information available
    Industries
    • Telecommunications
    • Information Technology and Services
    Market Segment
    • 61% Mid-Market
    • 21% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Expedite Commerce Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customizability
    1
    Customization Options
    1
    Cons
    Slow Performance
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Expedite Commerce features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Configuration
    Average: 9.0
    10.0
    Creation
    Average: 8.9
    9.8
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Expedite Commerce
    Year Founded
    2008
    HQ Location
    Plano, TX
    Twitter
    @exp_commerce
    14 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    60 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Expedite Commerce is leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based platform. Our AI-first solutions redefine the lead-to-cash process, enabling bus

Users
No information available
Industries
  • Telecommunications
  • Information Technology and Services
Market Segment
  • 61% Mid-Market
  • 21% Enterprise
Expedite Commerce Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customizability
1
Customization Options
1
Cons
Slow Performance
1
View All Pros and Cons
Expedite Commerce features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.7
Configuration
Average: 9.0
10.0
Creation
Average: 8.9
9.8
Quoting
Average: 9.1
Seller Details
Seller
Expedite Commerce
Year Founded
2008
HQ Location
Plano, TX
Twitter
@exp_commerce
14 Twitter followers
LinkedIn® Page
www.linkedin.com
60 employees on LinkedIn®
CloudSense
(94)4.3 out of 5
12th Easiest To Use in Quote-to-Cash software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Since 2009, we have been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. Since then, we have grown a

    Users
    No information available
    Industries
    • Retail
    • Information Technology and Services
    Market Segment
    • 38% Small-Business
    • 37% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • CloudSense Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Efficiency
    2
    Automation
    1
    Easy Integrations
    1
    Easy Setup
    1
    Efficiency Improvement
    1
    Cons
    Complex Setup
    1
    Implementation Difficulties
    1
    Learning Difficulty
    1
    Pricing Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • CloudSense features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    9.6
    Configuration
    Average: 9.0
    9.2
    Creation
    Average: 8.9
    9.1
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    CloudSense
    Year Founded
    2009
    HQ Location
    London, United Kingdom
    Twitter
    @cloudsense
    1,266 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    65 employees on LinkedIn®
    Phone
    +44 20 7580 6685
Product Description
How are these determined?Information
This description is provided by the seller.

Since 2009, we have been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. Since then, we have grown a

Users
No information available
Industries
  • Retail
  • Information Technology and Services
Market Segment
  • 38% Small-Business
  • 37% Mid-Market
CloudSense Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Efficiency
2
Automation
1
Easy Integrations
1
Easy Setup
1
Efficiency Improvement
1
Cons
Complex Setup
1
Implementation Difficulties
1
Learning Difficulty
1
Pricing Issues
1
View All Pros and Cons
CloudSense features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.2
9.6
Configuration
Average: 9.0
9.2
Creation
Average: 8.9
9.1
Quoting
Average: 9.1
Seller Details
Seller
CloudSense
Year Founded
2009
HQ Location
London, United Kingdom
Twitter
@cloudsense
1,266 Twitter followers
LinkedIn® Page
www.linkedin.com
65 employees on LinkedIn®
Phone
+44 20 7580 6685
ViiBE
(17)4.7 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 eli

    Users
    No information available
    Industries
    • Education Management
    • Telecommunications
    Market Segment
    • 53% Small-Business
    • 24% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ViiBE features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Configuration
    Average: 9.0
    9.2
    Creation
    Average: 8.9
    9.3
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Viirtue
    Year Founded
    2017
    HQ Location
    St Petersburg, Florida
    Twitter
    @Viirtue1
    141 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    51 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 eli

Users
No information available
Industries
  • Education Management
  • Telecommunications
Market Segment
  • 53% Small-Business
  • 24% Enterprise
ViiBE features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
9.5
Configuration
Average: 9.0
9.2
Creation
Average: 8.9
9.3
Quoting
Average: 9.1
Seller Details
Seller
Viirtue
Year Founded
2017
HQ Location
St Petersburg, Florida
Twitter
@Viirtue1
141 Twitter followers
LinkedIn® Page
www.linkedin.com
51 employees on LinkedIn®
XaitCPQ
(43)4.4 out of 5
11th Easiest To Use in Quote-to-Cash software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    XaitCPQ (Formerly known as Blueprint CPQ) captures all of the complex product, pricing, and business rules in one central place for automating and streamlining actions in real time. This allows you to

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 37% Mid-Market
    • 35% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • XaitCPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Affordable
    1
    Customer Support
    1
    Data Management
    1
    Ease of Use
    1
    Intuitive
    1
    Cons
    Complex Features
    1
    Complexity
    1
    Complex Setup
    1
    Difficult Customization
    1
    Difficult Learning
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • XaitCPQ features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Configuration
    Average: 9.0
    9.2
    Creation
    Average: 8.9
    10.0
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Xait
    Year Founded
    2000
    HQ Location
    Sandnes, Norway
    Twitter
    @xaitgroup
    712 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    95 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

XaitCPQ (Formerly known as Blueprint CPQ) captures all of the complex product, pricing, and business rules in one central place for automating and streamlining actions in real time. This allows you to

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 37% Mid-Market
  • 35% Small-Business
XaitCPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Affordable
1
Customer Support
1
Data Management
1
Ease of Use
1
Intuitive
1
Cons
Complex Features
1
Complexity
1
Complex Setup
1
Difficult Customization
1
Difficult Learning
1
View All Pros and Cons
XaitCPQ features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.2
9.7
Configuration
Average: 9.0
9.2
Creation
Average: 8.9
10.0
Quoting
Average: 9.1
Seller Details
Seller
Xait
Year Founded
2000
HQ Location
Sandnes, Norway
Twitter
@xaitgroup
712 Twitter followers
LinkedIn® Page
www.linkedin.com
95 employees on LinkedIn®
Filters
Filter
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Sort by
Clear All
  • Segment
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Sort by
Clear All
64 Listings in Quote-to-Cash Available
  • Sort By:
    G2 Score

Quote-to-Cash Topics

Expand/Collapse

Learn More 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 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, 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.

Recommended For You

Adobe Photoshop
Canva
Simplified
Adobe Photoshop Lightroom
GIMP