[ Cacheflow Reviews ](https://www.g2.com/products/cacheflow/reviews) [ Cacheflow Reviews ](https://www.g2.com/products/cacheflow/reviews) # Cacheflow Features ##### ## Configuration - cpq (5) Product Catalog Allows users to search, filter, sort and select items to be added to quote Guided Selling Based on answering questions about customers the configurator automatically selects the best fit products Configuration Rules Rules ensure that users select only compatible options and that all required items are included Price Configuration Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured Show More ##### ## Pricing (6) Pricing Flexibility Ability to support multiple pricing models for one-time, recurring, and other items Discounting Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements Commerical Rules Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations Terms and Conditions Ensure that users automatically include the right terms based on items being quoted Approval Workflow Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly Renewals Allows users to renew existing contracts based on contracted pricing and existing assets already owned Show More ##### ## Quoting (5) Grouping Ability to easily group items on quotes; apply and manage discounts and pricing by group Version Control Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version Quote Document Generation Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) Ordering Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration Contracts Ability to convert accepted quotes into contracts; set up of required assets and contracts Show More ##### ## Admin (4) Configuration Ease of Admin Easily build and maintain configurator; flexibility to easily embed all desired business logic Pricing Administration Can easily build and maintain pricing logic required by business Workflow Management Easily build and maintain workflows, misc commercial fields, commercial rules Document Management Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs Show More ##### ## Channels (3) Mobile User Support Supports users working on a mobile devide (phone and/or tablet) Channel Partner Support Provides functionality for channel partners to configure, price, quote and buy products in a self service environment eCommerce End customer users can configure, price, and buy products in a self service environment online Show More ##### ## Platform (6) CRM Integration CRM integration is flexible and easy to maintain Integration API System provides API's that can be used to easily integrate to financial and other 3rd party systems Internationalization System support multiple currencies and languages to enable business in multiple countries Scalability Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers Reporting and Dashboards Easily generate desired reports and dashboard on configurations, pricing, and quoting ERP Integration ERP integration is flexible and easy to maintain Show More ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (3) Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Show More ##### ## Administration and Platform (6) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. E-Signature Integration Couple accepting proposals and signing contracts together in one workflow. CPQ Integration Push and pull data from quote applications to build proposals. API / Integrations Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Show More ##### ## Revenue Optimization (4) At-Risk Customers Identify customers that are more likely to cancel their subscriptions Offer Optimization Optimize product offerings and packages to increase customer loyalty Customer Churn Address customer churn by identifying the causes of cancellations Revenue Forecasting Estimate future changes in revenues per product type or customer category Show More ##### ## Revenue Recognition (3) Usage Tracking Track usage per company, custom time period, or contract Deferred Revenue Track payments received for products that haven't be delivered yet Revenue Accrual Recognition rules to accrue revenue on a daily or monthly basis Show More ##### ## Billing and Payments (3) Payment Terms Provide multiple payment terms per customer or contract Personalized Billing Different types of billing such as: recurring, one time changes, based on number of seats or usage Custom Pricing Manage customer specific pricing as well as coupons, discounts, and gift plans Show More ##### ## Billing (4) Automation Ability to create and send invoices automatically at predefined or custom frequencies. Consolidation Consolidate invoices so customers can make one payment for multiple bills. Adjustments Adjust invoices to handle exceptions and correct errors. Blacklisting Allows users to temporarily or permanently block potential fraudsters. Show More ##### ## Dunning (3) Collections Assists users in collecting payments for unpaid invoices. Dispute Management Manages disputes regarding billing and payments. Escalation Define escalation processes to suspend service for unpaid invoices. Show More ##### ## Performance (3) Packages Track the financial performance of various types of packages. Discounts Identify the impact of special pricing and discounts on revenue. Plan Changes Monitor plan changes such as upgrades and downgrades, or cancellations. Show More ##### ## Customer Requirements (3) Quoting Ability to create custom quotes based on customer requirements. Configuration Allows users to configure products and revise quotes accordingly. Pricing Provide standard pricing options that can be customized by customer. Show More ##### ## Contracts (3) Creation Deliver standard contract templates that can be modified by users. Negotiation Track contract changes made by all parties during negotiation. Execution Implement the final version of the contract, including SLAs. Show More ##### ## Revenue (3) Invoicing Monitor invoices and payments per product, customer, or contract. Matching Match invoices with sales orders, quotes, and contracts. Recognition Perform revenue recognition to ensure that pricing or payment terms are accurate. Show More ##### ## Reporting (3) Dimensions Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts Deferred Revenue Tracks revenue for goods or services that have yet to be collected Revenue Recognition Accurately determines and reports the accounting period when revenues are recognized Show More ##### ## Generative AI (1) AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Generative AI - cpq (3) Dynamic Quoting Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior Dynamic Pricing Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors Personalized Sale Recommendations Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs Show More ##### ## Agentic AI - Subscription Billing (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Show More [ ![ZoneBilling](https://images.g2crowd.com/uploads/product/hd_favicon/dd0f30b235e6ac55f4db4b11d0b3d5c1/zonebilling.svg "ZoneBilling") Sponsored ZoneBilling 4.5/5 (63) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![DealHub](https://images.g2crowd.com/uploads/product/hd_favicon/f0c1d987d9d32ecbd53566c2e7d12dbc/dealhub.svg "DealHub") DealHub 4.7/5 (835) ](https://www.g2.com/products/dealhub/reviews) [ ![Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-revenue-management-formerly-salesforce-revenue-cloud.svg "Agentforce Revenue Management (formerly Salesforce Revenue Cloud)") Agentforce Revenue Management (formerly Salesforce Revenue Cloud) 4.2/5 (1,408) ](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) [ ![Chargebee](https://images.g2crowd.com/uploads/product/hd_favicon/0a8b20f6346c3def7cb0be7c2fbd8a50/chargebee.svg "Chargebee") Chargebee 4.4/5 (956) ](https://www.g2.com/products/chargebee/reviews) [ View All Alternatives ](https://www.g2.com/products/cacheflow/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Approval Workflow](/glossary/approval-workflow-definition) Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process. [Document Builder](/glossary/document-builder-definition) A document builder is a software application that is used to create text-based documents. 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