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Cacheflow Reviews & Product Details

Cacheflow helps SaaS companies close more deals, with less admin work throughout your quote-to-cash process. From one link, your customers can review quotes, select payment options, e-sign, and expand or renew their subscriptions. Rather than relying on multiple tools to get a deal closed, Cacheflow manages quoting, e-sign, payments, usage-based billing, subscription management, and renewals from one platform (and integrates with your CRM and accounting system). Save 100’s of admin hours per year with our APIs and workflows, and win more deals by providing a better buying experience to your prospects.

Seller

Cacheflow

Discussions

Cacheflow Community

Languages Supported

English

Product Description

Cacheflow is a deal-closing platform that automates quote to close, enables complex usage-based pricing, and has an interactive, self-serve checkout experience that automates payments and customer financing.

Overview by

Riley Timmins

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Cacheflow Media

Cacheflow Demo - Cacheflow quote (customer view)

Your customer can review the quote, e-sign and pay from one Cacheflow link.

Cacheflow Demo - Quote configuration: products

Configure quotes or start from a template. Modern UX reps will actually enjoy using.

Cacheflow Demo - Quote configuration: payment terms

Allow for multiple payment methods and schedules. Option to include free months.

Cacheflow Demo - Quote configuration: auto-renewals

Enable auto-renewals in one click.

Cacheflow Demo - Quote configuration: terms & attachments

Add additional terms, contracts, terms of services, or marketing materials. Option to include any of these in signing.

Cacheflow Demo - Manage subscriptions, up-sells & renewals

Complete subscription management capabilities, with easy up-sell and renewal options.

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Christopher B.

Account Executive

Small-Business (50 or fewer emp.)

7/22/2024

"Simplifying the closing process"

5/5

What do you like best about Cacheflow?

As a SAAS Account Executive, I absolutely love cacheflow, it only takes a matter of seconds to create a standard agreement, and maybe 2-3 minutes for a more complex agreement, I.E scheduling expansion, customizing discounts per month, etc.

Secondly, the integration with Salesforce eliminates all the time-wasting of manually filling out closing notes / fields.

It's easily saved myself 40 hours over the past year as before we used just docusign, which made selling complex expansion deals a real headache. Review collected by and hosted on G2.com.

What do you dislike about Cacheflow?

There's nothing I do not like about the platform. It's very simply for new customers to fill out and complete. Review collected by and hosted on G2.com.

What problems is Cacheflow solving and how is that benefiting you?

Reducing the manual workload of the billing & legal team, as contractual language, descriptions, etc are already in there. It also decreases closing time as I can quickly create and share with a customer while still on the meeting, then walk them through the agreement and have them sign while on the call. Before Cacheflow, it was very much a "Great, I'll send you the Docusign by EOD, please review and sign it when you recieve it." Greatly slowing down the sales cycle.

Time kills deals! Review collected by and hosted on G2.com.

Varun M.

Customer Success Manager

Mid-Market (51-1000 emp.)

7/30/2024

Guest users or non-business users of the software, not included in G2 scores.

"Cacheflow = Easy Contract Management"

4.5/5

What do you like best about Cacheflow?

I've used Cacheflow for almost two years, and it's made managing contracts much easier. It's user-friendly and helps me stay organized. The search feature is handy, and customer support is always helpful. I definitely recommend it. Review collected by and hosted on G2.com.

What do you dislike about Cacheflow?

No complaints or drawbacks as such. The product has been great till now. Review collected by and hosted on G2.com.

What problems is Cacheflow solving and how is that benefiting you?

Cacheflow is solving the problem of managing and streamlining our proposal process. With its clean interface and automation features, it has made creating, tracking, and updating proposals much more efficient. This has not only saved us time but also improved our overall productivity and accuracy in managing client proposals. Review collected by and hosted on G2.com.

Suraj R.

Sales Manager

Mid-Market (51-1000 emp.)

8/13/2024

"A simple, easy to use CPQ platform"

4/5

What do you like best about Cacheflow?

Cacheflow is a good tool for sales folks to create quotes, share with prospects and get e-signatures. Integrates with CRM like Hubspot for make it easy to prepare quotes directly from CRM. Multiple template options. Review collected by and hosted on G2.com.

What do you dislike about Cacheflow?

Handling multi currency, multi year proposal can be better. Need more reports and dashboards for visibility. UI can be made more stable Review collected by and hosted on G2.com.

Amy F.

Chief of Staff

Mid-Market (51-1000 emp.)

3/20/2024

"So far, so good :)"

4.5/5

What do you like best about Cacheflow?

Simplifies and automates the process of managing invoices and payments. It offers basic features for creating and sending invoices to clients, tracking payments, and managing billing cycles. Review collected by and hosted on G2.com.

What do you dislike about Cacheflow?

it does not have the ability to have multiple entities for one customer under one contract. Review collected by and hosted on G2.com.

What problems is Cacheflow solving and how is that benefiting you?

Cacheflow has solved several common billing-related problems and provided numerous benefits to our team:

1) Streamlining Invoicing: Cacheflow automates the process of creating and sending invoices to clients, saving our team time and reducing the likelihood of errors associated with manual invoicing.

2) Simplifying Payment Tracking: With Cacheflow, we can easily track client payments, monitor outstanding balances, and follow up on overdue invoices. This helps us stay organized and ensures the timely collection of payments.

3) Improving Cash Flow Management: By providing visibility into our accounts receivable and outstanding invoices, Cacheflow enables us to manage our cash flow better and make informed decisions about budgeting and financial planning. Review collected by and hosted on G2.com.

Tyler M.

Account Executive Team Lead

Mid-Market (51-1000 emp.)

7/25/2024

"Gamechanger for closing deals and getting signatures efficiently!"

5/5

What do you like best about Cacheflow?

Gamechanger for closing deals and getting signatures efficiently! I have been able to throw a proposal together and get a signature within just a minute or 2. Excellent if you're a one call closer! Review collected by and hosted on G2.com.

What do you dislike about Cacheflow?

Can't say many negatives about Cacheflow but sometimes there might be a glitch here and there but nothing critical. Review collected by and hosted on G2.com.

Ayush D.

CSM

Mid-Market (51-1000 emp.)

11/13/2024

"Good App for managing Subscription"

4/5

What do you like best about Cacheflow?

Ease of use and navigation is pretty simple Review collected by and hosted on G2.com.

What do you dislike about Cacheflow?

There are transient delays at times that cause loading issues Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

7/25/2024

"Streamline your proposal creation and management"

4.5/5

What do you like best about Cacheflow?

It was very easy to set up Cacheflow with enough customization options. The ready-made template provided for building the proposal helped us a lot by reducing the amount of time AEs spent on sales proposals.

Another benefit is visibility on where the proposal is in the sales cycle. Users can work on reference proposals for initial sales calls, and once the deal is in the advanced stages, you get know through notifications if the prospect viewed the proposal or if it has been signed or not.

Built-in e-signature also helps a lot to reduce the overall time taken to get the deal signed. Overall I felt it is very easy to use the tool even for new team members. Review collected by and hosted on G2.com.

What do you dislike about Cacheflow?

Overall we never faced a major issue or outage with Cascheflow. It solves the needs of SMB organizations. Review collected by and hosted on G2.com.

What problems is Cacheflow solving and how is that benefiting you?

1. Easy to build feature-rich templates for building proposals quickly

2. Approval flow for deviation from standard T&C helps sales leaders ensure that all proposals are being signed as per the set process

3. It is easy to monitor the proposal flow and sign through timeline notifications

4. Easy to customize pricing, discounting and taxes based on the clients needs Review collected by and hosted on G2.com.

Priyanshu S.

Customer Success Manager

Mid-Market (51-1000 emp.)

7/24/2024

"Nice and sleek UI, easy to use"

5/5

What do you like best about Cacheflow?

I like the UI and how easy it is to use.

It makes my job easier when looking for a client contract easily. Review collected by and hosted on G2.com.

What do you dislike about Cacheflow?

It logs out every 30 minutes for me. I would like it better if it keeps me logged in for a whole 8 hours work day. Review collected by and hosted on G2.com.

Amit B.

Sr Account Executive

Mid-Market (51-1000 emp.)

7/23/2024

"Value for Money"

4.5/5

What do you like best about Cacheflow?

The integrations with other platforms

Support

Intuitive to use Review collected by and hosted on G2.com.

What do you dislike about Cacheflow?

Currently the support is only available during US work hours Review collected by and hosted on G2.com.

What problems is Cacheflow solving and how is that benefiting you?

I use cacheflow on a daily basis to create proposals/order forms to get it e-signed by the customers

It is very intuitive and saves a lot of times

We did evaluate multiple other solutions but Cacheflow was chosen for all customisation they were ready to offer and it was the best fit for our requirements Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

7/24/2024

"Cacheflow Rocks"

5/5

What do you like best about Cacheflow?

Cacheflow automates so much of our accounting needs and is easy to set up. Our customers are able to sign quickly and apply their payment methods easily. Customers can also update their own information in there, which saves a ton of back and forth of edits for things like address, new billing information, etc. Review collected by and hosted on G2.com.

What do you dislike about Cacheflow?

Sometimes there are bugs. However, they always fix them quickly and are super responsive. Review collected by and hosted on G2.com.