Cacheflow Reviews & Product Details

The ability to select templates and choose products to create any order form is impressive. Additionally, the features that allow customization of the order form body, including adding free text and tabular data, are excellent. Supporting multiple currencies is also a standout feature. Review collected by and hosted on G2.com.

Overall, this software stands out for its accessibility and ease of use for managing proposals, contracts, and order forms. Review collected by and hosted on G2.com.

Before implementing, I handled all of our invoicing, renewals, contract mergers, and prorations manually. Cacheflow eliminates the manual processes and allows me to spend my time on higher-value projects and tasks. I also love that Cacheflow added a layer of checks and balances to our quoting processes, giving both Finance and Sales leadership confidence that we are getting the most out of every deal. We use the platform daily to handle all of our quoting, invoicing, and billing. The CS team at Cacheflow made implementing a breeze, walking us through all of our integrations to ensure the platform is running smoothly and accurately. I'd recommend Cacheflow to any Finance or Sales team looking to make processes more efficient, saving you hours every month. Review collected by and hosted on G2.com.

The only feature I wish Cacheflow had is the ability to send multiple product SKUs on a single proposal, allowing the customer to choose which products work best for their use case. Review collected by and hosted on G2.com.

The interface is quite easy to use. Sending contracts to customers for signing is very easy Review collected by and hosted on G2.com.

At times it is difficult for customers to find/change the payment option. The flow could have been better Review collected by and hosted on G2.com.

The user interface is very clean, easy to navigate, and user-friendly. The proposals feature is particularly useful as it integrates Order Forms directly within the tool, eliminating the need for a separate deals desk tool. Review collected by and hosted on G2.com.

I wish the tool automatically adjust the payments for yearly, monthly, and quarterly terms. Currently, it is manual. Also, it would be great if the all the proposals for a customer can sit inside the subscriptions section. Review collected by and hosted on G2.com.

It easily allows me to create and track all contracts historically which is very useful & it was easy to implement! Review collected by and hosted on G2.com.

It doesn't show overall revenue from signed contracts which could be of great value. Review collected by and hosted on G2.com.

Cache flow has saved our organization hours, days, and potentially even years when it comes to billing the customer.

Easy to send out a cacheflow and have the prospective client become a paying customer. Review collected by and hosted on G2.com.

At the moment, I can't think of anything. If you want me to be super nitpicky, it seems to go down for ~5min on the last day of every month when you really need to contract to be signed.

It is always back up quick. Review collected by and hosted on G2.com.

- creating order forms have been made seamless

- Implementation effort was very minimal

- the tool is feature rich making it super robust

- Customer support team is always available for assistance Review collected by and hosted on G2.com.

it's been a wonderful experience so far with the tool Review collected by and hosted on G2.com.

Cacheflow allows you to create contracts in no time. It also allows you to edit the primary contract on any upsell during the subscriptions period. Review collected by and hosted on G2.com.

Honestly, I feel there is a lag by a few seconds when you have to make chnages or when you create a new contract. (Again not too sure if that is an issue or just my Internet) Review collected by and hosted on G2.com.

Very easy to create commonly used products

Discounting is smooth Review collected by and hosted on G2.com.

Editing can be difficult sometimes once a proposal has been created Review collected by and hosted on G2.com.

The way Cacheflow has structured an easy to use and manage proposal syestem is amazing. Review collected by and hosted on G2.com.

I bet the team is working on this, but would love integrated tax calculations. Review collected by and hosted on G2.com.