# Cacheflow Reviews **Vendor:** Cacheflow **Category:** [CPQ Software](https://www.g2.com/categories/cpq) **Average Rating:** 4.5/5.0 **Total Reviews:** 36 ## About Cacheflow 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. ## Cacheflow Pros & Cons **What users like:** - Users find Cacheflow's **ease of use** enhances collaboration and visibility, boosting engagement and proposal success. (24 reviews) - Users appreciate the **easy setup** of Cacheflow, streamlining automated accounting and enhancing customer experiences effortlessly. (10 reviews) - Users benefit from **proactive and efficient customer support** that enhances their overall experience with Cacheflow. (8 reviews) - Users love the **customizable order forms** in Cacheflow, enhancing their sales process and improving engagement. (8 reviews) - Users appreciate the **seamless integrations** with CRM systems, enhancing quote preparation and improving overall efficiency. (8 reviews) - Users highlight the **efficient proposal management** of Cacheflow, enhancing visibility and improving win rates in sales. (8 reviews) - Contract Management (7 reviews) - Easy Creation (6 reviews) - Easy Integration (6 reviews) - Users value the **easy integrations** of Cacheflow, which streamline proposal creation and enhance data management efficiently. (6 reviews) **What users dislike:** - Users find the **missing features** of Cacheflow limit its effectiveness in managing contracts and payments efficiently. (9 reviews) - Users find Cacheflow's **limited features** insufficient for managing complex proposals and require enhanced reporting capabilities. (5 reviews) - Users face **access limitations** due to frequent logouts and restricted support hours, impacting overall user experience. (4 reviews) - Users find **difficult customization** challenges in Cacheflow, requiring more flexibility for optimal proposal creation. (3 reviews) - Users face **integration issues** with Cacheflow, especially with HubSpot and payment platforms, complicating their overall experience. (3 reviews) - Users desire more **customization options** for proposals/orders, seeking flexibility and better user permissions. (3 reviews) - Poor Integration (3 reviews) - Users face **software bugs** with Cacheflow that can hinder login and payment processes, affecting overall usability. (3 reviews) - Users experience **billing issues** with Cacheflow, struggling with payment options and integration challenges. (2 reviews) - Bug Issues (2 reviews) ## Cacheflow Reviews ### 1. Clear Contract Visibility and Seamless Billing in One Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Cacheflow?** It did a good job of showing customers their full contract and when changes were made showing how those changes impacted their contract. It also combined the contract creation and billing pieces directly into a single platform so as soon as someone signed they could enter their credit card to pay **What do you dislike about Cacheflow?** When we trasnferred to a new billing system a lot of the old contracts were all in European date format that was pretty confusing but overall we liked it and would probably have kept using them if they weren't acquired by Hubspot and had their services discontinued **What problems is Cacheflow solving and how is that benefiting you?** Ability to quote customers and bill them ### 2. Simplifying the closing process **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher B. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **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. **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. **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! ### 3. Cacheflow = Easy Contract Management **Rating:** 4.5/5.0 stars **Reviewed by:** Varun M. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2024 **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. **What do you dislike about Cacheflow?** No complaints or drawbacks as such. The product has been great till now. **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. ### 4. A simple, easy to use CPQ platform **Rating:** 4.0/5.0 stars **Reviewed by:** Suraj R. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2024 **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. **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 **What problems is Cacheflow solving and how is that benefiting you?** Cacheflow makes it easy for sales folks to generate proposals with a few clicks. Closing deals can be made faster with e-signature. Integration with CRM saves multiple entries. ### 5. So far, so good :) **Rating:** 4.5/5.0 stars **Reviewed by:** Amy F. | Chief of Staff, Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2024 **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. **What do you dislike about Cacheflow?** it does not have the ability to have multiple entities for one customer under one contract. **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. ### 6. Gamechanger for closing deals and getting signatures efficiently! **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler M. | Account Executive Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2024 **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! **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. **What problems is Cacheflow solving and how is that benefiting you?** I have been able to throw a proposal together and get a signature within just a minute or 2 which is critical when it comes to bringing in more revenue. ### 7. Good App for managing Subscription **Rating:** 4.0/5.0 stars **Reviewed by:** Ayush D. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Cacheflow?** Ease of use and navigation is pretty simple **What do you dislike about Cacheflow?** There are transient delays at times that cause loading issues **What problems is Cacheflow solving and how is that benefiting you?** To help and understad all subscriptions at once place ### 8. Streamline your proposal creation and management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2024 **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. **What do you dislike about Cacheflow?** Overall we never faced a major issue or outage with Cascheflow. It solves the needs of SMB organizations. **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 ### 9. Nice and sleek UI, easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Priyanshu S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2024 **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. **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. **What problems is Cacheflow solving and how is that benefiting you?** During the call with the customer, sometimes I need to check in the details in their existing contract and cacheflow makes it easier for me. ### 10. Value for Money **Rating:** 4.5/5.0 stars **Reviewed by:** Amit B. | Sr Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Cacheflow?** The integrations with other platforms Support Intuitive to use **What do you dislike about Cacheflow?** Currently the support is only available during US work hours **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 ### 11. Cacheflow Rocks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2024 **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. **What do you dislike about Cacheflow?** Sometimes there are bugs. However, they always fix them quickly and are super responsive. **What problems is Cacheflow solving and how is that benefiting you?** It's solving having to manually track payments and subscriptions in separate systems. We can combine everything from first pricing proposal sent over, to management of ongoing payment collections. It also ties into Hubspot for us which is awesone. ### 12. Great tool for contract and proposal management **Rating:** 5.0/5.0 stars **Reviewed by:** Shivam S. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Cacheflow?** 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. **What do you dislike about Cacheflow?** Overall, this software stands out for its accessibility and ease of use for managing proposals, contracts, and order forms. **What problems is Cacheflow solving and how is that benefiting you?** Proposals and order forms management ### 13. Cacheflow saves me hours every month **Rating:** 5.0/5.0 stars **Reviewed by:** Diego R. | Director of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2024 **What do you like best about Cacheflow?** 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. **What do you dislike about Cacheflow?** 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. **What problems is Cacheflow solving and how is that benefiting you?** Cacheflow eliminated all of the manual work in our invoicing, billing, and subscription management processes. ### 14. Easy contract management and payment with cacheflow **Rating:** 4.5/5.0 stars **Reviewed by:** Abir D. | Senior Solutions Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2024 **What do you like best about Cacheflow?** The interface is quite easy to use. Sending contracts to customers for signing is very easy **What do you dislike about Cacheflow?** At times it is difficult for customers to find/change the payment option. The flow could have been better **What problems is Cacheflow solving and how is that benefiting you?** Contract management, Proposals and payment ### 15. a subscription tool with clean UI **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2024 **What do you like best about Cacheflow?** 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. **What do you dislike about Cacheflow?** 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. **What problems is Cacheflow solving and how is that benefiting you?** Cacheflow is subscription management tool in my organisation, making 'all things subscription' seamless across different teams ### 16. Great contract management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Goutham K. | Senior Solutions Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Cacheflow?** It easily allows me to create and track all contracts historically which is very useful & it was easy to implement! **What do you dislike about Cacheflow?** It doesn't show overall revenue from signed contracts which could be of great value. **What problems is Cacheflow solving and how is that benefiting you?** Allows me to send contracts/proposals easily & also notifies me when it's signed. ### 17. Cacheflow led me to billing heaven **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Cacheflow?** 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. **What do you dislike about Cacheflow?** 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. **What problems is Cacheflow solving and how is that benefiting you?** Cache flow helps us with billing customers easily. ### 18. Solid subscription management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Cacheflow?** - 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 **What do you dislike about Cacheflow?** it's been a wonderful experience so far with the tool **What problems is Cacheflow solving and how is that benefiting you?** - building order forms for different currencies - Propsals have a whole bunch of templates inbuilt - Subscription management has been seamless - Custom form building capability helps a lot in propsal creation ### 19. Create & Manage all your Subscriptions in one place **Rating:** 4.5/5.0 stars **Reviewed by:** Ajay S. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Cacheflow?** 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. **What do you dislike about Cacheflow?** 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) **What problems is Cacheflow solving and how is that benefiting you?** Subscription Managment ### 20. Quick setup and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Meghann O. | Manager, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Cacheflow?** Very easy to create commonly used products Discounting is smooth **What do you dislike about Cacheflow?** Editing can be difficult sometimes once a proposal has been created **What problems is Cacheflow solving and how is that benefiting you?** Makes it easy to create custom proposal for each individual customer and send as a link in an email for signature ### 21. Easy Proposals **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Cacheflow?** The way Cacheflow has structured an easy to use and manage proposal syestem is amazing. **What do you dislike about Cacheflow?** I bet the team is working on this, but would love integrated tax calculations. **What problems is Cacheflow solving and how is that benefiting you?** Easy to get proposals out to customers and make on the spot edits. Along with managing subscriptions. ### 22. Super helpful in closing deals! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2024 **What do you like best about Cacheflow?** -Easy to use -Integates with CRM -Contract Templates **What do you dislike about Cacheflow?** Would have loved to have a feature to send gentle remiders to prospects to sign the contracts sent via Cacheflow **What problems is Cacheflow solving and how is that benefiting you?** It's been an effective tool to use for sending over proposals/contracts to close deals ### 23. GetCacheFlow for Edtech SaaS **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Cacheflow?** My favorite features is getting to see when my prospect viewed the proposal. It allows me to target my follow up based on who is most serious about moving forward. **What do you dislike about Cacheflow?** It can easily get cluttered with old drafts and duplicates. **What problems is Cacheflow solving and how is that benefiting you?** It allows me to clearly show my clients proposals on calls in an aesthetic manner. It makes e-signing foolproof when the ultimate signee is different from the person I've been talking to. ### 24. Helpful tool to streamline our customer invoicing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2024 **What do you like best about Cacheflow?** Great way for our ICs and leadership to collaborate on offers asynchronously. I like being able to see the status of each item as well and where it stands with the customer. Having a support team to partner with has been fantastic too. **What do you dislike about Cacheflow?** This isn't Cacheflow's fault, but some of our larger customers simply don't like using the system and prefer manual signature and invoicing. Could be worth exploring why this is the case and seeing if the offering could be expanded to make them more comfortable. **What problems is Cacheflow solving and how is that benefiting you?** Collaborative quote-to-cash and proposal processes. ### 25. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Jared D. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2024 **What do you like best about Cacheflow?** Really easy to to use. You can clearly see status of a proposal, history of payments, and info on customers in just a few clicks. **What do you dislike about Cacheflow?** Some search features could be improved, but nothing that inhibits working in the system. **What problems is Cacheflow solving and how is that benefiting you?** Make it easy to see data on all clients. ### 26. Great for Startups **Rating:** 3.0/5.0 stars **Reviewed by:** Yadhu K. | Director, Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** December 29, 2023 **What do you like best about Cacheflow?** - Good workflow from Proposal to Order - Sleek design of the order form - Proactive support from the Success team **What do you dislike about Cacheflow?** - Need more flexibility in customizing the proposal/order like adding variables etc - Integration with Hubspot - The platform was buggy especially for AEs who tried to login. For some customers, they were unable to pay as well. **What problems is Cacheflow solving and how is that benefiting you?** - Able to charge international cards - Approval matrix for custom proposals ### 27. Supercharging our subscriptions **Rating:** 4.5/5.0 stars **Reviewed by:** Aravinda B. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2024 **What do you like best about Cacheflow?** Easy to setup and intuitive. Clean UI. Support team is extremely proactive and helpful. Highly recommended for early stage and Mid Market subscription based businesses. **What do you dislike about Cacheflow?** Collections module needs some work and notifications on accounts receivable. But I know that the team is working on these features. **What problems is Cacheflow solving and how is that benefiting you?** Helping us manage contracts and accounts receivables. ### 28. Cacheflow has helped us create proposals and manage the opportunities more efficiently **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2023 **What do you like best about Cacheflow?** Cacheflow is a new and upcoming platform. We have been using it for almost 6 months now. The CS team was very actively involved in the onboarding, implementation, and training and still provides fast & efficient support when it comes to resolving any issues with the platform or adding new features to the product. It works well with Salesforce through their integration. Once the platform is all setup, it is fairly easy to use. **What do you dislike about Cacheflow?** Their Stripe integration could be a bit better. Also, include a dashboard for detailed metrics on proposals, active subscriptions, and some sort of insight into payment so the customers don't have to log into Salesforce or Stripe every now and then. **What problems is Cacheflow solving and how is that benefiting you?** e-proposal creation, custom quotes for multiple SaaS products ### 29. Using to use Solution that gets the job done **Rating:** 4.5/5.0 stars **Reviewed by:** Austin T. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2023 **What do you like best about Cacheflow?** Easy to learn and use solution. I like how you can simply add free months, delay the invoicing and attached additional documents. It's a simple yet effective design **What do you dislike about Cacheflow?** - I wish it would auto adjust the payments for yearly, monthly, quarterly etc. You have to manually change the pricing depending on the term. **What problems is Cacheflow solving and how is that benefiting you?** It allows us to present the offering and price to clients in an effective and professional way. ### 30. Very good UI and amazing customer service! **Rating:** 5.0/5.0 stars **Reviewed by:** Antara S. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 05, 2024 **What do you like best about Cacheflow?** It really helps us take care of the entire finance flow. From contract signing, cancellations, payments, and even reminders for renewals. They have constantly evolved and helped us with all our queries very quickly. **What do you dislike about Cacheflow?** Can't complain. They really go out of their way for you. **What problems is Cacheflow solving and how is that benefiting you?** Helps us generate proposals, track payments, and even send reminders. ### 31. Simple contract management that gets the work done **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 03, 2024 **What do you like best about Cacheflow?** Gets the job done pretty well, serving as a central repository for your proposals and then contracts when these proposals get signed. **What do you dislike about Cacheflow?** The UI could certainly use some improvements, and there could be some more integrations such as with Hubspot. **What problems is Cacheflow solving and how is that benefiting you?** Serves as the central repository to look up any contractual points ### 32. Cacheflow, an essential tool for all Sales Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle M. | Sales Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2023 **What do you like best about Cacheflow?** Cacheflow is one of the only tools in our sales stack that actually improves win rates for our sales team. Deals don't get ghosted as much, our proposals get compliments from prospects, and our leadership team now has real visibility into all of our open deals. Plus, our AE's actually enjoy using it, which makes product adoption very easy. **What do you dislike about Cacheflow?** Cacheflow is young, as such, they partner closely with their customers to create new functionalities that are necessary. That said, Cacheflow has an incredible team that can deliver these functionalities quickly and effectively. **What problems is Cacheflow solving and how is that benefiting you?** Cacheflow solves the entire Negotiation/Signature process when closing business. It provides an intuitive/systematic approach to closing business which is critical for any sales team. It provides granularity across our contracts and insights, such as customer activity like viewing proposals, which are essential for forecasting. ### 33. Tracking proposal made easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 02, 2024 **What do you like best about Cacheflow?** Helps to make creative contracts and most importantly, track who's viewing and what actions they're doing in the proposal **What do you dislike about Cacheflow?** not that I dislike anything, sometimes more customisation is needed, but the support is lightning fast. **What problems is Cacheflow solving and how is that benefiting you?** to know whether the buyer is seeing the proposal, and what actions he's doing on the proposal and have a single repository of all contracts for easy viewing and teacking ### 34. Cacheflow is extremely helpful in automating proposal creation, billing and accounting. **Rating:** 4.0/5.0 stars **Reviewed by:** Saurav T. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2023 **What do you like best about Cacheflow?** Integration with miltiple external applications like Hubspot, Docusign, Stripe, Quickbooks etc **What do you dislike about Cacheflow?** Missing workflow for overge billing. It will be a good feature to have, **What problems is Cacheflow solving and how is that benefiting you?** Casheflow helps us to create proposals, send invoices, collect payment and record the transaction in the books of accounts with the help of automation thereby reducing time and manual effor involved. ### 35. Sublime experience for checkout integration **Rating:** 5.0/5.0 stars **Reviewed by:** Jwalin T. | Graduate Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Cacheflow?** Cacheflow makes integration into an existing tech stack relatively easy. It provides a speedy checkout setup and preview scenario for any firm to pipe it into their business model and get staggering closed sales. **What do you dislike about Cacheflow?** During the test phase, there were issues where the signature feature linked with the Docusign feature would not work correctly, or the API would error out. Also, the view of specific components across devices and POS systems did not scale up and down correctly. **What problems is Cacheflow solving and how is that benefiting you?** Cacheflow was implemented during a POC phase at my previous employer to join and build a checkout experience seamlessly. This was compared against functionalities provided by companies like Stripe and turned out to be a good competitor. ### 36. Great platform to create quotes and help close deals **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2022 **What do you like best about Cacheflow?** Makes the quoting process a little easier and more automated which is nice. **What do you dislike about Cacheflow?** Since it is relatively new, it can be updated on some features, but nothing that immediately comes to mind. **What problems is Cacheflow solving and how is that benefiting you?** Makes selling software easier - [View Cacheflow pricing details and edition comparison](https://www.g2.com/products/cacheflow/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-05-31+10%3A55%3A17+-0500&secure%5Bsession_id%5D=f17b814c-7ebb-45d5-93ea-0bef9aac7176&secure%5Btoken%5D=d013ce65dcef583e486d71117665485e3bd0ef4635a2553dea4a0830f631d8bd&format=llm_user) ## Cacheflow Features **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Billing and Payments** - Payment Terms - Personalized Billing - Custom Pricing **Billing** - Automation - Consolidation - Adjustments - Blacklisting **Customer Requirements** - Quoting - Configuration - Pricing **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Revenue Recognition** - Usage Tracking - Deferred Revenue - Revenue Accrual **Dunning** - Collections - Dispute Management - Escalation **Contracts** - Creation - Negotiation - Execution **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Performance** - Packages - Discounts - Plan Changes **Revenue** - Invoicing - Matching - Recognition **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Reporting** - Dimensions - Deferred Revenue - Revenue Recognition **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation **Agentic AI - Subscription Billing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations ## Top Cacheflow Alternatives - [DealHub](https://www.g2.com/products/dealhub/reviews) - 4.7/5.0 (833 reviews) - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews) - [Chargebee](https://www.g2.com/products/chargebee/reviews) - 4.4/5.0 (953 reviews)