Ordway Reviews & Product Details

The invoicing piece has been the most helpful for us - it took our manual creation of invoices to something that looks professional and way more automated. Review collected by and hosted on G2.com.

At first we struggled trying to fit our unique model into Ordway, but they never gave up and we got there. Review collected by and hosted on G2.com.

Ordway is able to handle a lot of different billing scenarios and edge-cases surrounding custom subscriptions and orders. The system also has great reporting capabilities and the ability to make any kind of custom report and dashboard. This really helps us manage our customer data and allows us to manage the health of our business. I also really like Ordway's support and appreciate the quick SLA times. Review collected by and hosted on G2.com.

Because of how flexible and customizable the system is, there can be a steep learning curve some of the features. The platform is easy to use at a basic level, but to really get the most out of it, you'll have to put in the work to learn. Review collected by and hosted on G2.com.

Extremely user friendly. It only took me a few minutes as a new user to understand how the tool functions and ties into our CRM. Review collected by and hosted on G2.com.

So far nothing has made me dislike the tool. Review collected by and hosted on G2.com.

It tracks subscriptions, their deferred revenue and unbilled accounts receivable to make sure the complete picture of TCV is in our books. We can customize and add multiple MRR streams that we can filter, drill, slice, etc... Review collected by and hosted on G2.com.

The reporting and dashboard graph creations could use an update. It needs to be easier to make and we should be able to build graphs based on our sliced tables. I would like to see MRR/ARR activity have a filter to target a specific MRR business stream. Review collected by and hosted on G2.com.

We use HubSpot Sales to capture contract details during our sales process. After a deal is closed, the information syncs to the Ordway platform and we can immediately send an accurate first invoice to the new customer. All the double entry and spreadsheet work we had in the past is gone. We’ve saved countless hours as our business continues to scale. In fact, the platform is reducing the need for a formal deal desk and we can focus our energy on more important things. Review collected by and hosted on G2.com.

It’s not a dislike, but we are still evaluating whether we will use Ordway’s quotes feature or stay with PandaDoc. Review collected by and hosted on G2.com.

Ordway is well-designed for complex recurring revenue contracts. We extensively use their APIs, especially their connections to Salesforce and our ERP. What is exceptional is its audit trail. Every transaction is recorded and its calculations exposed. This helps us to debug complex changes in the contract and invoicing. Review collected by and hosted on G2.com.

It's been a pretty reliable system - I don't have any negative things to say about it. Review collected by and hosted on G2.com.

· Subscription Billing - Complex contract structures with multiple tiers and/or lots of mid-contract changes

· Usage-Based Billing - Automating prepaid credits, rollovers, monthly minimums

· Accounts receivable - Reduced time spent on dunning, collections, payments, credits

· Visibility - Single source of truth for reporting on all customers, billings, revenue

· Integrations to CRM - Syncing of data with Salesforce Review collected by and hosted on G2.com.

· Doesn't have the ability to upload PDF Invoices to Salesforce

· Multiple GL's for things like tax, FX, etc not supported (can only default to 1)

· Extremely slow UI if multiple product/charges are in a subscription Review collected by and hosted on G2.com.

Very Simple for basic integration. Lot of Standard Reports. Simple User Interface to look at the data. Review collected by and hosted on G2.com.

No detailed Documentation for Salesforce Integration.

Poor Support System.

If you ask for additional details about Salesforce, all you get is a reference for third-party vendors. Review collected by and hosted on G2.com.

Ordway have automatized almost every invoice processes activity which have saved lot of manual interventions and optimized our billing cycle from 10 to 6 business days. Ordway is user friendly and easy to navigate. Ordway provides various useful reports for financial analysis and reporting. Review collected by and hosted on G2.com.

We cannot make effective use of dashboard and MRR metrics. Some of the useful reports related to aging can be improved. Review collected by and hosted on G2.com.

Reporting and Support.............................. Review collected by and hosted on G2.com.

Customer Success engagement tiers............. Review collected by and hosted on G2.com.