[ HubSpot... Reviews ](https://www.g2.com/products/revenue-hub/reviews) [ HubSpot... Reviews ](https://www.g2.com/products/revenue-hub/reviews) # Revenue Hub 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 (4) Grouping Ability to easily group items on quotes; apply and manage discounts and pricing by group 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 ##### ## Platform (8) 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 Accounting integration Provide integration with accounting software and ERP systems. E-commerce Integration Provide integration with B2B and B2C e-commerce platforms Show More ##### ## Revenue Optimization (3) At-Risk Customers Identify customers that are more likely to cancel their subscriptions 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 ##### ## 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 (1) Automation Ability to create and send invoices automatically at predefined or custom frequencies. Show More ##### ## Dunning (2) Collections Assists users in collecting payments for unpaid invoices. Dispute Management Manages disputes regarding billing and payments. Show More ##### ## Performance (2) 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 ##### ## Revenue Recognition (1) Revenue Types Support multiple types of revenues, such as recurring and transaction based Show More ##### ## Revenue Performance (4) Customer Performance Track revenue performance by customer, customer groups, or demographics Contract Performance Monitor revenues per contract, contract types, or groups of contracts Revenue KPIs Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth Pricing & Discounting Analyse the impact of special pricing and discounts on revenue Show More ##### ## Revenue Optimization (1) Forecasting Create forecasts to estimate future revenues Show More ##### ## Integration (7) ERP and Accounting Standard integration with accounting and ERP software Sales and Marketing Standard integration with sales and marketing software Quote-to-Cash Standard integration with Quote-to-Cash systems APIs Out of the box APIs to integrate with any type of software Accounting Provide integration with accounting and financial management software Payments Integrates with other payments software ERP Deliver integrations with accounting modules of ERP systems Show More ##### ## Customer Requirements (2) Quoting Ability to create custom quotes based on customer requirements. Configuration Allows users to configure products and revise quotes accordingly. 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 (2) Invoicing Monitor invoices and payments per product, customer, or contract. Recognition Perform revenue recognition to ensure that pricing or payment terms are accurate. Show More ##### ## Payment Processing (4) Encryption Built-in security to protect payment information in order to prevent fraud and hacking. Credit Card Processing The ability to process credit card payments and receive approval or denial of funds from the customer's bank. Mobile Payments The ability to process mobile payments from a mobile wallet or other mobile phone payment app. Digital Wallet Integration The ability to process payments from a digital wallet service or other digital payment method. Show More ##### ## Administration (5) Reporting & Analytics Reports and analytics created from payment data. E-commerce Integration The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience. Processing Fees Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate. Levels 1 & 2 Supports levels 1 and 2 for credit card payment processing. Level 3 Supports level 3 credit card processing which requires additional data for qualification. Show More ##### ## Payment Options (1) Multi-Currency Allows users to process payments in multiple currencies. Show More ##### ## Reporting (1) Deferred Revenue Tracks revenue for goods or services that have yet to be collected Show More ##### ## Bill Generation (3) Templates Provide standard invoice templates that can be customized by users Digital Billing Ability to convert invoices to digital formats such as PDF Recurring Billing Automatically generates invoices at pre-defined time intervals Show More ##### ## Bill Processing (1) Management Manage invoicing for different types of products or services Show More ##### ## Generative AI - cpq (1) Dynamic Quoting Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior Show More ##### ## Agentic AI - Subscription Billing (1) Cross-system Integration Works across multiple software systems or databases Show More ## Top-Rated Alternatives [ ![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) [ ![DealHub](https://images.g2crowd.com/uploads/product/hd_favicon/f0c1d987d9d32ecbd53566c2e7d12dbc/dealhub.svg "DealHub") DealHub 4.7/5 (836) ](https://www.g2.com/products/dealhub/reviews) [ ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") PandaDoc 4.7/5 (3,411) ](https://www.g2.com/products/pandadoc/reviews) [ View All Alternatives ](https://www.g2.com/products/revenue-hub/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Online Payment](/glossary/online-payment-definition) Online payments are the exchange of monetary funds between buyers and sellers via the internet. This software feature helps perform a majority of purchases and sales conducted on the internet. [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. Revenue Hub Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_1c993a6e283a9bd6408ff2c4457aa165/agentforce-revenue-management-formerly-salesforce-revenue-cloud.png "Product Avatar Image") Agentforce Revenue... 4.2/5 (1,502) [ Compare Now ](https://www.g2.com/compare/agentforce-revenue-management-formerly-salesforce-revenue-cloud-vs-revenue-hub) ##### Categories on G2 [ Billing ](https://www.g2.com/categories/billing)[ Payment Processing ](https://www.g2.com/categories/payment-processing)[ Subscription Billing ](https://www.g2.com/categories/subscription-billing) [ CPQ ](https://www.g2.com/categories/cpq)[ Revenue Management ](https://www.g2.com/categories/revenue-management)[ Subscription Revenue Management ](https://www.g2.com/categories/subscription-revenue-management)[ Quote-to-Cash ](https://www.g2.com/categories/quote-to-cash) Show More ##### Explore More [ Top recommended apps for sales commission tracking ](https://www.g2.com/discussions/what-are-the-top-recommended-apps-for-sales-commission-tracking)[ Which financial audit tools help audit teams identify and track control weaknesses across business functions? ](https://www.g2.com/discussions/which-financial-audit-tools-help-audit-teams-identify-and-track-control-weaknesses-across-business-functions)[ Best software for real-time knowledge base updates ](https://www.g2.com/discussions/best-software-for-real-time-knowledge-base-updates) [ Accounting Firms in Chicago ](https://www.g2.com/categories/accounting-firms/locations/chicago-il-us)[ What are the best secure data room solutions for private equity ](https://www.g2.com/discussions/what-are-the-best-secure-data-room-solutions-for-private-equity)[ Pros and Cons Details ](https://www.g2.com/products/revenue-hub/reviews?qs=pros-and-cons) Show More [ Top recommended apps for sales commission tracking ](https://www.g2.com/discussions/what-are-the-top-recommended-apps-for-sales-commission-tracking)[ Which financial audit tools help audit teams identify and track control weaknesses across business functions? ](https://www.g2.com/discussions/which-financial-audit-tools-help-audit-teams-identify-and-track-control-weaknesses-across-business-functions)[ Best software for real-time knowledge base updates ](https://www.g2.com/discussions/best-software-for-real-time-knowledge-base-updates) [ Accounting Firms in Chicago ](https://www.g2.com/categories/accounting-firms/locations/chicago-il-us)[ What are the best secure data room solutions for private equity ](https://www.g2.com/discussions/what-are-the-best-secure-data-room-solutions-for-private-equity)[ Pros and Cons Details ](https://www.g2.com/products/revenue-hub/reviews?qs=pros-and-cons)