I run our finance function and we've been on Sequence for a few years now, so we've seen the product come a long way. Our pricing changes with almost every new client - with various caps on per client, graduated tiers, and committed fees drawn down by monetary value at a different rate for each data source, with any overage billed in arrears. Sequence is the only billing tool we found that could model all of that. Invoices sync into Xero, revenue recognition journals are generated for us each month. When we bring them a new client model they work through it with us before it goes live, and anything we raise in Slack gets picked up quickly.
UI
Verified User in Information Technology and Services
I run our billing monthly, and Sequence handles pricing that would be a headache anywhere else. We bill order fees for a large book of customers, with complexities such as where tiers are set by one metric and the charge is calculated on another. The team have built custom metrics with us so each invoice calculates exactly how we need it. A signed quote turns straight into a billing schedule, our UK and US entities run side by side, Stripe payments reconcile back on their own, and our customers have a portal to check their usage and invoices. Support is a big part of it. I drop a question in our Slack channel and usually get an answer the same day, and a few bits of feedback I've given have shipped within days.
WS
Will S.
Account ExecutiveSmall-Business (50 or fewer emp.)
We run quoting and billing from Sequence instead of stitching together a CRM, a document tool, and a spreadsheet. Reps build quotes from templates and model the pricing we actually use, including ramps and discounts as phases and tiered usage pricing that is free up to a threshold and then charges a per-unit rate. The signed quote then becomes the billing schedule rather than something we re-key, and the order form and contract go out for signature as a single envelope. Sales tax is also handled via native integration.
Sequence is the new standard in quote to revenue. From contract to cash, Sequence helps modern finance and commercial teams automate manual billing and stop revenue leakage.