The quoting flow is clean. Templates plus a pricing module make building a quote quick, and it handles the pricing shapes we use: phased ramps, discounts, and tiered usage where it's free up to a threshold and then per-unit. E-signature is built in, so the order form and contract go out as one envelope instead of routing through a separate signing tool. The Sequence team set up our product catalogue and ran a live enablement session for the team, so we were up and quoting without a heavy lift on our side, and the UI is intuitive enough that new reps don't need much hand-holding.

Our sales reps build and send quotes straight from Sequence, and the data syncs back to the Salesforce opportunity, so CPQ and billing live in one place rather than two disconnected systems. The signed quote then becomes the billing schedule automatically.

I'm on the commercial side at Kapa and I primarily use Sequence's CPQ module. I can build a quote, brand it, attach our MSA and send it for signature all from one place. Once it's signed it turns straight into the billing schedule, so nothing gets re-keyed between the deal closing and billing starting. Quotes tie back to the Salesforce opportunity, so my pipeline and the contract stay in sync. Before this we were merging order forms and the MSA in Adobe and chasing signatures in DocuSign, which fell apart every time a customer came back with redlines. The team also ships what we ask for. Getting our attachments to travel with the quote PDF was my biggest gripe and they built it.