G2

Verified User in Computer Software

Small-Business (50 or fewer emp.)

9/15/2026

"All-in-One CPQ (and syncs with Salesforce)"

5/5

What do you like best about Sequence?

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. Review collected by and hosted on G2.com.

What do you dislike about Sequence?

Nothing major. They take feedback on board and act on it fast. Review collected by and hosted on G2.com.

What problems is Sequence solving and how is that benefiting you?

Before Sequence, our deal process was time-consuming and manual. Order forms in one place, the MSA in another, signatures in DocuSign, and none of it connected to billing, so closing a deal meant re-entering everything for finance. Now the quote is the contract, it gets signed in the same place, and the moment it's signed it becomes the billing schedule that invoices and collects through Stripe. It's turned a messy handoff between sales and finance into one flow, which matters even more as we roll out a new pricing model with seat and usage tracking. Review collected by and hosted on G2.com.