G2

Will S.

Account Executive

Small-Business (50 or fewer emp.)

9/29/2026

"Quote-to-cash in one place, with tax handled natively"

5/5

What do you like best about Sequence?

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. Review collected by and hosted on G2.com.

What do you dislike about Sequence?

It takes some time to setup your product catalogue and active contracts on Sequence, but their team handled most of that heavy lifting for us and kept things moving. Once it is in, the rest runs smoothly. Review collected by and hosted on G2.com.

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

We were handling commercials without a real quote-to-cash system behind them. Quoting, e-signature, the billing schedule and tax now live in one place, with approval routing we can formalize as the team grows. This means we're not rebuilding the process every time we add headcount, and the commercial terms we agree on are the terms that get billed. Review collected by and hosted on G2.com.