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Best Quote-to-Cash Software

Julie Jung
JJ
Researched and written by Julie Jung

Quote-to-cash (Q2C) software manages the entire sales process, from quoting to sales orders and revenue management. Companies use Q2C solutions to streamline sales processes, improve the productivity of their sales teams, and provide better customer experience. Q2C software is used by sales departments but can also be leveraged by other departments such as engineering or design to create customized offerings based on specific customer requirements. Accountants may also use Q2C tools to track and manage revenue generated by sales.

This type of software can be delivered as a standalone product or as a mix between CPQ software, sales software, and revenue management software.

To qualify for inclusion in the Quote-to-Cash category, a product must:

Support the sales cycle from quoting to sales order management
Monitor customer interactions at all stages of the sales process
Manage customer requirements and legal agreements
Track pricing changes such as discounts and promotions
Provide functionality for product configuration and CPQ
Integrate with CRM software for bidirectional data exchange
Track revenue and manage revenue recognition

Best Quote-to-Cash Software At A Glance

Best for Small Businesses:
HubSpot Sales Hub
HubSpot Sales Hub
Best for Mid-Market:
HubSpot Sales Hub
HubSpot Sales Hub
Best for Enterprise:
Salesforce Revenue Cloud
Salesforce Revenue Cloud
Highest User Satisfaction:
HubSpot Sales Hub
HubSpot Sales Hub
Best Free Software:
HubSpot Sales Hub
HubSpot Sales Hub
Show LessShow More
Best for Enterprise:
Salesforce Revenue Cloud
Salesforce Revenue Cloud
Highest User Satisfaction:
HubSpot Sales Hub
HubSpot Sales Hub
Best Free Software:
HubSpot Sales Hub
HubSpot Sales Hub

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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53 Listings in Quote-to-Cash Available
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HubSpot Sales Hub
By HubSpot
(12,209)4.4 out of 5
Optimized for quick response
2nd Easiest To Use in Quote-to-Cash software
View top Consulting Services for HubSpot Sales Hub
Save to My Lists
DealsSpecial offer!
20% off
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for grow

    Users
    • Account Executive
    • Business Development Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Small-Business
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Sales Hub is a tool designed to manage sales processes, track emails and calls, and provide insights on team performance and project numbers.
    • Reviewers appreciate the user-friendly interface, the ability to integrate with other platforms, the customizable dashboards, and the robust automation features that streamline sales processes and provide data-driven insights.
    • Users experienced issues with the initial setup and interface adaptation, frequent downtimes, problems with third-party integration, slow loading times, and limitations in customization and reporting functionality.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • HubSpot Sales Hub Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1,095
    Features
    672
    Helpful
    484
    Intuitive
    455
    Lead Management
    445
    Cons
    Missing Features
    431
    Limited Features
    336
    Learning Curve
    282
    Limited Customization
    191
    Expensive
    190
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • HubSpot Sales Hub features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Configuration
    Average: 9.1
    8.7
    Creation
    Average: 9.0
    8.7
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    HubSpot
    Company Website
    Year Founded
    2006
    HQ Location
    Cambridge, MA
    Twitter
    @HubSpot
    804,639 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,117 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for grow

Users
  • Account Executive
  • Business Development Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Small-Business
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Sales Hub is a tool designed to manage sales processes, track emails and calls, and provide insights on team performance and project numbers.
  • Reviewers appreciate the user-friendly interface, the ability to integrate with other platforms, the customizable dashboards, and the robust automation features that streamline sales processes and provide data-driven insights.
  • Users experienced issues with the initial setup and interface adaptation, frequent downtimes, problems with third-party integration, slow loading times, and limitations in customization and reporting functionality.
HubSpot Sales Hub Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1,095
Features
672
Helpful
484
Intuitive
455
Lead Management
445
Cons
Missing Features
431
Limited Features
336
Learning Curve
282
Limited Customization
191
Expensive
190
HubSpot Sales Hub features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.2
8.8
Configuration
Average: 9.1
8.7
Creation
Average: 9.0
8.7
Quoting
Average: 9.1
Seller Details
Seller
HubSpot
Company Website
Year Founded
2006
HQ Location
Cambridge, MA
Twitter
@HubSpot
804,639 Twitter followers
LinkedIn® Page
www.linkedin.com
11,117 employees on LinkedIn®
Salesforce Revenue Cloud
By Salesforce
(1,387)4.2 out of 5
Optimized for quick response
7th Easiest To Use in Quote-to-Cash software
View top Consulting Services for Salesforce Revenue Cloud
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Salesforce CPQ is designed to help sales teams configure products, set accurate pricing, and generate quotes quickly and efficiently. Salesforce CPQ automates complex sales processes by guiding reps t

    Users
    • Account Executive
    • Salesforce Developer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 44% Mid-Market
    • 34% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Salesforce Revenue Cloud is a platform that integrates various aspects of the revenue lifecycle, from CPQ to billing, and provides real-time visibility into sales and revenue operations.
    • Reviewers appreciate the product's user-friendly interface, its ability to streamline complex revenue processes, and its robust suite of tools that optimize the entire sales process from lead generation to contract management.
    • Users mentioned that the product can be complex and time-consuming to implement, especially for businesses with unique billing models, and that it can be challenging to integrate with legacy systems or other third-party applications.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Salesforce Revenue Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    158
    Revenue Management
    95
    Product Functionality
    89
    Sales Revenue
    69
    Features
    66
    Cons
    Learning Curve
    80
    Complexity
    64
    Learning Difficulty
    61
    Difficult Customization
    47
    Complex Setup
    46
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Salesforce Revenue Cloud features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Configuration
    Average: 9.1
    8.5
    Creation
    Average: 9.0
    8.6
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Salesforce
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    584,242 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    78,543 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Salesforce CPQ is designed to help sales teams configure products, set accurate pricing, and generate quotes quickly and efficiently. Salesforce CPQ automates complex sales processes by guiding reps t

Users
  • Account Executive
  • Salesforce Developer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 44% Mid-Market
  • 34% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Salesforce Revenue Cloud is a platform that integrates various aspects of the revenue lifecycle, from CPQ to billing, and provides real-time visibility into sales and revenue operations.
  • Reviewers appreciate the product's user-friendly interface, its ability to streamline complex revenue processes, and its robust suite of tools that optimize the entire sales process from lead generation to contract management.
  • Users mentioned that the product can be complex and time-consuming to implement, especially for businesses with unique billing models, and that it can be challenging to integrate with legacy systems or other third-party applications.
Salesforce Revenue Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
158
Revenue Management
95
Product Functionality
89
Sales Revenue
69
Features
66
Cons
Learning Curve
80
Complexity
64
Learning Difficulty
61
Difficult Customization
47
Complex Setup
46
Salesforce Revenue Cloud features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.2
8.4
Configuration
Average: 9.1
8.5
Creation
Average: 9.0
8.6
Quoting
Average: 9.1
Seller Details
Seller
Salesforce
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
584,242 Twitter followers
LinkedIn® Page
www.linkedin.com
78,543 employees on LinkedIn®
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salesbricks
By salesbricks
(21)4.9 out of 5
1st Easiest To Use in Quote-to-Cash software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    A better way to manage quote-to-cash for your enterprise, inside-sales, and self-service go-to-market motions

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 76% Small-Business
    • 14% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • salesbricks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    8
    Efficiency Improvement
    7
    Efficiency
    6
    Sales Management
    5
    Customer Support
    4
    Cons
    Difficult Learning Process
    2
    Bug Issues
    1
    Learning Curve
    1
    Missing Features
    1
    Poor Interface Design
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • salesbricks features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    10.0
    Configuration
    Average: 9.1
    10.0
    Creation
    Average: 9.0
    9.8
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    salesbricks
    Year Founded
    2021
    HQ Location
    San Mateo, US
    Twitter
    @getsalesbricks
    288 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

A better way to manage quote-to-cash for your enterprise, inside-sales, and self-service go-to-market motions

Users
No information available
Industries
  • Computer Software
Market Segment
  • 76% Small-Business
  • 14% Mid-Market
salesbricks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
8
Efficiency Improvement
7
Efficiency
6
Sales Management
5
Customer Support
4
Cons
Difficult Learning Process
2
Bug Issues
1
Learning Curve
1
Missing Features
1
Poor Interface Design
1
salesbricks features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
10.0
Configuration
Average: 9.1
10.0
Creation
Average: 9.0
9.8
Quoting
Average: 9.1
Seller Details
Seller
salesbricks
Year Founded
2021
HQ Location
San Mateo, US
Twitter
@getsalesbricks
288 Twitter followers
LinkedIn® Page
www.linkedin.com
29 employees on LinkedIn®
Read salesbricks Reviews
Zoho CRM
By Zoho
(2,735)4.1 out of 5
Optimized for quick response
5th Easiest To Use in Quote-to-Cash software
View top Consulting Services for Zoho CRM
Save to My Lists
DealsSpecial offer!
50% off: $7/user/month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

    Users
    • Owner
    • CEO
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 58% Small-Business
    • 27% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Zoho CRM Plus is a platform that combines elements of a CRM and marketing automation platform, with added customer service and detailed reporting capabilities.
    • Users like the ability to customize module fields and layouts, the ease of adding leads or contacts from Outlook to Zoho CRM, and the platform's user-friendly interface and customization options.
    • Users experienced issues with the store checkout process, found the custom reporting module clunky and tough to use, and reported that the platform's integration with other software was sometimes difficult and time-consuming.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Zoho CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    158
    Features
    112
    Integrations
    82
    Lead Management
    76
    Easy Integrations
    66
    Cons
    Learning Curve
    45
    Missing Features
    43
    Integration Issues
    32
    Poor Customer Support
    31
    Slow Loading
    31
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Zoho CRM features and usability ratings that predict user satisfaction
    8.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.1
    Configuration
    Average: 9.1
    8.1
    Creation
    Average: 9.0
    8.1
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zoho
    Company Website
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    102,964 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    24,715 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

Users
  • Owner
  • CEO
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 58% Small-Business
  • 27% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Zoho CRM Plus is a platform that combines elements of a CRM and marketing automation platform, with added customer service and detailed reporting capabilities.
  • Users like the ability to customize module fields and layouts, the ease of adding leads or contacts from Outlook to Zoho CRM, and the platform's user-friendly interface and customization options.
  • Users experienced issues with the store checkout process, found the custom reporting module clunky and tough to use, and reported that the platform's integration with other software was sometimes difficult and time-consuming.
Zoho CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
158
Features
112
Integrations
82
Lead Management
76
Easy Integrations
66
Cons
Learning Curve
45
Missing Features
43
Integration Issues
32
Poor Customer Support
31
Slow Loading
31
Zoho CRM features and usability ratings that predict user satisfaction
8.0
Has the product been a good partner in doing business?
Average: 9.2
8.1
Configuration
Average: 9.1
8.1
Creation
Average: 9.0
8.1
Quoting
Average: 9.1
Seller Details
Seller
Zoho
Company Website
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
102,964 Twitter followers
LinkedIn® Page
www.linkedin.com
24,715 employees on LinkedIn®
BlueSnap Accounts Receivable Automation
By BlueSnap
(31)4.7 out of 5
6th Easiest To Use in Quote-to-Cash software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-depar

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 71% Small-Business
    • 19% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • BlueSnap Accounts Receivable Automation features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Configuration
    Average: 9.1
    9.2
    Creation
    Average: 9.0
    8.9
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    BlueSnap
    Year Founded
    2001
    HQ Location
    Boston, MA
    Twitter
    @BlueSnapInc
    2,220 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    275 employees on LinkedIn®
    Phone
    1 (781) 790-5013
Product Description
How are these determined?Information
This description is provided by the seller.

The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-depar

Users
No information available
Industries
No information available
Market Segment
  • 71% Small-Business
  • 19% Mid-Market
BlueSnap Accounts Receivable Automation features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
9.4
Configuration
Average: 9.1
9.2
Creation
Average: 9.0
8.9
Quoting
Average: 9.1
Seller Details
Seller
BlueSnap
Year Founded
2001
HQ Location
Boston, MA
Twitter
@BlueSnapInc
2,220 Twitter followers
LinkedIn® Page
www.linkedin.com
275 employees on LinkedIn®
Phone
1 (781) 790-5013
Read BlueSnap Accounts Receivable Automation Reviews
Cacheflow
By Cacheflow
(57)4.6 out of 5
8th Easiest To Use in Quote-to-Cash software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Cacheflow helps SaaS companies close more deals, with less admin work throughout your quote-to-cash process. From one link, your customers can review quotes, select payment options, e-sign, and expa

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 67% Mid-Market
    • 33% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Cacheflow Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    41
    Proposal Management
    20
    Integrations
    19
    Customer Support
    18
    Easy Integrations
    17
    Cons
    Missing Features
    20
    Limited Features
    12
    Access Limitations
    6
    Limited Customization
    5
    Billing Issues
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cacheflow features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Configuration
    Average: 9.1
    9.4
    Creation
    Average: 9.0
    9.5
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cacheflow
    Year Founded
    2021
    HQ Location
    Los Altos, CA
    Twitter
    @getcacheflow
    90 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    31 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Cacheflow helps SaaS companies close more deals, with less admin work throughout your quote-to-cash process. From one link, your customers can review quotes, select payment options, e-sign, and expa

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 67% Mid-Market
  • 33% Small-Business
Cacheflow Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
41
Proposal Management
20
Integrations
19
Customer Support
18
Easy Integrations
17
Cons
Missing Features
20
Limited Features
12
Access Limitations
6
Limited Customization
5
Billing Issues
4
Cacheflow features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.4
Configuration
Average: 9.1
9.4
Creation
Average: 9.0
9.5
Quoting
Average: 9.1
Seller Details
Seller
Cacheflow
Year Founded
2021
HQ Location
Los Altos, CA
Twitter
@getcacheflow
90 Twitter followers
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
Read Cacheflow Reviews
Expedite Commerce
By Expedite Commerce
(32)4.9 out of 5
3rd Easiest To Use in Quote-to-Cash software
Save to My Lists
Entry Level Price:$90.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Expedite Commerce is leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based platform. Our AI-first solutions redefine the lead-to-cash process, enabling bus

    Users
    No information available
    Industries
    • Telecommunications
    • Information Technology and Services
    Market Segment
    • 59% Mid-Market
    • 22% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Expedite Commerce Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    This product has not yet received any positive sentiments.
    Cons
    Billing Issues
    1
    Complex Automation
    1
    Complex Implementation
    1
    Complexity
    1
    Complex Process
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Expedite Commerce features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.8
    Configuration
    Average: 9.1
    10.0
    Creation
    Average: 9.0
    10.0
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Expedite Commerce
    Year Founded
    2008
    HQ Location
    Plano, TX
    Twitter
    @exp_commerce
    14 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    54 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Expedite Commerce is leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based platform. Our AI-first solutions redefine the lead-to-cash process, enabling bus

Users
No information available
Industries
  • Telecommunications
  • Information Technology and Services
Market Segment
  • 59% Mid-Market
  • 22% Enterprise
Expedite Commerce Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
This product has not yet received any positive sentiments.
Cons
Billing Issues
1
Complex Automation
1
Complex Implementation
1
Complexity
1
Complex Process
1
Expedite Commerce features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.8
Configuration
Average: 9.1
10.0
Creation
Average: 9.0
10.0
Quoting
Average: 9.1
Seller Details
Seller
Expedite Commerce
Year Founded
2008
HQ Location
Plano, TX
Twitter
@exp_commerce
14 Twitter followers
LinkedIn® Page
www.linkedin.com
54 employees on LinkedIn®
Read Expedite Commerce Reviews
Keap
By Keap
(1,561)4.2 out of 5
Optimized for quick response
4th Easiest To Use in Quote-to-Cash software
Save to My Lists
Entry Level Price:Starting at $249.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Keap is a small business CRM and automation platform designed to grow your profitable business. With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and r

    Users
    • Owner
    • CEO
    Industries
    • Marketing and Advertising
    • Health, Wellness and Fitness
    Market Segment
    • 89% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Keap Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    73
    Automation
    64
    Customer Support
    52
    Automation Features
    50
    Helpful
    46
    Cons
    Missing Features
    49
    Limitations
    45
    Limited Features
    37
    Learning Curve
    33
    Expensive
    27
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Keap features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.2
    7.9
    Configuration
    Average: 9.1
    8.8
    Creation
    Average: 9.0
    8.7
    Quoting
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • User Sentiment
    How are these determined?Information
    These insights are written by G2's Market Research team, using actual user reviews for Keap, left between February 2022 and May 2022.
    • Reviewers appreciate the client organization provided by Keap, allowing them to engage with clients and provide invoicing but some noted a desire for increased customization
    • Reviewers like the email functionality provided by the product to streamline campaigns, but some noted that learning the intricacies of the platform can be cumbersome
    • Reviewers value the contact management provided by the product, enabling them to manage leads and customers more effectively
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Keap
    Company Website
    Year Founded
    2001
    HQ Location
    Chandler, Arizona
    Twitter
    @KeapGrowing
    33,769 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    377 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Keap is a small business CRM and automation platform designed to grow your profitable business. With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and r

Users
  • Owner
  • CEO
Industries
  • Marketing and Advertising
  • Health, Wellness and Fitness
Market Segment
  • 89% Small-Business
  • 10% Mid-Market
Keap Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
73
Automation
64
Customer Support
52
Automation Features
50
Helpful
46
Cons
Missing Features
49
Limitations
45
Limited Features
37
Learning Curve
33
Expensive
27
Keap features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.2
7.9
Configuration
Average: 9.1
8.8
Creation
Average: 9.0
8.7
Quoting
Average: 9.1
User Sentiment
How are these determined?Information
These insights are written by G2's Market Research team, using actual user reviews for Keap, left between February 2022 and May 2022.
  • Reviewers appreciate the client organization provided by Keap, allowing them to engage with clients and provide invoicing but some noted a desire for increased customization
  • Reviewers like the email functionality provided by the product to streamline campaigns, but some noted that learning the intricacies of the platform can be cumbersome
  • Reviewers value the contact management provided by the product, enabling them to manage leads and customers more effectively
Seller Details
Seller
Keap
Company Website
Year Founded
2001
HQ Location
Chandler, Arizona
Twitter
@KeapGrowing
33,769 Twitter followers
LinkedIn® Page
www.linkedin.com
377 employees on LinkedIn®
IBM Sterling Configure, Price, Quote
By IBM
(89)4.0 out of 5
13th Easiest To Use in Quote-to-Cash software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Sterling CPQ transforms the buying and selling of complex products and services across all of your buyers' preferred channels to make it easier for your customer to buy from you. Our CPQ software

    Users
    No information available
    Industries
    • Retail
    Market Segment
    • 36% Small-Business
    • 35% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Sterling Configure, Price, Quote features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Configuration
    Average: 9.1
    8.9
    Creation
    Average: 9.0
    8.7
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    IBM
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    711,154 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    317,108 employees on LinkedIn®
    Ownership
    SWX:IBM
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Sterling CPQ transforms the buying and selling of complex products and services across all of your buyers' preferred channels to make it easier for your customer to buy from you. Our CPQ software

Users
No information available
Industries
  • Retail
Market Segment
  • 36% Small-Business
  • 35% Mid-Market
IBM Sterling Configure, Price, Quote features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.2
8.3
Configuration
Average: 9.1
8.9
Creation
Average: 9.0
8.7
Quoting
Average: 9.1
Seller Details
Seller
IBM
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
711,154 Twitter followers
LinkedIn® Page
www.linkedin.com
317,108 employees on LinkedIn®
Ownership
SWX:IBM
Read IBM Sterling Configure, Price, Quote Reviews
Renewtrak
By Renewtrak
(14)4.5 out of 5
Optimized for quick response
14th Easiest To Use in Quote-to-Cash software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Renewtrak is a workflow automation platform purposely built for SaaS vendors to transform the way they manage renewals, expansions and product transitions. It increases productivity, improves customer

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 71% Enterprise
    • 29% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Renewtrak Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Automation
    5
    Customer Support
    5
    Customization
    4
    Automation Features
    2
    Cons
    Contact Management
    1
    Integration Issues
    1
    Limited Options
    1
    Missing Features
    1
    Not User-Friendly
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Renewtrak features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    7.6
    Configuration
    Average: 9.1
    8.1
    Creation
    Average: 9.0
    8.1
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Renewtrak
    Company Website
    Year Founded
    2016
    HQ Location
    North Sydney, AU
    LinkedIn® Page
    www.linkedin.com
    37 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Renewtrak is a workflow automation platform purposely built for SaaS vendors to transform the way they manage renewals, expansions and product transitions. It increases productivity, improves customer

Users
No information available
Industries
No information available
Market Segment
  • 71% Enterprise
  • 29% Mid-Market
Renewtrak Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Automation
5
Customer Support
5
Customization
4
Automation Features
2
Cons
Contact Management
1
Integration Issues
1
Limited Options
1
Missing Features
1
Not User-Friendly
1
Renewtrak features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
7.6
Configuration
Average: 9.1
8.1
Creation
Average: 9.0
8.1
Quoting
Average: 9.1
Seller Details
Seller
Renewtrak
Company Website
Year Founded
2016
HQ Location
North Sydney, AU
LinkedIn® Page
www.linkedin.com
37 employees on LinkedIn®
Get a quote
Subskribe
By Subskribe
(71)4.7 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Subskribe is the adaptive quoting, billing, and revenue platform for modern SaaS companies. Totally unified. No silos. Zero reconciliation, from quote to revenue. Designed in collaboration with so

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 63% Mid-Market
    • 25% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Subskribe Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    43
    Customer Support
    25
    Quoting System
    22
    Simple
    21
    Easy Setup
    20
    Cons
    Limited Customization
    13
    Difficult Customization
    11
    Missing Features
    10
    Integration Issues
    7
    Limited Functionality
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Subskribe features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Configuration
    Average: 9.1
    9.3
    Creation
    Average: 9.0
    9.3
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Subskribe
    Company Website
    Year Founded
    2020
    HQ Location
    San Ramon, US
    Twitter
    @SubskribeInc
    72 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    37 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Subskribe is the adaptive quoting, billing, and revenue platform for modern SaaS companies. Totally unified. No silos. Zero reconciliation, from quote to revenue. Designed in collaboration with so

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 63% Mid-Market
  • 25% Small-Business
Subskribe Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
43
Customer Support
25
Quoting System
22
Simple
21
Easy Setup
20
Cons
Limited Customization
13
Difficult Customization
11
Missing Features
10
Integration Issues
7
Limited Functionality
7
Subskribe features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
9.0
Configuration
Average: 9.1
9.3
Creation
Average: 9.0
9.3
Quoting
Average: 9.1
Seller Details
Seller
Subskribe
Company Website
Year Founded
2020
HQ Location
San Ramon, US
Twitter
@SubskribeInc
72 Twitter followers
LinkedIn® Page
www.linkedin.com
37 employees on LinkedIn®
Get a quote
Experlogix CPQ
By Experlogix
(94)4.6 out of 5
Optimized for quick response
11th Easiest To Use in Quote-to-Cash software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Experlogix CPQ is a cloud-based Configure, Price, Quote (CPQ) solution designed to streamline the quoting and ordering process for businesses using Microsoft Dynamics 365 and Salesforce. Our innovativ

    Users
    No information available
    Industries
    • Consumer Services
    • Information Technology and Services
    Market Segment
    • 66% Mid-Market
    • 34% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Experlogix CPQ is a platform that provides functionality for product selection, integration with other products, and automation and support for third-party tools.
    • Reviewers like the platform's ability to improve sales, provide immediate access to information, support a robust CPQ platform, and streamline the onboarding process.
    • Reviewers mentioned issues with long processing times, a lack of flexibility for changes, difficulty managing custom software, and a steep learning curve.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Experlogix CPQ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    12
    Customization
    9
    Flexibility
    9
    Quoting Process
    9
    Time-saving
    8
    Cons
    Learning Curve
    7
    Slow Performance
    5
    Learning Difficulty
    4
    Limitations
    4
    Slow Loading
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Experlogix CPQ features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Configuration
    Average: 9.1
    9.4
    Creation
    Average: 9.0
    9.6
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Experlogix
    Company Website
    Year Founded
    2002
    HQ Location
    South Jordan, UT
    Twitter
    @experlogix
    503 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    220 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Experlogix CPQ is a cloud-based Configure, Price, Quote (CPQ) solution designed to streamline the quoting and ordering process for businesses using Microsoft Dynamics 365 and Salesforce. Our innovativ

Users
No information available
Industries
  • Consumer Services
  • Information Technology and Services
Market Segment
  • 66% Mid-Market
  • 34% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Experlogix CPQ is a platform that provides functionality for product selection, integration with other products, and automation and support for third-party tools.
  • Reviewers like the platform's ability to improve sales, provide immediate access to information, support a robust CPQ platform, and streamline the onboarding process.
  • Reviewers mentioned issues with long processing times, a lack of flexibility for changes, difficulty managing custom software, and a steep learning curve.
Experlogix CPQ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
12
Customization
9
Flexibility
9
Quoting Process
9
Time-saving
8
Cons
Learning Curve
7
Slow Performance
5
Learning Difficulty
4
Limitations
4
Slow Loading
4
Experlogix CPQ features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
9.4
Configuration
Average: 9.1
9.4
Creation
Average: 9.0
9.6
Quoting
Average: 9.1
Seller Details
Seller
Experlogix
Company Website
Year Founded
2002
HQ Location
South Jordan, UT
Twitter
@experlogix
503 Twitter followers
LinkedIn® Page
www.linkedin.com
220 employees on LinkedIn®
Get a quote
ViiBE
By Viirtue
(17)4.7 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ViiBE is Viirtue's quote to cash solution for our white label resellers. Our streamlined, full customer lifecycle software automates your quote to cash process ultimately scaling your business by eli

    Users
    No information available
    Industries
    • Telecommunications
    • Education Management
    Market Segment
    • 53% Small-Business
    • 24% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ViiBE features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Configuration
    Average: 9.1
    9.2
    Creation
    Average: 9.0
    9.3
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Viirtue
    Year Founded
    2017
    HQ Location
    St Petersburg, Florida
    Twitter
    @Viirtue1
    121 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    48 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ViiBE is Viirtue's quote to cash solution for our white label resellers. Our streamlined, full customer lifecycle software automates your quote to cash process ultimately scaling your business by eli

Users
No information available
Industries
  • Telecommunications
  • Education Management
Market Segment
  • 53% Small-Business
  • 24% Enterprise
ViiBE features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
9.5
Configuration
Average: 9.1
9.2
Creation
Average: 9.0
9.3
Quoting
Average: 9.1
Seller Details
Seller
Viirtue
Year Founded
2017
HQ Location
St Petersburg, Florida
Twitter
@Viirtue1
121 Twitter followers
LinkedIn® Page
www.linkedin.com
48 employees on LinkedIn®
Read ViiBE Reviews
CloudSense
By CloudSense
(89)4.3 out of 5
9th Easiest To Use in Quote-to-Cash software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Since 2009, we have been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. Since then, we have grown a

    Users
    No information available
    Industries
    • Retail
    • Information Technology and Services
    Market Segment
    • 38% Small-Business
    • 37% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • CloudSense features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.8
    Configuration
    Average: 9.1
    9.2
    Creation
    Average: 9.0
    9.3
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    CloudSense
    Year Founded
    2009
    HQ Location
    London, United Kingdom
    Twitter
    @cloudsense
    1,290 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    239 employees on LinkedIn®
    Phone
    +44 20 7580 6685
Product Description
How are these determined?Information
This description is provided by the seller.

Since 2009, we have been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. Since then, we have grown a

Users
No information available
Industries
  • Retail
  • Information Technology and Services
Market Segment
  • 38% Small-Business
  • 37% Mid-Market
CloudSense features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.2
9.8
Configuration
Average: 9.1
9.2
Creation
Average: 9.0
9.3
Quoting
Average: 9.1
Seller Details
Seller
CloudSense
Year Founded
2009
HQ Location
London, United Kingdom
Twitter
@cloudsense
1,290 Twitter followers
LinkedIn® Page
www.linkedin.com
239 employees on LinkedIn®
Phone
+44 20 7580 6685
Read CloudSense Reviews
OneBill
By OneBill Software
(48)4.6 out of 5
Optimized for quick response
10th Easiest To Use in Quote-to-Cash software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    OneBill is an end-to-end billing & monetization platform for global scale. Businesses across regions trust OneBill to power their entire billing & monetization lifecycle, from subscriptions to

    Users
    No information available
    Industries
    • Telecommunications
    • Information Technology and Services
    Market Segment
    • 88% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • OneBill Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    14
    Customer Support
    9
    Invoicing
    9
    Billing Efficiency
    7
    Billing Management
    7
    Cons
    Poor Customer Support
    7
    Complex Setup
    3
    Difficulty
    3
    Learning Curve
    3
    Limited Functionality
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • OneBill features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Configuration
    Average: 9.1
    7.2
    Creation
    Average: 9.0
    8.8
    Quoting
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    OneBill Software
    Company Website
    Year Founded
    2009
    HQ Location
    Santa Clara, California
    Twitter
    @onebillsoftware
    1,237 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    144 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OneBill is an end-to-end billing & monetization platform for global scale. Businesses across regions trust OneBill to power their entire billing & monetization lifecycle, from subscriptions to

Users
No information available
Industries
  • Telecommunications
  • Information Technology and Services
Market Segment
  • 88% Small-Business
  • 10% Mid-Market
OneBill Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
14
Customer Support
9
Invoicing
9
Billing Efficiency
7
Billing Management
7
Cons
Poor Customer Support
7
Complex Setup
3
Difficulty
3
Learning Curve
3
Limited Functionality
3
OneBill features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.3
Configuration
Average: 9.1
7.2
Creation
Average: 9.0
8.8
Quoting
Average: 9.1
Seller Details
Seller
OneBill Software
Company Website
Year Founded
2009
HQ Location
Santa Clara, California
Twitter
@onebillsoftware
1,237 Twitter followers
LinkedIn® Page
www.linkedin.com
144 employees on LinkedIn®
Get a quote
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Quote-to-Cash Topics

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Learn More About Quote-to-Cash Software

What is Quote-to-Cash Software?

For a modern company with a sales component, the selling process can be complex and drawn out. This process usually involves contact with numerous sales representatives and other employees, all utilizing different software platforms for specific tasks throughout the sales cycle. The more representatives, processes, and systems involved, the greater the likelihood that there will be confusion, stress, or preventable account complications. Quote-to-cash software is designed to consolidate this workflow, and streamline the process of quoting, ordering, and reordering products or services for consumers.

The complete revenue lifecycle has various names depending on the organization. These names include: order-to-cash, lead-to-order, inquiry-to-order, and quote-to-order. All these terms essentially mean the same thing. As a sales team works through the process from introductory calls to paid subscriptions, it is increasingly valuable to implement process automation and team collaboration. The solutions in this category offer tools for overseeing and completing the contract lifecycle while centralizing tasks related to the process. Additionally, these solutions typically integrate with customer relationship management or CRM software along with other internal systems to enable quick reference for employees while updating customer and order fulfillment data in real time.

As the customer relationship develops and moves from initial communication to closed deals, quote-to-cash platforms benefit finance teams (e.g. accounts receivable), customer service teams, and sales departments. Quote-to-cash platforms improve the efficiency and communication of the selling process by streamlining practices such as inventory management, pricing standardization, and cash flow reporting. This software improves proposals and allows for more accurate contract lifecycle management. By unifying and synchronizing the quote-to-cash process, sales departments run smoother and close deals faster, while ensuring maximum customer satisfaction at every stage.

Key Benefits of Quote-to-Cash Software

  • Consolidation of tasks related to the sales lifecycle
  • Automation of laborious sales processes
  • Eliminating bottlenecks related to sales, invoicing, order fulfillment, and reordering
  • Improving visibility and accuracy of customer proposals and contracts

What are the Common Features of Quote-to-Cash Software?

The platforms featured in this category offer diverse tools for streamlining and automating the quote-to-cash process. The following are some common features found in this emerging space.

Guided selling — By integrating with external systems and indexing past contracts and quotes, certain quote-to-cash products offer in-the-moment assistance with selling, especially as it relates to pricing, discounting, and assembling accurate final quotes. This involves configuration rule sets for complex pricing and intelligent repositories of up-to-date product and pricing information. As quotes and contracts are assembled, certain solutions help verify the accuracy of the information entered, along with feedback such as upsell recommendations.

In some cases, products include centralized quote storage. Using these databases, sales team members can easily reference past quotes using a number of filters, and use the information gathered to help influence future proposals. They might also include or integrate with product catalogs, sales playbooks, contract management software, or other resources that can be leveraged in the proposal and contract-completion processes.

Workflows and approvals — For many sales contracts, particularly those involving important customers or substantial quotes, a finalized proposal may require review from sales management or product engineers to ensure the correct amounts are quoted. Depending on the structure of an organization, this can be a complicated process that leads to bottlenecks and miscommunication, which can impede the deal and endanger the customer relationship. Certain quote-to-cash platforms include approval workflow features that notify relevant parties when a quote requires review and approval. These features help prevent rogue discounting or other forms of misquoting, ensuring a positive customer experience and optimal revenue collection.

Pipeline monitoring — At any given moment, there are a number of in-process sales happening in an organization. Quote-to-cash solutions offer a transparent view of the sales pipeline, allowing salespeople, sales managers, financial teams, and others in an organization to track customer interactions. This visibility not only benefits sales team members with scheduling their tasks or customer follow-ups, but helps leadership keep tabs on these relationships and make strategic decisions based on the size, scope, and details related to the pipeline at any given moment.