# Best Quote-to-Cash Software - Page 3 *By [Julie Jung](https://research.g2.com/insights/author/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](https://www.g2.com/categories/cpq), [sales software](https://www.g2.com/categories/sales), and [revenue management software](https://www.g2.com/categories/revenue-management). 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 ## Top Quote-to-Cash Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) | 4.2/5.0 (1,408 reviews) | Salesforce-native configure-price-quote-to-billing | "[Efficient and Reliable Tool for Complex Pricing and Billing](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12520270)" | | 2 | [ServiceNow CPQ](https://www.g2.com/products/servicenow-cpq/reviews) | 4.3/5.0 (61 reviews) | ServiceNow-native configure-price-quote automation | "[Streamlined Pricing with Some Integration Challenges](https://www.g2.com/survey_responses/servicenow-cpq-review-12597903)" | | 3 | [Conga CPQ](https://www.g2.com/products/conga-cpq/reviews) | 4.2/5.0 (228 reviews) | Complex configure-price-quote inside Salesforce | "[Conga CPQ Makes Quoting Straightforward and Consistent Inside Salesforce](https://www.g2.com/survey_responses/conga-cpq-review-12250570)" | | 4 | [Revenue Hub](https://www.g2.com/products/revenue-hub/reviews) | 4.6/5.0 (91 reviews) | Quote-to-cash inside HubSpot CRM | "[Integrated, intuitive, and efficient sales and payment management in the HubSpot Commerce Hub](https://www.g2.com/survey_responses/revenue-hub-review-12223832)" | | 5 | [Sequence](https://www.g2.com/products/sequence-hq-sequence/reviews) | 4.9/5.0 (67 reviews) | Complex contract quote-to-cash automation | "[We redesigned our whole CPQ and Quote to Cash process around Sequence](https://www.g2.com/survey_responses/sequence-review-12930009)" | | 6 | [DealHub](https://www.g2.com/products/dealhub/reviews) | 4.7/5.0 (834 reviews) | Configurable CPQ with Salesforce-native quote-to-cash | "[Highly Configurable CPQ with Responsive Implementation Support](https://www.g2.com/survey_responses/dealhub-review-12805363)" | | 7 | [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) | 4.4/5.0 (191 reviews) | Distributor-integrated quoting with electronic approval | "[QuoteWerks Makes Professional, Accurate Quotes Fast](https://www.g2.com/survey_responses/quotewerks-review-12661369)" | | 8 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,831 reviews) | End-to-end quote-to-cash with Zoho-native automation | "[A Cost-Effective, Turnkey CRM Solution](https://www.g2.com/survey_responses/zoho-crm-review-13048297)" | | 9 | [Experlogix CPQ](https://www.g2.com/products/experlogix-cpq/reviews) | 4.6/5.0 (101 reviews) | Complex product configuration with CRM/ERP-native quoting | "[Reliable Quoting Tool with Flexible Pricing Structures and Easy Tracking of Client Approvals](https://www.g2.com/survey_responses/experlogix-cpq-review-12942928)" | | 10 | [ViiBE](https://www.g2.com/products/viibe/reviews) | 4.8/5.0 (29 reviews) | — | "[Easy-to-Follow Menus Make Ordering Numbers and Setting Up Ports Simple](https://www.g2.com/survey_responses/viibe-review-13060458)" | ## How Many Quote-to-Cash Software Products Does G2 Track? **Total Products under this Category:** 74 ### Category Stats (Jul 2026) - **Average Rating**: 4.44/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: ViiBE (+1.27%) - Among all products in this category, ViiBE recorded the largest rating increase compared to last month *Last updated: July 07, 2026* ## How Does G2 Rank Quote-to-Cash Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 8,500+ Authentic Reviews - 74+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Quote-to-Cash Software Is Best for Your Use Case? - **Leader:** [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - **Highest Performer:** [Sequence](https://www.g2.com/products/sequence-hq-sequence/reviews) - **Easiest to Use:** [Expedite Commerce](https://www.g2.com/products/expedite-commerce/reviews) - **Top Trending:** [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - **Best Free Software:** [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) --- **Sponsored** ### Invoiced Invoiced is a powerful and user-friendly accounts receivable platform designed to help businesses streamline billing, enhance cash flow, and elevate customer satisfaction. This software solution caters to organizations looking to optimize their financial operations by automating their A/R. Targeted primarily at medium to enterprise-sized businesses, Invoiced offers tools that simplify complex financial processes. The platform is particularly beneficial for companies that manage a high volume of transactions or have recurring billing needs. Invoiced allows businesses to maintain a professional appearance while reducing the time spent on manual invoicing tasks by providing features such as customizable invoice templates and automated billing. This efficiency saves time and minimizes the risk of human error, which can lead to payment delays. One of Invoiced's standout features is its integrated payment processing capabilities. This allows users to accept payments directly through invoices, streamlining the payment collection process. Additionally, the platform includes robust payment tracking and account reconciliation tools, which help businesses monitor their cash flow in real-time. By offering subscription management, Invoiced also caters to companies with recurring revenue models, enabling them to manage customer subscriptions effortlessly. Invoiced has gained the trust of thousands of customers globally, processing billions in receivables. Its reputation as a leader in accounts receivable automation is further solidified by recognition from industry platforms such as G2, where it is acknowledged as a category leader in various financial management areas. The platform's ability to enhance cash flow management and improve credit and collections processes makes it a valuable asset for businesses aiming to elevate their financial operations. Overall, Invoiced stands out in its category by providing a comprehensive solution that simplifies invoicing and enhances overall financial management. Its user-friendly interface and powerful automation features position it as an essential tool for businesses looking to improve efficiency and customer satisfaction in their billing processes. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1751&secure%5Bchosen_at%5D=2026-07-07T21%3A01%3A44Z&secure%5Bdisplayable_resource_id%5D=1545&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=1545&secure%5Bplacement_resource_ids%5D%5B%5D=90&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=5873&secure%5Bresource_id%5D=1751&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fquote-to-cash%3Fpage%3D3&secure%5Btoken%5D=6ce6dcbaca99abb83ae205b09a9be31d119967c68fde92cf9f2dd74ba7fd0886&secure%5Burl%5D=https%3A%2F%2Fwww.invoiced.com%2Faccounts-receivable%3Futm_source%3Dg2%26utm_medium%3Dreferral%26utm_campaign%3Dcompetitor%2Bad%2Bplacement%2B%26utm_id%3D082025%26utm_content%3Dbilling&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Quote-to-Cash Software Products in 2026? ### 1. [Netcracker Intelligent Sales Automation](https://www.g2.com/products/netcracker-intelligent-sales-automation/reviews) Intelligent Sales Automation increases lead-to-order conversion and helps close more deals to create an entirely new sales experience for greater business benefits. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Netcracker Intelligent Sales Automation?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10) - **Configuration:** 10.0/10 (Category avg: 9.0/10) - **Creation:** 10.0/10 (Category avg: 8.8/10) - **Quoting:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Netcracker Intelligent Sales Automation?** - **Seller:** [NetCracker](https://www.g2.com/sellers/netcracker) - **Year Founded:** 1993 - **HQ Location:** Waltham, Massachusetts, United States - **Twitter:** @NetCrackerTech (4,903 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/netcrackertech/ (8,936 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Netcracker Intelligent Sales Automation? **"[AWESOME SOFTWARE](https://www.g2.com/survey_responses/netcracker-intelligent-sales-automation-review-7711056)"** **Rating:** 4.0/5.0 stars *— ROHAN SOLOMAN J.* [Read full review](https://www.g2.com/survey_responses/netcracker-intelligent-sales-automation-review-7711056) --- ### 2. [Quote2Profit](https://www.g2.com/products/quote2profit/reviews) Quote2Profit is an online quoting software. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **Who Is the Company Behind Quote2Profit?** - **Seller:** [Quote2Profit](https://www.g2.com/sellers/quote2profit) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market ### 3. [Rev.io](https://www.g2.com/products/rev-io/reviews) Rev.io is the only provider to seamlessly integrate native communications billing, PSA, RMM, EDR and secure payment processing, delivered through a single AI-native platform. Purpose-built for IT MSPs, Telecom and Cloud Communications Service Providers, Security Integrators and other field service businesses, Rev.io empowers organizations to streamline operations, accelerate revenue growth, and deliver standout customer experiences across the entire service lifecycle. Rev.io’s next-generation platform was built with AI at it's core. From intelligent ticket routing, predictive scheduling, and automated dispatching to dynamic billing, anomaly detection, and real-time analytics, AI in Rev.io drives smarter decisions, reduces manual work, and improves operational efficiency. With Rev.io, providers manage the full customer journey - from quote to cash - within a single, unified, cloud-based solution. The platform automates onboarding, ticketing, inventory tracking, usage-based and recurring billing, tax compliance, secure payments, and performance reporting. Built for flexibility and scalability, Rev.io helps businesses launch new services faster, adapt to market shifts, and grow with confidence. Trusted by thousands of service providers nationwide, Rev.io combines deep industry expertise with a future-focused roadmap and a commitment to client success. With AI embedded throughout, Rev.io is redefining what modern service providers can achieve. Rev.io provides service providers a single platform for: • Customer management • Quoting • Ticketing • Time tracking • Scheduling • Dispatch • Inventory management • Project management • Billing (recurring and usage-based) • Payments Processing • Customer Portal • RMM • EDR • Cloud Backup • Intelligent Reporting & Analytics • AI Assistant • Mobile Application Learn more about the Rev.io platform and schedule your personalized demo at www.rev.io **Average Rating:** 3.9/5.0 **Total Reviews:** 14 **How Do G2 Users Rate Rev.io?** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.1/10) - **Configuration:** 6.7/10 (Category avg: 9.0/10) **Who Is the Company Behind Rev.io?** - **Seller:** [Rev.io PSA formerly Tigerpaw One](https://www.g2.com/sellers/rev-io-psa-formerly-tigerpaw-one) - **Year Founded:** 2002 - **HQ Location:** Atlanta, GA - **Twitter:** @rev_io_hq (453 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/rev.io/ (191 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Telecommunications - **Company Size:** 50% Mid-Market, 43% Small-Business #### What Are Rev.io's Pros and Cons? **Pros:** - Customer Support (1 reviews) - Ease of Use (1 reviews) - User Interface (1 reviews) **Cons:** - Billing Issues (2 reviews) - Access Limitations (1 reviews) - Accuracy Issues (1 reviews) - Complexity (1 reviews) - Complex Processes (1 reviews) ### What Do G2 Reviewers Say About Rev.io? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate Rev.io's **strong customer support** team for their quick assistance with resolving issues effectively. - Users commend **Rev.io's user-friendly interface** , making navigation and operation intuitive and straightforward. - Users find Rev.io's **user interface easy to use** , enhancing overall usability and experience. **Cons:** - Users report serious **billing issues** with Rev.io, including misleading costs and aggressive collections practices impacting their experience. - Users face **access limitations** in Rev.io, especially with decimal point support impacting proposals and customer views. - Users face **accuracy issues** with Rev.io as it only supports two decimal points, causing billing discrepancies and proposal challenges. - Users find the **complexity** in Rev.io's billing and proposal setup leads to misunderstandings and customer confusion. - Users find **complex processes** in Rev.io, especially when dealing with granular billing details and usage plans. #### What Are Recent G2 Reviews of Rev.io? **"[REVIO’s Easy, Scalable Portal That Unifies Billing and Operational Updates](https://www.g2.com/survey_responses/rev-io-review-12568459)"** **Rating:** 4.5/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/rev-io-review-12568459) --- **"[Efficient Billing and Support with Minor Precision Issues](https://www.g2.com/survey_responses/rev-io-review-12316145)"** **Rating:** 5.0/5.0 stars *— Bob Z.* [Read full review](https://www.g2.com/survey_responses/rev-io-review-12316145) --- #### What Are G2 Users Discussing About Rev.io? - [What is Rev.io used for?](https://www.g2.com/discussions/what-is-rev-io-used-for) ### 4. [Abisol CRM](https://www.g2.com/products/abisol-crm/reviews) Why Abisol CRM? Why choose between CRM and e-commerce when you can have both. Abisol CRM integrates sales, marketing, service, and e-commerce capabilities into one unified platform. Abisol CRM eliminates the need to juggle multiple tools. With advanced Sales Automation, we simplify and accelerate your operations, helping you focus on what truly matters—growing your business. **Who Is the Company Behind Abisol CRM?** - **Seller:** [Abisol](https://www.g2.com/sellers/abisol) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 5. [AutoQuote](https://www.g2.com/products/autoquote-autoquote/reviews) AutoQuote automatise la gestion des devis de transport de voyageurs grâce à l'intelligence artificielle, en réduisant le temps de traitement à quelques minutes et en améliorant le pilotage commercial, la rentabilité et la conformité réglementaire. ⚙️ Automatisation complète du devis Lecture automatique des emails entrants. Génération instantanée de trajets, même complexes (multi-étapes, tourisme, scolaire, séjour...). Calcul automatique : - Des péages, - Des temps de mise en place et de coupure, - Du nombre de conducteurs nécessaires, - Des amplitudes réglementaires. Création de trajets optimisés pour autocars 2 ou 3 essieux. Application homogène des règles de calcul dans toutes les filiales (RSE, droit du travail). Export Excel avec données géographiques (latitude/longitude) pour intégration dans ERP (comme ABC). 💼 Pilotage commercial facilité Envoi direct des devis depuis l’interface. Suivi de l’historique des actions effectuées sur chaque devis. Relances automatiques et demandes d’informations complémentaires automatisées. Meilleur taux de conversion grâce à des devis générés et envoyés en moins de 24h. Interface claire pour suivre les devis en cours et ceux nécessitant une action. 📊 Personnalisation et intégrations Paramétrage des grilles tarifaires multiples : saisonnalité, contrats-cadres, types de clients… Prise en compte des coûts horaires, indemnités (nuit, dimanche, déjeuner…), forfaits, etc. Gestion fine de la multi-tarification selon secteur, typologie ou client. Intégration technique prête avec ABC Car (à finaliser avec l’hébergeur). **Who Is the Company Behind AutoQuote?** - **Seller:** [AutoQuote](https://www.g2.com/sellers/autoquote) - **Year Founded:** 2025 - **HQ Location:** Roubaix, FR - **LinkedIn® Page:** https://www.linkedin.com/company/autoquote/ (2 employees on LinkedIn®) ### 6. [BrightPrice Suite](https://www.g2.com/products/brightprice-suite/reviews) BrightPrice Suite is a comprehensive pricing solution that caters to the specific needs of pricing experts, sales professionals, and finance experts. It revolutionizes the management of pricing by offering tailored modules for streamlined workflows and dynamic insights. BrightPrice Foundation: For all involved With integrated impact analysis, price changes can be implemented with confidence. BrightPrice Foundation empowers you to control, standardize, and enhance your pricing maturity. BrightPrice Insights: For Pricing Experts Simplify pricing strategies and enhance governance with meaningful commercial views. Simulate improvement actions and seamlessly integrate views with other BrightPrice modules. BrightPrice Build: For Pricing Teams Specifically designed for pricing teams, this SAP-embedded Price Management tool simplifies and governs changes to price lists and conditions, ensuring an efficient workflow without the need for a complex data layer. BrightPrice Deal: For Sales Professionals Tailored for sales professionals, this module offers customer configuration, quotation management, and simulation tools directly in SAP. Ensure a streamlined workflow and dynamic pricing insights. BrightPrice Rebate: For Finance Experts Finance experts can effortlessly create, assign, manage, and settle customer rebates in S/4. Backed by real-time analytics, this module integrates seamlessly with Customer Condition Contracts, empowering finance teams to make strategic decisions for sustained financial growth. **Who Is the Company Behind BrightPrice Suite?** - **Seller:** [Sposea](https://www.g2.com/sellers/sposea) - **Year Founded:** 2015 - **HQ Location:** Hoofddorp, NL - **LinkedIn® Page:** http://www.linkedin.com/company/sposea (30 employees on LinkedIn®) ### 7. [broadn](https://www.g2.com/products/broadn/reviews) Broadn is the AI-powered quoting platform built for manufacturers and distributors. Our intelligent email agents read inbound RFQs, extract details from PDFs and spreadsheets, and generate accurate, margin-aware quotes in under a minute. Broadn supports 20K+ SKUs, complex pricing tiers, custom bundles, and integrates with systems like Salesforce, SAP, QuickBooks, Microsoft, and Shopify. Sales teams are looped in only when needed—so you can quote faster, win more deals, and scale without adding headcount. Ideal for contract manufacturers, EMS/PCB shops, industrial suppliers, and high-volume distributors. **Who Is the Company Behind broadn?** - **Seller:** [broadn](https://www.g2.com/sellers/broadn) - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://linkedin.com/company/broadn (6 employees on LinkedIn®) ### 8. [Continuous Control](https://www.g2.com/products/continuous-control/reviews) Continuous Control is the industry's first product certified by both Salesforce and NetSuite, built to solve the biggest challenge in Quote-to-Cash: ensuring what Sales closes in Salesforce executes correctly in NetSuite. Modern SaaS companies sell in increasingly complex ways — multi-year ramps, mid-contract amendments, usage-based models, AI pricing. As these deals move from CRM to ERP, financial context gets lost in what Salesforce coined "the messy middle." Finance ends up fixing invoices, adjusting revenue, and explaining discrepancies at close. Continuous Control eliminates that gap. As a finance-aware execution layer embedded natively in both Salesforce and NetSuite, Continuous Control enables: - Traceability for bookings, billings, and revenue so Finance can confidently close the books - Out of the box support for Salesforce Agentforce Revenue Management (ARM) and Salesforce CPQ - Invoicing and revenue recognition to work as designed in NetSuite from the Sales Order, out of the box - Lifecycle changes to execute correctly without manual rework or complex customizations in NetSuite - The ability to test and launch new AI revenue models with clicks, not code - Reduced audit risk with detailed linkage across all sales transactions for all customer lifecycle changes over time Certified by both Salesforce and NetSuite, Continuous Control is pre-built to eliminate implementation pain and pre-configured with use cases that enable teams to test and launch new revenue models in days. Enterprise customers already running it have reported a seven-figure reduction in operational costs. Available in Essentials, Enhanced, and Enterprise editions — built to scale from simple subscriptions to complex usage- and consumption-based models. Access Continuous Control via continuoustech.com, the Salesforce AppExchange, or the NetSuite SuiteApp. **Who Is the Company Behind Continuous Control?** - **Seller:** [Continuous](https://www.g2.com/sellers/continuous) - **Year Founded:** 2021 - **HQ Location:** Mountain View, California, United States - **LinkedIn® Page:** https://www.linkedin.com/company/continuoustech/ (23 employees on LinkedIn®) ### 9. [Flexpricer®](https://www.g2.com/products/flexpricer/reviews) Flexpricer is a 100% native CPQ app for Salesforce Sales Cloud that helps users quote their products and services using different pricing models and configurations. It includes 38 out-of-the-box pricing, quoting and product configuration features enabled in combinations to deliver a high-quality, industry-led CPQ setups directly into Sales Cloud with minimal implementation effort. Industries that benefit from using Flexpricer include: \* Manufacturing \* Healthcare and Medical Products \* Insurance \* SaaS Subscriptions, Amendments, Renewals and Revenue Recognition \* Professional Services \* Resellers and Distributors To reduce the need for retained knowledge by users and/or spreadsheets, the app includes functionality to help reps with upselling, cross-selling and automating prices based on purchasing account, quantity or introducer. Flexpricer helps reduce technical debt in the organization as its functionality is driven by data records, not complex rules. This means that it is straightforward for Salesforce Administrators to set up, support and create Agentforce actions around. The enhanced pricing and quoting functionality extends standard Salesforce without the need for custom Opportunity, Quote or Product objects, which allows administrators to take full advantage of reporting, pipeline, forecasting, quota-management and other Sales Cloud features they currently license from Salesforce. Due its extension of standard Sales Cloud and data-driven approach, there is no need for the business to retain expensive, dedicated CPQ specialists on their team. **Who Is the Company Behind Flexpricer®?** - **Seller:** [CRM.Team](https://www.g2.com/sellers/crm-team) - **Year Founded:** 2011 - **HQ Location:** Bishop's Stortford, GB - **LinkedIn® Page:** https://www.linkedin.com/company/crm-team-global/ (3 employees on LinkedIn®) ### 10. [Keap](https://www.g2.com/products/thryv-keap/reviews) 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 revenue. The Keap CRM has everything you need to automate your business: lead capture and management, sales automation, marketing automation, email automation and text marketing. **Average Rating:** 3.9/5.0 **Total Reviews:** 27 **How Do G2 Users Rate Keap?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) **Who Is the Company Behind Keap?** - **Seller:** [Thryv](https://www.g2.com/sellers/thryv) - **Year Founded:** 2012 - **HQ Location:** Dallas, TX - **Twitter:** @thryv (8,415 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/thryvinc (5,883 employees on LinkedIn®) - **Ownership:** NASDAQ: THRY **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Professional Training & Coaching - **Company Size:** 75% Small-Business, 21% Mid-Market #### What Are Keap's Pros and Cons? **Pros:** - Automation (8 reviews) - Automation Features (8 reviews) - Ease of Use (7 reviews) - Automation Efficiency (5 reviews) - Automation Focus (5 reviews) **Cons:** - Complexity (3 reviews) - Expensive (3 reviews) - Lack of Flexibility (3 reviews) - Learning Curve (3 reviews) - Limitations (3 reviews) ### What Do G2 Reviewers Say About Keap? *AI-generated summary from verified user reviews* **Pros:** - Users value the **advanced automation features** of Keap, enhancing efficiency in managing tasks and communications effortlessly. - Users value the **cutting-edge automation features** of Keap, enhancing efficiency in managing workflows and client interactions. - Users value Keap's **ease of use** , praising its intuitive platform that simplifies client management and marketing automation. - Users benefit from Keap's **automation efficiency** , which greatly simplifies campaign management and client information organization. - Users value Keap's **advanced automation capabilities** , enhancing efficiency in managing marketing and customer relationships. **Cons:** - Users find that the **complexity** of Keap can hinder usability, especially for smaller businesses or new users. - Users find Keap **quite expensive** compared to competitors, which has led some to seek alternatives. - Users find **Keap's lack of flexibility** frustrating, requiring significant effort and a dedicated team for customization. - Users find the **learning curve challenging** , requiring significant effort and a dedicated team for effective use. - Users find **invoicing rigidity** in Keap, particularly lacking flexibility for smaller businesses or freelancers' needs. #### What Are Recent G2 Reviews of Keap? **"[Powerful Automation with Ease, but Pricey](https://www.g2.com/survey_responses/keap-review-12720086)"** **Rating:** 4.5/5.0 stars *— karan k.* [Read full review](https://www.g2.com/survey_responses/keap-review-12720086) --- **"[Seamless Business Automation and CRM Efficiency](https://www.g2.com/survey_responses/keap-review-12701290)"** **Rating:** 4.5/5.0 stars *— SHEMEKA J.* [Read full review](https://www.g2.com/survey_responses/keap-review-12701290) --- #### What Are G2 Users Discussing About Keap? - [What is KEAP?](https://www.g2.com/discussions/what-is-keap) ### 11. [Light Quoter](https://www.g2.com/products/light-quoter/reviews) LightQuoter is the all-in-one quoting, mockup, and invoicing platform built exclusively for holiday lighting and permanent light installation companies. Instead of juggling spreadsheets, generic CRMs, and separate invoicing tools, lighting installers can measure a property, build a visual mockup, generate an accurate quote, and send a professional invoice — all from one place. Built for the workflow lighting pros actually use: Visual mockups that help homeowners say yes faster Per-foot and per-item pricing built for how lighting jobs are bid Seasonal scheduling for holiday install/takedown cycles Professional invoicing with online payment Designed for both holiday lighting and permanent light installations The holiday and permanent lighting industry is growing fast, but the software hasn't kept up. LightQuoter changes that. **Who Is the Company Behind Light Quoter?** - **Seller:** [Light Quoter](https://www.g2.com/sellers/light-quoter) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (2 employees on LinkedIn®) ### 12. [Measure](https://www.g2.com/products/measure/reviews) As of February 2026, Maple Billing is now Measure. Measure connects contracts, billing, revenue recognition, and commissions in one system. When a contract changes, the invoice updates, the revenue schedule recalculates, and the commission posts. One action. Everything downstream moves with it. Most billing tools handle one piece of the revenue cycle. Measure handles all of it without the spreadsheets, the reconciliation, or the six-month implementation. CEOs and founders: Know your MRR, active customers, and revenue the moment a deal closes. No waiting for finance to reconcile three systems at month-end. The number you see is the number you can trust. Sales: Build quotes, collect signatures, and trigger invoices from one place. Tight integrations with HubSpot and Salesforce mean your CRM stays current without manual data entry. Less time on admin. More time closing. Finance and ops: Stop being the human integration layer between Stripe, QuickBooks, and a spreadsheet you didn't build. Measure automates invoicing, payment collection, revenue recognition, and commission tracking in one system. Month-end close goes from a week to a day. Product and engineering: Set up usage-based or seat-based billing in one sprint. After that, finance owns it. Your team stops getting pulled into billing tickets and gets back to building the product. **Average Rating:** 4.8/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Measure?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) **Who Is the Company Behind Measure?** - **Seller:** [Measure](https://www.g2.com/sellers/measure-b89c8fcb-ef1c-46f0-95f6-a6b77ba93d50) - **HQ Location:** Toronto, CA - **LinkedIn® Page:** https://www.linkedin.com/company/getmeasure/ (35 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 83% Small-Business, 17% Mid-Market #### What Are Measure's Pros and Cons? **Pros:** - Contract Management (2 reviews) - Ease of Use (2 reviews) - Invoicing (2 reviews) - Subscription Management (2 reviews) - Automation (1 reviews) **Cons:** - Confusion (1 reviews) - Connectivity Issues (1 reviews) - Difficult Learning (1 reviews) - Learning Curve (1 reviews) - Learning Difficulty (1 reviews) ### What Do G2 Reviewers Say About Measure? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive contract management** that seamlessly integrates pricing options and streamlines workflows effectively. - Users appreciate the **ease of use** of Measure, finding it intuitive for managing diverse pricing and workflows. - Users praise the **intuitive invoicing process** of Measure, which simplifies billing across diverse pricing options and workflows. - Users value the **intuitive subscription management** of Maple, which simplifies pricing and contracting processes effectively. - Users appreciate the **automation features** of Measure, seamlessly integrating pricing into contracts and workflows. **Cons:** - Users find the **initial learning confusing** due to unclear order of operations for setup with new clients. - Users find **connectivity issues** challenging, leading to confusion in learning to use Measure effectively for clients. - Users find the **difficult learning** curve challenging, particularly in mastering the initial setup processes for clients. - Users find the **learning curve challenging** , as understanding the setup order for clients can be initially confusing. - Users find the **learning difficulty** of Measure challenging, especially with the initial setup for new clients. #### What Are Recent G2 Reviews of Measure? **"[Very adaptable pricing models and great founding team!](https://www.g2.com/survey_responses/measure-review-10623236)"** **Rating:** 5.0/5.0 stars *— Caleb S.* [Read full review](https://www.g2.com/survey_responses/measure-review-10623236) --- **"[Excellent Team with amazing customer service](https://www.g2.com/survey_responses/measure-review-10411137)"** **Rating:** 5.0/5.0 stars *— Jed P.* [Read full review](https://www.g2.com/survey_responses/measure-review-10411137) --- ### 13. [Nextian](https://www.g2.com/products/nextian/reviews) Quote-to-Cash for cloud & communications subscription services enabling providers to grow revenues, retain customer base and increase customer lifetime value: CPQ & SALES: Quote complex products and services with CPQ extensions to Sales Cloud designed specifically for cloud and communications services. ORDER MANAGEMENT: Save time, avoid errors, and ensure 100% order accuracy with a fully automated quote to order conversions. SERVICE MANAGEMENT & MONITORING: Achieve operational excellence with account, service, billing and monitoring information integrated in the CRM. CUSTOMER SUPPORT: Shorten issue resolution times by integrating subscription information, 360° account details and monitoring data in the CRM. REPORTING & ANALYTICS: Stay on top of your reporting game with 80+ pre-configured dashboards and reports featuring real time updates and pre-built, best-practice Quote-to-Cash, subscription service and recurring revenue metrics. **Who Is the Company Behind Nextian?** - **Seller:** [Nextian](https://www.g2.com/sellers/nextian) - **Year Founded:** 2017 - **HQ Location:** Plano, Texas - **LinkedIn® Page:** https://www.linkedin.com/company/nextian (18 employees on LinkedIn®) ### 14. [Qgosu](https://www.g2.com/products/qgosu/reviews) Qgosu is a free quote and estimate management platform built for solopreneurs, freelancers, and small business owners. Unlike traditional invoicing tools that rely on spreadsheets or complex form-based editors, Qgosu uses a WYSIWYG approach: you edit your estimate directly on the final document, with no preview switching needed. What you create is exactly what your customer receives. Why Qgosu? Most quoting tools force you to fill out long forms before seeing the result, then break formatting when you export to PDF. Qgosu eliminates both problems by making the editing screen identical to the final output. Add line items, attach photos, drag to reorder — and your PDF is instantly ready, with logo and seal included. Designed for the modern small business owner who needs to send professional quotes from anywhere, Qgosu offers a generous free plan with no time limits, plus advanced features for businesses ready to scale. Key Features (Free): • WYSIWYG estimate editor — edit directly on the template, no preview required • One-click PDF export with company logo, seal, and attached photos • Photo attachment for site documentation • Customer management with tags and groups • Mobile-optimized estimate sharing — customers see a clean mobile view automatically • Shareable links that work on any device • Free forever, no credit card required Premium Features: • KakaoTalk Notification delivery (90%+ open rate) • Real-time view tracking and customer interest scoring • Estimate version control with change history • Contract conversion analytics • Korean electronic tax invoice issuance with NTS integration • Receivable and payment tracking • Team collaboration with role-based permissions • Franchise dashboard for multi-branch businesses Use Cases: Qgosu is widely used across industries that depend on customized quotes: • Interior designers and renovation contractors • Construction and engineering firms • Freelance designers, developers, and consultants • Manufacturers and wholesalers • Print and signage shops • Small B2B service providers Whether you send one quote a week or fifty, Qgosu scales with your business. Pricing: • Free: 3 shares/month, 30 customers, 500MB • Mini: ₩9,900/month — 10 shares/month, 100 customers • Basic: ₩29,000/month — 50 shares/month, KakaoTalk delivery • Pro: ₩79,000/month — Unlimited estimates, e-tax invoice, analytics • Biz: ₩290,000/month — Team collaboration, custom branding • Enterprise: Custom pricing for franchises Platforms: Available on web (all modern browsers) and Android. iOS coming soon. Integrations: KakaoTalk Notification Service, AWS SES (Email), PortOne (Payment), Korean National Tax Service (e-tax invoice), Google and Naver login. Get started at qgosu.com — no credit card required, free forever. **Who Is the Company Behind Qgosu?** - **Seller:** [Qgosu](https://www.g2.com/sellers/qgosu) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 15. [QuoteZen](https://www.g2.com/products/quotezen/reviews) Digitizing the Freight Quoting Process Effortlessly for Manufacturers and Shippers QuoteZen streamlines operations, reduces email clutter, and enhances productivity with intuitive tools and real-time analytics. Connect instantly with your carrier network, capture key analytics, and generate reports on response times and projected freight costs - all with a single click. The past is disorganized, the future is peaceful. **Who Is the Company Behind QuoteZen?** - **Seller:** [QuoteZen](https://www.g2.com/sellers/quotezen) - **HQ Location:** Dover , US - **LinkedIn® Page:** https://www.linkedin.com/company/quotezen/ (1 employees on LinkedIn®) ### 16. [Sales (Prosper)](https://www.g2.com/products/sales-prosper/reviews) Streamline your entire sales cycle—from lead capture through to invoicing—with a fully integrated CRM and quoting engine. Manage customer records, rate cards, product/service catalogues, quotes, purchase orders, rate cards and invoices from one location. This module ensures consistent pricing, faster turnaround times, and accurate client communications. **Who Is the Company Behind Sales (Prosper)?** - **Seller:** [Kynection](https://www.g2.com/sellers/kynection) - **Year Founded:** 2006 - **HQ Location:** Seaford, AU - **LinkedIn® Page:** https://www.linkedin.com/company/kynection/ (36 employees on LinkedIn®) ### 17. [ServiceNow Sales CRM](https://www.g2.com/products/servicenow-sales-crm/reviews) Empower direct sales, partners, and customer self-service with a flexible platform fueled by a powerful product catalog and pricing engine. Accelerate the entire lead-to-cash process with AI-powered workflows that boost rep productivity, increase sales velocity, and improve the customer experience. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Who Is the Company Behind ServiceNow Sales CRM?** - **Seller:** [ServiceNow](https://www.g2.com/sellers/servicenow) - **Year Founded:** 2004 - **HQ Location:** Santa Clara, CA - **Twitter:** @servicenow (55,548 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/29352/ (35,081 employees on LinkedIn®) - **Ownership:** NYSE:NOW **Who Uses This Product?** - **Company Size:** 100% Enterprise #### What Are Recent G2 Reviews of ServiceNow Sales CRM? **"[Sales & Order Management Enhanced Visibility & Automated Workflows](https://www.g2.com/survey_responses/servicenow-sales-crm-review-12767564)"** **Rating:** 4.5/5.0 stars *— Verified User in Chemicals* [Read full review](https://www.g2.com/survey_responses/servicenow-sales-crm-review-12767564) --- ### 18. [Skod](https://www.g2.com/products/skod/reviews) Skod est une solution clé en main qui s'adresse aux professionnels (indépendant, start-up, TPE et grands comptes) pour vendre ses expertises en ligne : consultation par téléphone, chat, mails, visioconférence, vidéos .... Découvrez les nombreuses fonctionnalités actuelles et à venir pour démarrer immédiatement votre business en ligne. **Who Is the Company Behind Skod?** - **Seller:** [Skod](https://www.g2.com/sellers/skod) - **HQ Location:** Boulogne-Billancourt, FR - **LinkedIn® Page:** https://www.linkedin.com/company/37417504/ (3 employees on LinkedIn®) ### 19. [Subskribe](https://www.g2.com/products/subskribe/reviews) Subskribe (acquired by DealHub.io) 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 some of the world’s leading SaaS companies, Subskribe helps businesses maximize revenue with innovative deal structures like ramp-up engagements, mid-term upsells, and flexible discounts. The result is faster time-to-market, increased top-line growth, and massive operational savings. Subskribe is designed for deals that evolve. It's built around a single repository of dynamic orders that can change over time, down to the individual line item. That means no more silos. No more confusion. No more need for manual reconciliation. Subskribe has only one product catalog and one pricing engine, and invoicing is order-line based, enabling ASC-606 compliant revenue recognition. **Who Is the Company Behind Subskribe?** - **Seller:** [Subskribe](https://www.g2.com/sellers/subskribe) - **Year Founded:** 2020 - **HQ Location:** San Ramon, US - **Twitter:** @SubskribeInc (66 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/subskribe/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 100% Mid-Market ### 20. [Turnstile](https://www.g2.com/products/turnstile/reviews) For sales-led B2B startups, Turnstile is the day one revenue platform you’ll never outgrow. Unlike complex quote-to-cash platforms that require custom engineering efforts or subscription tools built for self-serve checkouts, Turnstile gives founders everything they need to professionally quote, contract, bill, and recognize revenue for negotiated B2B sales—without spreadsheets, without complexity, and without waiting until you can afford enterprise tools. **Who Is the Company Behind Turnstile?** - **Seller:** [Turnstile](https://www.g2.com/sellers/turnstile) - **Year Founded:** 2021 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/turnstile-co/ (41 employees on LinkedIn®) ### 21. [VendorMode](https://www.g2.com/products/vendormode/reviews) VendorMode provides small B2B teams with a workflow platform for managing quotes, contracts, and invoices without the chaos of spreadsheets or the complexity of a full CRM. It gives you one connected place to move jobs seamlessly from start to finish, where a quote converts to a contract in one click and that contract converts to an invoice in one click when the job is done, with all details carrying forward automatically. That simplicity carries through everything you do. When you create a quote from your saved catalog, you build from consistent pricing across your whole team. No more guessing which price a customer was quoted or digging through old emails to find what you charged last time. You send professional PDFs and client updates with full send history, so everyone knows what went out and when. You track what's been billed versus collected, see outstanding balances, and check accounts receivable aging all from one dashboard. Customer contacts, vendor details, and job documents stay organized so anyone on the team can pick up where someone else left off without missing context. The platform is built for small teams in trades, field services, and other B2B operations that need a consistent process across multiple users. Whether every job starts with a formal quote or you go straight to a work order, VendorMode adapts to how your team actually works without forcing you into a rigid structure. Some jobs need estimates up front. Others just need a work order and an invoice when the work is done. The workflow bends to fit the job, not the other way around. If your team is tired of manual data entry, inconsistent pricing, and poor billing visibility, VendorMode delivers the streamlined workflow you actually need. **Who Is the Company Behind VendorMode?** - **Seller:** [VendorMode](https://www.g2.com/sellers/vendormode) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 22. [WeQuote](https://www.g2.com/products/wequote/reviews) WeQuote is the all-in-one solution for quoting, proposals, inventory, procurement and project management. Built from the ground-up for AV Companies by an AV Integrator. We're a time-saving tool focussed on giving AV Integrators their time and therefore their money back and giving them a clear end-to-end projection of where their money is being spent. Live-link catalogues give live pricing on hundreds of suppliers that you use every day. Toolkits and Bulk Editing make WeQuote the fastest tool out there for quoting. Integrations with companies like Xero and Quickbooks, allow for 2 way tracking between the two pieces of software, the SNAGG mobile App allows for easy viewing of progress, labour and dependencies from technicians to ensure you always know where they're up to. **Who Is the Company Behind WeQuote?** - **Seller:** [Ouitech](https://www.g2.com/sellers/ouitech) - **Year Founded:** 2015 - **HQ Location:** Coventry, GB - **LinkedIn® Page:** https://www.linkedin.com/company/wequote/ (7 employees on LinkedIn®) ### 23. [Yagna CPQ](https://www.g2.com/products/yagna-cpq/reviews) Yagna’s Configure Price & Quote (CPQ) solution is here to create faster quotes and proposals. Your sales reps and partners don't have to pull information from different spreadsheets to create quotes and proposals anymore. Our innovative excellence has helped us reinvent the whole selling experience by applying Artificial Intelligence and Machine Learning to the selling process. Our intelligent CPQ software quickly guides the partners or customers through the product configuration, creates quotes, and provides upsell and cross-sell recommendations. Wait no more, contact us for a free CPQ trial. **Who Is the Company Behind Yagna CPQ?** - **Seller:** [Yagna iQ](https://www.g2.com/sellers/yagna-iq) - **Year Founded:** 2006 - **HQ Location:** Plano, US - **LinkedIn® Page:** https://www.linkedin.com/company/yagnaiq (76 employees on LinkedIn®) ### 24. [Zevik](https://www.g2.com/products/zevik/reviews) Zevik is a quote communication platform built for trade businesses in Australia. It sits on top of your existing quoting tool and transforms a standard PDF quote into a voice-explained, decision-ready client experience. When a contractor sends a quote, clients often go quiet — not because of price, but because they don't fully understand what they're approving. They skim the total, miss the scope detail, and delay. The contractor follows up. The client asks questions already answered in the quote. The job stalls. Zevik solves this by turning the quote into an experience clients can actually engage with. The contractor uploads their quote PDF — from Xero, ServiceM8, Tradify, or any quoting tool — and Zevik generates a personalised AI voice explanation, a branded client review page, and a one-tap approval flow. The client receives a clean email with a link to their quote page, where they hear a short audio walkthrough of what's included, see the total price clearly, and can approve, request a change, or ask a question in one tap. Zevik Chat, an AI assistant built into the client page, answers questions about the quote in real time using Victorian building guidance — reducing follow-up calls and helping clients decide faster without calling the contractor. Contractors see proof of engagement: when the client opened the quote, whether they listened to the audio, and what action they took. Zevik supports two recipient modes. Homeowner mode delivers a warm, trust-building experience focused on clarity and confidence. Project engineer mode delivers a structured review with scope, assumptions, exclusions, compliance pathway, and variation triggers — built for consultants and project managers reviewing commercial quotes. Zevik integrates with Xero and ServiceM8 via Zapier, and accepts PDF uploads from any quoting source. It is built for building, electrical, plumbing, roofing, and mechanical trade businesses across Australia. **Who Is the Company Behind Zevik?** - **Seller:** [Zevik](https://www.g2.com/sellers/zevik) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ## What Is Quote-to-Cash Software? [Quote Management Software](https://www.g2.com/categories/quote-management) ## What Software Categories Are Similar to Quote-to-Cash Software? - [CPQ Software](https://www.g2.com/categories/cpq) - [Billing Software](https://www.g2.com/categories/billing) - [Subscription Billing Software](https://www.g2.com/categories/subscription-billing) --- ## How Do You Choose the Right Quote-to-Cash Software? ### What You Should Know 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](https://www.g2.com/categories/crm) 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](https://www.g2.com/categories/contract-management), 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. ### What are the Software and Services Related to Quote-to-Cash Software? The following business solutions are closely related to the quote-to-cash process. It might benefit a company to consider one or both when addressing their sales strategy. [**Configure price quote (CPQ) software**](https://www.g2.com/categories/cpq) **—** This is a specialized technology that focuses on the quoting component of the sales lifecycle. These platforms offer intelligent assistance about which products to recommend and what quoted price to offer when assembling sales proposals based on customer needs. In addition to helping craft a proposal and find a price quote, certain products in this category help evaluate the profitability of a deal and offer real-time suggestions that aid in the quoting process. These tools typically integrate with CRM or [ERP systems](https://www.g2.com/categories/erp-systems) to ensure salespeople find relevant products or customer information when crafting a sales proposal. As quotes are completed, relevant data can be exported from the CPQ platform into corresponding systems. [**Quote-to-cash consulting providers**](https://www.g2.com/categories/quote-to-cash-consulting) **—** Quote-to-cash consulting providers offer businesses advisory and implementation expertise related to the quote-to-cash process. The exact services change based on a specific agency and the various needs of a business. These can include assistance with choosing the right software tools or refining a sales team’s processes to maximize the benefits of their technology. As modern sales tools continue to evolve and companies develop new strategies around them, quote-to-cash consultants offer valuable, timely assistance to improve both employee adoption and sales numbers.