# Best Quote-to-Cash Software

## How Many Quote-to-Cash Software Products Does G2 Track?

**Total Products under this Category:** 77

### Category Stats (Aug 2026)

- **Average Rating:** 4.44/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Aptean Discrete Manufacturing ERP (+0.19%) - Among all products in this category, Aptean Discrete Manufacturing ERP recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Quote-to-Cash Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 8,600+ Authentic Reviews
- 77+ 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.

## G2 Grid® for Quote-to-Cash Software
 ![G2 Grid® for Quote-to-Cash Software plotting products by satisfaction and market presence](https://www.g2.com/categories/quote-to-cash/grids.png?focus%5B%5D=536&focus%5B%5D=1179313&focus%5B%5D=276&focus%5B%5D=1339312&focus%5B%5D=19019&focus%5B%5D=1318087&focus%5B%5D=2330&focus%5B%5D=576)

Highlighted products: Agentforce Revenue Management (formerly Salesforce Revenue Cloud), ServiceNow CPQ, Conga CPQ, Revenue Hub, DealHub AI, Sequence, QuoteWerks, and Zoho CRM.

Underlying data: [Grid® JSON](https://www.g2.com/categories/quote-to-cash/grids.json?focus%5B%5D=agentforce-revenue-management-formerly-salesforce-revenue-cloud&focus%5B%5D=servicenow-cpq&focus%5B%5D=conga-cpq&focus%5B%5D=revenue-hub&focus%5B%5D=dealhub-ai&focus%5B%5D=sequence-hq-sequence&focus%5B%5D=quotewerks&focus%5B%5D=zoho-crm)

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### [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews)

Agentforce Revenue Management, formerly Salesforce Revenue Cloud, is Salesforce’s revenue lifecycle management solution for managing pricing, quoting, contracts, billing, and revenue operations on the Salesforce platform. It helps companies automate quote-to-cash workflows, support complex pricing and hybrid revenue models, and keep sales and finance teams aligned from quote through invoice. Agentforce Revenue Management is built for businesses that need more than basic quote or proposal creation. Teams use it to configure products, apply pricing and discount rules, manage approvals, generate accurate quotes, connect contract terms, and support downstream billing and invoicing. It is designed for small business to enterprise companies with complex product catalogs, subscriptions, usage-based pricing, renewals, partner selling, self-service buying, and governed revenue processes. Because it is built on Salesforce, Agentforce Revenue Management connects revenue workflows with customer data, sales processes, reporting, approvals, and automation across the Salesforce platform. Its headless capabilities also allow companies to expose revenue workflows through APIs, agents, and digital channels — so pricing, quoting, approvals, and billing processes can run wherever customers, sellers, and partners work. Agentforce Revenue Management differs from lightweight quoting or proposal tools because it manages the revenue workflow behind the quote. It is designed to govern the full quote-to-cash process, including product configuration, pricing, approvals, contracts, billing alignment, renewals, and revenue operations. The solution is best suited for growing businesses, mid-market companies, and enterprises that sell through multiple sales channels and use more than one pricing model, often called hybrid pricing. Smaller teams with simple pricing or one-off proposals may prefer lightweight quoting or proposal software. Companies with complex pricing, subscriptions, usage-based models, approvals, renewals, multi-channel selling, or billing handoffs are better suited for a revenue lifecycle management platform like Agentforce Revenue Management. FAQ: What is Agentforce Revenue Management? Agentforce Revenue Management, formerly Salesforce Revenue Cloud, is Salesforce’s solution for managing the revenue lifecycle, including pricing, quoting, contracts, billing, and quote-to-cash workflows. Is Agentforce Revenue Management the same as Salesforce CPQ? Agentforce Revenue Management includes CPQ capabilities but goes beyond CPQ. Salesforce CPQ focuses on configuring products, pricing deals, and generating quotes. Agentforce Revenue Management supports a broader revenue lifecycle, including quoting, contracts, orders, billing, invoicing, and revenue operations. Who uses Agentforce Revenue Management? Sales, revenue operations, finance, IT, and operations teams use Agentforce Revenue Management to manage complex pricing, quote approvals, contract terms, billing handoffs, renewals, and revenue workflows. What problems does Agentforce Revenue Management solve? It helps companies reduce manual quote-to-cash work, improve quote accuracy, enforce pricing and approval rules, connect sales and finance processes, and manage complex revenue models such as subscriptions, renewals, usage-based pricing, and multi-channel selling. How is Agentforce Revenue Management different from Proposify, Quoter, or PandaDoc? Proposify, Quoter, and PandaDoc are lighter-weight tools for creating, sending, tracking, or signing quotes and proposals. Agentforce Revenue Management is built for governed revenue execution, including pricing rules, product configuration, approvals, contracts, billing alignment, and quote-to-cash operations.

**Average Rating:** 4.2/5.0

**Total Reviews:** 1,408

#### How Do G2 Users Rate Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10)
- **Configuration:** 8.4/10 (Category avg: 9.0/10)
- **Creation:** 8.5/10 (Category avg: 8.9/10)
- **Quoting:** 8.6/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** www.salesforce.com
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce  
579,511 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website)  
83,223 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Salesforce Developer
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 45% Medium, 33% Large

#### What Do G2 Reviewers Say About Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Agentforce Revenue Management, allowing seamless integration and organization across departments.
- Users value the **seamless quote-to-cash process** of Agentforce Revenue Management, enhancing collaboration and efficiency across teams.
- Users benefit from the **efficient quote-to-cash process** provided by Salesforce Revenue Cloud, enhancing collaboration and speeding up sales.
- Users value the **all-in-one functionality** of Agentforce Revenue Management for seamless quoting and contract management.
- Users value the **versatile organization features** of Agentforce, enhancing collaboration and simplifying lead management across departments.

##### Cons

- Users find the **steep learning curve** challenging, requiring time and effort to master the platform's complexities.
- Users find the platform has a **steep learning curve** , making navigation and feature mastery challenging for newcomers.
- Users find the **complexity** of Agentforce Revenue Management challenging, requiring extensive training and time for effective usage.
- Users struggle with the **complex setup** of Agentforce Revenue Management, finding it overwhelming and resource-intensive to implement.
- Users find a **steep learning curve** in Agentforce Revenue Management, making initial setup and usage quite challenging.

#### What Are Recent G2 Reviews of Agentforce Revenue Management (formerly Salesforce Revenue Cloud)?

**["Efficient and Reliable Tool for Complex Pricing and Billing"](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12520270)**

**Rating:** 5.0/5.0 stars

_— Ankit C._

[Read full review](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12520270)

**["Streamlined Complex Pricing and Revenue Workflows in Salesforce"](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12702894)**

**Rating:** 4.0/5.0 stars

_— Kapil S._

[Read full review](https://www.g2.com/survey_responses/agentforce-revenue-management-formerly-salesforce-revenue-cloud-review-12702894)

### [ServiceNow CPQ](https://www.g2.com/products/servicenow-cpq/reviews)

ServiceNow CPQ is an end-to-end omnichannel CPQ platform designed to drive sales performance and enable optimized customer experiences for any business selling complex products or services. Embedded with first-to-market AI innovation, ServiceNow CPQ is an API-first, fully composable solution that combines dynamic product discovery, a proprietary configuration and solving engine, centralized transaction management, customized pricing logic, and flexible customer agreements.

**Average Rating:** 4.3/5.0

**Total Reviews:** 70

#### How Do G2 Users Rate ServiceNow CPQ?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Configuration:** 9.1/10 (Category avg: 9.0/10)
- **Creation:** 10.0/10 (Category avg: 8.9/10)
- **Quoting:** 9.8/10 (Category avg: 9.2/10)

#### Who Is the Company Behind ServiceNow CPQ?

- **Seller:** [ServiceNow](https://www.g2.com/sellers/servicenow)
- **Company Website:** www.servicenow.com
- **Year Founded:** 2004
- **HQ Location:** Santa Clara, CA
- **Twitter:** @servicenow  
55,548 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8f146dd2da6255ae21db2f89043b268912043fe250660dfee40ba3c0574bb1ba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F29352%2F&secure%5Burl_type%5D=linkedin_company_website)  
35,081 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Manufacturing
- **Company Size:** 35% Large, 28% Medium

#### What Do G2 Reviewers Say About ServiceNow CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users applaud the **ease of use** of ServiceNow CPQ, highlighting its intuitive interface and smooth integration into workflows.
- Users value the **intuitive interface** of ServiceNow CPQ, making it easy for anyone to use effectively.
- Users value the **guided selling feature** of ServiceNow CPQ, significantly reducing quote corrections and streamlining approvals.
- Users love the **easy integrations** of ServiceNow CPQ, enabling seamless workflow adjustments for enhanced productivity.
- Users find the **easy setup** of ServiceNow CPQ allows for quick integration and a user-friendly experience.

##### Cons

- Users face a **complex setup** , with a steep learning curve and integration challenges impacting the overall experience.
- Users find the **steep learning curve** challenging, particularly with advanced features and integrations during setup.
- Users experience frequent **integration issues** , especially with Salesforce and ServiceNow, leading to potential functionality bugs.
- Users note a **lack of guidance** in utilizing ServiceNow CPQ effectively, making implementation challenging without expert help.
- Users note the **required expertise** for Logik.ai, emphasizing the need for advanced knowledge and planning to maximize its potential.

#### What Are Recent G2 Reviews of ServiceNow CPQ?

**["Easy-to-Use Quoting with Strong ServiceNow Integrations and Solid Support"](https://www.g2.com/survey_responses/servicenow-cpq-review-13152916)**

**Rating:** 4.0/5.0 stars

_— Max M._

[Read full review](https://www.g2.com/survey_responses/servicenow-cpq-review-13152916)

**["ServiceNow CPQ is Transforming Complex Sales with Speed and Precision!"](https://www.g2.com/survey_responses/servicenow-cpq-review-12955559)**

**Rating:** 4.0/5.0 stars

_— Ganesh G._

[Read full review](https://www.g2.com/survey_responses/servicenow-cpq-review-12955559)

### [Conga CPQ](https://www.g2.com/products/conga-cpq/reviews)

Conga CPQ integrates pricing, quoting, contracting, billing, and renewals into a single, connected revenue flow, enabling organizations to gain full visibility into both risk and opportunity across the business. This unified approach eliminates data silos and manual analysis, giving finance, sales, legal, and operations teams access to consistent, reliable information. With every step managed clearly and cohesively, sales teams can respond faster with accurate quotes and optimized pricing, improving close rates and customer satisfaction. Conga CPQ is the only solution that seamlessly connects every step of revenue capture, from pricing and quoting to contract renewal to billing, through a single, fully extensible data model tailored to meet specific business needs. This cohesive framework ensures consistency, streamlines workflows, and enhances efficiency, enabling a seamless Quote-to-Cash experience.

**Average Rating:** 4.2/5.0

**Total Reviews:** 228

#### How Do G2 Users Rate Conga CPQ?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10)
- **Configuration:** 9.2/10 (Category avg: 9.0/10)
- **Creation:** 9.0/10 (Category avg: 8.9/10)
- **Quoting:** 9.3/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Conga CPQ?

- **Seller:** [Conga](https://www.g2.com/sellers/conga)
- **Company Website:** conga.com
- **Year Founded:** 2006
- **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7394444244195361ceb6e2c02dab0bcbd6dc18af653f4d3d5966325dbbbf9629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconga%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,116 employees on LinkedIn®
- **Phone:** (303) 465-1616

#### Who Uses This Product?

- **Who Uses This:** Consultant, Software Engineer
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 61% Large, 31% Medium

#### What Do G2 Reviewers Say About Conga CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Conga CPQ, enjoying streamlined tasks and an intuitive interface.
- Users value the **seamless integrations** of Conga CPQ with various tools, enhancing efficiency and customization in quoting.
- Users value the **user-friendly interface** of Conga CPQ, allowing efficient product configuration and management in one window.
- Users appreciate the **easy integrations** of Conga CPQ with Salesforce, enhancing quote management and streamlining processes.
- Users value the **powerful configuration and pricing capabilities** of Conga CPQ, enabling efficient and error-free proposal management.

##### Cons

- Users find the **complexity** of Conga CPQ challenging due to the steep learning curve and technical setup requirements.
- Users find the **complex setup** of Conga CPQ time-consuming, often requiring training and experienced resources for effective use.
- Users experience a **steep learning curve** with Conga CPQ, requiring time and training for effective use.
- Users experience **slow performance** during data syncing and setup, which can hinder productivity and usability.
- Users find **difficult customization** with Conga CPQ challenging, requiring time-consuming efforts for tailored solutions.

#### What Are Recent G2 Reviews of Conga CPQ?

**["Conga CPQ Makes Quoting Straightforward and Consistent Inside Salesforce"](https://www.g2.com/survey_responses/conga-cpq-review-12250570)**

**Rating:** 5.0/5.0 stars

_— Pasula Vinay K._

[Read full review](https://www.g2.com/survey_responses/conga-cpq-review-12250570)

**["Excellent Conga CPQ Sales Team: Quick, Professional, and Transparent"](https://www.g2.com/survey_responses/conga-cpq-review-12250913)**

**Rating:** 5.0/5.0 stars

_— Yash Kumar G._

[Read full review](https://www.g2.com/survey_responses/conga-cpq-review-12250913)

#### What Are G2 Users Discussing About Conga CPQ?

- [What is Conga CPQ used for?](https://www.g2.com/discussions/what-is-conga-cpq-used-for)
- [Is Apttus owned by Salesforce?](https://www.g2.com/discussions/is-apttus-owned-by-salesforce)
- [What is CPQ software?](https://www.g2.com/discussions/conga-cpq-what-is-cpq-software)
- [What is the difference between Salesforce CPQ and Apttus CPQ?](https://www.g2.com/discussions/what-is-the-difference-between-salesforce-cpq-and-apttus-cpq)
- [What is Apttus CPQ?](https://www.g2.com/discussions/what-is-apttus-cpq)

### [Revenue Hub](https://www.g2.com/products/revenue-hub/reviews)

Revenue Hub is your team's command center for quotes, billing, and payments. Because revenue context finally lives where your customer data does, your HubSpot AI can work from first prompt to final payment: Breeze Assistant helps reps build quotes from simple chat prompts and surface upsells and renewals automatically, Customer Agent handles billing questions, and Revenue Agent follows up on overdue invoices, so your team can focus on compounding revenue instead of chasing it. The product addresses the challenges of fragmented CPQ workflows by providing AI-powered automation, integrated billing and payments, and a connected buyer–seller experience. It is intended for sales representatives, revenue operations managers, sales leaders, and finance stakeholders who need greater visibility, efficiency, and control over the revenue lifecycle Key features and capabilities include: • One connected quote-to-cash system - Revenue Hub brings CPQ, contracts, billing, and payments into a single workflow instead of a patchwork of point solutions. • Revenue context becomes a competitive advantage - Teams can see what a customer bought, how much they paid, who paid, and what is changing — all inside HubSpot. • Faster revenue, fewer handoffs - Revenue Hub is designed to help businesses quote faster, close faster, automate billing, and reduce the manual re-entry and disconnected workflows that slow revenue down. • More control after the deal closes - Contracts create a central source of revenue information so customers can manage amendments, renewals, and post-close changes without losing the thread. • Bigger platform value, not just bigger feature value - This is the shift from a quoting add-on or payments tool to a true revenue engine that connects selling to finance and powers the broader customer platform.

**Average Rating:** 4.6/5.0

**Total Reviews:** 91

#### How Do G2 Users Rate Revenue Hub?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10)
- **Configuration:** 9.5/10 (Category avg: 9.0/10)
- **Creation:** 9.5/10 (Category avg: 8.9/10)
- **Quoting:** 9.5/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Revenue Hub?

- **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot)
- **Company Website:** hubspot.com
- **Year Founded:** 2006
- **HQ Location:** Cambridge, Massachusetts, United States
- **Twitter:** @HubSpot  
784,270 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7728cdccf3cd40d382e6159b493e5f6534eb2bfad47dc424c39639ed9e0ebf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F68529%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,158 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 41% Medium, 38% Small

#### What Do G2 Reviewers Say About Revenue Hub?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Revenue Hub, highlighting its simple setup and intuitive interface for daily tasks.
- Users value the **seamless integrations** of Revenue Hub, enabling efficient management and streamlined workflows across platforms.
- Users value the **efficiency** of Revenue Hub, streamlining invoicing and proposal processes into a single, effective platform.
- Users value the **easy integrations** of HubSpot Commerce Hub, seamlessly connecting with various third-party applications for enhanced functionality.
- Users commend the **efficient payment processing** and quick implementation capabilities of HubSpot Commerce Hub, enhancing daily operations.

##### Cons

- Users express frustration with **missing advanced features** in Revenue Hub, limiting customization and reporting capabilities.
- Users feel that the **limited features** in Revenue Hub restrict advanced billing and customization capabilities.
- Users find the **limited customization** of Revenue Hub's features lacking, desiring more flexibility and options.
- Users feel that **difficult customization** limits the effectiveness of Revenue Hub, making advanced features feel inadequate.
- Users find a **lack of customization** in Revenue Hub, especially regarding advanced billing and quote templates.

#### What Are Recent G2 Reviews of Revenue Hub?

**["Benefits and Feedback on HubSpot Commerce Hub"](https://www.g2.com/survey_responses/revenue-hub-review-12246426)**

**Rating:** 5.0/5.0 stars

_— Feleecia K._

[Read full review](https://www.g2.com/survey_responses/revenue-hub-review-12246426)

**["Integrated, intuitive, and efficient sales and payment management in the HubSpot Commerce Hub"](https://www.g2.com/survey_responses/revenue-hub-review-12223832)**

**Rating:** 5.0/5.0 stars

_— Gabriel G._

[Read full review](https://www.g2.com/survey_responses/revenue-hub-review-12223832)

### [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews)

DealHub AI is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub AI gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub AI to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub AI offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub AI is trusted by global revenue leaders, including Intuit, HP, Gong, and Braze.

**Average Rating:** 4.7/5.0

**Total Reviews:** 842

#### How Do G2 Users Rate DealHub AI?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10)
- **Configuration:** 8.8/10 (Category avg: 9.0/10)
- **Creation:** 9.3/10 (Category avg: 8.9/10)
- **Quoting:** 9.4/10 (Category avg: 9.2/10)

#### Who Is the Company Behind DealHub AI?

- **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io)
- **Company Website:** dealhub.ai
- **Year Founded:** 2014
- **HQ Location:** Austin, Texas
- **Twitter:** @DealHubIO  
3,887 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93d6d19c2b3723cc62da51286f61aa477c293e52e8253874347bdbd0dec5194a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdealhubio%2F&secure%5Burl_type%5D=linkedin_company_website)  
322 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Sales Operations Manager, Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 65% Medium, 23% Small

#### What Do G2 Reviewers Say About DealHub AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **exceptional customer support** from DealHub, highlighting responsiveness and helpful assistance in addressing needs.
- Users find DealHub AI's **ease of use** invaluable, enabling quick adoption and daily utilization across teams.
- Users appreciate the **time-saving capabilities** of DealHub AI, allowing for efficient proposal management and streamlined processes.
- Users value the **efficiency** of DealHub AI, which significantly streamlines processes and saves time during implementation.
- Users highly value the **seamless integrations** of DealHub AI, enabling effective management across various platforms.

##### Cons

- Users find the **learning curve challenging** , particularly when managing complex proposals and integrations on DealHub AI.
- Users express frustration over **limited customization options** in DealHub AI, affecting their ability to tailor the system fully.
- Users experience a **steep learning curve** with DealHub AI, making initial implementation challenging before achieving ease of use.
- Users find the **missing self-service options** frustrating, impacting customization and prolonging the implementation process.
- Users face **integration issues** that complicate management, leading to slower processes and potential errors in updates.

#### What Are Recent G2 Reviews of DealHub AI?

**["Clean dealroom user experience, with class leading onboarding covering a technically clunky product"](https://www.g2.com/survey_responses/dealhub-ai-review-13169218)**

**Rating:** 4.0/5.0 stars

_— Thomas C._

[Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-13169218)

**["Great User Experience and a Smooth Quote-Building Flow"](https://www.g2.com/survey_responses/dealhub-ai-review-13183520)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-13183520)

#### What Are G2 Users Discussing About DealHub AI?

- [What is DealHub.io used for?](https://www.g2.com/discussions/what-is-dealhub-io-used-for)
- [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments
- [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments
- [What is CPQ software?](https://www.g2.com/discussions/what-is-cpq-software) - 2 comments
- [What is DealHub?](https://www.g2.com/discussions/what-is-dealhub)

### [Sequence](https://www.g2.com/products/sequence-hq-sequence/reviews)

Sequence is an all-in-one CPQ, billing, metering and revenue recognition platform for B2B SaaS companies. Automate billing for every custom contract. Stop revenue leakage, avoid billing errors, and save time. Turn contracts into billing schedules in a few clicks and automate finance workflows effortlessly. Sequence automates your revenue collection process, allowing scaling companies to easily grow their topline, adjust pricing models on the fly, and create a source of truth for products & pricing. Sequence has built-in integrations to CRMs, ERP systems, and data warehouses, allowing for quick and easy implementation with your existing stack. The Sequence no-code dashboard is intuitive and loved by finance teams, and is the easy way to manage your billing.

**Average Rating:** 4.9/5.0

**Total Reviews:** 69

#### How Do G2 Users Rate Sequence?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.1/10)
- **Configuration:** 9.7/10 (Category avg: 9.0/10)
- **Creation:** 9.7/10 (Category avg: 8.9/10)
- **Quoting:** 9.7/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Sequence?

- **Seller:** [Sequence HQ](https://www.g2.com/sellers/sequence-hq)
- **Year Founded:** 2021
- **HQ Location:** London, UK
- **Twitter:** @SequenceHQ\_  
344 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d5085a5fa8d915d6399e1ad5500d83587e8a0f72c002949665dd6ba9f9535aa7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsequence-hq%2F&secure%5Burl_type%5D=linkedin_company_website)  
63 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 71% Small, 29% Medium

#### What Do G2 Reviewers Say About Sequence?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Sequence, finding it intuitive and quick to deploy for their complex needs.
- Users praise the **exceptional customer support** from Sequence, highlighting their responsiveness and care throughout the process.
- Users praise the **seamless billing management** with flexible integration and easy implementation that simplifies complex scenarios.
- Users find the **easy setup** of Sequence enables seamless billing processes without complex engineering support.
- Users value the **automated invoicing** feature of Sequence, streamlining billing and enhancing the overall finance process.

##### Cons

- Users find **missing features** in Sequence, particularly in deeper customization and specific invoice management options.
- Users often experience **billing issues** due to unclear communication and limitations in the processes, causing confusion and delays.
- Users experience **bug issues** , but appreciate the team's quick and effective response to fixes and support.
- Users experience **integration issues** with Sequence, particularly with Netsuite, requiring manual workarounds and extra configurations.
- Users note the **limited customization** options in Sequence, expressing a desire for more granular controls and features.

#### What Are Recent G2 Reviews of Sequence?

**["We redesigned our whole CPQ and Quote to Cash process around Sequence"](https://www.g2.com/survey_responses/sequence-review-12930009)**

**Rating:** 5.0/5.0 stars

_— Jonathan S._

[Read full review](https://www.g2.com/survey_responses/sequence-review-12930009)

**["One place for everything we need in billing."](https://www.g2.com/survey_responses/sequence-review-13060502)**

**Rating:** 5.0/5.0 stars

_— Will D._

[Read full review](https://www.g2.com/survey_responses/sequence-review-13060502)

### [QuoteWerks](https://www.g2.com/products/quotewerks/reviews)

Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost.

**Average Rating:** 4.4/5.0

**Total Reviews:** 191

#### How Do G2 Users Rate QuoteWerks?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10)
- **Configuration:** 9.7/10 (Category avg: 9.0/10)
- **Creation:** 9.3/10 (Category avg: 8.9/10)
- **Quoting:** 9.7/10 (Category avg: 9.2/10)

#### Who Is the Company Behind QuoteWerks?

- **Seller:** [Aspire Technologies](https://www.g2.com/sellers/aspire-technologies)
- **Company Website:** www.quotewerks.com
- **Year Founded:** 1993
- **HQ Location:** Orlando, FL
- **Twitter:** @QuoteWerks  
1,133 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b14c093b2dfb33da2b07c9b80a77d26bd3e5cc6cceee91d1da9a4c9758aaf0e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F140538%2F&secure%5Burl_type%5D=linkedin_company_website)  
48 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** President, Owner
- **Top Industries:** Information Technology and Services, Computer Networking
- **Company Size:** 72% Small, 20% Medium

#### What Do G2 Reviewers Say About QuoteWerks?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of QuoteWerks, which significantly enhances efficiency and streamlines processes across the board.
- Users value the **efficiency** of QuoteWerks for seamless quoting, project management, and contract processes.
- Users love the **professional-quality templates** of QuoteWerks, enhancing branding and improving client presentations effectively.
- Users commend QuoteWerks for its **efficiency improvement** , effortlessly streamlining quotes to contract management throughout the entire process.
- Users value the **easy and comprehensive integration** of QuoteWerks, enhancing workflow and streamlining the entire sales process.

##### Cons

- Users find the **interface design outdated** , affecting navigation and overall user experience compared to modern applications.
- Users find the **complex setup** time-consuming, especially with numerous products and integration, affecting overall efficiency.
- Users find the **interface dated** , hindering navigation and setup, and desire a more modern design for better usability.
- Users feel that QuoteWerks is **somewhat expensive** and the deployment process takes longer than anticipated.
- Users often face **billing issues** , finding the pricing less competitive and deployment longer than anticipated.

#### What Are Recent G2 Reviews of QuoteWerks?

**["QuoteWerks Streamlines Quotes with Fast, Accurate Proposals and Strong Integrations"](https://www.g2.com/survey_responses/quotewerks-review-12591508)**

**Rating:** 4.5/5.0 stars

_— Yolanda J._

[Read full review](https://www.g2.com/survey_responses/quotewerks-review-12591508)

**["QuoteWerks Makes Professional, Accurate Quotes Fast"](https://www.g2.com/survey_responses/quotewerks-review-12661369)**

**Rating:** 5.0/5.0 stars

_— Rachel N._

[Read full review](https://www.g2.com/survey_responses/quotewerks-review-12661369)

#### What Are G2 Users Discussing About QuoteWerks?

- [What is QuoteWerks used for?](https://www.g2.com/discussions/what-is-quotewerks-used-for)

### [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews)

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 funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

**Average Rating:** 4.1/5.0

**Total Reviews:** 2,839

#### How Do G2 Users Rate Zoho CRM?

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10)
- **Configuration:** 8.5/10 (Category avg: 9.0/10)
- **Creation:** 8.5/10 (Category avg: 8.9/10)
- **Quoting:** 8.5/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Zoho CRM?

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho  
137,880 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 employees on LinkedIn®
- **Phone:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 62% Small, 33% Medium

#### What Do G2 Reviewers Say About Zoho CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive.
- Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience.
- Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly.
- Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications.
- Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools.

##### Cons

- Users find the **learning curve challenging** , especially with advanced features that require time to master.
- Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems.
- Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality.
- Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems.
- Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries.

#### What Are Recent G2 Reviews of Zoho CRM?

**["A Cost-Effective, Turnkey CRM Solution"](https://www.g2.com/survey_responses/zoho-crm-review-13048297)**

**Rating:** 5.0/5.0 stars

_— Rohit B._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297)

**["Zoho CRM Centralizes Data, Automates Workflows, and Delivers Powerful Insights"](https://www.g2.com/survey_responses/zoho-crm-review-13163763)**

**Rating:** 4.5/5.0 stars

_— Muhammed A._

[Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13163763)

#### What Are G2 Users Discussing About Zoho CRM?

- [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote
- [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments
- [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes
- [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes
- [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote

### [ViiBE](https://www.g2.com/products/viibe/reviews)

ViiBE is Viirtue's quote-to-cash platform for white label resellers. It connects quoting, contracts, billing, tax automation, and payments into a single system, eliminating hours of administrative work while giving your clients a self-service experience they'll actually use. MSPs, VARs, and Telcos use ViiBE to launch a Unified Communications business fast and compete with the national brands, without licensing a separate billing platform or stitching together point tools. Key Features: Quoting: Build branded quotes and contracts, collect e-signatures, and convert signed deals straight into active, billable services. Automatic Variable Usage Rating: Apply usage-based pricing to any service and let ViiBE handle rating and recurring charges automatically, no manual calculation required. Tax Automation: Calculate telecom tax across jurisdictions automatically, keeping every invoice accurate and compliant without spreadsheets or third-party tax engines. Billing: Generate clean, mobile-friendly invoices on flexible billing cycles, with automated recurring charges and clear service breakdowns. Customer Payment Portal: Give clients a secure, mobile-friendly portal to view invoices, manage payment methods, and track usage on their own, cutting support tickets. Number Ordering & Porting: Search, reserve, and assign local, toll-free, and vanity numbers, and port existing numbers in, directly inside the platform. Marketing: Access ready-to-use marketing assets, messaging frameworks, and sales enablement tools that help partners position services and close deals faster. Reseller Reports: Track usage, billing, and revenue performance across your entire customer base from a single reporting view. Cloud Fax: Offer fax as a standalone service or bundled add-on, provisioned and billed through the same platform as everything else. Integrations: QuickBooks, ConnectWise, and leading CRMs, with additional integrations available on request. About Viirtue: Viirtue is a channel-driven UCaaS provider, delivering proprietary, industry-disrupting tools and AI Voice Agents to nearly 500 channel partners and resellers, serving hundreds of thousands of end users.

**Average Rating:** 4.7/5.0

**Total Reviews:** 36

#### How Do G2 Users Rate ViiBE?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10)
- **Configuration:** 9.5/10 (Category avg: 9.0/10)
- **Creation:** 9.2/10 (Category avg: 8.9/10)
- **Quoting:** 9.4/10 (Category avg: 9.2/10)

#### Who Is the Company Behind ViiBE?

- **Seller:** [Viirtue](https://www.g2.com/sellers/viirtue)
- **Year Founded:** 2017
- **HQ Location:** St Petersburg, Florida
- **Twitter:** @Viirtue1  
139 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6338789221a0e88c91807b1f739e844027c95054b3e38a15819069595a3066fc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fviirtue&secure%5Burl_type%5D=linkedin_company_website)  
53 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Telecommunications, Information Technology and Services
- **Company Size:** 79% Small, 11% Large

#### What Are Recent G2 Reviews of ViiBE?

**["Vibe’s Clean UI and Helpful Support Make It Easy to Use"](https://www.g2.com/survey_responses/viibe-review-13147752)**

**Rating:** 5.0/5.0 stars

_— Peter M._

[Read full review](https://www.g2.com/survey_responses/viibe-review-13147752)

**["Seamless Setup and Quick Support"](https://www.g2.com/survey_responses/viibe-review-13178486)**

**Rating:** 5.0/5.0 stars

_— Wes J._

[Read full review](https://www.g2.com/survey_responses/viibe-review-13178486)

### [Experlogix CPQ](https://www.g2.com/products/experlogix-cpq/reviews)

Experlogix is a global leader in CPQ and document generation and automation solutions, with thousands of customers worldwide in various industries. We elevate customer engagement, business growth, and success through passionate experts and powerful and flexible technologies. Experlogix simplifies and accelerates complex processes, improves compliance and quality, and increases customer satisfaction.

**Average Rating:** 4.6/5.0

**Total Reviews:** 102

#### How Do G2 Users Rate Experlogix CPQ?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10)
- **Configuration:** 9.4/10 (Category avg: 9.0/10)
- **Creation:** 9.3/10 (Category avg: 8.9/10)
- **Quoting:** 9.6/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Experlogix CPQ?

- **Seller:** [Experlogix](https://www.g2.com/sellers/experlogix)
- **Company Website:** www.experlogix.com
- **Year Founded:** 2002
- **HQ Location:** South Jordan, UT
- **Twitter:** @experlogix  
490 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5be085ca2ef4354dd8ab1bce7bcb12ffac8e59cf2d2e30d2c79ddb960d2400c4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F311167%2F&secure%5Burl_type%5D=linkedin_company_website)  
217 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consumer Services, Information Technology and Services
- **Company Size:** 68% Medium, 35% Small

#### What Do G2 Reviewers Say About Experlogix CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Experlogix CPQ, praising its intuitive interface and straightforward customization.
- Users appreciate the **customization options** of Experlogix CPQ, enabling tailored solutions that meet diverse customer needs.
- Users appreciate the **efficient quoting process** of Experlogix CPQ, enjoying its flexibility and detailed documentation.
- Users value the **time-saving efficiency** of Experlogix CPQ, enabling quick and accurate quote generation for faster sales.
- Users appreciate the **easy integrations** of Experlogix CPQ, enhancing their workflow and overall experience effectively.

##### Cons

- Users find the **learning curve steep** , citing challenges with the interface and managing complex features effectively.
- Users find the **learning difficulty** significant, especially for beginners, making the setup process quite challenging.
- Users note the **limitations in flexibility and display capabilities** of Experlogix CPQ, which hinder productivity and user experience.
- Users find the **limited customization** options in Experlogix CPQ restrict their ability to tailor solutions effectively.
- Users find the **poor interface design** challenging, noting its clunkiness and steep learning curve for setup.

#### What Are Recent G2 Reviews of Experlogix CPQ?

**["Excellent organization and great functionality"](https://www.g2.com/survey_responses/experlogix-cpq-review-10647889)**

**Rating:** 5.0/5.0 stars

_— Herbert S._

[Read full review](https://www.g2.com/survey_responses/experlogix-cpq-review-10647889)

**["Customization-Driven Quoting, Minor Reporting Gaps"](https://www.g2.com/survey_responses/experlogix-cpq-review-13084470)**

**Rating:** 4.0/5.0 stars

_— Franz D._

[Read full review](https://www.g2.com/survey_responses/experlogix-cpq-review-13084470)

#### What Are G2 Users Discussing About Experlogix CPQ?

- [What is Experlogix CPQ used for?](https://www.g2.com/discussions/what-is-experlogix-cpq-used-for) - 1 comment
- [What does CPQ mean in Salesforce?](https://www.g2.com/discussions/what-does-cpq-mean-in-salesforce)
- [What does Salesforce CPQ allow you to do?](https://www.g2.com/discussions/what-does-salesforce-cpq-allow-you-to-do)
- [What is pros CPQ?](https://www.g2.com/discussions/experlogix-cpq-what-is-pros-cpq)
- [What is a CPQ software?](https://www.g2.com/discussions/what-is-a-cpq-software)

### [IBM Sterling Configure, Price, Quote](https://www.g2.com/products/ibm-sterling-configure-price-quote/reviews)

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 solution guides eCommerce customers, sales teams, call center representatives, and partners to select the right products and ensure pricing is accurate. IBM Sterling CPQ helps you provide the buying experiences today's customers demand, while improving your sales productivity.

**Average Rating:** 4.0/5.0

**Total Reviews:** 74

#### How Do G2 Users Rate IBM Sterling Configure, Price, Quote?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10)
- **Configuration:** 8.3/10 (Category avg: 9.0/10)
- **Creation:** 8.9/10 (Category avg: 8.9/10)
- **Quoting:** 8.7/10 (Category avg: 9.2/10)

#### Who Is the Company Behind IBM Sterling Configure, Price, Quote?

- **Seller:** [IBM](https://www.g2.com/sellers/ibm)
- **Year Founded:** 1911
- **HQ Location:** Armonk, New York, United States
- **Twitter:** @IBMSecurity  
74,660 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=14b544adaece4fdbc987f1d7f7028048c22259946811200cc751263825586af9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1009%2F&secure%5Burl_type%5D=linkedin_company_website)  
328,202 employees on LinkedIn®
- **Ownership:** SWX:IBM

#### Who Uses This Product?

- **Top Industries:** Retail
- **Company Size:** 36% Small, 35% Medium

#### What Are Recent G2 Reviews of IBM Sterling Configure, Price, Quote?

**["Was very nice but need more information about it"](https://www.g2.com/survey_responses/ibm-sterling-configure-price-quote-review-4199381)**

**Rating:** 4.0/5.0 stars

_— Jose Antonio P._

[Read full review](https://www.g2.com/survey_responses/ibm-sterling-configure-price-quote-review-4199381)

**["2nd head cashier "](https://www.g2.com/survey_responses/ibm-sterling-configure-price-quote-review-1257187)**

**Rating:** 4.0/5.0 stars

_— Nicole S._

[Read full review](https://www.g2.com/survey_responses/ibm-sterling-configure-price-quote-review-1257187)

#### What Are G2 Users Discussing About IBM Sterling Configure, Price, Quote?

- [What is your experience regarding pricing and costs for IBM Sterling Configure, Price, Quote, and how does it compare to other CPQ tools?](https://www.g2.com/discussions/what-is-your-experience-regarding-pricing-and-costs-for-ibm-sterling-configure-price-quote-and-how-does-it-compare-to-other-cpq-tools)
- [What is IBM Sterling Configure, Price, Quote used for?](https://www.g2.com/discussions/what-is-ibm-sterling-configure-price-quote-used-for)

### [Pricefx](https://www.g2.com/products/pricefx/reviews)

Pricefx is the ultimate cloud-based AI Price Management, Optimization and CPQ software. Designed to meet the full spectrum of pricing needs, Pricefx covers 360° pricing needs from data insights, to price setting & management, rebates, promotions, and quoting. With over 50 use cases tailored to the unique challenges of manufacturing, distribution, and the process industry businesses - helping them stay competitive and profitable in dynamic markets. By adopting Pricefx, companies can maximize margins, increase profits, and secure better deals. By unlocking the full potential within your business, companies can expect remarkable results in the first 12 months post-adoption, including up to 70x return on investment, an average margin improvement of 8.4%, and an annual profit enhancement of €130 million for a €5 billion company. Discover end-to-end Pricing and CPQ software to optimize each step of your pricing process: ✔️ PricingAI by Pricefx - Leverage 125+ ready-made, always-on AI agents are built to help customers protect profit, uncover revenue, and move from insight to action—fast, go to work in 5-days. Use AI to optimize deal profitability, recommend product mix, and optimize a price waterfall or interact with Pricefx software using Pricefx Copilot and receive and activate intelligent pricing insights. ✔️ Insights - Gain a clear, data-driven view of your business performance. Analyze your business's performance, take follow-up actions based on data, and benchmark your pricing processes. ✔️ Price Management - Manage and optimize your pricing based on your rules and strategies, including all rebates, agreements, or promotions in the process. ✔️ Quoting - Configure, Price, and Quote with confidence using optimal prices for both your business and customers, while seeing real-time commission impacts.

**Average Rating:** 4.4/5.0

**Total Reviews:** 131

#### How Do G2 Users Rate Pricefx?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10)
- **Configuration:** 8.3/10 (Category avg: 9.0/10)
- **Creation:** 7.2/10 (Category avg: 8.9/10)
- **Quoting:** 8.9/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Pricefx?

- **Seller:** [Pricefx](https://www.g2.com/sellers/pricefx)
- **Company Website:** www.pricefx.com
- **Year Founded:** 2011
- **HQ Location:** Prague, Czech Republic
- **Twitter:** @Price\_fx  
4,767 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=940b475de729c089eae7f396da55a32382d866df0d869e8a0ce49252211ff15a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprice-f-x-%2F&secure%5Burl_type%5D=linkedin_company_website)  
377 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Pricing Manager
- **Top Industries:** Automotive, Building Materials
- **Company Size:** 61% Large, 22% Medium

#### What Do G2 Reviewers Say About Pricefx?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **flexibility** of Pricefx, enabling customization and integration with existing systems to meet unique business needs.
- Users find Pricefx's platform to be **intuitive and user-friendly** , simplifying complex pricing management tasks effectively.
- Users appreciate the **efficient price management** of Pricefx, significantly simplifying their pricing strategies and execution.
- Users value the **customization capabilities** of Pricefx, enabling tailored solutions for their unique business requirements.
- Users value the **intuitive and quick implementation** of Pricefx, enhancing overall efficiency in pricing processes.

##### Cons

- Users face a **complex implementation** process that can be time-consuming and requires support for advanced configurations.
- Users face a **difficult learning process** with Pricefx, particularly during initial setup and advanced configurations.
- Users find the **feature usability** of Pricefx challenging at times, with navigation issues complicating their experience.
- Users note a **steep learning curve** for new users, making initial setup and configuration challenging and time-consuming.
- Users note a **support dependency** for advanced configurations and ongoing maintenance can hinder their overall experience.

#### What Are Recent G2 Reviews of Pricefx?

**["End-to-End Pricing Journey in the Cloud with Scalable Architecture"](https://www.g2.com/survey_responses/pricefx-review-12942922)**

**Rating:** 4.5/5.0 stars

_— Suyash A._

[Read full review](https://www.g2.com/survey_responses/pricefx-review-12942922)

**["Transformational Pricing Software with Seamless Integration"](https://www.g2.com/survey_responses/pricefx-review-12495555)**

**Rating:** 4.5/5.0 stars

_— vikas k._

[Read full review](https://www.g2.com/survey_responses/pricefx-review-12495555)

#### What Are G2 Users Discussing About Pricefx?

- [What is your experience with Pricefx for dynamic pricing, and how has it impacted your business strategy?](https://www.g2.com/discussions/what-is-your-experience-with-pricefx-for-dynamic-pricing-and-how-has-it-impacted-your-business-strategy)
- [What is price Optimising system?](https://www.g2.com/discussions/what-is-price-optimising-system)
- [What is software pricing?](https://www.g2.com/discussions/pricefx-what-is-software-pricing)
- [When was Pricefx founded?](https://www.g2.com/discussions/when-was-pricefx-founded)

### [salesbricks](https://www.g2.com/products/salesbricks/reviews)

Close deals faster with Salesbricks, the modern way to sell software and AI. Configure pricing instantly, generate quotes in seconds, and unify quoting, signing, and billing in one platform. From proposals to collections, everything is automated so your team can focus on selling, not admin.

**Average Rating:** 4.8/5.0

**Total Reviews:** 22

#### How Do G2 Users Rate salesbricks?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10)
- **Configuration:** 9.8/10 (Category avg: 9.0/10)
- **Creation:** 10.0/10 (Category avg: 8.9/10)
- **Quoting:** 9.6/10 (Category avg: 9.2/10)

#### Who Is the Company Behind salesbricks?

- **Seller:** [salesbricks](https://www.g2.com/sellers/salesbricks)
- **Year Founded:** 2021
- **HQ Location:** San Mateo, US
- **Twitter:** @getsalesbricks  
290 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d4f526ab051892d176266e1b691d014c6ada7614b59be195521ae1c8a3171d3b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F71978116&secure%5Burl_type%5D=linkedin_company_website)  
31 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 77% Small, 14% Medium

#### What Do G2 Reviewers Say About salesbricks?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Salesbricks to be **extremely easy to implement and use** , facilitating quick startup operations and efficient setup.
- Users appreciate the **efficiency improvement** with Salesbricks, enabling quicker deal closures and streamlined sales processes.
- Users value the **time-saving capabilities** of SalesBricks, enhancing efficiency and speeding up the sales process tremendously.
- Users appreciate the **streamlined sales management** offered by Salesbricks, enabling faster deal closures and greater efficiency.
- Users highlight the **exceptional customer support** from Salesbricks, aiding quick implementation and continuous assistance throughout.

##### Cons

- Users note the **missing features** in data import and finance, but hope for rapid development from the company.
- Users find a **difficult learning process** with Salesbricks, though most agree it becomes easier with use over time.
- Users note a **steep learning curve** initially, yet find the product ultimately manageable and straightforward.
- Users note some **poor interface design** issues, yet they still manage to utilize the platform effectively.
- Users face **sales limitations** with delayed payments in Salesbricks, but support is responsive in resolving these issues.

#### What Are Recent G2 Reviews of salesbricks?

**["Makes my life so much easier!"](https://www.g2.com/survey_responses/salesbricks-review-9742994)**

**Rating:** 5.0/5.0 stars

_— Kris J._

[Read full review](https://www.g2.com/survey_responses/salesbricks-review-9742994)

**["Transformed Quote to Cash Processes as Easy As B2C"](https://www.g2.com/survey_responses/salesbricks-review-9842136)**

**Rating:** 5.0/5.0 stars

_— Kevin H._

[Read full review](https://www.g2.com/survey_responses/salesbricks-review-9842136)

### [Expedite Commerce](https://www.g2.com/products/expedite-commerce/reviews)

Expedite Commerce is the company behind Genesis, the Revenue Execution Platform for complex B2B. Genesis replaces the fragmented, click-by-click revenue stack with one system that turns buyer intent into executed revenue — from configuration and quoting through order, billing, and renewal. It is built for manufacturers and other configure-to-order sellers who can't afford the gap between what they decide and what gets delivered. Goodbye clicks. Hello intent. From coordination to execution For thirty years, revenue software helped teams coordinate work across disconnected apps — CRM, CPQ, CLM, billing, commerce. Genesis runs the work instead. It designs a solution from the business problem and puts the whole motion on rails — on rails, not guardrails — so sellers stop stitching tools together and start executing. One commercial state, first conversation to renewal Genesis holds one continuous model of the deal from first conversation through renewal, and acts on it — configuration, quoting, ordering, billing, and the changes that come after. For finance and operations, that means a commercial record that stays coherent as the deal moves, instead of a reconciliation problem spread across systems. The Expedite Commerce advantage Solution design, not just valid configuration: other tools ship the building blocks and leave your team to build the reasoning. Genesis ships the reasoning — it designs the solution from the business problem. Overlay in weeks, not a rebuild: already on Salesforce CPQ? Genesis rides alongside it and goes live in weeks — no rip-and-replace, no multi-year migration. The business owns the rules; the system drives the screen: your team sets the logic once, and Genesis executes it consistently on every deal. Who we empower Sales & Revenue Operations: replace click-by-click quoting with guided execution, so reps move from intent to a correct order without stitching tools together. Service & Installed Base: turn equipment, renewals, and aftermarket into executed revenue — configure and quote parts, upgrades, and service against the installed base without leaving the system. Finance Operations: keep billing and revenue schedules correct through complex configurations and mid-term changes, and hand clean schedules to your accounting system. Industries we serve Manufacturing (assemble-to-order / configure-to-order) Technology & SaaS XaaS / anything-as-a-service IoT & connected equipment Communications Why Expedite Commerce? Genesis removes the human translation layer between what your business intends and what actually happens — the revenue you intend is the revenue you execute. Teams go live in weeks, keep the systems that work, and execute the rest on rails. That is how complex B2B sellers close the gap between decision and delivery. See it run Genesis is how revenue software should work: less coordinating, more executing. Read the reviews below, or see it run in a live demo.

**Average Rating:** 4.8/5.0

**Total Reviews:** 33

#### How Do G2 Users Rate Expedite Commerce?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.1/10)
- **Configuration:** 9.7/10 (Category avg: 9.0/10)
- **Creation:** 10.0/10 (Category avg: 8.9/10)
- **Quoting:** 9.8/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Expedite Commerce?

- **Seller:** [Expedite Commerce](https://www.g2.com/sellers/expedite-commerce)
- **Company Website:** www.expeditecommerce.com
- **Year Founded:** 2008
- **HQ Location:** Plano, TX
- **Twitter:** @exp\_commerce  
14 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9112e2071cc013b82ca624660725249d7dcefb4919296a78c34a56fffdf6a632&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1617872%2F&secure%5Burl_type%5D=linkedin_company_website)  
47 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Telecommunications, Information Technology and Services
- **Company Size:** 61% Medium, 21% Large

#### What Do G2 Reviewers Say About Expedite Commerce?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **vast customization options** in Expedite Commerce, enabling tailored quotes and diverse templates for orders.
- Users value the **vast customization options** in Expedite Commerce for creating tailored quotes and templates.

##### Cons

- Users are frustrated with the **slow performance** of Expedite Commerce, finding it cumbersome and inefficient due to multiple steps.

#### What Are Recent G2 Reviews of Expedite Commerce?

**["Very good cpq and billing solution"](https://www.g2.com/survey_responses/expedite-commerce-review-9532297)**

**Rating:** 4.0/5.0 stars

_— Verified User in Telecommunications_

[Read full review](https://www.g2.com/survey_responses/expedite-commerce-review-9532297)

**["Smooth project, and very professional company to work with."](https://www.g2.com/survey_responses/expedite-commerce-review-6715295)**

**Rating:** 5.0/5.0 stars

_— Jeronimo J._

[Read full review](https://www.g2.com/survey_responses/expedite-commerce-review-6715295)

#### What Are G2 Users Discussing About Expedite Commerce?

- [What is Expedite Commerce used for?](https://www.g2.com/discussions/what-is-expedite-commerce-used-for)

### [BlueSnap Accounts Receivable Automation](https://www.g2.com/products/bluesnap-accounts-receivable-automation/reviews)

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-department communications functionality to automate tasks in finance, sales, support, HR and operations. 1. Finance & Billing Automation (AR, AP, Invoices, Subscriptions, Payments): Fully automated AR Collections drastically reduces time to payment (DSO). Our advanced rules engine delivers the right message at the right time automatically, ensuring the highest likelihood of payment, while enabling prompt, efficient customer communication. Never have another vendor payment not accounted for, assign vendor bills for review and approvals. Leverage our workflow automation and approval engine to route all your bills for optimized payments. Enable subscription/recurring billing, progress billing, invoice creation, automatic payments, payment plans, late fees, coupons, online billing and interactive customer portals, all integrated and synced with your current accounting and CRM systems. Payment tokenization and automated failed payment recovery ensures no payment is missed and all data is secure. 2. Sales & Success Automation (QTC, CPQ, NPS, eSign): Automate quotes for prospects, control your pricing and close deals faster with our QTC and CPQ features. Everything from creating a quote to collecting cash from customers. Empower your sales and success team to handle the QTC process and remove departmental bottlenecks. No more second-guessing, let your sales team handle all aspects of new contract creation within a clearly defined framework - from quote to eSignature and payment. Share all historical communication data, files, documents, invoices and contracts across your whole team from the customer manager. Use Armatic's build in contact center to communicate with your customers. Leverage the Armatic Net Promoter Score engine to join companies that have grown 2x faster vs the competition. Empower your teams to make better decisions backed by customer feedback. 3. Human Capital Automation (eNPS, Employee Advocacy, Contracts, eRecords): Measure and improve your employee satisfaction with the Armatic employee NPS. Create communication feedback loops with your employees to drive loyalty and employee engagement. Amplify your companies social reach with Employee Advocacy. Leverage the social networks of your employees, by providing them an easy way to share approved company information. Your companies social posts reach a magnitude of prospects and potential new hires. Provide your HR team and managers across your organization a solution to eSign, store and manage securely all employee contracts. Share all historical communication data, files, documents, employee contracts and NDAs across your whole team. The Armatic employee contact manager provides your team instant and easy access to all employee relevant information, including communication data, contracts, and HR related notes.

**Average Rating:** 4.6/5.0

**Total Reviews:** 37

#### How Do G2 Users Rate BlueSnap Accounts Receivable Automation?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10)
- **Configuration:** 9.4/10 (Category avg: 9.0/10)
- **Creation:** 9.2/10 (Category avg: 8.9/10)
- **Quoting:** 8.9/10 (Category avg: 9.2/10)

#### Who Is the Company Behind BlueSnap Accounts Receivable Automation?

- **Seller:** [BlueSnap](https://www.g2.com/sellers/bluesnap)
- **Year Founded:** 2001
- **HQ Location:** Boston, MA
- **Twitter:** @BlueSnapInc  
2,163 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ae9c48f10bb64342b448207a3b72ed969c5d7fd936257d8da01ceb2564dd7ed5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F52768%2F&secure%5Burl_type%5D=linkedin_company_website)  
157 employees on LinkedIn®
- **Phone:** 1 (781) 790-5013

#### Who Uses This Product?

- **Company Size:** 59% Small, 19% Medium

#### What Do G2 Reviewers Say About BlueSnap Accounts Receivable Automation?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **automation of invoicing and payments** with BlueSnap, enabling a focus on more important tasks.
- Users appreciate the **efficiency** of BlueSnap Accounts Receivable Automation, enabling smooth invoicing and timely payment collection.
- Users value the **efficient payment processing** of BlueSnap Accounts Receivable Automation, enhancing cash flow and reducing manual efforts.
- Users value the **time-saving automation** of BlueSnap Accounts Receivable, allowing them to focus on more important tasks.
- Users appreciate the **ease of use** of BlueSnap Accounts Receivable Automation, streamlining invoicing and payment processes effectively.

##### Cons

- Users find the **complexity of setup and reporting** in BlueSnap challenging, especially under pressure while integrating with tools.
- Users find the **reporting features complex and less user-friendly** , complicating their ability to quickly gauge progress.
- Users find the **limited customization** frustrating, especially for unique billing scenarios and complex workflows.
- Users find the **reporting features cumbersome** , feeling it complicates progress tracking and adds unnecessary effort under pressure.
- Users find the **complex features** of BlueSnap Accounts Receivable Automation slow to grasp and can hinder efficiency.

#### What Are Recent G2 Reviews of BlueSnap Accounts Receivable Automation?

**["Tamed Payment Chaos with Efficient Automation"](https://www.g2.com/survey_responses/bluesnap-accounts-receivable-automation-review-12255572)**

**Rating:** 4.0/5.0 stars

_— Ankit K._

[Read full review](https://www.g2.com/survey_responses/bluesnap-accounts-receivable-automation-review-12255572)

**["Streamlines AR with Efficient Automation"](https://www.g2.com/survey_responses/bluesnap-accounts-receivable-automation-review-12249931)**

**Rating:** 4.0/5.0 stars

_— Fatima K._

[Read full review](https://www.g2.com/survey_responses/bluesnap-accounts-receivable-automation-review-12249931)

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Similar Categories

- [CPQ](/categories/cpq)
- [Pricing](/categories/pricing)

- [Proposal](/categories/proposal)
- [Visual Configuration](/categories/visual-configuration)

[Browse Quote-to-Cash Themes](/categories/quote-to-cash/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated October 3, 2024

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 Tools at a Glance

| 

 | 

Salesforce-native configure-price-quote-to-billing

 | 

User Review

"Efficient and Reliable Tool for Complex Pricing and Billing"

 |
| 

 | 

ServiceNow-native configure-price-quote automation

 | 

User Review

"ServiceNow CPQ is Transforming Complex Sales with Speed and Precision!"

 |
| 

 | 

Complex configure-price-quote inside Salesforce

 | 

User Review

"Conga CPQ Makes Quoting Straightforward and Consistent Inside Salesforce"

 |
| 

 | 

Quote-to-cash inside HubSpot CRM

 | 

User Review

"Integrated, intuitive, and efficient sales and payment management in the HubSpot Commerce Hub"

 |
| 

 | 

Configurable CPQ with Salesforce-native quote-to-cash

 | 

User Review

"Clean dealroom user experience, with class leading onboarding covering a technically clunky product"

 |
| 

 | 

Complex contract quote-to-cash automation

 | 

User Review

"We redesigned our whole CPQ and Quote to Cash process around Sequence"

 |
| 

 | 

Distributor-integrated quoting with electronic approval

 | 

User Review

"QuoteWerks Makes Professional, Accurate Quotes Fast"

 |
| 

 | 

End-to-end quote-to-cash with Zoho-native automation

 | 

User Review

"A Cost-Effective, Turnkey CRM Solution"

 |
| 

 | 

Complex product configuration with CRM/ERP-native quoting

 | 

User Review

"Customization-Driven Quoting, Minor Reporting Gaps"

 |

* * *

Show More

* * *

## 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.