Sequence Features
What are the features of Sequence?
Integration
- Accounting
- Payments
- ERP
Bill Generation
- Templates
- Digital Billing
- Recurring Billing
Bill Processing
- Consolidation
- Batch Invoicing
- Management
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Sequence Categories on G2
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Configuration
Product Catalog | Allows users to search, filter, sort and select items to be added to quote | Not enough data | |
Guided Selling | Based on answering questions about customers the configurator automatically selects the best fit products | Not enough data | |
Configuration Rules | Rules ensure that users select only compatible options and that all required items are included | Not enough data | |
Configured Pricing | Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price | Not enough data | |
Visual Configuration | Images can be displayed of options to enable users to visualize product options as it is being configured | Not enough data | |
Ease of Use | Configurator guides users through process visually; no significant training required | Not enough data |
Pricing
Pricing Flexibility | Ability to support multiple pricing models for one-time, recurring, and other items | Not enough data | |
Discounting | Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements | Not enough data | |
Commerical Rules | Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations | Not enough data | |
Terms and Conditions | Ensure that users automatically include the right terms based on items being quoted | Not enough data | |
Approval Workflow | See feature definition | Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | Not enough data |
Renewals | Allows users to renew existing contracts based on contracted pricing and existing assets already owned | Not enough data |
Quoting
Grouping | Ability to easily group items on quotes; apply and manage discounts and pricing by group | Not enough data | |
Version Control | Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version | Not enough data | |
Quote Document Generation | Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | Not enough data | |
Document Customization | Users can customize quote with supporting documents, comments, cover letters for each customer. | Not enough data | |
Ordering | Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | Not enough data | |
Contracts | Ability to convert accepted quotes into contracts; set up of required assets and contracts | Not enough data |
Admin
Configuration Ease of Admin | Easily build and maintain configurator; flexibility to easily embed all desired business logic | Not enough data | |
Pricing Administration | Can easily build and maintain pricing logic required by business | Not enough data | |
Workflow Management | Easily build and maintain workflows, misc commercial fields, commercial rules | Not enough data | |
Document Admin | Ability to easily build and maintain quotes, contracts, and other document outputs | Not enough data |
Channels
Mobile User Support | Supports users working on a mobile devide (phone and/or tablet) | Not enough data | |
Offline Support | Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet | Not enough data | |
Channel Partner Support | Provides functionality for channel partners to configure, price, quote and buy products in a self service environment | Not enough data | |
eCommerce | End customer users can configure, price, and buy products in a self service environment online | Not enough data |
Platform
CRM Integration | CRM integration is flexible and easy to maintain | Not enough data | |
Integration API | System provides API's that can be used to easily integrate to financial and other 3rd party systems | Not enough data | |
Internationalization | System support multiple currencies and languages to enable business in multiple countries | Not enough data | |
Performance and Reliability | System is consistently available (uptime) and system's speed doesn't impact productivity | Not enough data | |
Scalability | Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers | Not enough data | |
Reporting and Dashboards | Easily generate desired reports and dashboard on configurations, pricing, and quoting | Not enough data |
Customer Requirements
Quoting | Ability to create custom quotes based on customer requirements. | Not enough data | |
Configuration | Allows users to configure products and revise quotes accordingly. | Not enough data | |
Pricing | Provide standard pricing options that can be customized by customer. | Not enough data |
Contracts
Creation | Deliver standard contract templates that can be modified by users. | Not enough data | |
Negotiation | Track contract changes made by all parties during negotiation. | Not enough data | |
Execution | Implement the final version of the contract, including SLAs. | Not enough data |
Revenue
Invoicing | Monitor invoices and payments per product, customer, or contract. | Not enough data | |
Matching | Match invoices with sales orders, quotes, and contracts. | Not enough data | |
Recognition | Perform revenue recognition to ensure that pricing or payment terms are accurate. | Not enough data |
Integration
Accounting | Provide integration with accounting and financial management software | Not enough data | |
Payments | Integrate with payment gateways and enterprise payments software | Not enough data | |
ERP | Deliver integrations with accounting modules of ERP systems | Not enough data | |
Account Sync | Sync with company accounts to transfer payments for approved invoices | Not enough data | |
Accounting | Based on 13 Sequence reviews. Provide integration with accounting and financial management software | 76% (Based on 13 reviews) | |
Payments | Integrates with other payments software 16 reviewers of Sequence have provided feedback on this feature. | 83% (Based on 16 reviews) | |
ERP | Based on 14 Sequence reviews. Deliver integrations with accounting modules of ERP systems | 71% (Based on 14 reviews) |
Invoice Generation
Templates | Provide standard invoice templates that can be customized by users | Not enough data | |
Digital Invoices | Ability to convert invoices to digital formats such as PDF | Not enough data | |
Recurring Invoices | Automatically generates invoices at pre-defined time intervals | Not enough data |
Invoice Processing
Approvals | Include workflows for approvals of invoices or payments | Not enough data | |
Batch Processing | Process multiple invoices without human intervention | Not enough data | |
Match Invoices | Match invoices with purchases and sales orders, as well as with payments | Not enough data |
Analytics
Due Dates | Track invoices based on due dates to identify overdue payments | Not enough data | |
KPIs | Monitor KPIs such as time to process an invoice or erroneous payments | Not enough data | |
Payment Tracking | Track different types of payment such as deposits or partial payments | Not enough data |
Bill Generation
Templates | Provide standard invoice templates that can be customized by users This feature was mentioned in 15 Sequence reviews. | 81% (Based on 15 reviews) | |
Digital Billing | As reported in 15 Sequence reviews. Ability to convert invoices to digital formats such as PDF | 97% (Based on 15 reviews) | |
Recurring Billing | Automatically generates invoices at pre-defined time intervals This feature was mentioned in 16 Sequence reviews. | 91% (Based on 16 reviews) |
Bill Processing
Consolidation | Based on 13 Sequence reviews. Allow users to consolidate multiple invoices into one | 85% (Based on 13 reviews) | |
Batch Invoicing | As reported in 13 Sequence reviews. Ability to create multiple types of invoices | 90% (Based on 13 reviews) | |
Management | Manage invoicing for different types of products or services This feature was mentioned in 13 Sequence reviews. | 88% (Based on 13 reviews) |
Reporting
Status | Reports on the status of invoices or payments | Not enough data | |
Customer Credit | Run reports on customer credit | Not enough data | |
History | Tracks all transactions, from issuing invoices to payment reminders to receiving payment | Not enough data |
Integrations
Accounting | Integrates with accounting or similar platforms | Not enough data | |
ERP | Integrates with ERP systems | Not enough data | |
CPM | Integrates with Corporate Performance Management platforms | Not enough data |
Transactions
Credits | Manages credit limits based on customer credit scores, payment history, or other financial metrics | Not enough data | |
Invoices | Creates or imports invoices | Not enough data | |
Payments | Collects different payment types and manages payment terms | Not enough data |
Workflows
Approvals | Offers customizable approval processes for all types of transactions | Not enough data | |
Reconciliation | Reconciles payments to invoices to ensure matching | Not enough data |
