Best Quote-to-Cash Software - Page 2
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Compare the Top Quote-to-Cash Software as of April 2026 - Page 2
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Salesforce Agentforce Revenue Management
Salesforce
Agentforce Revenue Management, formerly Revenue Cloud, is Salesforce’s integrated CPQ and revenue management solution built on the world’s #1 AI CRM. It enables sales teams to configure, price, and quote products quickly and accurately from any channel. The platform accelerates the quote-to-cash process with guided selling, automated approvals, and intelligent discounting rules. A unified product catalog and flexible pricing engine help organizations launch new offerings faster while maintaining pricing control. Dynamic deal management allows teams to generate and modify personalized quotes using real-time CRM and transaction data. Built-in automation reduces manual work and mitigates business risk. Agentforce Revenue Management helps organizations close deals faster while improving sales productivity and revenue visibility.Starting Price: $75 per user per month -
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RevOps
RevOps
Leave chaotic closing processes behind with templated quotes, approval workflows, and pricing guardrails to empower your teams and help sales reps win. Build pre-approved, fully customized agreement templates for your sales teams. Make changes instantly and adjust to your business needs right away. Forget the long implementation process. With RevOps, get your team up and running in hours and days instead of weeks and months. Set your reps up for success by enabling flexibility while providing the necessary guardrails to structuring deals. Create approval workflows, promote alignment, while saving precious time for your team. Send documents to anyone in the world and smoothly scale your sales operations for the global, remote, and digital economy.Starting Price: $50 per user per month -
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Zendo
Zendo
Zendo is a platform that lets businesses deliver services to their customers from one place. Zendo helps sell bespoke services online; saves time by reducing context switching, manual and repetitive tasks, or managing customer communications. With Zendo, you can get rid of project management, email, accounting, proposal, and CRM tools, reducing the context switching. You can handle the entire sales & delivery process from A to Z, where A is when a customer sends an inquiry to you, and Z is when the service is delivered with an invoice. Customers may pay by the link directly in the chat right after you send them an estimate for maximum convenience. Zendo offers a simple to use Customer Profile and chat-like Communication tab, where you can easily manage the entire communication process between your team members and the customer. You can access all the customer's requests in the past and find all the shared files between you.Starting Price: $12 per user per month -
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Sequence
Sequence
The only hypergrowth fin-stack designed to support your entire team in end-to-end billing and collections, and beyond. Charge each customer on your terms. One-off, recurring, consumption-based, or hybrid. Tiered, volume-based, or flat. Easily view and manage all of your plans, payments, and accounts in one location. With a spreadsheet-like interface. Build any plan, of any complexity, with a spreadsheet-like interface. As you scale, let payments work with you rather than against you. Get paid via invoice or direct debits fast. Billing and payments can be up and running on your Sequence dashboard in minutes, not months. Stop conducting manual billing. Sequence integrates with your CRM, Xero, and ERP to scale your payments faster. Simplify bank transfers and direct debits. Programmatically initiate payments collections, and embed pay-ins and payouts with Sequence's easy API and wallets. Provide a simple customer portal for access to product usage data, invoices, and payments. -
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Nue
Nue.io
Nue is the #1 Revenue Lifecycle Platform on Salesforce designed to meet the GTM, subscription management and billing needs of the modern business. Configure dynamic pricing. Sell on any channel (self-service + direct sales + in-app). Expand customer revenue and manage renewals. Know exactly what to bill and when. With Nue, RevOps teams can rapidly deploy opportunity-to-cash processes for direct and self-service sales – all the while delivering complete, accurate analytics to Finance. Nue is built for high growth SaaS companies looking for a new way to manage their revenue flows end-to-end that’s not a rigid, IT-heavy CPQ or billing solution. -
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HubSpot Customer Platform
HubSpot
Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.Starting Price: Free -
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ScalePad Quoter
ScalePad
Quoter is a cloud-based, quote-to-cash platform purpose-built for managed service providers (MSPs) that automates over 30% of sales-related tasks. It integrates with PSA, CRM, distributor, payment, and accounting systems to auto-populate client, product, and pricing data. It supports infinitely configurable line items, bundles, volume discounts, multi‑currency pricing, tax and shipping calculations (including Avalara), and e‑signature and payment processing via Stripe, PayPal, or ConnectBooster. Quoter offers branded, reusable templates, product configurators with optional and single‑select items, and inventory-aware distributor pricing. It includes email tracking, automated follow‑ups, manager approval workflows, cost and margin tracking, and comprehensive reporting on quotes, margins, users, and products.Starting Price: $149 per month -
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Turnstile
Turnstile
Turnstile is a modern quote-to-cash automation platform designed for SaaS companies that streamlines and automates the entire revenue lifecycle from quoting and subscription management to billing, collections and revenue recognition. It centralizes what’s traditionally a mix of spreadsheets and disparate finance tools into one system so teams can create professional, customizable quotes that customers can view, sign and pay without PDFs or logins, automatically activate subscriptions upon signing, and handle complex pricing models (recurring, usage-based, tiered or hybrid) without manual setup. Turnstile integrates with CRM and payment processors so deal terms flow into live subscription and billing workflows in real time, helps teams track renewals and customer payment status, and generates accurate revenue reporting and dashboards without extra reconciliation work.Starting Price: $100 per month -
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Conga CPQ
Conga
Configure smart, accurate deals faster. Empower your sellers to quote accurately and spend less time selling, no matter how complex your business becomes. With Conga CPQ, sellers are more efficient, ultimately closing bigger deals at a higher win rate. Configure complex products and services, deliver accurate quotes, and create smarter deals with the most up-to-date product and pricing information. Your customers will appreciate the smooth, error-free process. 82% of B2B decision-makers think sales reps are unprepared. Conga CPQ helps scale the actions of your best sales reps across the entire sales organization through guided selling, pricing guidance, and margin protection. -
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Quoter
Quoter Software
Quoter is an online quoting platform for sales teams. Quoter helps sales teams save time, increase control, and win deals faster by streamlining the sales quote and proposal process. It comes with reusable quote and proposal templates, quote and email tracking, easy, online acceptance and payment, CRM and accounting integration, and so much more. Create more quotes, eliminate bottlenecks, and get paid faster with Quoter. Quoter is a lightning fast, modern quoting platform for technology service providers. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. All of our core plans include unlimited users. Create impressive, accurate quotes in just a few clicks. Rest easy knowing exactly when your quotes are opened. Seamless PSA, CRM, distributor, and accounting integrations. Leverage our automation to encourage more people to quote.Starting Price: $99 per month -
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NetSymm
NetSymm
Order management and invoice management. NetSymm Order Express is a self-service eCommerce platform for your customers to securely place orders 24X7. Start selling online now. NetSymm Order Express eliminates errors, automates sales orders, sends order and shipment updates. Choose from a list of suppliers, view supplier product catalogs and pricing. Customers can place orders 24X7 via phone, tablet, desktop. Orders get checked and processed automatically into your ERP system. View charts with categories and products trending, and a list of most recent POs and messages Multiple reports display buyer list, POs, products, and invoices. Dashboards and reports are configurable. Allows customers to easily change quantities or products and reorder previous orders. This brings up sales. Send real-time order status such as created, in-process, invoiced, shipped - along with shipment tracking information. -
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Orgzit
P3Infotech Solutions
We streamline Sales, Quotation, Service, and Finance by moving from scattered spreadsheets to a uniform centralized application. We help you to save time and stay informed. Get all information about the sales process in one place, customers, Opportunities, Quotations, Orders, Invoices, Service Tasks, and anything else you need. We help you to improve communication horizontally and vertically. We provide sales managers, sales reps, estimators, finance, and service reps a solid place to communicate about the sales process. The CRM software for sales reps provides complete information and a seamless transition. Increase employee productivity and communication by consolidating information on a single tool. Track all information about a customer in one place without compromising on data security and ease of use. Don't let a traditional enterprise CRM stop you from improving your sales process because of complex and expensive configurations. -
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iasset.com
iasset.com
iasset.com is the SaaS platform enabling you to execute customer retention and success strategies in a smart, cost-effective way. No matter your channel role, you can benefit from the automation of complex processes within your sales and service functions. iasset.com is the unrivaled platform purpose-built for IT, IIoT, and MedTech vendors, distributors, and resellers. Leveraging decades of industry experience across our team, we understand the nuances of working within a channel environment. That’s why no other platform comes close to addressing your challenges and objectives like iasset.com. Say goodbye to ineffective tools that can’t handle a dynamic installed base in a channel environment. Since 2008, we have continued to perfect iasset.com to ensure it is the best-in-class SaaS platform for managing customer retention, expansion, and aftermarket sales. -
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IBM Sterling CPQ transforms and automates configuration, pricing and quoting of complex products and services. 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. CPQ provides automated online sales process for accurate configuration of solution bundles with cross-sell, up-sell opportunities, which improves customer satisfaction and lowers call center volumes. CPQ eliminates manual pricing execution with a centralized system that enforces pricing consistency and automates pricing changes while enabling business users to facilitate price maintenance.
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Pricefx
Pricefx
Pricefx offers a full suite of price management and CPQ solutions. We’re a cloud platform that lets you quickly understand your data, adapt to market changes and empower your organization to drive profitable growth. Already world-class and built to stay ahead of the market, these products are designed to meet both your current-state and future-state needs. Enable your sales team to respond to requests faster, quote with higher accuracy and confidence and win more deals. With an error-free Configure-Price-Quote capability, pricing simulations and calculations, you can provide your sales team with unmatched response times to pricing inquiries and quote creations. Empower your sales with a flexible quote configurator and price calculation for error-free responses to pricing inquiries. -
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Vendavo
Vendavo
We help B2B organizations like yours optimize pricing and sales and achieve predictable, profitable outcomes – and realize your unlimited commercial potential. How? By putting our world-class people, processes, and technology to work. Explore our best-in-class solutions for unlocking the unlimited commercial potential of your products or services, proven in practice by market leaders the world over. Vendavo Pricepoint is a cloud-based dynamic price management software solution that enables organizations to bring together all the relevant pricing-related information across their business in one secure place. Pricing teams set and manage pricing strategies in the form of user-configurable rules and calculations. This flexible pricing logic can then scale across their catalogs of products, regions, countries, channels, and customers to ensure that the price is always right, no matter the context. -
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Experlogix CPQ
Experlogix
Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time. -
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Zilliant
Zilliant
We help our customers reimagine how to address B2B pricing and sales challenges with smarter pricing software and better data science, built on the industry’s only cloud-native platform. We have decades of experience building tailored solutions across a broad range of B2B industries. Cost volatility. Complex pricing structures. Cumbersome processes. Reimagine your pricing approach. Thousands of customers, products and commercial decisions. Reimagine pricing and sales enablement. Complex pricing processes. Rate inconsistency. Revenue leakage. Reimagine rate attainment. Our SaaS sales and pricing software and cloud-native Platform allow businesses to rapidly respond to changing business dynamics, address the most significant sources of margin and revenue leakage, and more effectively execute pricing and sales strategies. -
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xPrint
Xavoc Technocrats
As you know today every company is going online so as printing Industries. In the same, We are offering you similar online applications to make your printing business more competitive in this digital marketplace. We all know, market is shifting toward online nowadays and it is always better to be ahead. Let your customers customize designs of visiting cards, calendars, Id cards, brochures etc. Allows user to upload their own images and re use. You can also provide image library to your customers. Let your designs decide if user can change image or some text or not. Customization for template designers. Auto price calculation based on qty or user choice like if lamination is required etc. Manage Taxation or discount vouchers also. xPrint not only manages your online but also offline business including quote to cash system. Make your process simpler by allowing user to upload their design to print. -
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Epicor Prophet 21
Epicor Software
Epicor Prophet 21 is a leading ERP solution for wholesale distributors that combines proven distribution expertise with a web-enabled infrastructure and modern technology stack. Cloud and on-premises deployment options are available. From inventory to logistics, Prophet 21 keeps everything in balance within your organization and unlocks the potential of your supply chain to help grow sales, boost productivity, and drive profits. • Data-driven, with industry-specific functionality, to help you make smart decisions • Cloud-based applications to modernize and mobilize operations • Connected ecosystems to ensure visibility across your business • AI-infused solutions to drive efficiencies -
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Symmetriq
Symmetria Technologies
Advertising Revenue Management platform to scale ad sales, streamline ad operations, manage quote to cash, unify inventory & billing, and maximize revenue across channels. Run a profitable media business. Google DSM Migration Migrate from Google DoubleClick Sales Manager (DSM) to Symmetriq with zero business disruption, we take care of everything and you continue running your business. The media landscape is changing at a faster pace than ever, You can now rethink your multi-channel product offering and how your sales team presents and packages your products with Symmetriq. To learn more about how you can view your data in Symmetriq, reach out to us. Symmetriq is an AI based Omni Channel Revenue Management Platform enabling media companies to run a profitable media business. We are a "Revenue In a Box" solution for media companies. Enables you to manage what you sell today and evolve with what you sell tomorrow.Starting Price: $100 per user, per month -
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Symphony
Integra Touch
The Symphony billing system gives you the power to introduce new products or applications quickly & easily, within your existing business systems. Integrate only the modules you need, or implement the full end-to-end solution and let our customizable, scalable solution grow with you. The real-time data transaction management and mediation provided by Symphony gives you visibility into your customers’ accounts—and the ability to more profitably manage those relationships. Transform the way you get from quote to cash. Win more business and get an edge on the competition with tools and insight that help you move swiftly from quote to cash. Specify products and generate customized quotes. Customer approval triggers workflow based on products ordered. Issue final quotes with auto-generated cover letter & product brochures. Access robust reporting on quotes issued/ordered by region/agent. End-to-end business process automation & management. -
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ViiBE
Viirtue
ViiBE is Viirtue's all-in-one reseller platform designed to expedite your company's sales process and improve your customer experience. Become a white label partner today, and start selling your clients a new service to expand your offering. Automate your workflows and simplify all aspects of being a VoIP reseller. We are committed to reducing your operating costs while providing an innovative, industry-leading product. Get charged only for seats that are used instead of multiple times for users with multiple devices. Viirtue now offers included data migrations from select platforms. Viirtue’s cloud-based PBX and VoIP phone solutions have already changed the way thousands of end-users communicate, both for themselves and their customers. As a White Label Partner, you can offer these solutions to other organizations in your network, while we continue to build industry-leading tools for your clients. -
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Subskribe
Subskribe
Quote and invoice dynamic deals with confidence. Subskribe is a totally unified experience from quote to revenue. Subskribe is totally unified from quote to revenue. It can handle any SaaS deal you can dream up: ramp-up, bundles, usage-based billing, you name it. Subskribe keeps everyone on the same page. Sales and finance use the same records in the same central repository. Sales orders automatically update themselves as they ramp up over time. There’s no need for manual reconciliation. No wondering how much to invoice in a given period. Subskribe makes quoting and billing dynamic deals effortless, allowing businesses to maximize deal flow and improve operational efficiency. 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. -
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AXIO Advanced Projects
Velosio
AXIO Advanced Projects is a packaged solution from Velosio for Dynamics 365 Finance that transforms your project ERP into a quote-to-cash powerhouse. This enhanced framework is available as a monthly subscription from Velosio to accelerate planning, reduce service costs and preserve the value of your investment over the entire solution lifecycle. Companies with AXIO Advanced Projects start their Dynamics 365 journey with a working financial and project accounting system on day one, so design efforts are focused entirely on elements that are truly unique to their business. Better adherence to industry best practices and workflow tested by hundreds of companies leads to higher employee adoption, faster onboarding, and a reduction in the total cost of ownership by 30% or more. Project-driven companies have unique needs that call for best practices in regulatory compliance, project accounting, and alignment with project management and delivery. -
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Provus
Provus
Take control in today’s service-driven economy and transform the way you sell services with our AI-led guided selling. The way you estimate, price, and quote will never be the same again. Powerful AI-led and data-driven features reinvent how services are estimated, priced, and quoted. By removing the traditional inefficiencies of creating and managing services quotes — from simple services to complex, recurring agreements — the Provus services quoting cloud helps achieve revenue maximization and margin optimization. Say goodbye to revenue leakage with our unique AI-guided selling approach that’s easy to use and extremely effective. Provus’ AI engine provides scenarios, win/loss probability, and risk analysis by carefully analyzing historical data. Services quoting is a complex process. With a delicate balance between gross margin, resource mix and locations, and other levers it is easy to lose sight of risks. -
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Cacheflow
Cacheflow
Cacheflow is a deal-closing platform that automates quote to close. Build quotes with complex, usage-based pricing in minutes. Close up to 4x faster by sending customers a single link to complete the deal. Your prospects can approve, eSign, and pay in one interactive self-service checkout. Cacheflow allows you to offer financing options as well, without impacting ARR. Reduce or eliminate manual work with automatic billing and renewals, plus powerful legal and compliance tools. Cacheflow is the first no-code solution to harness the power of a CRM, CPQ, and billing platform all in one. Automate your sales flow with powerfully flexible tools and full transparency. It's a fast, streamlined, and delightful experience. -
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Logik.io
Logik.io
Finally, remove limitations from configuration and quoting. Deliver always fast and flexible configuration experiences in CPQ and for self-service quoting, so your sales team can sell more, and your IT team maintains less. Logik.io gives you one centralized engine to that powers how your solutions can and should be configured sold across all your channels, so you can build once, and create amazing selling experiences everywhere. Managing product rules and recommendations doesn’t need to be a technical headache anymore. Say goodbye to custom development and scripting, and get the solution that makes product and selling logic easier to manage, less costly to maintain and scale, and delivers the stellar selling experiences sellers and buyers demand. -
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ECI Horizon ERP
ECI Solutions
ECI Horizon is a comprehensive ERP and e-commerce solution tailored for business supplies dealers in the UK and Ireland, encompassing sectors such as office products, interior design, and workwear. The platform streamlines operations by automating back-office processes, thereby reducing operational costs, enhancing productivity, and increasing profitability. Key features include real-time inventory management, seamless integration with major suppliers and manufacturers, and customizable e-commerce platforms like HorizonWeb and EvolutionX. Additionally, Horizon offers robust sales management tools, integrated accounting functionalities, and advanced reporting capabilities, providing businesses with actionable insights to make informed decisions. With over 30 years of industry experience, ECI has designed Horizon to meet the unique challenges of business supplies dealers, helping them stay competitive in a dynamic market. -
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Ratio
Ratio
Reimagining technology procurement and funding by combining payments, predictive pricing, financing, and a seamless quote-to-cash process into one platform. Flexible payment options to close faster, embedded into sales. Get funded now leveraging your existing recurring revenues. Get paid now even though customers pay later. Align payments to Ratio with customer payments. Unlock capital for growth from your own assets without dilution or debt. No monthly payments are required for Ratio unlike venture debt and revenue-based financing. Pick and choose which contracts to sell based on your cash flow needs. The Ratio team is made up of experienced SaaS and finance executives, serial entrepreneurs, builders, and dreamers. Equity is a critical piece to building your company and compensating your team. Taking strategic capital from Ratio involves no dilution from selling equity or issuing warrants.
