Best Quote-to-Cash Software Shortlist
Here are the platforms that made my top 12 list of quote-to-cash (QTC) tools for a variety of different use-cases.
- Pricefx - Best cloud-based quote-to-cash software for enterprises
- Keap - Best for integrated CRM and billing software
- Xait CPQ - Best for shortening the sales cycle through increased pricing productivity
- Expedite Commerce - Best for managing the buying journey to enhance customer satisfaction
- ViiBE by Virtue - Best for scaling your business with automation
- OneBill - Best for customizing sophisticated pricing models to meet customer needs
- Cacheflow - Best for supporting SaaS deals
- CloudSense - Best for commercial order management solutions
- IBM Sterling - Best for building a better supply chain experience
- salesbricks - Best comprehensive commerce platform for B2B SaaS
- Experlogix CPQ - Best for low code and no-code administration
- Nue - Best for reinventing your revenue lifecycle
While you might have been used to separating out each part of the quoting process and doing everything manually, a QTC platform can optimize your operations and provide solutions for a variety of pain points — allowing your sales team to focus on what’s actually important: building relationships with customers and closing deals.
As an essential part of your sales cycle, QTC encompasses all the processes that ensure you’re driving revenue, including quote creation, proposal sharing, and payment processing. While many quote-to-cash tools are similar in many regards, there are some differences in features, pricing, and setup. Learn more about my top picks to discover which tools are the right fit for your organization.
What Is Quote-to-Cash Software?
Quote-to-cash software refers to a solution that addresses the parts of your sales cycle that drive revenue, including quote creation, account management, fulfillment, billing, and account receivables. Anything that has a direct impact on a sales transaction falls under the QTC umbrella to ensure end-to-end functionality in one single tool.
Overviews of the 12 Best Quote-to-Cash Software
Let’s dive into my breakdown of each of the QTC options on my list. Here you’ll get a summary of each tool, some outstanding features, and an overview of pricing and free trials. I’ve also provided a few pros and cons that should help you narrow down your preferences.
1. Pricefx - Best cloud-based quote-to-cash software for enterprises
This sales optimization software is designed for enterprise organizations that are facing pricing challenges. Pricefx offers cloud-based pricing optimization and management with a CPQ add-on to ensure more accuracy and transparency throughout your QTC process. With this platform, you have a choice of three package options, including an analytics plan, a pricing strategy plan, and an all-in-one plan.
Why I picked Pricefx: The thing that caught my eye about this tool is the AI-powered price optimization feature. Empowered with AI, you can optimize multiple price elements in real time to model customer purchasing behavior in order to manage price lists, from automated recalculation based on defined triggers to dynamic price lists.
Pricefx Standout Features and Integrations
Standout features include market monitoring to optimize pricing in real time and smart discounting and promotion management for impact forecasting.
Integrations include AWS, JD Edwards, Oracle, and SAP S/4HANA. Pricefx encourages integrations through Celigo, an iPaaS that can connect you to hundreds of pre-built integrations.
Pricing: Plans start at $100,000 and are based on yearly Revenue Under Management (RUM) or Annual Revenue Managed (ARM)
Free Trial: Free demo available
Pros
- UI is UNITY-based for better visuals
- Very intuitive user navigation
- Outstanding customer service
Cons
- Initial configuration is work intensive
- Managing data accuracy across multiple platforms can be complex
2. Keap - Best for integrated CRM and billing software
This platform is designed to help small businesses manage their operations with a comprehensive selection of features, including CRM tools, sales and marketing automation tools, and QTC tools. Keap’s goal is to avoid added and unnecessary integrations with third-party tools that bloat your processes and slow down your workflow.
Why I picked Keap: I added this tool to my list because it has a robust billing and invoicing system. Keap offers you a selection of native payment processors, including Stripe and PayPal, so you can send invoices directly from the platform. You can also use this billing system to send out promo codes for customer retention and higher renewal rates.
Keap Standout Features and Integrations
Standout features include lead capture and organization, email marketing campaigns for outreach, and a business phone line you can use on your smartphone.
Integrations include AppointmentCore, BigCommerce, CustomerHub, Deadline Funnel, FormLift, iMember 360, Jotform, Leadpages, Outlook, and Workato. You can connect to over 5,000 integrations through Zapier.
Pricing: From $199/month
Free Trial: 14-day free trial available
Pros
- Clean and easy to use interface
- Offers advanced marketing tools
- Robust support from the implementation team
Cons
- Must save info manually or lose it when idle
- Number of tools can feel overwhelming
3. Xait CPQ - Best for shortening the sales cycle through increased pricing productivity
Formerly known as BlueprintCPQ, Xait CPQ is a cloud-based product configuration and quoting system that’s designed to be used as a standalone solution or integrated with your ERP and CRM systems. Use this platform to price products, produce documents, and perform complex calculations with an ecommerce-friendly system that’s simple enough for your customers to use.
Why I picked Xait CPQ: This platform caught my eye because of its guided selling feature. Instead of Excel or spreadsheets, Xait CPQ guides salespeople based on historical data to ensure more accurate and faster quotes. With precise, automated quotes, sales teams are free from manual calculations and are able to move more efficiently.
Xait CPQ Standout Features and Integrations
Standout features include custom, branded layouts for approved quote creation and servitization that evaluates risk and cost for multi-year service agreements.
Integrations include HubSpot CRM, Magento, Microsoft Dynamics 365, Microsoft Excel, Pipedrive, Oracle CRM On Demand, Salesforce, SAP CRM, and Workbook.
Pricing: Pricing available upon request
Free Trial: Free demo available
Pros
- Easy to use and learn after configuration
- High functionality with lots of features
- Robust customer support team
Cons
- Complex system that requires customer support to configure
- Small and medium businesses may be priced out
4. Expedite Commerce - Best for managing the buying journey to enhance customer satisfaction
This cloud-based platform is designed for revenue operations and management for B2B companies. With Expedite Commerce, you get a dedicated CPQ software, ecommerce storefront, contract lifecycle management, recurring billing, revenue recognition, digital sales room, revenue forecasting, and subscription management.
Why I picked Expedite Commerce: What I really like about this platform is its focus on the buyer journey. Expedite Commerce reviews every step of that journey to identify areas where you can optimize your process, from lead to invoicing through to renewals. With a more comprehensive view of sticking points, you can create a better process for both clients and reps.
Expedite Commerce Standout Features and Integrations
Standout features include an ecommerce storefront that offers B2C-style experiences for B2B organizations and digital guided selling with interactive quizzes to get your customers the right products.
Integrations include GoCardless, HubSpot CRM, Netsuite, Oracle, PayTomorrow, QuickBooks, SAP, Salesforce, Stripe, and Zoho CRM.
Pricing: From $40/user/month with a 20 user minimum
Free Trial: Free demo available
Pros
- Easy to use out of the box
- Can be customized to meet your needs
- CPQ features are intuitive to use
Cons
- Attaching documents to invoices can be clunky
- Sometimes forces best practice constraints for integrations
5. ViiBE by Virtue - Best for scaling your business with automation
As a quote-to-cash solution for white-label resellers, ViiBE is a customer lifecycle software that automates your processes to make it easier to scale your business by reducing manual data input and administrative work. This platform offers end-to-end QTC solutions with everything from quotes for new clients and legally binding esignature features to automated taxes and phone system integrations.
Why I picked ViiBE: One of the tools I think would be useful from this platform is collaborative quoting. You can provide professional quotes within the platform, including automatically calculated taxes and surcharges, and your customer can open them through your branded portal to collaborate, edit, and comment in real-time.
ViiBE Standout Features and Integrations
Standout features include tax rating integration to automate compliance and native e-signature capabilities for every document.
Integrations include ActiveCampaign, Bullhorn, ConnectWise, Copper, Documo, HubSpot CRM, Microsoft Teams, QuickBooks, Stripe, and SugarCRM.
Pricing: Pricing available upon request
Free Trial: Free demo available
Pros
- Ideal for recurring invoicing
- Simple user interface
- Great support and ticketing
Cons
- Screen recordings may glitch
- Voice recordings have accuracy issues
6. OneBill - Best for customizing sophisticated pricing models to meet customer needs
This revenue management software is built to provide businesses of all sizes with the tools they need to brand and customize their billing processes. With prebuilt configurations for every type of billing, as well as automated order provisioning and activation, CPQ tools, and commission management, OneBill offers an all-in-one solution for revenue management.
Why I picked OneBill: One of the reasons I chose this platform is because it provides sophisticated pricing models that you can change to meet customer demands. Some popular pricing models provided in-app include usage-based, recurring, hybrid, one-time, and personalized. The OneBill system also makes allowances for sales quotes with discounts, coupons, bundles, and packages.
OneBill Standout Features and Integrations
Standout features include order processing and payment collection, multi-currency and multi-language support for global enterprises, and real-time commissioning and SPIFFs.
Integrations include Authorize.net, Bambora, Ceretax, DocuSend, HubSpot CRM, Oracle, Pipedrive, Salesforce, ShipBob, and Xero. OneBill also offers integration with Communication Service Providers, like Verizon and AT&T.
Pricing: Custom pricing available upon request
Free Trial: Free demo available
Pros
- Completely customizable plans
- Guided configuration and implementation
- Expertise and commitment from customer service team
Cons
- Nationwide taxation compliance requires intensive setup
- Reselling system could be a little more user-friendly
7. Cacheflow - Best for supporting SaaS deals
As a cloud-based platform that’s designed to replace your CRM, CPQ, and billing platforms, Cacheflow strives to streamline every aspect of the QTC process through dynamic proposal creation, interactive self-service checkout with financing options, and no-code automation for contract generation and CPQ.
Why I picked Cacheflow: This tool made my list because of their quick to close automation. Cacheflow highlights its unique click-and-buy experience that ensures customers can close in just eight clicks with self-serve options that allow them to select the contract terms, payment method, and payment plan — no guidance from your sales reps needed.
Cacheflow Standout Features and Integrations
Standout features include custom rules creation to control contract terms and approvals, branded visuals for contracts, and renewable revenue tracking in a functional dashboard.
Integrations include native DocuSign, HubSpot CRM, ProfitWell, QuickBooks, Salesforce Sales Cloud, and Slack integrations. Webhooks integrations include Oracle Netsuite and Stripe.
Pricing: Pricing available upon request
Free Trial: Free demo available
Pros
- Encourages product adoption internally
- Easy to learn and navigate
- One of the fastest checkout processes
Cons
- Missing a few functionalities because it’s a new company
- Trying to fix a glitchy e-signature feature
8. CloudSense - Best for commercial order management solutions
CloudSense is an industry-specific commerce solution that helps massive organizations with global reach reduce costs by providing seamless connectivity and digital-oriented customer experiences through Salesforce. CloudSense capabilities include tools for sales execution, contract management, product catalog management, and order and subscriber management.
Why I picked CloudSense: This platform caught my eye because it focuses on order and subscriber management. With this tool, you can automate and track order fulfillment, provide customers with real-time order updates, and enhance customer loyalty with personalized offers and simple self-service experiences.
CloudSense Standout Features and Integrations
Standout features include CPQ engine to automate order completion, change, or renewal and dynamic contract templates and clauses with auto-populate from CPQ and CRM data.
Integrations include Accenture, Adobe, Connectbase, Deloitte, DV Publisher Suite, Google Ad Manager, Gotransverse, Infosys, Salesforce Sales Cloud, and Tata Consultancy Services.
Pricing: Pricing available upon request
Free Trial: Free demo available
Pros
- Can customize everything during implementation
- Workflow edits and updates are easy to make
- Responsive and helpful customer support
Cons
- User interface could use improvement
- Requires training to learn navigation
9. IBM Sterling - Best for building a better supply chain experience
Designed with B2B solutions in mind, IBM Sterling focuses on ensuring you can build a dynamic, interconnected, and responsive ecosystem for order fulfillment. With order management tools, managed file transfers, sophisticated inventory management, IBM Sterling strives to provide solutions that ensure end-to-end visibility and real-time insights to improve your bottom line.
Why I picked IBM Sterling: The main reason I put this platform on my list was because of its smart order fulfillment solution. With this tool, you can merge all sales channels onto one platform to ensure better tracking, easier coordination with logistics, lots of shipping options, and simplified returns management through cloud-based tools.
IBM Sterling Standout Features and Integrations:
Standout features include real-time views of current inventory stock, personalized delivery options, and omni-channel delivery capabilities.
Integrations include IBM Sterling has a B2B integrator that allows you to connect whichever additional apps you need.
Pricing: Custom pricing available upon request
Free Trial: Free consultation available
Pros
- Offers B2C and B2B solutions
- Robust customer support team
- Intuitive navigation and ease of use
Cons
- No direct integrations with other systems
- CPQ software is an add-on
10. salesbricks - Best comprehensive commerce platform for B2B SaaS
This platform does more than just unify all your QTC needs on one app, they also strive to make sure you can manage everything from a single screen. With salesbricks, you can design packaging and pricing, bill and manage customers, and close deals from the same place. This solution is designed to help B2B SaaS organizations prepare for and acquire new customers.
Why I picked salesbricks: I chose this tool for my list because it offers a single-screen solution for all your needs, including pricing, packaging, system of record, guided selling, billing, and subscription management. They claim to be enterprise-ready — able to handle a ton of traffic — as well as startup friendly with high-value features for an affordable price.
salesbricks Standout Features and Integrations:
Standout features include customer portal so they can sign directly onto the app, entitlements management to optimize user access to products, and guardrails that ensure your team makes great deals.
Integrations include HubSpot CRM, Okta, QuickBooks, Salesforce Sales Cloud, and Stripe.
Pricing: From $99 per month +1.9% per dollar invoiced
Free Trial: Free demo available
Pros
- Limited need to navigate the app
- User-friendly interface for sellers and buyers
- Highly customizable features
Cons
- Limited integrations. Currently under development.
- Limited finance features
11. Experlogix CPQ - Best for low code and no-code administration
Developed to be used with some of the most popular CRM applications, Experlogix CPQ offers simplified product configurator technology to empower customers, sales reps, and channel partners to create accurate quotes and orders. This platform offers on-premise and cloud deployment that can help B2B and B2C sellers with advanced production orders, like routings and BOMs.
Why I picked Experlogix: This platform made my list because it offers an intuitive modeling environment that requires minimal coding. And since your salespeople and customers don’t need any technical experience or advanced training to use it, Experlogix CPQ becomes their preferred app.
Experlogix CPQ Standout Features and Integrations
Standout features include low-code automation and administration for enhanced accessibility, guided selling for more personalized messages and cross-selling opportunities, and rules-based order creation that automatically detects errors.
Integrations include Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Finance, Microsoft Dynamics 365 Sales, Microsoft Excel, NetSuite, and Salesforce Sales Cloud.
Pricing: Pricing is available upon request
Free Trial: Free demo available
Pros
- UI design can be customized
- Easy to understand the system
- Robust Microsoft integration
Cons
- To customize UI, must use javascript and CSS
- Integration requires technical knowledge
12. Nue - Best for reinventing your revenue lifecycle
Built to be as easy to learn and manage as possible, Nue is a quote-to-revenue platform on Salesforce that focuses on meeting the revenue lifecycle needs of modern businesses. This solution allows you to configure dynamic pricing, expand customer revenue, and sell on any channel, including self-service and direct sales.
Why I picked Nue: I like this platform because it offers dynamic customer lifecycle management directly on Salesforce. Whether you need to manage changes, renewals, or co-terms, you can do it all in the most popular CRM and provide your customers the tools to do the same with the ability to adjust usage, term, and seats.
Nue Standout Features and Integrations
Standout features include hybrid price model builder, billing tools for any pricing model, and integrated self-service for customers.
Integrations include Salesforce Sales Cloud.
Pricing: Pricing available upon request
Free Trial: Free demo available
Pros
- Clean and straightforward tools
- Lots of flexibility for customization
- Works directly in Salesforce Sales Cloud
Cons
- Legacy data can be problematic without clear processes from the beginning
- Built to service SaaS businesses
Other Options
My list wouldn’t be complete without a few runners-up. Check out these bonus software solutions to do a little more research before choosing your final quote-to-cash solution:
- HubSpot Sales Hub - Best for a free quote-to-cash process management system
- Salesforce Revenue Cloud - Best QTC solution for the configure, price, quote process
- Zoho CRM - Best quote-to-cash platform with integrated CRM features
- BlueSnap Accounts Receivable Automation - Best QTC tool with AR automation
- QuoteWerks - Best for creating professional, branded quotes and proposals
- Conga CPQ - Best for the most accurate pricing, even with complex proposals
- Infor CPQ - Best for improving the visual buying experience for all your customers
- Quoter - Best for sales automation, as about 30% of your processes can be automated here
Selection Criteria For Quote-to-Cash Software
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best quote-to-cash software for this article:
Core Functionality
While these tools will vary in their standout features, they must still provide some core functionality to ensure they can optimize your revenue management process. Some essential functionality include:
- Configuring sales offers
- Developing and projecting quotes
- Crafting proposals or agreements
- Processing orders
- Payment processing
Key Features
To deliver basic functionality for your QTC needs, there are standard features that exist in every application. You’ll see the features below repeated in nearly every tool on my list:
- CPQ software: This feature works in tandem with your CRM and ERP tools to deliver quotes based on a preprogrammed set of rules. During initial setup, you’ll customize your rules and configurations, which later allow this feature to ensure error-free pricing that accounts for quantities, customizations, optional upgrades, and discounts.
- Billing types: Depending on your revenue stream, you may need to process one-time payments, recurring payments, subscription billing, or some other type of billing configuration. Most tools will offer these popular modules built-in and provide capabilities for applying coupons or discounts, as well as creating bundles, bulk orders, and other specialty billing needs.
- Proposal or quote templates: Your software should have a library of pre-set templates that allow a salesperson to select the appropriate paperwork, fill in the blanks, and send it off to the customer for review or signing.
- Branded customizations: If you want your quotes and proposals to look as professional as possible, you want to ensure that your templates have branding features. You should be able to select color schemes and fonts, as well as upload logos and images, for enhanced branding.
- Integrations with finance and fulfillment: Once your customer signs your proposal or quote, you need to ensure that finance and fulfillment get the information without delay. An integration can serve to automate this process with specific trigger actions that eliminate manual labor.
- Invoicing: QTC solutions are designed to eliminate bloat in your tech stack, so they already have invoicing and accounting functionalities that can auto-generate accurate invoices, send them out to clients, and receive payments.
Usability
QTC software may be a tool that you add to your tech stack or one that eliminates several others in favor of a more comprehensive solution. Regardless of your choice here, your new addition should be easy to learn and navigate. I chose those platforms that prioritized intuitive user interfaces and provide robust customer support during onboarding and training.
Software Integrations
While quote-to-cash software may eliminate a few other tools you currently use, they’ll still need to integrate with other systems to share information and streamline your workflow. Check each breakdown to see the top integrations for every platform. I’ll also take note of which offer native integrations, open API, and Zapier-assisted options.
Pricing
There will be a ton of variation in pricing for QTC tools because each one offers solutions for a variety of use cases, industries, and organization sizes. You can definitely expect subscription billing pricing models, with a range depending on add-on features and functionality.
Those software solutions that provide integrated customer relationship management, subscription management, and forecasting functionality will cost significantly more than those with basic QTC features. You may see software pricing range between free and $300/user/month.
People Also Ask
If you’re looking for even more information before reaching a final decision, check out these answers to the most frequently asked questions.
What are the benefits of quote-to-cash software?
Who uses quote-to-cash software?
Is CPQ (configure, price, quote) the same as quote-to-cash software?
Other Revenue Operations Software
Whether you want to enhance other business processes or empower your sales reps, I have a few more recommendations for essential revenue operations software. Explore these breakdowns for even more SaaS solutions that may address your pain points.
- Quote Management Software
- Proposal Management Software
- CPQ Software
- Contract Management Software
- Pricing Software
- E-signature Software
Final Thoughts
After reviewing all of my recommendations, it’s time to narrow down your options and test them out in the real world. Reach out for free trials and demos to see which software meets your needs and make your final choice.
Already made a decision about your QTC software? This isn’t the end of your revops journey. Whether you’re interested in contract lifecycle management or the essential stages of a sales pipeline, The RevOps Team is here to help with weekly tips and advice. Subscribe to the newsletter for up-to-the-minute insights from the experts.