Today’s Quote-to-Cash Softwares are incredibly versatile, and because of strong competition, have remained a relatively low-cost investment for most.
Currently, with dozens of options available for Quote-to-Cash Software in the market – finding the right Quote-to-Cash Software of 2024 can be tricky.
So we spent dozens of hours researching and testing everyone we could get my hands on.
Based on our experience with the apps, here are 10 Best Quote-to-Cash Software. Click on any app to learn more about why we chose it, or keep reading for more context on Quote-to-Cash Software.
On this page, you’ll learn about the following:
What is Quote-to-Cash Software?
From quotation to cash From quoting through sales orders and revenue management, Q2C software automates the whole sales process. Companies employ Q2C technologies to optimize sales processes, increase sales force efficiency, and improve customer experience. Sales departments employ Q2C software, but other departments like engineering and design can use it to generate customized offers based on unique customer needs. Accountants can also use Q2C software to track and manage sales revenue. This sort of software can be sold as a single product or as a combination of CPQ software and revenue management software.
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10 Best Quote-to-Cash Software
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Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for growing teams. Sales Hub is built on the HubSpot CRM platform where customer data, tools, and teams come together to create a single source-of-truth for unprecedented sales rep efficiency. When using the full CRM platform, reps can get richer insights, warmer leads, and aligned enablement materials to help them operate at max efficiency. Plus, tap into our expansive ecosystem of app and solutions partners to craft an exceptional end-to-end customer experience. Whether it’s strategies, services, or software — HubSpot allows you to scale your company, not complexity. HubSpot has everything you need to grow better.
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Salesforce CPQ automates quoting, contracting, and the ordering processes. The solution improves sales productivity and helps you close more deals without ever leaving Salesforce. Fully native on the Salesforce platform, Salesforce CPQ delivers next-generation CPQ which is 5-10x easier to implement than legacy CPQ applications. Salesforce CPQ (Configure, Price, Quote) is an easy-to-use, next-generation app that is part of the Sales Cloud solution offering. It’s built using the standard objects in Salesforce like quotes and products which means that you have one, common data structure across the entire customer lifecycle. This shared data model eliminates complex integrates and makes it faster to launch new products and easier to iterate quickly. Salesforce CPQ is part of the innovative quote-to-cash apps from Salesforce that enable companies to easily and accurately manage the entire deal close process—from generating quotes and configuring orders to collecting cash. Our products, Salesforce CPQ and Billing, enable our customers to go live and capture full ROI in weeks rather than months, and growing revenue faster than ever before. Customers love us — just read our G2 reviews. .
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Zoho CRM is a cloud-based, integrated customer relationship management platform that caters to the needs of businesses and industries of all sizes and types. Over 150,000 businesses across the world use Zoho CRM to build lasting customer relationships and maximize team productivity. Our expanded omnichannel support for phone, email, live chat, social media, and in-person meetings make Zoho CRM the most tightly integrated system in the market. Zoho’s AI-powered sales assistant, Zia, provides advanced interpretations, solutions and predictions for salespeople. Your sales team can spend more time selling instead of entering data with the help of workflow automation, lead scoring, real-time notifications and built-in gamification. Our key features include: – Lead Management – Workflow Automation – Advanced Analytics – Process Management – Marketing Automation – iOS and Android Apps (with business card scanner) – Developer Platform Automate routine sales, marketing, and support functions using Zoho CRM, giving you more time to concentrate on your customers. Create optimized workflows that help you reduce manual data entry, eliminate redundancies, and speed up your overall process. Accelerate your sales team’s productivity with accurate forecasts of potential revenue, and make use of productivity games to exceed your sales quotas. Set up multiple currencies, use AI predictions to prioritize leads and deals likely to convert, and track website visitors to convert more prospects. Zia is an AI assistant included in Zoho CRM who can help you manage your CRM data. Zia can fetch the information you want, take notes, predict the future of a sale, detect anomalies, automate tasks, and more! Stay on top of every activity with Zia. Get your marketing and sales teams on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue using the Google Ads integration. Your security is our top priority. We understand that every organization needs to strike the right balance between protecting their customers’ data and giving employees the freedom to get their work done. Zoho CRM succeeds in meeting both of these requirements. Use Zoho CRM’s developer platform and SDKs to build and deploy secure, scalable, and enterprise-ready solutions. Build integrated systems, offer personalized user experiences, and develop apps for both web and mobile. .
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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. .
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Experlogix is recognized worldwide as the premier provider of Configure, Price, Quote (CPQ) solutions for Microsoft Dynamics 365, Salesforce and NetSuite. We provide powerful yet easy-to-implement product configurator technology that allows your sales reps, customers or channel partners to create quotes and orders fast and error-free. Regardless of how you sell – with your direct sales team, through resellers or B2B/B2C on the web – Experlogix CPQ simplifies your quote-to-order process to help you sell faster and more accurately. For manufacturing organizations, we will take your configured order and create sophisticated production orders (BOMs and routings,) in Dynamics 365, Salesforce, or NetSuite automatically. We give you the power of deployment choices (cloud or on-premises) with the freedom to switch any time. Hundreds of organizations in an array of industries around the globe – including Fortune 500 companies – rely on Experlogix to help them compete and increase profits. Experlogix is a 2020/2021 Microsoft Dynamics Inner Circle member, Microsoft AppSource certified, Salesforce AppExchange certified and a Built for NetSuite certified solution. For more information, visit www.experlogix.com .
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For Enterprises facing pricing challenges, who need to reliably accelerate profitable growth, and want precision, visibility, and efficiency in their pricing execution, Pricefx is The cloud pricing optimization, management, and CPQ platform that provides a transparent and responsive solution to price right, every time.Unlike Excel, home-grown tools or legacy Gen1 solutions, our product is the pricing platform for you to dynamically plan, price, and profit. Our suite includes 3 packages solutions designed to work seamlessly together to deliver a complete enterprise pricing capability: Plan Package: Industry leading analytics with pre-built integrations for SAP, Salesforce, SugarCRM and many other critical data systems. Analyze and generate segment-specific optimized pricing and push it to your price lists, CPQ, ERP, and Digital Commerce systems. Gain accurate insights into your pricing, margins, customer, and product segments while analyzing and identifying pricing opportunities. Price Package: Define and manage your pricing strategy and calculate, simulate and publish all types of product prices. Manage promotions, discounts, campaigns, and special pricing, at any level of complexity, from one place. Utilize A.I. Optimization to achieve ideal outcomes across your entire price waterfall. Profit Package: Empower your sales team to respond to requests faster, quote with high accuracy and confidence, and win more deals.Create, calculate, track and manage rebates, bonuses, and credits while integrating with your accounting system. Eliminate complex claims and ship & debit processes. Validate your distributor claims management with speed and accuracy. .
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XaitCPQ (Formerly known as Blueprint CPQ) captures all of the complex product, pricing, and business rules in one central place for automating and streamlining actions in real time. This allows you to have everything you need at your fingertips to close deals faster, with better collaboration, control and transparency. In other words; We Make it Easier for Customers to Buy from You! The benefits of a CPQ, automated pricing and quoting system are many: * Drastically reduce the time to create and send a quote * Streamline and automate quote generation and order transactions * Reduce pricing errors and maximise margin by eliminating spreadsheets * Maximize use from your existing software, integrates seamlessly into most CRM systems * Introduce modern, better ways of working and set on course for growth. * Reduce the burden and/or workload on your IT department Breaking new ground in the Lead-to-Order process, we help users with personalized, automated content at key buying stages through easy to use, engaging and intelligent web-based forms. We implement a .
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OneBill is an end-to-end subscription management, billing, and revenue management platform that powers the entire customer lead-to-revenue generation experience. OneBill supports all types of billing models such as one-time billing, subscription billing, recurring billing, and usage-based billing. OneBill’s seamless integration with other enterprise systems such as carriers & service providers, payment gateways, accounting & admin, taxation, and CRM & ERP platforms is made possible with open APIs. .
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Step up to the all-in-one CRM, sales & marketing automation software designed to grow your business. Greater client organization, fewer repetitive tasks, easily implemented automations, and integrated apps. Keap’s goal is your growth, whether you choose Max, Max Classic (formerly known as Infusionsoft), Pro, or Lite from our powerful product options..
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CloudSense is the proven Commerce and Subscriber Management platform, built for high-volume or complex ongoing services. We’re trusted by Communications, Media and Utilities businesses worldwide to launch, sell and fulfill the entire customer journey on Salesforce. We make commercial success easier. Our customers go to market in a third of the time, sell four times faster, increase sales by 24% and deliver eight times faster, with a 79% improvement in order accuracy. Our founders’ experience as enterprise software buyers is rooted in our DNA, and distilled in our platform. We empower your people with AI, BI and automation to deliver convenient, personalized and friction-free subscription experiences for your customers, and maximum ROI for your business. Since starting out in 2009, CloudSense has grown at a remarkable rate. For over a decade, we’ve delivered measurable results for businesses including Telefonica, Spotify and EDF. And we’re just getting started. Today we employ more than 350 people, across 12 offices spanning Europe, the U.S. and Asia Pacific. We are Gartner Visionaries and a member of Tech City’s Future Fifty program. To learn more, visit CloudSense.com. .
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What is the Best Quote-to-Cash Software?
Here are our top picks for the Best Quote-to-Cash Software to try this year.
How to Choose Best Quote-to-Cash Software?
Having a streamlined sales process is the backbone of any organization. Improving visibility between departments and reducing the time it takes to quote a customer is paramount. In addition, if you are able to send electronic invoices to your clients, you can save time and money on manual tasks. A quick and easy-to-use software solution can help you close deals more efficiently and save you time.
HubSpot CRM is an incredibly useful tool that automates and customizes your quotes. This software can also integrate with CRM and ERP systems, making it possible to manage data and notes more easily than ever before. Choosing the right software will help your business get more customers and boost your revenue. However, you should keep in mind that it may be difficult to maintain the requisite number of accounts and quotes.
In addition to automating the ordering and payment processes, quote-to-cash software can help you get closer to your customers. With these integrated features, you can improve the buyer’s experience and drive revenue growth. Further, these tools can help you make payments more quickly, with greater ease. A CRM-powered software can help you automate the quoting and contracting process. This is especially beneficial for smaller businesses with a limited amount of time.
When choosing a quote-to-cash software, be sure to consider how many features are available. Some software may not be right for your business, but they can help your business scale. Some quotes-to-cash solutions can even offer contract terms. This makes it easier to get a discount on your customers’ next purchases. This can help you increase your customer retention and keep your margins higher.
Using a quote-to-cash software to manage payments is a smart decision for your business. Using a system that automates the quote-to-cash process will allow your sales team to focus on selling. It will also save time by automating the billing process. It will also allow your sales team to create accurate quotes faster. If you use a CPQ software, you will be able to generate quotes for every customer.
CPQ software is an application that lets you configure products or services for a particular customer. CPQ software will allow you to configure the right products or services for each customer. By automating this process, you will be able to create accurate and timely quotes for your customers. Ultimately, this will free up your time to focus on selling. And because it automates the process, CPQ software is easier to integrate with your workflow.
CPQ software automates the configuration of products. It ensures that prices are competitive and profitable for the seller. It also helps you keep track of last-minute changes. The process is also automated, which saves time and money. You can set up your CPQ software with the help of an ERP. You can then use it on your website or in your own store. You can even use a CPQ software in conjunction with your existing CPQ software.
Using a quote-to-cash software will help you automate these processes and give your team complete visibility. It will also help you streamline your customer relationship management, which is vital for your business’s success. This software will make the process of getting quotes from customers faster and easier. This will increase your customer satisfaction levels and improve your bottom line. It will help you increase your average deal size.
An automated quote-to-cash process will improve communication among different departments and reduce department silos. It will also improve communication within departments. With a fully automated quote-to-cash system, sales reps can customize products, upsell and cross-sell. This will help them close more deals and improve their revenue. This will ultimately help your business grow and increase profitability. With an integrated quote-to-cash software, your customers will love your service.
A quote-to-cash software will help your business automate the process between buyer intent and transaction fulfillment. The software is designed to automate the process by adding additional features to CPQ. It will also cover other areas, including negotiation, invoicing, payment, and renewals. In addition, it will also allow you to collect cash. This will enable you to get more revenue and reduce costs.
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FAQ’s
Quote-to-cash software is a type of software that is used to manage the sales process. Quote-to-cash software is used by companies to manage the order to cash process. This type of software is used to manage the sales process from the point of quoting to the point of cash.
No one likes to pay for software. And for good reason, too. Software can be expensive and not everyone has the money to pay for it. But there is a way to get free software. There are some programs that are free to use.
Quote-to-cash software can be difficult to learn for some people. It is important to find a software that is easy to learn and use. You want to make sure that the software is intuitive and easy to navigate. If you are looking for a quote-to-cash software, you should consider ________.
A lot of companies are looking for a way to streamline their quote-to-cash process and are looking for an easy way to get quotes to their customers.Quote-to-cash software is a great way to save time and money by streamlining the process.
Quote-to-cash software is a powerful tool that can help businesses to streamline the process of quoting and selling goods and services. It can help to eliminate errors and improve the efficiency of the quoting process.
Quote-to-Cash software is a helpful tool for any business. It streamlines the process of quoting, ordering, and billing. But, like any software, it can be difficult to use.
I know you want to use Quote-to-Cash Software, thus we made this list of best Quote-to-Cash Software. We also wrote about how to learn Quote-to-Cash Software and how to install Quote-to-Cash Software. Recently we wrote how to uninstall Quote-to-Cash Software for newbie users. Don’t forgot to check latest Quote-to-Cash statistics of 2024.
One of the key benefits of QTC software is its ability to seamlessly integrate with various business systems, facilitating the smooth flow of information across departments. By connecting the dots between sales, finance, operations, and fulfillment, companies can eliminate unnecessary bottlenecks that can impede the sales cycle and hinder business growth. For instance, QTC software can automate order fulfillment, ensuring that product availability is accurately communicated between sales and supply chain functions, reducing delays and preventing potential stockouts.
Furthermore, QTC software enables companies to gain instant visibility into the sales pipeline and monitor key business metrics in real-time. This bird’s eye view empowers management to make well-informed decisions, identify trends, and seize new opportunities. By having access to accurate forecasting data, decision-makers can allocate resources more effectively, identify areas for improvement, and devise strategies to maximize sales revenue.
Another critical advantage of QTC software is that it simplifies the invoicing and payment process, improving cash flow and reducing administrative overheads. Invoices can be generated automatically, eliminating manual paperwork and reducing the risk of errors. Moreover, the integration of digital payment options into QTC software ensures a seamless and secure payment experience for customers. This not only improves customer satisfaction but also accelerates cash collection, empowering companies to reinvest in business growth and innovation.
Additionally, QTC software empowers sales teams by equipping them with powerful tools and readily accessible information they need to win deals. Through an intuitive user interface, sales representatives can efficiently manage customer requests, collaborate on quotes, and track the progress of negotiations. Multiple communication channels can be integrated within the software, allowing real-time interactions with customers, thereby enhancing the overall buying experience.
As technology continues to evolve and shape the way we conduct business, companies must adapt to stay relevant and competitive. Embracing QTC software allows organizations to streamline sales processes, eliminate manual inefficiencies, and seamlessly integrate data across departments. By optimizing the quote-to-cash cycle, companies can set themselves apart from the competition, deliver exceptional customer experience, and pave the path towards sustained success.
Without a doubt, Quote-to-Cash software is no longer just a nice-to-have but a crucial tool for businesses looking to thrive in today’s rapidly evolving sales landscape. By leveraging its power, organizations can unlock new levels of productivity, agility, and profitability, embracing the future of sales with confidence.
Why Quote to Cash Software Are So Important
Quote-to-cash (QTC) refers to the end-to-end process of creating a quote for a customer, negotiating terms, fulfilling orders, and ultimately collecting payment. It is a critical process that involves multiple stakeholders across sales, operations, finance, and customer service departments. Traditionally, this process has been cumbersome and error-prone, involving manual data entry, spreadsheets, and multiple handoffs between different teams.
This is where quote-to-cash software comes into play. QTC software automates and streamlines the entire process, from creating quotes to managing contracts and invoicing customers. By integrating sales, operations, and finance functions, QTC software provides a unified platform for companies to manage their entire order lifecycle seamlessly.
One of the key benefits of QTC software is increased efficiency. By automating manual tasks such as pricing calculations, contract management, and order processing, companies can significantly reduce the time it takes to create and fulfill orders. This not only speeds up the sales cycle but also improves overall customer experience by providing accurate quotes and timely order fulfillment.
Additionally, QTC software helps companies improve visibility into their sales pipeline and financial performance. By consolidating data from different sources and providing real-time analytics, companies can better understand their sales trends, customer behavior, and profitability. This data-driven insight enables companies to make more informed decisions, identify opportunities for growth, and optimize pricing strategies.
Furthermore, QTC software enhances collaboration across different teams within an organization. By providing a centralized platform for communication and information sharing, teams can work together more effectively to overcome challenges, resolve customer issues, and drive business growth. This fosters a culture of transparency, accountability, and alignment towards common business goals.
Another critical aspect of QTC software is compliance and risk management. With the increasing complexities of sales contracts, pricing agreements, and regulatory requirements, companies need a robust system in place to ensure they are adhering to legal and financial obligations. QTC software enables companies to standardize their processes, enforce compliance measures, and mitigate risks associated with revenue recognition and contract management.
In conclusion, quote-to-cash software is a vital tool for modern businesses looking to streamline their sales processes, increase efficiency, and drive revenue growth. By automating manual tasks, providing real-time insights, and promoting cross-functional collaboration, QTC software helps companies stay ahead of the competition and deliver exceptional customer experiences. As companies continue to navigate the complexities of the digital marketplace, investing in a robust QTC solution is no longer just an option but a necessity for long-term success.
In Conclusion
Choosing the best Quote-to-Cash Software is not a difficult task when you have all the details and requirements. Most of the above-mentioned Quote-to-Cash Software have impressive and user-friendly features.
Now, it is up to you which software you’d pick up that meets your requirements.
Consider the effectiveness and efficiency of each Quote-to-Cash Software, including the features and capabilities. You must also evaluate your objectives, required functions, and budget before choosing the right Quote-to-Cash Software of 2024. See which will give a great deal.
If you still have questions about choosing the best Quote-to-Cash Software, leave a comment below. I’d love to assist you.