7 best quote-to-cash software 2024

In this review, you'll discover the top quote-to-cash software solutions that can transform your sales process and invoicing efficiency. With detailed insights into features, pricing, and pros and cons, you'll be equipped to choose the best tool tailored to your business needs in under 5 minutes, whether you need automation, customization, or seamless integration, we've got you covered!

1. Hyperline

Hyperline is a comprehensive quote-to-cash solution designed to streamline the entire sales process, from quoting to invoicing, enhancing customer experience and operational efficiency.

Key features Hyperline:

• Flexible subscription management: adapts to all use cases - per user pricing, usage-based pricing, enterprise custom deals, large product catalog, trial periods, coupons, and more..
• Reminder emails: The platform automatically sends reminder emails to clients for upcoming payments or failed payments - which helps to minimize late payments.
• International compliant invoicing: Hyperline is designed to support businesses operating in multiple countries by ensuring compliance with local regulations and tax laws.
• Multi-currency support: facilitates international transactions.
• Seamless integration: The software easily integrates with other essential business tools such as customer relationship management (CRM) systems, accounting software, and enterprise resource planning (ERP) systems.
• Simple customer portal: The user-friendly design makes it easy for clients to navigate and find quotes and bills information.
• Native e-signature capabilities: Streamline the contract and approval process, allowing users to send, sign, and manage quotes and documents without switching platforms.
• Low-code automation: allows users to automate processes without extensive coding knowledge. For example, users can set up automated workflows for generating quotes based on predefined templates, allowing sales teams to quickly respond to customer requests.
• Easy-to-use software: Hyperline stands out with a high-quality interface that enhances the user experience (UX). A well-designed UX simplifies navigation and boosts satisfaction for both users and customers.
• Branded billing: Hyperline enables businesses to create invoices that are fully customizable, allowing them to incorporate their branding elements such as logos, colors, and specific terms.
• Usage based billing : Hyperline simplifies usage-based billing by providing real-time tracking, automated invoicing, and flexible pricing models, ensuring fair charges based on actual usage

Missing features Hyperline:

• Advanced analytics: While it may lack some advanced analytics tools for in-depth business insights, it includes key features such as MRR, ARR, revenue forecasting, churn, and failed payments. However, it compensates by integrating with analytics tools like ChartMogul and Fincome for more comprehensive analysis.

2. Viibe by virtue

Viibe enhances customer interactions through collaborative quoting and automation.

Key features Viibe:

• Collaborative quoting: real-time editing and comments allow multiple users to work on quotes together. One potential danger is the possibility of conflicting edits, where multiple users make changes simultaneously, leading to confusion and inaccuracies in the final quote.
• Automated tax calculations: ensures compliance with regional tax regulations.
• Native e-signature capabilities: facilitates quick approvals with digital signatures.
• Video support: offers video conferencing features for direct communication with clients.
• Seamless integration: easily connects with other business applications.

Missing features Viibe:

• Advanced analytics: Lacks robust analytics tools for tracking sales performance.
• Customer portal functionalities: limited CRM features for managing customer relationships.
• Very old school UI
• Not flexible subscription management (for instance, no usage based billing / metering capabilities)

3. Onebill

Onebill provides a comprehensive revenue management solution with customizable billing processes.

Key features Onebill:

• Customizable billing plans: supports various billing models, including usage-based and recurring billing.
• Automated order provisioning: streamlines order activation, reducing manual workload.
• Multi-currency support: facilitates international transactions.
• Robust reporting tools: offers insights into revenue performance.
• Automated reminder emails: reduces late payments by sending automatic reminders.

Missing features Onebill:

• User-friendly reselling system: the reselling feature can be complicated.
• Simplified tax compliance setup: setting up nationwide taxation compliance can be cumbersome.

4. IBM sterling

IBM sterling provides tools for order fulfillment and inventory management to enhance operational efficiency, but it’s not really a quote to cash software.

Key features IBM Sterling:

• Real-time inventory tracking: monitors stock levels and alerts users of low inventory.
• Omnichannel delivery capabilities: supports multiple delivery options.
• Personalized delivery options: customizes delivery methods based on customer preferences.
• Integration with ERP systems: connects with existing erp solutions for better data management.
• Versatile for b2b and b2c: suitable for various business types.

Missing features IBM Sterling:

• Integrated CPQ functionality: requires purchasing CPQ software as an add-on.
• Limited direct integrations: may struggle to integrate with essential systems.

5. Experlogix CPQ

Experlogix CPQ simplifies the quoting process for complex products. But the tool is really performing with CRM integration.

Key features Experlogix CPQ:

• Rules-based order creation: minimizes errors with predefined rules for product configurations.
• Integration with Microsoft Dynamics: works seamlessly with Microsoft products.
• Customizable quote templates: users can create branded quotes.

Missing features Experlogix CPQ:

• Comprehensive analytics tools: lacks advanced reporting capabilities.
• Customization requires coding: advanced customization can be challenging for non-technical users.
• Technical knowledge required for integration: users may need expertise for full integration.

6. Xait CPQ

Wait CPQ is a cloud-based solution designed for managing complex quoting processes, This software is a component of the quote-to-cash process, focusing only on the creation of quotes.

Key features Xait CPQ:

• Guided selling: offers recommendations based on historical data.
• Custom branded layouts: users can create quotes that reflect their brand identity.
• Sensitization features: evaluates and manages multi-year agreements.
• Collaboration tools: enables real-time teamwork on quotes.
• User-friendly interface: simplifies the quoting process for users.

Missing features Xait CPQ:

• Affordable for small businesses: pricing may be prohibitive for smaller enterprises.
• CPQ system: Focusing only on the creation of quotes, while quote-to-cash encompasses the entire sales cycle up to the completion of payments.

7. Salesbricks

Salesbricks is a comprehensive platform for b2b SaaS, enabling users to manage pricing, packaging, and customer relationships.

Key features Salesbricks:

• Customizable deal structures: tailor pricing models and deal terms.
• Integrated customer portal: provides a seamless experience for customers.
• Entitlements management: optimizes user access based on subscription levels.
• Automated billing and invoicing: streamlines the billing process.

Missing features Salesbricks:

• Comprehensive financial management tools: lacks detailed financial oversight features.
• Extensive third-party integrations: currently limited in integrations with other software.

To conclude - Should I choose Hyperline for my business?

Choosing the right quote-to-cash software is crucial for your business. Hyperline stands out because it simplifies the entire process, making it easier for your sales team to generate quotes and manage invoicing.

With customizable invoices and automated payment reminders, Hyperline helps improve cash flow and enhances customer interactions. Its easy integration with other business tools means you can streamline operations without the hassle of switching between platforms.

Hyperline’s user-friendly customer portal allows clients to access their information quickly, improving their overall experience. By automating workflows, your team can respond faster to customer needs, saving time and effort.

In summary, Hyperline is a practical choice among quote-to-cash software options for businesses looking to enhance efficiency and improve customer satisfaction. It provides the tools you need to manage the sales process effectively and drive growth.

Q&A about quote to cash software

What should I look for in a quote-to-cash system?

When evaluating a quote-to-cash system, consider its integration capabilities with your existing tools, customization options for invoices and quotes, and automation features that streamline processes. A user-friendly interface is essential for both your team and customers. Ensure the system supports compliance with local regulations and offers a customer portal for easy access to information. Finally, look for reporting and analytics tools that provide insights into key metrics.

Where do I start to implement a quote-to-cash software?

To begin implementing a quote-to-cash system, start by identifying the specific challenges in your current process. Research different software options that meet your need. Then, choose a system and conduct a trial to see how it works for your business. Finally, ensure your team receives basic training to use the new software effectively.