Quote-to-Cash Software Platform

Manage your entire Quote-to-Cash (Q2C) process from one platform.

Configure quotes with CPQ functionality, enable customers to generate a DocuSign contract and setup payment on their own, and manage subscription changes and renewals.

Your entire Quote-to-Cash process managed from one platform

Cacheflow Q2C software features

Generate proposals

Create branded proposals with attachments and activity tracking.

Configure quotes

Combine products with complex pricing models and payment terms.

eSign

An eSign contract is automatically generated when customer is ready.

Payments

Instantly accept payments via credit card, direct debit, ACH and offline methods.

Invoicing

Automatically trigger invoices from your accounting system with our accounting integrations.

Subscription management

Central view for all your SaaS subscription data. Change and renew subscriptions in a few clicks.

What is a quote-to-cash system?

A quote-to-cash system is software for businesses to configure quotes (combination of products and pricing), capture contract signatures and manage payments and billing.

What are the 3 layers of quote-to-cash?

The three layers of quote-to-cash include configuring quotes (aka a CPQ), contract management, and subscription management.

What is the difference between CPQ and quote-to-cash?

CPQ systems only focus on configuring quotes. Quote-to-cash systems focus on everything that happens from creating the first quote to receiving the final payment from a customer.

What is the difference between QTC and OTC?

While QTC or OTC (order-to-cash) have overlap, OTC only focuses on processing individual orders, and does not deal with quote configuration or subscription management. OTC is focused on order fulfillment, processing payments and invoicing, whereas QTC is focused on the entire contract lifecycle.

Update and renew subscriptions with ease

Create co-termed and change proposals in just a few clicks. Your customers can review and approve it instantly.

Never waste admin time sorting through subscription spreadsheets again. View all of your upcoming renewals with billing and contract information from one view.

Approvals made easy

Require quote approvals when you need them, and allow managers to approve or add feedback from Slack.

Never worry about the wrong information being delivered again.

Integrations

Sync bi-directionally with Salesforce and Hubspot CRM. Create quotes from line items and product data, and seamlessly sync contacts. Receive payments via Stripe and Plaid, and automatically trigger invoices from Quickbooks.