List of the Top 15 Quote-to-Cash Software for Windows in 2025

Prophet 21 was developed to enhance growth, modernize operations, and cultivate robust relationships with customers. While flexibility in software can sometimes lead to challenges for businesses, Prophet 21 aims to empower distributors to expand without hindering their growth potential. Leveraging the speed, security, and scalability of Microsoft Azure Cloud, users can access Prophet 21 seamlessly from any browser on various devices at any location and time. The platform allows for personalized views and customizable fields, enabling users to tailor their business logic effectively. With its RESTful API, integration with other business applications, customers, and partners becomes a streamlined process. Epicor Prophet 21 provides insights into customer behavior, allowing businesses to exceed expectations using its dashboards and tools, ultimately fostering customer loyalty. Moreover, the software enables the optimization of the quote-to-cash cycle, enhances profit margins, and ensures flawless order fulfillment. Your sales team can efficiently close deals both at the counter and through mobile devices or tablets. By employing strategic pricing informed by market data, sales history, and additional variables, businesses can further boost their margins and enhance their competitive edge. This comprehensive suite not only supports operational efficiency but also drives long-term success and customer satisfaction.

Are you tired of struggling with insufficient time, funds, and resources to expand your business? Rev.io PSA (previously known as Tigerpaw One) offers an excellent solution to elevate your technology services company without the need to bring on new employees. Are you frustrated with the chaos of using multiple systems that fail to integrate? With Rev.io PSA, there's no longer a requirement for various resources to reach your objectives. This platform can effectively automate your operations and enhance your workflow. Are you annoyed by the financial losses caused by inadequate asset tracking? You might be unaware of what inventory you have on hand, in your vehicles, or at client locations. Are you feeling the pressure of not being able to capture all your billable hours? The efficiency of your technicians directly impacts your bottom line, and labor costs can be one of the largest expenditures. With just a simple tap, you can access their work logs, evaluate efficiency metrics, and get a comprehensive view of billable hours, allowing you to optimize performance and increase profitability. By streamlining these processes, you can focus your efforts on growing your business instead of managing complications.

QUOTE WITH GREATER INTELLIGENCE, SPEED, AND PROFITABILITY An inaccurate quote has the potential to damage your credibility and the trust you've built over time. A misquoted price can jeopardize a deal. Safeguard your business interests. ServicePath is a versatile configure, price, and quote (CPQ) platform designed to simplify the quoting process. With ServicePath, you can quickly generate quotes that typically take hours and require input from various teams. This platform provides a comprehensive view of the most current cost factors and solution setups, significantly minimizing the chances of issuing an incorrect quote. Overall, ServicePath streamlines your business operations, making it more appealing for clients to engage with you. Additionally, it enhances collaboration among departments, ensuring a smoother quoting experience.

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQ™, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

Planview Changepoint streamlines professional services automation for businesses focused on service delivery, enabling them to enhance profitability and shorten the quote-to-cash cycle. Changepoint Services Automation (SA) serves as a comprehensive software solution that manages the complete engagement lifecycle, encompassing Professional, Managed, or Embedded services. This innovative application promotes the smooth coordination of projects and engagements by pinpointing service opportunities, overseeing contract and project management, handling invoicing, and facilitating revenue recognition. Consequently, it leads to improved financial oversight, strategic business planning, and accelerated revenue expansion. Essential customer information is organized in a coherent manner, allowing you to monitor key contacts to ensure timely communication when necessary. By evaluating critical KPIs, you can quickly determine the vitality of your customer lifecycle. Furthermore, with a thorough understanding of every facet of the customer journey, you can effectively seize every financial opportunity that arises. Such insights empower service-first businesses to thrive in a competitive landscape.

Incorporate QuoteWerks, a powerful software solution for sales quoting and proposals, into your CPQ and Quote-To-Cash sales workflow. To streamline the creation of sales quotes and proposals, QuoteWerks stands out as a top-tier Configure-Price-Quote (CPQ) tool that enables organizations to enhance their sales processes, leading to quicker and more efficient transactions. This versatile platform provides smooth integrations with PSA/CRM systems, connects with QuickBooks and Sage 50, facilitates credit card payment processing, and includes features for approval and peer review, along with quote labor management, Word-based proposal generation, and an insightful dashboard for performance tracking. Additionally, QuoteWerks is designed to adapt to the unique needs of your business, ensuring a tailored approach to sales efficiency.

Viirtue's white-label VoIP and UCaaS software revolutionizes video collaboration by enhancing traditional VoIP and UCaaS services. In addition to its mobile functionalities, it provides an exceptional and efficient quote-to-cash solution. This equips you to effectively compete against larger companies while expanding your business with cutting-edge tools, outstanding customer support, and valuable resources. You can fully rebrand our comprehensive suite of white-label communication solutions, turning it into a centralized hub for all your technological needs. Request a demo to experience how our top-tier platform and quote-to-cash software simplify the management of a unified communications enterprise. Our competitive pricing model only charges for the number of active seats, ensuring fairness even when multiple users utilize various devices. Furthermore, our integrated quote-to-cash software and reseller dashboard serve as a complete solution that not only enhances your brand identity but also empowers you to attract and secure additional business opportunities effectively. With Viirtue, you're not just adopting technology; you're embracing a partnership that fosters growth and success.

ASC Pricing and Quoting is an online platform designed specifically to oversee configure, price, and quote (CPQ) workflows, with a strong focus on requests for proposals (RFPs), requests for information (RFIs), requests for quotations (RFQs), sourcing, procurement activities, and collaborative negotiations. It effectively streamlines and automates the necessary aspects of sales configuration, pricing, and promotional computations, which take into account variables such as customer category, sales channel, order volume, and specific product discounts. This system manages the complete contract lifecycle from the buying to selling side, encompassing processes like quote to cash (QTC), quote to order (QTO), and configure, price, quote (CPQ). By leveraging ASC Pricing and Quoting, businesses can significantly improve, automate, and simplify their pricing and tender management, as well as their sales and product configuration activities. Moreover, the platform is designed to enhance efficiency and precision across all dimensions of the pricing and quoting process, ultimately leading to better decision-making and improved profitability for organizations.

Kytes PSA is capable of seamless integration with various systems such as ERP, CRM, HRMS, BI, and other custom or third-party applications, ensuring a unified source of truth. Built on a modern technology stack, Kytes PSA delivers a wide range of thoughtful functionalities, outstanding user experience, and secure, scalable single-tenant cloud hosting. Its extensive configurability simplifies implementation, allowing for quick adaptations to change requests, which helps to optimize both time and costs. Consequently, Kytes PSA stands out as offering exceptional value for its cost compared to global PSA alternatives. This software supports various project and contract types, including Time & Materials, Fixed Price, Retainership, and Unit Fixed Price, as well as numerous delivery methodologies such as waterfall, agile, and ticket-based approaches. Moreover, Kytes PSA offers a unique combination of ready-to-use features while also providing customization options, making it ideal for clients aiming to digitize and automate all aspects of their business processes, including customer projects, New Product Development (NPD) initiatives, and internal projects. Ultimately, this versatility allows businesses to enhance their operational efficiency and project management capabilities.

Revenova TMS is a cloud-based transportation management system designed specifically for shippers and brokers, catering to third-party logistics (3PL) companies. This platform enables users to efficiently plan, price, optimize, and reserve freight while also allowing for tracking, scheduling, and management of invoices. Built on the Salesforce.com Lightning framework, Revenova TMS utilizes the leading cloud-CRM platform globally, ensuring a streamlined quote-to-cash workflow on a secure, reliable, and scalable cloud infrastructure. To boost activities that generate revenue through shipping, users can swiftly calculate freight costs for customers. Additionally, the system enhances service levels by providing real-time visibility of shipment locations and monitoring carrier performance. Users can rapidly identify, assess, onboard, book, and compensate carriers while ensuring compliance with Federal Motor Carrier regulations and internal performance metrics automatically. Furthermore, to facilitate real-time interactions with carriers, branded web communities can be deployed, fostering better communication and collaboration. This comprehensive approach not only simplifies logistics management but also strengthens partnerships across the supply chain.

The Experlogix CPQ solution empowers sales teams to generate precise quotes for configurable products and services. By utilizing a logic-driven rules engine, Experlogix CPQ allows product and engineering teams to manage options, combinations of features, pricing, and discounts effectively. Additionally, it streamlines processes like discount approvals, which facilitates faster sales for representatives and ensures that quotes are consistently accurate. This efficiency not only boosts sales productivity but also enhances customer satisfaction by providing reliable pricing information.

Integra functions as an all-encompassing quote-to-cash platform specifically designed for ready-mix concrete producers, effectively unifying a range of modules and processes throughout the entire workflow. By streamlining operations, it addresses all aspects from generating quotes and processing orders to managing scheduling, ticketing, truck tracking, driver communications, invoicing, and accounts receivable. The system enhances dispatcher efficiency through intuitive features like color-coded displays for truck assignments, thereby reducing the necessity for extensive internal discussions and accelerating workflows with multi-copy functionalities. Additionally, Integra offers extra modules for managing inventory, handling administrative tasks, overseeing credit, managing liens, and boosting sales, which amplifies its value for the organization. With an assurance of delivering a complete return on investment within one year, Integra promotes better connectivity through improved communication practices. Every logistical component is carefully considered, ensuring that crucial elements such as order processing, flexible scheduling, ticketing, vehicle monitoring, resource management, and performance analytics are thoroughly optimized. This all-encompassing strategy not only enhances operational effectiveness but also equips producers to make more strategic and informed choices, ultimately contributing to the growth of the business in a competitive market. Moreover, the adaptability of Integra allows businesses to tailor the system to their specific needs, ensuring lasting relevance and efficiency.

Global Shop Solutions' ERP software streamlines the manufacturing process.™ It equips businesses with essential tools to ensure timely delivery of quality components from the initial quote to cash collection. In addition, it encompasses functionalities for shop management, scheduling, and inventory oversight. Manufacturers have the flexibility to opt for cloud-based solutions or on-premise setups, enhancing real-time inventory accuracy and elevating customer service levels. The company's headquarters, located in The Woodlands, Texas, boasts a cutting-edge research and development facility along with a dedicated training center for Global Shop Solutions users. With a presence in the United States, Mexico, Indonesia, Singapore, Australia, and New Zealand, the company proudly supports thousands of manufacturing operations across over 25 countries, ensuring they remain competitive in a rapidly evolving market. This extensive network underscores the company's commitment to providing exceptional service to its global clientele.

SplashQ2C offers customizable templates that enable users to generate quotes swiftly and efficiently. With the integrated "Buy Now" button, customers can not only accept quotes but also make payments instantly, facilitating a seamless transaction process. This tool enables immediate payment processing and ensures that orders are sent to suppliers for fulfillment without delay. Resellers have the opportunity to preserve their brand image by utilizing co-branded and reseller-specific quote templates. Users have the flexibility to create and tailor their own quote templates based on different types, which is particularly beneficial for managing frequently placed orders. Moreover, SplashQ2C handles payments for clients, catering to various payment preferences, including credit card transactions, purchase order approvals, and management of credit lines. It simplifies payment processing by allowing the upload of purchase orders or direct credit card payments, making it easy to collect and reconcile payments. Additionally, the system automatically generates and dispatches invoices and receipts to customers, enhancing overall efficiency in financial transactions and record-keeping. The comprehensive features of SplashQ2C streamline the quoting and payment processes, ultimately improving the user experience.

AXIO Advanced Projects, provided by Velosio, presents a cutting-edge solution for Dynamics 365 Finance that transforms your project ERP into a powerful quote-to-cash platform. Offered as a subscription service, this enhanced framework aims to streamline planning, reduce service costs, and preserve the value of your investment throughout the solution's lifecycle. When organizations adopt AXIO Advanced Projects, they embark on their Dynamics 365 journey equipped with a financial and project accounting system that is operational from day one, enabling them to focus their design efforts exclusively on their unique business requirements. The solution is built upon industry best practices and workflows that have been validated by a multitude of businesses, promoting higher employee engagement, speeding up onboarding, and potentially lowering total ownership costs by 30% or more. For companies that are project-oriented, there are often unique needs that require the integration of best practices for regulatory adherence, project accounting, and alignment with project management and execution. This customized approach not only helps businesses fulfill their individual needs but also significantly boosts overall operational efficiency. Additionally, by implementing such a tailored solution, organizations can better position themselves for growth and adaptability in a rapidly changing market.