Quotes & Offers

Quotes & Offers

Transform Your Business with a Unified Quote-To-Cash Solution

Simplify operations with a single platform that unifies your data to configure, price, quote, bill and manage all your revenue streams. With B2B quoting software designed to streamline the sales process, teams gain greater accuracy and speed in every step of the cycle.

As part of its unified quote-to-cash platform, BillingPlatform's CPQ billing system helps B2B organizations deliver a fast, seamless experience configuring and selling products and services customized to their buyers' needs. Achieve operational efficiency and improve customer satisfaction with our comprehensive solution.

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Core Capabilities

The Only Unified Quote-To-Cash Solution

Configure & Price

Leverage our unified product catalog and rule-based configuration engine to accurately configure and price products and services. This capability supports multiple pricing models and integrates seamlessly into the broader revenue management process.

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Quote

Accelerate your sales cycle by automatically generating branded proposals with digital acceptance from customers. Our automated quote generation tools enhance speed and reduce errors, while providing the flexibility needed for accurate quotes at scale.

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All-in-One Solution

Manage your entire revenue lifecycle process from a single source of truth—from quote-to-cash. Acting as a quote management system and CPQ system, it simplifies everything from proposal creation to billing and renewal.

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“As we expanded, we needed a billing solution that could not only handle our growing volumes and complexity but also integrated to critical third-party solutions to round out the entire billing and revenue management process, and BillingPlatform emerged as the best solution for our needs.”

Sarah Spoja, Tipalti

CFO

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“We selected BillingPlatform because it is an enterprise-grade solution that can seamlessly and efficiently support our diverse billing requirements. BillingPlatform’s functionality, including its ability to defer revenue with automated revenue recognition and scalability, supports operational efficiencies so we can focus on delivering new solutions across our customer base.”

Brian Herb, CCC Intelligent Solutions

Chief Financial Officer

mobile payments
jp morgan payments logo

“Our partnership with BillingPlatform provides us with a configurable solution that fits into our broader revenue lifecycle ecosystem to help us meet our complex billing needs, initially for our Treasury Services and Trade Finance business. BillingPlatform will be an integral part of our transformation to streamline the customer experience.”

Jill Jensen, J.P. Morgan Payments Technology

Managing Director

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gocardless logo 2022

“We look forward to partnering with BillingPlatform to extend our reach to even more businesses and provide best-in-class billing and payment technology to our joint customers.”

Andrew Gilboy, GoCardless

General Manager, North America

Beyond simplifying quotes and billing, a unified CPQ & quote-to-cash platform provides visibility across the entire revenue lifecycle. By centralizing configuration, pricing, and quoting with downstream processes like billing and revenue recognition, finance and sales teams can collaborate more effectively, reduce errors, and accelerate revenue capture. This holistic approach ensures that every step—from the initial proposal to recognized revenue—is connected, traceable, and optimized for growth.

Configure & Price

Our configure, price, quote (CPQ) platform provides a single source of the truth with a unified product catalog and price book, eliminating duplicate data entry. The rule-based configuration engine ensures that quotes and proposals are accurate and actionable, streamlining the approval process. With built-in CPQ quote automation, businesses can align pricing with real-time demand while reducing friction in the sales process for an improved customer experience.

  • Quickly and accurately capture customer needs and translate them into high-quality sales proposals
  • Ensure sales reps are proposing only valid combinations of products and services using the rule-based constraint engine
  • Generate customer-specific pricing that supports flexible billing cycles
  • Eliminate rogue discounting

Quote

Quote

CPQ automation helps you accurately quote deals and automatically generate branded proposals that close faster with electronic acceptance. Our billing and quoting software solution also provides advanced sales proposal automation to give teams the ability to deliver faster, more consistent offers across markets.

  • Brand proposals with your own look and feel
  • Limit review to specific cases with configurable logic through the approvals framework
  • Distribute proposals on the fly with the template-based document generator

All-in-One Solution

All-in-One Solution

With BillingPlatform, there’s no need to integrate different products or reconcile data across systems.  We provide a single CPQ platform solution to configure, price, quote, bill, invoice and recognize your revenue. You can rely on this CPQ software for billing, quoting, revenue recognition and so much more to provide a unified billing platform that simplifies the entire billing process from start to finish.

  • A single solution for the entire quote-to-cash journey
  • Convert quotes into billable customers with a single click
  • Track quotes, approvals, values of quotes and more with a fully configurable analytics dashboard