Cacheflow CPQ Overview

Cacheflow is a deal-closing platform built for SaaS companies. It automates quote to close, enables complex usage-based pricing, and has an interactive, self-serve checkout experience that automates payments and customer financing.

Cacheflow CPQ is a software platform designed specifically to streamline the quote-to-cash process for businesses selling Software-as-a-Service (SaaS) products. It automates many of the manual tasks typically involved in closing and renewing SaaS deals, allowing sales teams to focus on building relationships and closing deals faster.

Cacheflow accomplishes this with features such as pre-configured quote templates and CRM integrations. This enables sales reps to generate professional quotes in minutes, eliminating the need for manual data entry and saving them valuable time. Additionally, Cacheflow provides advanced discounting options and the ability to configure multi-year contracts with automated billing.

By automating these tasks and centralizing all deal-related data in a single platform, Cacheflow empowers sales teams to close deals faster, improve sales efficiency, and provide a more streamlined buying experience for their customers.

Why this product is good

Positives of Cacheflow’s CPQ Software

  • Configure complex SaaS quotes fast, with a no-code CPQ designed for speed and flexibility.
  • Close deals with an interactive buyer room. Enable your prospects to review multiple quotes, e-sign and pay – all from a single link.
  • Upsell and renew deals effortlessly by modifying the original quote. Cacheflow automates the pricing changes, proration, and back-end billing for you.

Product Details

What is Cacheflow CPQ?

Cacheflow helps sales teams close more deals, with less admin work throughout the quote-to-cash process. From one link, customers can review quotes, select payment options, e-sign, and expand or renew their subscriptions.

Rather than relying on multiple tools, Cacheflow manages quoting, e-sign, payments, usage-based billing, subscription management, and renewals from one platform, all features particularly valuable to SaaS companies. APIs and workflows reduce administrative hours and provide an improved buying experience.

Features Include:

  • Single-link checkout
  • Reporting
  • Ramped deals
  • Approval workflows
  • Pricing models
  • Usage-based billing
  • Multi-currency

Single-link checkout: Send one link for quote review, revision, and signature, and payment information.

Reporting: Capture and report your most important revenue metrics (TCV, ACV, ARR). Keep your reporting, CRM and ERP in sync.

Ramped deals: Configure multi-year ramped contracts, with the automation to collect your ARR over time.

Approval workflows: Create approver groups, and trigger based on TCV, discount percentage, geography and more.

Pricing models: Cacheflow supports various SaaS pricing models such as fixed, usage-based, and tiered pricing.

Usage-based billing: Connect product usage via webhooks, and auto-bill based on usage.

Multi-currency: Bill and get paid with any currency. Don’t let cross-border complexities slow your growth.

What are the advantages of using Cacheflow CPQ?

Cacheflow CPQ Benefits

Cacheflow is a deal-closing platform that automates quote to close, enables complex usage-based pricing, and has an interactive, self-serve checkout experience that automates payments and customer financing.

Benefits of Cacheflow include:

  • Intuitive user experience enables sales teams to quickly send quotes to prospective customers
  • Combines proposal generation, e-signatures, subscription management, contract storage, and renewals in one platform
  • Integrates with Salesforce and HubSpot
  • Enables cross-functional teams to collaborate on proposals
  • Provides visibility into historical and future billing and sends renewal reminders
  • Easy to configure new pricing models
25/04/2024 Update
Based on

What industries are CPQ solutions best suited for?

Cacheflow CPQ for Industries

Cacheflow CPQ is specifically designed to address the challenges that SaaS companies face in the quoting process. Here’s how it caters to them:

IT Services

Standardized Offerings: Cacheflow allows defining various service models like subscriptions, one-time fees, or usage-based billing. This flexibility helps IT service companies accurately configure service packages for clients.

Centralized Pricing Management: Complex pricing structures with multiple factors can be built and managed centrally, ensuring IT service companies present consistent and up-to-date pricing to clients.

Embedded Documents: Proposals included embedded Terms of Service, case studies, and other supporting documents that support stakeholder decision-making and improve the customer experience.


Multiple Subscription Types: Cacheflow caters to diverse SaaS business models. It enables sales operations to define various offerings like subscriptions, one-time fees, usage-based pricing, and minimum commitments. 

Real-time Sales Data and Forecasting: The platform integrates with existing CRM systems, providing a centralized view of customer interactions and sales activity. This real-time data allows sales operations teams to generate more accurate forecasts, identify potential roadblocks in the sales pipeline, and make data-driven decisions to optimize recurring revenue.

Streamlined Deal Flow: Cacheflow facilitates a smooth quote-to-cash process by enabling features like flexible payment options and automated billing. This streamlines the deal closing process for sales reps and reduces friction for customers, ultimately accelerating revenue generation.


Cacheflow CPQ Pricing

Pricing is available upon request, but Cacheflow offers two plans: ‘Sales Flow’, and ‘Sales + Finance Flow’. There is also special pricing starting at $799/month for early-stage startups.

Is there anyone else out there?

Competitors and Alternatives to Cacheflow CPQ

Cacheflow CPQ faces competition from several established players in the CPQ software market. Some prominent competitors include Salesforce, DealHub, and PandaDoc. These solutions offer similar functionalities like quote automation and CRM integrations. When choosing a CPQ solution, SaaS companies consider factors like pricing, scalability, and the specific feature set required for their unique sales process.

Top 3 Cacheflow CPQ Alternatives

Salesforce CPQ

A key competitor to Cacheflow CPQ is Salesforce CPQ, a comprehensive deals management solution built directly into the Salesforce platform. While Cacheflow emphasizes ease of use and rapid implementation, Salesforce CPQ offers a wider range of functionalities, including customizable dashboards, lead and contact management, and sales opportunity pipelines. Both solutions provide accurate and fast quote generation, handling complex configurations, customizations, and discounts. However, Salesforce CPQ leverages the power of Salesforce Cloud, ensuring real-time data synchronization with your CRM for a seamless user experience. This tight integration might be a major advantage for companies already heavily invested in the Salesforce ecosystem.

DealHub CPQ

Cacheflow CPQ finds a strong competitor in DealHub CPQ, a rising star specifically tailored for SaaS and subscription businesses. DealHub goes beyond basic CPQ functionality by offering a three-module platform encompassing CPQ, Billing, and DealRoom (a virtual sales room). This comprehensive approach caters directly to the B2B software sales workflow. DealHub empowers reps with features like guided selling playbooks, support for intricate pricing models, and a collaborative digital quote builder. Furthermore, DealHub centralizes document management and communication within its platform, eliminating the risk of lost deals in the pipeline. The platform even boasts automated subscription billing, making it adept at handling complex usage-based and consumption-based pricing models – a key feature for subscription businesses.  

PandaDoc CPQ

While Cacheflow CPQ focuses on automating the CPQ process, PandaDoc CPQ leans towards a simpler, user-friendly approach. Ideal for agencies, consultants, and B2B service providers, PandaDoc offers a no-code interface and drag-and-drop quote builder. This prioritizes ease of use over in-depth functionalities like advanced discounting or multi-year contract configurations. While both offer quote generation, PandaDoc positions itself as a broader document management platform, including proposals, invoices, and contracts, with searchable storage for easy retrieval.


Common Questions and Answers

Do I need a CRM integration for Cacheflow to work?

No, you can use Cacheflow completely on its own. Our native CRM integrations allow you to sync Deal, Account and Contact data to a CRM, but you can also use Cacheflow separately.

Do Cacheflow integrate with CRMs?

Cacheflow integrates natively with CRMs like Hubspot, Salesforce, and Close, but can connect to additional CRM systems with Zapier and APIs.

Can Cacheflow manage subscriptions?

Yes, Cacheflow can manage SaaS subscriptions, or connect to your 3rd party tool.

How long does the implementation of Cacheflow take?

Cacheflow can be implemented within 1-2 days and takes less than 5 hours of work to set up integrations and proposal branding. Larger companies can get started just as fast, and complete migration from legacy systems in 1-2 weeks.

CPQ Integrations