Name: Cacheflow
Price: 410 USD
Author: HubSpot

Communications Outsourcing

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Java Technologies

Software Repositories

Development

Business Intelligence (BI)

Collaboration

Contract Management

Electronic Signature

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Credentialing

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Data Center Infrastructure Management

Data Center Outsourcing (USA)

Data Mapping

Data Observability

Data Privacy Management

Fraud Detection

Governance, Risk & Compliance

Hyper-Converged Infrastructure

IT Asset Disposal

IT Asset Management

Integration Platform as a Service (iPaaS)

Log Management

Network Performance Monitoring

Operating Systems

Packet Analyzer

Single Sign-On

Smart Contracts

Software Defined Storage (SDS)

Software Distribution

Solid State Drives

Tape Storage

Unified Endpoint Management (UEM)

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Content Creation

Digital Signage

Email Management

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Animation

Building Information Modeling (BIM)

Equipment Rental

Insurance Suites

Investment Portfolio Management

Legal Billing

Public Sector Software

Tax Practice Management

Vertical-Specific

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Cacheflow is a Quote-to-Cash platform specifically designed for SaaS companies. According to the vendor, it aims to simplify the configure, price, quote (CPQ) process and enable sales teams to create interactive buyer-facing proposals. The product is suitable for businesses of various sizes, ranging from seed-stage startups to enterprise-level organizations. It is intended for use by sales teams, Revenue Operations (RevOps) teams, finance teams, customer success teams, and software sellers and buyers in the technology industry.

## Key Features

**Configure Quotes**: According to the vendor, Cacheflow offers an easy quote building editor and templates to simplify the CPQ process. It supports complex product catalogs, pricing flexibility, and approved legal documents.

**ESign & Closing**: The vendor claims that Cacheflow streamlines the eSignature process by embedding it directly into a B2C-like checkout flow. Customers can sign contracts or share them with the appropriate signee. Sales teams can track activity and send reminders to avoid delays.

**Pay**: The vendor states that Cacheflow prompts customers to pay directly in the checkout experience, reducing payment delays. It supports one-time or recurring credit card or ACH payments, along with flexible billing and payment plans. Usage-based billing models are also accommodated.

**Buy Now, Pay Later for SaaS**: According to the vendor, Cacheflow offers cash advances for deals closed through the platform, providing predictable recurring revenue. Monthly payments can be offered to customers, with the full year of Annual Recurring Revenue (ARR) provided upfront.

**Integrations**: The vendor claims that Cacheflow integrates easily with existing tech stacks and is compatible with industry-leading sales software. Its modular architecture allows for flexible integration options, enabling quick and incremental value realization.

Basic

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Starter

Business

PandaDoc

Cacheflow

Price Quoting/Configuration software (CPQ) is designed to optimize sales processes such as configuration, opportunity management, bid and quote generation, and order confirmation.

<div>Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 18,000 customers in more than 90 countries use HubSpot’s all-in-one marketing &amp; sales software platform to transform the way they connect with new customers.<br>
</div><div>







<p>HubSpot aims to help businesses leave behind dated approaches to driving business growth in favor of an inbound approach - attracting new visitors, converting them as leads, closing them as customers, and delighting them over the long term.</p></div><div><br></div><div><br></div>

HubSpot

Features related to configuring and pricing products and delivering quotes to customers.

Quote sharing/sending

Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.

Credit approvals

Allows customers to input credit information, which can be checked and approved or declined. Credit score may factor into the quote.

E-signature

Includes electronic signature functionality so that proposals can be approved and signed digitally.

Product configuration

Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.

Configuration options

Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.

Pricing rules

Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.

Price adjustment

Sales users can adjust or override prices, based on coupons, discounts, markups, etc.

Purchase history and open contracts

Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.

Guided selling/Sales portal

Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.

Self-service CPQ

Includes an interface for customers to select product options and generate their own quotes; this is particularly relevant to eCommerce.

CPQ reporting & analytics

Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.

Proposals

Allows users to generate/automate sales proposals.

Excel integration

Integrates with Excel so that quotes can be generated on spreadsheets using underlying CPQ rules.

CPQ-CRM integration

Integrates to the company’s CRM to update the customer record.

Attachments to quotes

PDFs, contracts, videos, etc can be attached to quotes and/or proposals.

Renewal management

Includes features for managing renewals and recurring (subscription) payments.

Order capturing

Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.

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Cacheflow

Overview

What is Cacheflow?