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Maxio Quote-to-cash (QTC) software review

Strong performer

“Big ideas need better billing”

Our verdict: Best for SMB, mid-market and enterprise companies that want a billing-first platform strong in billing.

Maxio is a billing-first platform headquartered in the United States. It ranks #3 of 44 in our quote-to-cash software ranking with a score of 77.1/100, and documents capabilities in all 12 quote-to-cash stages. Its strongest area is billing; its weakest is quote and sell. G2 rating: 4.3/5.

Overall score

77.1/100

3rd of 44

Score breakdown

  • Quote and sell 8.3/15
  • Contracts and orders 9.8/15
  • Billing 13.2/15
  • Collections, tax and revenue 12.6/15
  • Reporting, platform and AI 10.6/15
  • Integration ecosystem 18.3/20
  • G2 rating 4.3/5

User reviews

4.3/5 on G2

Data checked on October 13, 2026

Every capability links to its public source — methodology

Pros

  • Usage metering
  • Hybrid pricing
  • Dunning
  • ASC 606 and IFRS 15

Cons

  • Quote templates only as a paid add-on
  • Ramped and multi-year deals only as a paid add-on
  • Approval workflows only as a paid add-on

Pros and cons are derived from the capabilities Maxio documents publicly, not from opinions.

Maxio at a glance

Vendor
Maxio LLC
Founded
2021
Headquarters
Atlanta, USA
Product type
Full suite
Sales motion
Sales-led; PLG; Hybrid
Regions served
Global
Pricing model
Flat fee
Entry price
$599/month (Grow plan, up to $100K of monthly billing)
Public pricing
Yes
Free trial
No
Free plan
No
Deployment
SaaS
Data hosting
Your choice (US by default; EU hosting as an optional module)
Uptime SLA
99.9% per month (excluding maintenance, commercially reasonable efforts)
Certifications
SOC 1 Type 2 ; SOC 2 Type 2 ; ISO 27001:2022 ; PCI DSS (v4.0.1, Level 1) ; EU-U.S. DPF
GDPR
Yes
API
Yes (REST): https://developers.maxio.com
Webhooks
Yes
Sandbox
Yes
Currencies
39 currencies (Advanced Billing documentation), incl. USD, EUR, GBP, CAD, AUD, JPY, CHF, INR, BRL; the marketing site claims 150+
Interface languages
English (admin interface); invoices, emails and checkout pages multilingual via the customer locale
Implementation time
From 2 weeks for some customers (Rapid Start Implementation program); no standard timeline published
Implemented by
Vendor; Partner integrator; Self-serve (simple CSV import)
Migration tools
Yes: self-serve CSV import + assisted migration by the Onboarding team; payment token migration to Maxio Payments; source software not named
Support channels
Support form (tickets); Email; Chat (depending on plan); Video call
Support hours
Depends on the plan
Customers claimed
2,000+ customers (vendor claim)
Primary buyer
Finance ; RevOps
Quote-to-invoice handoff
Automatic (Maxio CPQ); Synced (via CRM integration)
Deal complexity
Complex (ramps, multi-year, co-terming, multi-entity)
Contract types
Monthly; annual; term contracts; mid-term amendments; co-terming; automatic renewals
Replaces
Spreadsheets; point solutions (separate billing, revenue recognition and reporting); manual entry

Integrations

CRM
Salesforce; HubSpot; Pipedrive
Accounting and ERP
QuickBooks; Xero; NetSuite; Sage Intacct; Rillet
Payment gateways
Stripe; Adyen; Authorize.Net; BlueSnap; Braintree; CSG Forte; Cybersource; Elavon; Eway; GoCardless; ModusLink; Moneris; NMI; PayPal; Pin Payments; Square; Stax; TrustCommerce; Windcave; Worldline; Worldpay; Maxio Payments (native)
Tax engines
Avalara (AvaTax) ; Anrok ; Numeral ; Sphere ; TaxJar ; Taxwire
E-signature
Native (Maxio CPQ); DocuSign
Marketplaces
Salesforce AppExchange

Quote-to-cash capabilities

Maxio documents 72 of the 79 capabilities we check, across 12 of the 12 quote-to-cash stages. Each level links to the public page that proves it.

Catalog and pricing

Product catalog Core strength
Multi-currency price books Core strength
Bundles Supported
Pricing rules Supported
Price versioning Supported
Pricing models Core strength

Configure-price-quote (CPQ)

Guided selling Not documented
Configuration rules Add-on
Discounts and guardrails Add-on
Quote templates Add-on
Multi-currency quotes Add-on
Quote versioning Add-on
Ramped and multi-year deals Add-on
AI quoting assistant Add-on

Approvals and deal desk

Approval workflows Add-on
Discount thresholds Add-on
Parallel and sequential approvals Add-on
Deal desk Add-on
Margin visibility Not documented

Proposals and e-signature

Proposal documents Add-on
E-signature Add-on
Buyer deal room Not documented
Online acceptance Supported

Contracts

Contract generation Add-on
Clause library Add-on
Redlining Not documented
Contract repository Add-on
Renewal clause tracking Core strength

Orders and provisioning

Order from signed quote Add-on
Amendments Supported
Co-terming Supported
Entitlements and provisioning Supported

Billing and invoicing

Subscriptions Core strength
Usage metering Core strength
Usage rating Core strength
Hybrid pricing Core strength
Prepaid credits Supported
Proration Supported
Invoice generation and scheduling Supported
Invoice customization Supported
Consolidated and multi-entity billing Supported
Credit notes Supported
Multiple billing frequencies Supported
Parent and child account hierarchy Core strength

Payments and collections

Payment gateways Core strength
Payment methods Supported
Customer portal Supported
Dunning Core strength
Accounts receivable automation Core strength
Cash application and reconciliation Supported
Payment terms Supported
Multiple payment providers Supported

Tax

Tax calculation Supported
Compliant e-invoicing Via partner
Multi-entity tax Add-on

Revenue recognition

ASC 606 and IFRS 15 Core strength
Deferred revenue Core strength
Revenue waterfall Supported
General ledger entries Core strength
Audit trail Supported

Renewals and lifecycle

Automatic renewals Core strength
Renewal quotes Via partner
Expansion and upsell Supported
Cancellations Supported

Reporting and metrics

MRR and ARR Core strength
Churn Core strength
Bookings, billings and revenue Supported
Cohorts Core strength
Forecasting Supported

Platform and AI

API Supported
Webhooks Supported
Two-way CRM sync Supported
ERP sync Core strength
AI collections agents Not documented
Roles and permissions Supported
MCP server Core strength
CRM widget Supported
Billing anomaly detection Not documented
AI customer health agents Not documented

Not published by the vendor: Parent company, Setup fees, Data warehouses, SOX support, SSO / SCIM, Onboarding included, G2 categories, G2 badges.

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