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OneBill Quote-to-cash (QTC) software review

Emerging

“The Agentic-Ready Quote-to-Revenue-to-Care Platform”

Our verdict: Best for mid-market companies that want a full quote-to-cash suite strong in billing.

OneBill is a full quote-to-cash suite headquartered in the United States. It ranks #23 of 44 in our quote-to-cash software ranking with a score of 59.9/100, and documents capabilities in 11 of the 12 quote-to-cash stages. Its strongest area is billing; its weakest is contracts and orders. G2 rating: 4.6/5.

Overall score

59.9/100

23rd of 44

Score breakdown

  • Quote and sell 8.3/15
  • Contracts and orders 5.8/15
  • Billing 9.7/15
  • Collections, tax and revenue 9.7/15
  • Reporting, platform and AI 8/15
  • Integration ecosystem 13.8/20
  • G2 rating 4.6/5

User reviews

4.6/5 on G2

Data checked on October 15, 2026

Every capability links to its public source — methodology

Pros

  • Usage metering
  • Quote templates
  • Ramped and multi-year deals

Cons

  • No documented e-signature
  • No documented amendments
  • Tax calculation only through a partner

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

OneBill at a glance

Headquarters
Santa Clara (Californie), USA
Product type
Full suite
Deployment
SaaS ; On-premise
Data hosting
AWS
Uptime SLA
99.99%
Certifications
PCI DSS
GDPR
Yes
API
Yes (REST)
Webhooks
Yes
Sandbox
Yes
Quote-to-invoice handoff
Automatic (invoice created on its own)
Deal complexity
Complexe
Contract types
Monthly; annual; multi-year; ramp; mid-term amendments; co-terming
Replaces
Spreadsheets

Integrations

CRM
Salesforce; HubSpot; Close
Accounting and ERP
NetSuite; QuickBooks; Xero; Oracle ERP
Payment gateways
Stripe
Tax engines
Avalara ; Vertex
E-signature
DocuSign

Quote-to-cash capabilities

OneBill documents 55 of the 79 capabilities we check, across 11 of the 12 quote-to-cash stages. Each level links to the public page that proves it.

Catalog and pricing

Product catalog Supported
Multi-currency price books Supported
Bundles Add-on
Pricing rules Supported
Price versioning Not documented
Pricing models Core strength

Configure-price-quote (CPQ)

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

Approvals and deal desk

Approval workflows Supported
Discount thresholds Supported
Parallel and sequential approvals Supported
Deal desk Supported
Margin visibility Supported

Proposals and e-signature

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

Contracts

Contract generation Not documented
Clause library Not documented
Redlining Not documented
Contract repository Via partner
Renewal clause tracking Supported

Orders and provisioning

Order from signed quote Supported
Amendments Not documented
Co-terming Supported
Entitlements and provisioning Supported

Billing and invoicing

Subscriptions Core strength
Usage metering Core strength
Usage rating Core strength
Hybrid pricing Supported
Prepaid credits Supported
Proration Not documented
Invoice generation and scheduling Supported
Invoice customization Supported
Consolidated and multi-entity billing Supported
Credit notes Not documented
Multiple billing frequencies Supported
Parent and child account hierarchy Not documented

Payments and collections

Payment gateways Supported
Payment methods Supported
Customer portal Core strength
Dunning Supported
Accounts receivable automation Supported
Cash application and reconciliation Supported
Payment terms Supported
Multiple payment providers Not documented

Tax

Tax calculation Via partner
Compliant e-invoicing Not documented
Multi-entity tax Not documented

Revenue recognition

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

Renewals and lifecycle

Automatic renewals Supported
Renewal quotes Not documented
Expansion and upsell Add-on
Cancellations Not documented

Reporting and metrics

MRR and ARR Supported
Churn Not documented
Bookings, billings and revenue Not documented
Cohorts Supported
Forecasting Not documented

Platform and AI

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

Not published by the vendor: Vendor, Parent company, Founded, Offices, Team size, Sales motion, Regions served, Interface languages, Currencies, Pricing model, Entry price, Public pricing, Free trial, Free plan, Setup fees, Data warehouses, Marketplaces, SOX support, SSO / SCIM, Implementation time, Implemented by, Migration tools, Implementation partners, Support channels, Support hours, Onboarding included, G2 categories, G2 badges, Customers claimed, Primary buyer.

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