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Orb Quote-to-cash (QTC) software review

Established

“Billing, but better”

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

Orb is a billing-first platform headquartered in the United States. It ranks #22 of 44 in our quote-to-cash software ranking with a score of 63.0/100, and documents capabilities in 9 of the 12 quote-to-cash stages. Its strongest area is billing; its weakest is quote and sell. G2 rating: 5.0/5.

Visit website Hyperline vs Orb Orb alternatives
Billing-first platformUnited StatesCatalog and pricingConfigure-price-quote (CPQ)Orders and provisioningBilling and invoicingPayments and collectionsTaxRevenue recognitionRenewals and lifecycleReporting and metricsMid-marketEnterpriseSalesforceNetSuiteQuickBooksAISaaS and softwareCloud and infrastructureFlat feePer seatTieredVolumeUsage-basedHybridPrepaid creditsMinimum commitmentsMilestonesOne-timeEstablished

Overall score

63/100

22nd of 44

Score breakdown

  • Quote and sell 4.4/15
  • Contracts and orders 5.5/15
  • Billing 13.3/15
  • Collections, tax and revenue 10.7/15
  • Reporting, platform and AI 5.8/15
  • Integration ecosystem 18.3/20
  • G2 rating 5/5

User reviews

5/5 on G2

Data checked on October 13, 2026

Every capability links to its public source — methodology

Pros

  • Usage metering
  • Hybrid pricing
  • Prepaid credits
  • Dunning

Cons

  • No documented quote templates
  • No documented approval workflows
  • No documented e-signature

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

Orb at a glance

Vendor
Orb, Inc.
Headquarters
San Francisco, USA
Parent company
Adyen
Product type
Produit autonome
Sales motion
Sales-led; PLG; Hybrid
Pricing model
% of billed revenue (billings) + event volume + platform fee (Advanced/Enterprise), on quote
Public pricing
No
Free trial
No (no free trial published; interactive demo and sales contact)
Free plan
No
Deployment
SaaS
Data hosting
US
Uptime SLA
99,99 % (disponible, plan Enterprise, inscrit au MSA)
Certifications
SOC 1 ; SOC 2 Type II
GDPR
Yes (implied: EEA/Switzerland/UK notice in the privacy policy, GDPR not named explicitly)
API
Yes (REST, OpenAPI spec; Python, TypeScript, Go, Java, Kotlin, Ruby SDKs) + https://docs.withorb.com/api-reference
Webhooks
Yes
Sandbox
Yes (Test Mode)
Implemented by
Self-serve; Vendor
Migration tools
Yes: Stripe Billing (official guide, historical usage backfill)
Support channels
Email; Slack (if purchased); Ticket portal; Dedicated support (Enterprise)
Primary buyer
Finance
Quote-to-invoice handoff
Synced (via integration)
Deal complexity
Complex (ramps, multi-year, commitments, multi-entity hierarchies)
Contract types
Monthly, annual, multi-year, ramp, mid-term amendments
Replaces
In-house tool; Spreadsheets; Stripe Billing; legacy billing tools

Integrations

CRM
Salesforce
Accounting and ERP
NetSuite; QuickBooks
Payment gateways
Stripe ; Adyen
Tax engines
Avalara ; Anrok ; Numeral ; Sphere ; Stripe Tax ; TaxJar
Data warehouses
Snowflake ; BigQuery ; Redshift ; Databricks ; Amazon Athena ; Postgres ; AWS RDS/Aurora ; MotherDuck ; Amazon S3

Quote-to-cash capabilities

Orb documents 47 of the 79 capabilities we check, across 9 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 Supported
Pricing rules Supported
Price versioning Core strength
Pricing models Core strength

Configure-price-quote (CPQ)

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

Approvals and deal desk

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

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 Not documented
Renewal clause tracking Not documented

Orders and provisioning

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

Billing and invoicing

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

Payments and collections

Payment gateways Supported
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 Via partner
Compliant e-invoicing Not documented
Multi-entity tax Via partner

Revenue recognition

ASC 606 and IFRS 15 Core strength
Deferred revenue Supported
Revenue waterfall Not documented
General ledger entries Core strength
Audit trail Supported

Renewals and lifecycle

Automatic renewals Supported
Renewal quotes Not documented
Expansion and upsell Supported
Cancellations Supported

Reporting and metrics

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

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 Not documented
CRM widget Supported
Billing anomaly detection Not documented
AI customer health agents Not documented

Not published by the vendor: Founded, Team size, Regions served, Interface languages, Currencies, Entry price, Setup fees, E-signature, Marketplaces, SOX support, SSO / SCIM, Implementation time, Implementation partners, Support hours, Onboarding included, G2 categories, G2 badges, Customers claimed.

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