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Sequence Quote-to-cash (QTC) software review

Strong performer

“AI-native revenue automation from quote to cash”

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

Sequence is a billing-first platform headquartered in the United Kingdom. It ranks #4 of 44 in our quote-to-cash software ranking with a score of 76.9/100, and documents capabilities in all 12 quote-to-cash stages. Its strongest area is billing; its weakest is quote and sell. G2 rating: 5.0/5.

Overall score

76.9/100

4th of 44

Score breakdown

  • Quote and sell 7.6/15
  • Contracts and orders 9.1/15
  • Billing 13.8/15
  • Collections, tax and revenue 10.7/15
  • Reporting, platform and AI 10.7/15
  • Integration ecosystem 20/20
  • 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

  • Ramped and multi-year deals
  • Amendments
  • Usage metering
  • Hybrid pricing

Cons

  • Quote templates only as a paid add-on
  • Approval workflows only as a paid add-on
  • E-signature only as a paid add-on

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

Sequence at a glance

Vendor
Sequence HQ Ltd
Founded
2021
Headquarters
Canterbury, United Kingdom (registered office of Sequence HQ Ltd)
Product type
Full suite
Sales motion
Hybrid (sales-led + PLG)
Pricing model
Flat fee
Entry price
$799/month (Growth plan, startups under $1M annual revenue)
Public pricing
Yes
Free plan
No
Deployment
SaaS
Data hosting
Royaume-Uni / Europe (GCP London/Europe)
Uptime SLA
99.9% (monthly, excluding planned maintenance)
Certifications
SOC 2 Type II ; ISO 27001:2022
GDPR
Yes
SSO / SCIM
SSO yes (SAML, OIDC: Okta, Microsoft Entra ID, Google Workspace); SCIM yes
API
Yes (REST) + https://docs.sequencehq.com/reference/gettingStarted
Webhooks
Yes
Sandbox
Yes
Currencies
25 currencies listed (USD, GBP, EUR enabled by default; others on request)
Implementation time
4 weeks (announced average: 28 days)
Implemented by
Vendor; Partner integrator
Migration tools
Yes: Stripe Billing, Chargebee, Maxio (+ Zuora named on the homepage)
Onboarding included
Depends on the plan
Support channels
Shared Slack (Scale); priority support (Core); engineering support (Scale); dedicated onboarding manager (Scale)
Customers claimed
Thousands (vendor claim)
Primary buyer
Finance ; RevOps
Quote-to-invoice handoff
Automatic (invoice created on its own)
Deal complexity
Complex (ramps, multi-year, minimum commitments, credits, amendments, multi-entity)
Contract types
Monthly, annual, multi-year, ramp, mid-term amendments
Replaces
Stripe Billing; Chargebee / Maxio / Zuora; Spreadsheets; In-house tool; PandaDoc

Integrations

CRM
Salesforce; HubSpot; Attio
Accounting and ERP
NetSuite; Xero; QuickBooks; Rillet
Payment gateways
Stripe ; GoCardless
Tax engines
Avalara ; Anrok ; Numeral ; Sphere
E-signature
Native (powered by Dropbox Sign)
Data warehouses
BigQuery ; Snowflake ; Databricks ; Redshift ; Google Sheets ; Postgres (import d'usage)

Quote-to-cash capabilities

Sequence documents 71 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 Supported
Multi-currency price books Supported
Bundles Supported
Pricing rules Not documented
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 Core strength
AI quoting assistant Not documented

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 Add-on
Online acceptance Add-on

Contracts

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

Orders and provisioning

Order from signed quote Add-on
Amendments Core strength
Co-terming Supported
Entitlements and provisioning Not documented

Billing and invoicing

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

Payments and collections

Payment gateways Supported
Payment methods Supported
Customer portal Core strength
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 Not documented
Multi-entity tax Supported

Revenue recognition

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

Renewals and lifecycle

Automatic renewals Supported
Renewal quotes Add-on
Expansion and upsell Core strength
Cancellations Core strength

Reporting and metrics

MRR and ARR Supported
Churn Add-on
Bookings, billings and revenue Supported
Cohorts Add-on
Forecasting Add-on

Platform and AI

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

Not published by the vendor: Parent company, Regions served, Interface languages, Free trial, Setup fees, Marketplaces, SOX support, Support hours, G2 categories, G2 badges.

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