Merlin Kafka
2024 in Review
2024 was a massive year for Sequence. From launching Sequence CPQ to expanding our integrations and streamlining billing workflows, we’ve shipped 44+ new features and improvements to help fast-growing B2B SaaS companies scale their receivables and billing workflows.
In 2024, we welcomed a wave of new customers to Sequence, many of whom successfully migrated from incumbent billing providers.
G2 recognized Sequence with multiple awards throughout the year, including 16 Winter badges, and achieving the High Performer spot in the Billing grid.
In October, we launched Principles of Revenue Management in collaboration with industry leaders like Kyle Poyar and Gokul Rajaram – a guide designed to help forward-thinking teams build scalable, efficient revenue operations.
Here’s a look back at some of the highlights from 2024
We launched Sequence CPQ (Configure, Price, Quote), a tool designed to streamline the creation of order forms, proposals, and sales quotes with custom deal terms. Tailored for Fintech, AI, and B2B SaaS startups, Sequence CPQ supports complex contracts involving usage tiers, minimum commitments, and ramped pricing. With native e-signatures powered by Dropbox Sign, the quoting process has become more efficient and user-friendly.
We introduced tax categories for different products to simplify tax management and provide additional flexibility. With tax categories, you can configure different tax rates per product and region and more flexibly update the tax status at the customer level (taxable, reverse charged, or exempt).
You can now upload sales contracts, order forms and customer agreements directly into Sequence. Get a side-by-side view of any signed contract whenever you're reviewing billing for a customer.
Our integration with Salesforce provides a seamless workflow for Sales and Finance teams to create quotes, convert them into billing schedules, and monitor invoices – all from your Salesforce environment.
We introduced phases in billing schedules to unlock a new level of billing flexibility. Phases support advanced billing scenarios such as introductory pricing, pricing ramps, and contract renewals, providing greater flexibility in billing management.
In 2024, we released a number of improvements for our ERP and CRM integrations. Most products treat integrations as an afterthought – with the new integrations sidebar, you can get rich context about the sync status of any object in Sequence. View a related Salesforce opportunity, link a customer with Quickbooks, view a synced invoice in Xero etc.
2024 product changelog
- Product tax categories
- Customer portal credit notes
- Zapier notification templates
- Credit top ups
- Redesigned credit notes workflow
- Custom Stripe auto-charging
- Webhook improvements
- Improved CSV exports
- Customer cards
- Integrations sidebar
- Import contracts into Sequence
- Performance improvements
- Sync new customers to Xero
- Cover images for quotes
- Attach documents to quotes
- Salesforce Integration
- Improved usage calculation periods
- Countersigners
- API version: 2024-07-30
- List prices
- Stripe integration improvements
- Updated integrations catalog
- E-signatures for contracts and quotes
- Customer contacts management
- Roll-up billing
- Sequence CPQ
- Redesigned customer view
- New insights and analytics
- API updates
- Open ended billing schedules
- Enhanced filters
- Updated dashboard navigation
- CSV exports
- Invoicing 2.0
- API Versioning
- Minimum fees for usage-based billing
- Magic link sign-in
- Billing schedule phases
- Custom usage metrics
- Set floor fees for percentage-based pricing
- Enhanced billing setup
- Instant charges
- Improved pricing configuration
- Sequence demo mode
Merlin Kafka
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