Create beautiful, web-based proposals with usage tiers, ramp pricing, and custom terms in minutes. When your customer signs, billing starts automatically.
Why revenue teams switch to Sequence
Beautiful, flexible proposals built in under 90 seconds that customers actually want to sign.
Configurable workflows give leadership the visibility they need without slowing deals down.
Quoting and billing run on one engine. When a quote is signed, billing goes live.
Built for B2B complexity. Without the B2B complexity.
Sequence CPQ is purpose built for modern B2B teams: custom contracts, negotiated terms, hybrid pricing, and deals that don't fit templates.
Linear, volume, graduated, packaged, and percentage-based models. Set min/max fee thresholds, run credit burndowns, and bill on any metric you can define.
What you quote is what you bill. Automatically.
Sequence quotes and bills from the same engine. What your customer signs is what gets invoiced, down to the last line item.
1. Generate quote
Build your quote from the same product catalog that powers billing. Add usage tiers, configure ramp phases, and set discounts all using the exact pricing logic that billing will run on.
2. Quote signed
Native e-signature via Dropbox Sign, embedded in the quote page. Your customer gets a link, opens the quote, and signs without creating an account or downloading anything.
3. Schedule created
The moment a quote is executed, Sequence creates the billing schedule automatically. Every detail carries over exactly as quoted.
4. Invoices generated
Invoices go out on schedule, with usage and seats calculated automatically. Proration, mid-cycle changes, overages: Sequence handles the math. Line items match exactly what was quoted.
An editor that feels like Notion
Lock in the structure that works. Set standard sections, terms, and legal language so every quote your team sends follows the same format.
An editor that feels like Notion
This order form (the "Order Form") is entered into between, Rocket SaaS, and {customer_name}, with registered address {customer_address}.
This agreement will automatically renew on {contract_duration}, unless either party terminates at least {noticed_period} prior to the end of the then-current Term.
Quotes your customers actually want to sign
E-signatures, built in
Customers sign directly on the quote. E-signatures are powered by Dropbox Sign. Set signers, counter-signers, and signing order.
Real-time activity tracking
See when a prospect opens your quote, how often they've viewed it, and how long they spent. Follow up when the moment is right.
Authentication via magic links
Signers receive a magic link that lets them click and sign immediately, without creating an account.
Everything in one link
Attach MSAs, SOWs, DPAs, and supporting docs to the quote. One link, with pricing, terms, and documents all in one place.
Keep deals moving fast without losing control
Set approval rules, track deals in real time, and get Slack alerts when something needs attention. Without slowing down your reps.
Workflows that write themselves
Build workflows in natural language. Automate multi-step processes like custom approval workflows, contract intake, invoice review, and more, without writing code.
Smart guardrails on every quote
Hard-block quotes that violate policy. Soft-nudge reps when something looks off, draft renewals automatically. A deal desk that runs itself.
Audit trail from first draft to signed contract
Edits, versions, and approval decisions are logged and timestamped. Quotes lock on signature, permanently.
Deal alerts in Slack
Approve quotes, unblock deals, and sign contracts without leaving Slack.
Integrated with your
systems of record
Works natively with your CRM, ERP, and CLM.
The new standard in CPQ
Bring your most complex deal structure. We'll show you how Sequence handles it end to end.