quote-to-cash

Enterprise-grade Python + React reference app for vendor-agnostic quote-to-cash agentic decision support, using MCP adapters to assemble live CRM, CPQ, Order Management, Subscription, and Install Base context into a canonical schema for auditable renewal risk, pricing, and governance decisions.

SteelBrick was a Configure-Price-Quote (CPQ) SaaS vendor backed by IVP and Shasta Ventures before it was acquired by Salesforce (announced December 2015, closed 2016) and folded into the product now shipped as Salesforce CPQ (formerly Salesforce Revenue Cloud).

Open CPQ metrics and KPI dictionary for quote speed, approval efficiency, commercial control, data requirements and dashboard design.

Cacheflow was a B2B SaaS billing, CPQ (configure-price-quote), and subscription-management platform that let software companies build interactive deal rooms, automate quote-to-cash, and offer buyers flexible payment and financing options.

Free Excel template to measure quote turnaround time, active work, waiting, rework and approval delays.

MonetizeNow is an enterprise monetization platform that unifies quoting, billing, and usage metering into a single quote-to-cash system for B2B SaaS companies. It combines a CPQ/quote builder with guided selling, a billing engine supporting subscriptions, credits, and usage-based pricing, multi-currency payments (via Stripe), dunning, revenue…

Reference Apex examples for the Kugamon Quote-to-Cash managed package (kugo2p namespace)

Quote-to-Cash LLMOps Control Plane — token cost attribution, quality scoring, latency SLOs, prompt versioning, and semantic drift detection for production LLM revenue workflows. Local-first with Ollama. No API key required.

Setell-MCP — drive service-business quote-to-cash from Claude Code, Claude.ai, ChatGPT, or any MCP-aware agent. Source for the npm package @setell/mcp.