Sequence Launches Next-gen CPQ Tool for Tech Startups

Today, we’re announcing Sequence CPQ – our new quoting and order form builder designed for Fintech, AI and similar B2B Saas startups selling contracts with usage tiers, minimum commitments and ramped pricing.

By:
Riya Grover
The Sequence Experience
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Sequence's new CPQ (configure, price, quote) tool is designed for Fintech, AI and similar B2B Saas startups selling contracts with usage tiers, minimum commitments and ramped pricing. Legacy CPQ tools were built around standard subscription pricing models, creating manual work and operational headaches for today’s finance and revenue leaders.

The new quoting tool seamlessly integrates with CRMs and extends Sequence’s existing billing and receivables platform (used by companies like Primer, Duffel and Ravelin). With Sequence, startups can streamline their quote to revenue process end-to-end, cut operational spend and speed up downstream revenue processes.

Sales teams dread creating quotes with outdated tools like Salesforce CPQ – now, users can create enterprise-grade quotes, proposals and order forms for usage-based pricing in minutes. Each quote records deal terms, streamlining billing and related financial processes. Built-in workflows offer business leaders enhanced control and visibility, ensuring that sales teams adhere to contract guidelines.

A Head of BizOps recalls the pre-Sequence era “...with numerous commercial documents and spreadsheets per customer it was so difficult to accurately calculate fees, both for our team and our customers. Moving to a modern solution like Sequence has transformed our customer experience and sales process.“

Watch the demo.

For startups with hybrid pricing

Designed for AI, Data Infrastructure, and Fintech startups, Sequence's pricing engine is built for usage-based pricing including tiers, minimums and ramp deals without any custom engineering. Users can include custom deal terms such as pricing adjustments, phased terms or add-ons in seconds. For most companies, pricing is never ‘finished’. Sequence provides ultimate pricing flexibility for companies to experiment with, adjust and roll out any pricing model.

“The landscape for revenue infrastructure tooling for B2B start-ups is flooded with difficult to use products that were designed for the subscription era. We spoke to dozens of business leaders who had been burned by multi quarter CPQ implementations only to learn that they needed to rebuild everything after a pricing model change.” (Riya Grover, CEO, Sequence)

Shorten deal cycles

B2B SaaS startups are under pressure to drive efficiency, collaboration, and visibility across teams. Sequence enables sales reps to shorten deal cycle time with instant quote sharing and analytics. “Using Sequence is like having a Notion page supercharged with pricing tools – it elevates our quote process and improves collaboration and transparency in every transaction," says an Ops lead at a leading data infrastructure provider.

Get started in one afternoon

Getting started with Sequence's new CPQ tool is straightforward. After a quick onboarding call with the team, companies can set up list prices, start with customizable quote templates and configure deal terms – all synced back to the CRM. Sequence CPQ comes with a built-in native a eSignature integration for seamless signing.

Experience Sequence for yourself

Built for startups ready to scale
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What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

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