Sequence CPQ
sequencehq.com
What it is
Sequence CPQ creates web-based proposals for B2B deals with custom terms, negotiated pricing and contracts that do not fit standard templates. Quotes can use linear, volume, graduated, packaged or percentage-based pricing, along with usage tiers, ramp pricing, fee thresholds and credit burndowns. The editor supports templates, flexible content blocks, smart variables and attachments. After a quote is signed, Sequence creates a billing schedule and generates invoices that can account for usage, seats, proration, mid-cycle changes and overages. Quotes support Dropbox Sign, configurable signers and signing order, passwordless magic links and prospect activity tracking. Teams can set approval rules, receive Slack alerts, apply quote guardrails and review a timestamped audit trail. Listed integrations include Salesforce, HubSpot, Attio, accounting and payment services; API access and webhooks are also included connector features. Sequence CPQ runs on web and through an API. Growth costs $799 a month; Core and Scale have bespoke pricing. There is no free plan, though a free trial is listed.
Spec sheet
- Purpose
- Sequence CPQ creates web-based proposals with usage tiers, ramp pricing, and custom terms, then starts billing automatically when a customer signs.Read 29 Sep 2026 · sequencehq.com
- Free plan
- NoRead 20 Sep 2026 · sequencehq.com
- Integrations
- The CPQ page lists Salesforce, HubSpot, Attio, Dropbox Sign, QuickBooks, Xero, NetSuite, Rillet, Stripe, GoCardless, and other integrations.Read 29 Sep 2026 · sequencehq.com
- Security
- Sequence's pricing page lists ISO 27001, SOC 2, and GDPR among its enterprise-level security standards and certifications.Read 29 Sep 2026 · sequencehq.com
- Support
- The Growth plan includes basic support, Core includes priority support, and Scale includes engineer support, a shared Slack channel, and support SLAs.Read 29 Sep 2026 · sequencehq.com
- Headquarters
- The company site says Sequence is built in London and New York.Read 29 Sep 2026 · sequencehq.com
- Analytics and reporting
- YesRead 20 Sep 2026 · sequencehq.com
- API access
- The pricing comparison lists APIs and webhooks and notifications as included connector features across Growth, Core, and Scale.Read 29 Sep 2026 · sequencehq.com
- Approvals and audit
- Teams can set approval rules, receive Slack alerts, apply quote guardrails, and review a timestamped audit trail of edits, versions, and approval decisions.Read 29 Sep 2026 · sequencehq.com
- Built-in e-signatures
- YesRead 20 Sep 2026 · sequencehq.com
- Client activity tracking
- YesRead 20 Sep 2026 · sequencehq.com
- Company focus
- Sequence says it is building revenue tools to help B2B teams scale revenue workflows from contract to cash.Read 29 Sep 2026 · sequencehq.com
- CRM integrations
- YesRead 20 Sep 2026 · sequencehq.com
- Plan limits
- Sales quotes and e-signatures are listed as add-ons in the pricing comparison, and Growth does not include NetSuite or Salesforce connectors.Read 29 Sep 2026 · sequencehq.com
- Pricing models
- The CPQ page lists linear, volume, graduated, packaged, and percentage-based models, with minimum and maximum fee thresholds and credit burndowns.Read 29 Sep 2026 · sequencehq.com
- Quote editing
- The quote editor supports templates, flexible content blocks, smart variables, and attachments.Read 29 Sep 2026 · sequencehq.com
- Quote to billing
- After a quote is executed, Sequence automatically creates a billing schedule and generates invoices according to schedule, including usage, seats, proration, mid-cycle changes, and overages.Read 29 Sep 2026 · sequencehq.com
- Signatures and tracking
- Quotes support Dropbox Sign e-signatures, configurable signers and signing order, passwordless magic links, and prospect activity tracking.Read 29 Sep 2026 · sequencehq.com
- Target teams
- Sequence describes CPQ as purpose-built for modern B2B teams handling custom contracts, negotiated terms, hybrid pricing, and deals that do not fit templates.Read 29 Sep 2026 · sequencehq.com
Plans and prices
Strong points and limits
Strong points
- Supports five listed pricing models.
- Signed quotes create billing schedules and invoices.
- Includes approval rules and a timestamped audit trail.
- API access and webhooks are listed across plans.
- Free trial is available.
Limits
- No free plan.
- Growth costs $799 a month.
- Sales quotes and e-signatures are listed as add-ons.
- Growth does not include NetSuite or Salesforce connectors.
Who it suits
It suits B2B teams handling custom contracts, negotiated terms, hybrid pricing and deals that do not fit templates. The listed plans target companies from startups to those with $10m+ in annual revenue.
Verdict
Sequence CPQ links configurable proposals to scheduled billing and invoicing. Confirm which connectors and quote features are add-ons before choosing a plan.
Where Specifiction places it
- Proposal Software#21 of 1348.4
- Quote-to-Cash Software#6 of 327.9
- Quote Management Software#8 of 347.9
- Revenue Lifecycle Management Software#11 of 307.9