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Sequence CPQ

by Sequence CPQ

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Sequence CPQ's own site

What Sequence CPQ is

Sequence CPQ is a web-based tool for B2B teams that need to create proposals and manage the move from negotiated terms to billing. It supports custom contracts, hybrid pricing, usage tiers, ramp pricing, and terms that do not fit standard templates. Teams can build quotes using linear, volume, graduated, packaged, or percentage-based pricing, with minimum and maximum fee thresholds and credit burndowns. The editor provides templates, content blocks, smart variables, and attachments.

Once a customer signs, Sequence CPQ creates a billing schedule and generates invoices for scheduled charges, usage, seats, proration, mid-cycle changes, and overages. Quotes can use Dropbox Sign, configurable signers and signing order, passwordless magic links, and prospect activity tracking. Approval rules, Slack alerts, quote guardrails, and a timestamped audit trail help teams review quotes and decisions. Listed integrations include CRM, accounting, and payment tools. The service is available on web and through an API. Growth starts at $799 per month; Core and Scale have bespoke pricing. A free trial is available, but there is no free plan.

Who it suits

Sequence CPQ suits B2B teams working with custom contracts, negotiated terms, or hybrid pricing rather than standard quote templates. It is also relevant for teams that want signed quotes to flow into scheduled billing and invoice generation.

What it does well

  • Supports five listed pricing methods and credit burndowns.
  • Creates billing schedules and invoices after quote execution.
  • Offers Dropbox Sign with configurable signers and signing order.
  • Tracks prospect activity and maintains a timestamped audit trail.
  • Lists CRM, accounting, and payment integrations.

What to know first

  • No free plan is available.
  • Growth costs $799 per month.
  • Sales quotes and e-signatures are listed as add-ons.
  • Growth excludes NetSuite and Salesforce connectors.

Limits

There is no free plan. Growth costs $799 per month, and its plan comparison excludes NetSuite and Salesforce connectors; sales quotes and e-signatures are listed as add-ons.

Plans

PlanBilled and limitsPrice
Growth$799 per month · For startups with <$1m in annual revenue · Sequence quote builder is an optional add-on$799 a month
ScaleBespoke pricing · For companies with $10m+ annual revenue · Sequence quote builder is an optional add-onOn request
CoreBespoke pricing · For companies with $1-10m in annual revenue · Sequence quote builder is an optional add-onOn request

As sequencehq.com lists them, read 29 Sept 2026. The maker's own page has the final word.

Getting started

  1. Open the Sequence CPQ website.
  2. Start the available free trial.
  3. Use the web platform or API.
  4. Choose a plan: Growth is $799 per month, while Core and Scale use bespoke pricing.

Verdict

Choose Sequence CPQ if your B2B team needs flexible quotes and billing schedules that account for usage, seats, or mid-cycle changes. Look elsewhere if you need a free plan or require NetSuite or Salesforce connectors on Growth.

Questions

How much does Sequence CPQ cost?

Growth is $799 per month. Core and Scale use bespoke pricing.

Is there a free plan or trial?

There is no free plan, but a free trial is available.

Which platforms does Sequence CPQ support?

It is available on web and through an API.

What pricing methods can quotes use?

The listed methods are linear, volume, graduated, packaged, and percentage-based.

Which integrations are listed?

The list includes Salesforce, HubSpot, Attio, Dropbox Sign, QuickBooks, Xero, NetSuite, Rillet, Stripe, and GoCardless, among others.

What does Growth leave out?

Growth does not include NetSuite or Salesforce connectors. Sales quotes and e-signatures are listed as add-ons.

Facts from Sequence CPQ's own pages

Analytics and reporting
Yes · sequencehq.com, 20 Sept 2026
API access
The pricing comparison lists APIs and webhooks and notifications as included connector features across Growth, Core, and Scale. · sequencehq.com, 29 Sept 2026
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. · sequencehq.com, 29 Sept 2026
Client activity tracking
Yes · sequencehq.com, 20 Sept 2026
Company focus
Sequence says it is building revenue tools to help B2B teams scale revenue workflows from contract to cash. · sequencehq.com, 29 Sept 2026
CRM integrations
Yes · sequencehq.com, 20 Sept 2026
Built-in e-signatures
Yes · sequencehq.com, 20 Sept 2026
Free plan
No · sequencehq.com, 20 Sept 2026
Headquarters
The company site says Sequence is built in London and New York. · sequencehq.com, 29 Sept 2026
Integrations
The CPQ page lists Salesforce, HubSpot, Attio, Dropbox Sign, QuickBooks, Xero, NetSuite, Rillet, Stripe, GoCardless, and other integrations. · sequencehq.com, 29 Sept 2026
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. · sequencehq.com, 29 Sept 2026
Pricing models
The CPQ page lists linear, volume, graduated, packaged, and percentage-based models, with minimum and maximum fee thresholds and credit burndowns. · sequencehq.com, 29 Sept 2026
Purpose
Sequence CPQ creates web-based proposals with usage tiers, ramp pricing, and custom terms, then starts billing automatically when a customer signs. · sequencehq.com, 29 Sept 2026
Quote editing
The quote editor supports templates, flexible content blocks, smart variables, and attachments. · sequencehq.com, 29 Sept 2026
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. · sequencehq.com, 29 Sept 2026
Security
Sequence's pricing page lists ISO 27001, SOC 2, and GDPR among its enterprise-level security standards and certifications. · sequencehq.com, 29 Sept 2026
Signatures and tracking
Quotes support Dropbox Sign e-signatures, configurable signers and signing order, passwordless magic links, and prospect activity tracking. · sequencehq.com, 29 Sept 2026
Support
The Growth plan includes basic support, Core includes priority support, and Scale includes engineer support, a shared Slack channel, and support SLAs. · sequencehq.com, 29 Sept 2026
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. · sequencehq.com, 29 Sept 2026

Where Sequence CPQ stands on Freedom251

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