Configure Price Quote
Streamline your sales process with integrated CPQ software
Maxio CPQ standardizes quoting, automates approval workflows, and syncs contract data across your billing platform and CRM. Eliminate rework, automate pricing, and accelerate revenue for SaaS companies with a streamlined sales process.
A Single Workflow from Quote to Cash
Maxio CPQ connects quoting, approvals, contract execution, CRM syncing, and billing into one seamless workflow tailored to your business needs.
No more quoting in spreadsheets, approvals via Slack, or rekeying data after signature. With a powerful configure price quote engine, built-in e-signature, and dynamic updates to both your CRM and Maxio, you streamline your entire sales process—from quote to cash.
This unified workflow drives sales efficiency, reduces friction between teams, and ensures your CPQ and revenue workflows scale seamlessly as your business grows.
Every Quote Becomes Data You Can Use
Unlike static PDFs or manual forms, Maxio CPQ captures all quote details—products, pricing, billing terms, and legal clauses—as structured, searchable data. This turns quoting into a strategic part of your sales process and improves downstream decision-making.
By turning quotes into rich data objects, Maxio CPQ enables better lifecycle visibility and handoffs across quoting, billing, and renewals. This supports more efficient workflows, strengthens profitability through accurate pricing, and drives more scalable, data-driven software solutions for Finance and RevOps teams.
With structured data powering every deal, leaders gain the insights they need to forecast confidently, serve complex business needs, and improve customer satisfaction over time.
Quote-to-Cash Without the Quoting Chaos
Join Adam Ballai, Maxio’s VP of CPQ, on July 17 at 12:30 PM ET to see how one SaaS team modernized their entire quote-to-cash workflow.
You’ll get an inside look at how Maxio CPQ connects quoting, approvals, and billing to turn a messy, manual process into a smooth, scalable revenue engine.
Save your spot
Smarter CPQ Features for Seamless Quote-to-Revenue
Maxio CPQ is modern CPQ software that helps SaaS teams move faster with fewer errors. From quote generation to billing sync, it replaces manual tasks with guided workflows tailored for complex configurations, dynamic pricing, and real-time collaboration.
Pre-built templates let reps configure products using predefined pricing rules and logic, ensuring accurate pricing on every quote, even for complex products.
Built-in approval processes automatically route deals for review, so your sales team can move fast without skipping critical checks.
With flexible, logic-based approval workflows, teams can set customization options once and let standard deals auto-approve. Nonstandard quotes—like unusual pricing models, terms, or discounts—are routed sequentially to Finance or Legal.
This streamlines the quoting process and minimizes delays without sacrificing governance.
Maxio CPQ auto-inserts approved legal language, billing schedules, and pricing models based on deal type or product—removing the need to start from scratch on every quote.
With clause libraries and standardized templates, teams ensure accuracy and compliance without slowing down the sales process.
Maxio CPQ includes native e-signature so customers can review and sign contracts in one seamless flow. No switching platforms, no added friction.
Built-in audit trails and inline commenting keep Finance, Legal and Sales teams aligned throughout the process, making every quote easy to review, approve, and track.
When a quote is signed, Maxio CPQ automatically syncs contract data with your billing system and CRM (Salesforce, HubSpot, etc.), eliminating manual entry and ensuring accurate quotes align with what gets billed.
Line items, discounts, and billing terms from each quote sync directly into your CRM.
This structured detail enables better pipeline visualization, cleaner reporting, and makes it easier to identify upsell and cross-sell opportunities post-sale.
As reps build quotes, Maxio CPQ dynamically syncs values into your CRM. Forecasts stay up to date based on actual in-progress contracts, giving leadership visibility grounded in real deal data.
This kind of real-time sync helps sales and finance collaborate on better planning and pipeline management.
Sales, finance, and legal collaborate in a single workspace with inline comments, version tracking, and section-level approvals.
By centralizing discussions around quotes, Maxio CPQ removes the friction of email threads and Slack messages—empowering better teamwork on every quote.
Every quote becomes structured, searchable data that lives in one cloud-based system.
Teams can filter by term, clause, discount, or billing structure—making it easier to analyze contract trends, improve performance, and inform guided selling motions that surface self-service, upsell, and cross-sell opportunities more intelligently.
Quoting Infrastructure That Drives Operational ROI
Drive faster deals, cleaner data, and tighter operational alignment at scale.
Faster Time to Close
Sales teams spend less time formatting documents and chasing approvals, accelerating sales cycles and increasing win rates as deals move from quote to signature in a fraction of the time.
Billing Accuracy from Day One
With terms, product configuration, and pricing synced directly from the quote to billing, there’s no risk of mismatched invoices, complex quotes, or revenue leakage.
Clean Data for Confident Forecasting
Real-time CRM updates ensure your pipeline reflects actual deals in progress—not guesses—so finance and leadership can trust the numbers and plan for scalability.
Fewer Review Cycles, More Control
Finance and legal don’t need to inspect every quote. With logic-based approvals and standard clause injection, they focus only on exceptions.
Stronger Renewal and Expansion Strategy
Because quote data is structured and searchable, teams can analyze deal terms across customers and product catalogs, surfacing upsell, renewal, and cross-sell opportunities with less effort.
Alignment Across Revenue Teams
Sales, Finance, and RevOps all work from the same system, same data, and same version of the truth. That means no handoff gaps, no data silos. Just streamlined collaboration that supports growth.
Security authentication that keeps customer data safe
Maxio offers enterprise-grade security to protect your payment operations and customer data to keep your subscription billing processes running smoothly and safely. We are fully compliant with:
- SOC 1 & 2
- ISO 27001
- PCI DSS level 1
- GDPR.
Maxio CPQ helps us get more visibility into what’s happening with our deals, creates transparency across our organization, and makes Finance feel a lot more comfortable around what’s going out to a customer.
Jennifer Quintero , repsly
Director of Revenue Operations
Maxio CPQ FAQs
Maxio CPQ replaces manual quoting in Word docs, approvals via Slack or email, and post-signature data entry into your CRM or ERP systems. It acts as a unified CPQ platform that connects quoting, approvals, contract execution, and data sync.
Maxio CPQ is built to handle the kind of complex pricing models common in SaaS and ecommerce, including tiered pricing, usage-based models, and volume discounts. Logic-driven templates make it easy to generate accurate quotes, even for complex or multi-product deals.
Very customizable. You can define pricing rules, clause libraries, and approval logic to match your sales motion. Standard deals can auto-approve, while nonstandard ones follow a flexible, sequential routing process for Finance, Legal, or other stakeholders.
Once signed, the full quote—including product, pricing, and billing data—syncs automatically to your customer relationship management (CRM) platform and Maxio Billing. There’s no manual re-entry, which reduces errors and ensures billing aligns exactly with what was sold.
As reps configure quotes, Maxio CPQ syncs deal data in real time to your CRM system. That means your forecasts are based on real, in-progress contracts—not estimates—leading to greater confidence in pipeline health, revenue recognition, and planning functionality.
Maxio CPQ is a powerful add-on that improves everything before the bill: quote creation, approvals, signature, and CRM sync. It eliminates quoting errors, speeds up sales cycles, and ensures clean handoffs into Maxio Billing so revenue is recognized faster and more accurately.
Yes. This CPQ software shortens the quote-to-cash process by automating approvals, syncing quotes with your CRM and billing tools, and reducing the need for manual touchpoints.
The result: faster deal cycles, fewer errors, and also, a better buying experience for your customers.
Setup is faster if you’re already using Maxio. The CPQ system builds on your existing billing logic and customer data, so there’s minimal disruption. Most teams are able to go live in just a few weeks and the interface is user-friendly, making adoption easy across departments.
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