In SaaS, contracts drive revenue, but the quote-to-close process is often fragmented, manual, and error prone.

Sales reps build quotes manually in Word or Excel. Finance and legal review every deal—even standard ones. RevOps spends hours reconciling contract data across Salesforce, billing platforms, and reporting tools. And leadership? Often flying blind, because the data needed for forecasting is buried in PDFs or scattered across inboxes.

It’s no wonder that quoting errors, delays, and misalignments are costing businesses real money. In fact, Deloitte estimates that poor contract management can erode up to 9% of annual revenue.

That’s exactly what Maxio CPQ is designed to solve.

Where quoting breaks down

The quote-to-cash process is one of the most critical in SaaS. It’s also one of the most fragmented.

Sales reps are expected to move quickly, but often rely on outdated tools or manual templates that lead to mistakes. Legal and finance teams are pulled into every contract, even standard ones, slowing down cycles. RevOps teams spend hours reconciling contract data across disconnected systems. And leadership is left without reliable visibility into deal structures or revenue projections.

What looks like admin friction is actually lost revenue, delayed billing, and inaccurate forecasts. When quotes are inconsistent, approvals are ad hoc, and contract data lives in PDFs instead of dashboards, your business can’t move at the speed it needs to.

Maxio CPQ helps close that gap. It gives your team a scalable, structured quoting engine that accelerates revenue and eliminates rework.

Across every step of the revenue process, Maxio CPQ helps teams move faster, stay aligned, and maintain control.

What is Maxio CPQ?

Maxio CPQ is purpose-built to streamline quote-to-cash workflows by simplifying quoting, speeding up approvals, and making contract and revenue data easier to access and act on.oting, accelerating approvals, and delivering real-time visibility into contract and revenue data.

It’s not just a quoting tool. It’s how Sales, Finance, and RevOps stay aligned from quote to cash. With Maxio CPQ, every team works from the same structured source of truth, making it easier to align on pricing, terms, and forecasting.

Here’s what that looks like in practice:

Send accurate, approved quotes—every time

Say goodbye to error-prone spreadsheets and formatting fire drills. Maxio CPQ uses dynamic, logic-driven order forms that auto-calculate complex deal structures and inject the right legal clauses based on SKUs or terms. Smart approval workflows ensure only reviewed and compliant quotes go out the door.

The result? Reps move faster, finance sleeps better, and customers receive contracts they can trust.

Accelerate the entire quote-to-close process

Sales cycles shouldn’t stall because someone’s waiting on an approval or formatting a PDF. Maxio CPQ routes deals automatically based on pre-set rules—like discount thresholds or non-standard terms. That way, your legal and finance teams only need to review what’s truly out of bounds.

For reps, that means building quotes in minutes, not hours. For leadership, it means fewer bottlenecks and more closed-won deals.

Get revenue insights without chasing contracts

When contract data is locked in documents or email threads, visibility disappears. Maxio CPQ turns quotes into structured, report-ready data. Leaders can easily access pricing terms, discount breakdowns, payment clauses, and renewal timelines—without pulling a single PDF. Plus, with real-time updates to your CRM, what reps quote is what shows up in your pipeline—so you can forecast with confidence.

This isn’t just helpful for planning. It’s essential for forecasting with confidence and managing recurring revenue at scale.

Sync clean data across your systems

Maxio CPQ integrates directly with Salesforce and Maxio Billing, ensuring every quote, contract, and order syncs automatically. That means no more copy/paste errors, no more inconsistent records, and no more manual reconciliation at month-end.

What gets sold is exactly what gets billed—and what shows up in your CRM and reporting.

Built for RevOps, trusted by Sales and Finance

Maxio CPQ was purpose-built for teams that are tired of working around the gaps between Sales and Finance and are ready to solve them.

Sales teams benefit from a frictionless quoting process. RevOps gains accurate data and clean handoffs. Finance and Legal only get involved when necessary. And leadership gets the visibility they need to steer the business forward.

Quote-to-cash, without the chaos

Quoting shouldn’t feel like a fire drill. Approvals shouldn’t get lost in Slack. And contract data shouldn’t be something you have to hunt for.

Maxio CPQ helps you take control of your quote-to-cash process—so your team spends less time fixing mistakes and more time closing revenue.

Learn more about Maxio CPQ and request a demo.

Your contracts are too valuable to be handled manually. It’s time for a better way.