Configure price quote software for SaaS
Streamline your sales process with CPQ software
Maxio standardizes quoting, automates approval workflows, and syncs contract data across your billing platform and CRM. Eliminate rework, automate pricing, and accelerate revenue.
How it works
1. Set up prices & build quotes
Create quotes in your CRM with standardized SKUs and price lists. Apply pre-approved terms with discount guardrails so reps stay within policy.
2. Streamline approvals
Auto-approve standard deals. Route non-standard deals with rule-based approvals by discount, SKU or deal size. Enable e-signatures. Sync with Salesforce, Stripe, Sage, and more.
3. Boost revenue
Close deals faster. Analyze contracts & performance. Identify upsell and cross-sell opportunities. Improve self-service options. Forecast future revenue.
Benefits
One workflow from quote to cash
Combine quoting, approvals, contract execution, CRM syncing, and billing into one seamless workflow tailored to your business needs. Drive sales efficiency. Reduce friction between teams.
Faster sales cycles and fewer errors
Pricing guardrails, automated approvals, and e-signature cut rework and approval cycles, helping reps accelerate time to close and improve win rates.
Every quote becomes data you can use
Capture products, pricing, billing terms, and clauses as structured data. Enable better lifecycle visibility and handoffs across quoting, billing, and renewals. Improve forecasting & decision-making. Boost customer satisfaction.
Renewals and expansion that just work
Manage mid-term amendments, renewals, and expansion with correct co-terming and proration, so you capture more revenue with less rework and keep one unified contract timeline.
Streamline quote-to-revenue with smart CPQ features
Move faster with fewer errors. From quote generation to billing sync, Maxio CPQ replaces manual tasks with workflows tailored for complex configurations, dynamic pricing, and real-time collaboration.
Pre-built templates let reps configure products using predefined pricing rules and logic. Ensure accurate pricing on every quote, even for complex products.
Built-in approval processes auto-route deals for review,
so your sales team can move fast without skipping
critical checks.
With flexible, rule-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.
Streamline the quoting process. Minimize delays without sacrificing governance.
Line items, discounts, and billing terms from each quote sync directly into your CRM. This enables better pipeline visualization, cleaner reporting, and makes it easier to identify upsell and cross-sell opportunities post-sale.
Simplify contracting and collaboration workflows
Eliminate manual steps with native e-signatures, real-time CRM sync, and unified workspaces that keep every team aligned.
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Pre-approved legal and billing terms
Automatically apply standard legal clauses, billing schedules, and pricing models to each quote based on product type or configuration.
With built-in clause libraries and rule-based customization options, teams maintain compliance and ensure accurate pricing, without slowing down the quote generation process.
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Collaborate and approve in one workspace
Sales, finance, and legal collaborate in a single workspace with inline comments, version tracking, and section-level approvals.
Remove the friction of email threads and Slack messages. Empower better teamwork on every quote.
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Live revenue forecasting from active quotes
Build forecasts with real-time quote data synced directly from your CRM. Pull in actual in-progress contracts from reps, giving leadership visibility grounded in real deal data.
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Sign contracts natively in Maxio
Get 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.
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Searchable data across contracts
Every quote becomes structured, searchable data that lives in one cloud-based system.
Teams can filter by term, clause, discount, or billing structure.Easily analyze contract trends, improve performance, and inform guided selling motions that surface self-service, upsell, and cross-sell opportunities more intelligently.
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Real-time sync to billing and CRM
When a quote is signed, Maxio CPQ automatically syncs contract data with your billing system and CRM (Salesforce, HubSpot, etc.). Eliminate manual entry and ensure quotes align with what gets billed.
Quoting infrastructure that drives operational ROI
Drive faster deals, cleaner data, and tighter operational alignment at scale.
Faster time to close the deal
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, here’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
Security authentication to keep customer data safe
Get enterprise-grade security to protect payment operations and customer data, and keep billing processes running smoothly and safely. We are fully compliant with (read security information):
SOC 1 & 2
ISO 27001
PCI DSS level 1
GDPR
growth in ARR
“We’ve automated billing and subscription renewals. We’re able to view product and sales performance in real time.”
platform for invoicing & reporting
“Our ability to collect on outstanding invoices has improved significantly. The amount of time it takes has dropped. Saves our collections team so much time.”
hours saved per closed deal
“Instantly helpful. Incredible ease of access. Everything’s there and you’re confident in the numbers. Turns anything you’re doing in Excel into one simple app.”
minutes to create reports
“I can literally log in, play around for 5-10 minutes, and I get the reports I need. It’s a great tool to give you the data you need. Recommend!”
faster reporting
“Revolutionized how we do everything. Everything is so smooth & easy. I’ve forgotten what life was like before Maxio.”
Recognized for smooth implementations and great support
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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