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Sequence CPQ
Sequence CPQ · London and New York
What it is
Sequence CPQ is web and API software for B2B teams creating proposals with negotiated terms, custom contracts, and pricing that falls outside standard templates. Its quote builder supports linear, volume, graduated, packaged, and percentage-based models, along with usage tiers, ramp pricing, minimum and maximum fee thresholds, and credit burndowns. Templates, content blocks, smart variables, and attachments are available in the editor. After a quote is executed, Sequence creates a billing schedule and generates invoices for usage, seats, proration, mid-cycle changes, and overages. Quotes can use Dropbox Sign, configurable signers, signing order, passwordless magic links, and prospect activity tracking. Approval rules, Slack alerts, quote guardrails, and a timestamped audit trail support review. Listed connections include Salesforce, HubSpot, Attio, QuickBooks, Xero, NetSuite, Stripe, and GoCardless. APIs, webhooks, and notifications are included connector features. Growth costs $799 a month; Core and Scale use bespoke pricing. A free trial is listed, but no free plan is available.
For and against
For
- Supports multiple pricing and rating models
- Automatically creates billing schedules after signing
- Includes approvals, guardrails, and audit trails
- Lists CRM, accounting, and payment integrations
- APIs and webhooks are available
Against
- No free plan
- Growth costs $799 a month
- Sales quotes and e-signatures are add-ons
- Growth excludes NetSuite and Salesforce connectors
The verdict
Sequence CPQ connects flexible proposal creation with downstream billing for custom B2B deals. Its plan structure and connector limits should be reviewed alongside the required integrations and add-ons.
Who it suits
Sequence CPQ is aimed at B2B teams handling custom contracts, hybrid pricing, usage billing, and negotiated deals. It may suit organizations connecting quoting with CRM, accounting, payment, and billing workflows.
Plans and prices
Growth
For startups with <$1m in annual revenue · Sequence quote builder is an optional add-on
Read 29 Sep 2026 · sequencehq.com
Core
For companies with $1-10m in annual revenue · Sequence quote builder is an optional add-on
Read 29 Sep 2026 · sequencehq.com
Scale
For companies with $10m+ annual revenue · Sequence quote builder is an optional add-on
Read 29 Sep 2026 · sequencehq.com
On the record
- Analytics and reporting
- Yessequencehq.com · read 20 Sep 2026
- API access
- The pricing comparison lists APIs and webhooks and notifications as included connector features across Growth, Core, and Scale.sequencehq.com · read 29 Sep 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 · read 29 Sep 2026
- Client activity tracking
- Yessequencehq.com · read 20 Sep 2026
- Company focus
- Sequence says it is building revenue tools to help B2B teams scale revenue workflows from contract to cash.sequencehq.com · read 29 Sep 2026
- CRM integrations
- Yessequencehq.com · read 20 Sep 2026
- Built-in e-signatures
- Yessequencehq.com · read 20 Sep 2026
- Integrations
- The CPQ page lists Salesforce, HubSpot, Attio, Dropbox Sign, QuickBooks, Xero, NetSuite, Rillet, Stripe, GoCardless, and other integrations.sequencehq.com · read 29 Sep 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 · read 29 Sep 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 · read 29 Sep 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 · read 29 Sep 2026
- Quote editing
- The quote editor supports templates, flexible content blocks, smart variables, and attachments.sequencehq.com · read 29 Sep 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 · read 29 Sep 2026
- Security
- Sequence's pricing page lists ISO 27001, SOC 2, and GDPR among its enterprise-level security standards and certifications.sequencehq.com · read 29 Sep 2026
- Signatures and tracking
- Quotes support Dropbox Sign e-signatures, configurable signers and signing order, passwordless magic links, and prospect activity tracking.sequencehq.com · read 29 Sep 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 · read 29 Sep 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 · read 29 Sep 2026
