Maxio CS
UnclaimedStreamline sales, automate pricing, and accelerate revenue with smart CPQ software.
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TL;DR - Maxio CS
- Automates quote generation and approval workflows for SaaS sales.
- Syncs contract data with CRM and billing systems for accuracy.
- Manages renewals, expansions, and amendments to maximize revenue.
Pricing: Free plan available
Best for: Growing teams
Pros & Cons
Pros
- Significantly reduces sales cycle time and errors
- Improves forecasting and decision-making with real-time data
- Enhances collaboration between sales, finance, and legal teams
- Ensures compliance and accurate pricing with guardrails and automated terms
- Facilitates upsell and cross-sell opportunities through data insights
Cons
- Specific pricing details are not publicly available
- Requires integration with existing CRM and billing systems, which may involve setup time
Key Features
Accurate quote generation with built-in logicAutomated approval workflows with rule-based routingCRM accuracy down to the line itemNative e-signatures for contractsPre-approved legal and billing termsCollaborative workspace for sales, finance, and legalLive revenue forecasting from active quotesSearchable structured data across contracts
Pricing Plans
Free TrialBuild
Try for free
Grow
$599/month
- Usage-based billing
- Subscription management
- Recurring billing
- Collections and dunning
- 20+ payment gateways
- Complete B2B Subscription Management
- Contract management
- Revenue recognition
- One-click financial reports
- CRM and payment integrations
- Local support (EU and NA)
Scale
Contact us
- Everything in Grow
- Advanced revenue recognition
- A/R management
- Expense amortization
- Multi-entity support
- Metering and rating
About Maxio CS
By Toolradar Team·
Maxio CPQ is a Configure Price Quote software designed for SaaS businesses to optimize their sales process from quote to cash. It standardizes quoting, automates approval workflows, and ensures seamless data synchronization across billing platforms and CRMs. By eliminating manual rework and automating pricing, Maxio CPQ helps sales teams close deals faster and improve overall efficiency.
This platform is ideal for SaaS companies looking to manage complex configurations, dynamic pricing, and real-time collaboration within their sales cycle. It provides tools for accurate quote generation, rule-based approval workflows, and detailed CRM synchronization, enabling better pipeline visualization, reporting, and identification of upsell/cross-sell opportunities. Maxio CPQ also supports managing mid-term amendments, renewals, and expansions with correct co-terming and proration, ensuring revenue capture and a unified contract timeline.
How we evaluate tools →Source: maxio.com
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Maxio CS FAQ
How does Maxio CPQ handle non-standard deals or unusual pricing models?
Maxio CPQ features flexible, rule-based approval workflows that automatically route non-standard quotes, such as those with unusual pricing models, terms, or discounts, to Finance or Legal for sequential review, ensuring governance without sacrificing speed.
Can Maxio CPQ integrate with my existing CRM and billing systems?
Yes, Maxio CPQ is designed to integrate with popular systems like Salesforce, HubSpot, Stripe, and Sage. It automatically syncs contract data with your CRM and billing system upon quote signing, eliminating manual entry and ensuring alignment.
What specific benefits does the collaborative workspace offer for different departments?
The collaborative workspace allows sales, finance, and legal teams to work together on quotes within a single environment. It includes inline comments, version tracking, and section-level approvals, removing the friction of email threads and Slack messages and empowering better teamwork.
How does Maxio CPQ support managing renewals and expansions for existing customers?
Maxio CPQ effectively manages mid-term amendments, renewals, and expansion opportunities. It handles correct co-terming and proration, allowing businesses to capture more revenue with less rework and maintain a unified contract timeline for all customer agreements.
What kind of data insights can I gain from using Maxio CPQ's contract management features?
Every quote processed through Maxio CPQ becomes structured, searchable data in a cloud-based system. Teams can filter by term, clause, discount, or billing structure to analyze contract trends, improve performance, and inform guided selling motions that surface self-service, upsell, and cross-sell opportunities more intelligently.
Source: maxio.com