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Sequence
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Sequence Features

What are the features of Sequence?

Integration

  • Payments
  • Accounting
  • Payments
  • ERP

Invoice Generation

  • Templates
  • Digital Invoices

Invoice Processing

  • Approvals

Analytics

  • Due Dates
  • KPIs

Bill Generation

  • Templates
  • Digital Billing
  • Recurring Billing

Bill Processing

  • Consolidation
  • Batch Invoicing
  • Management

Top Rated Sequence Alternatives

Filter for Features

Configuration - cpq

Product Catalog

Allows users to search, filter, sort and select items to be added to quote

Not enough data

Configuration Rules

Rules ensure that users select only compatible options and that all required items are included

Not enough data

Price Configuration

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Not enough data

Visual Configuration

Images can be displayed of options to enable users to visualize product options as it is being configured

Not enough data

Pricing

Pricing Flexibility

Ability to support multiple pricing models for one-time, recurring, and other items

Not enough data

Discounting

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Not enough data

Commerical Rules

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Not enough data

Terms and Conditions

Ensure that users automatically include the right terms based on items being quoted

Not enough data

Renewals

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Not enough data

Quoting

Version Control

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Not enough data

Quote Document Generation

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Not enough data

Ordering

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Not enough data

Contracts

Ability to convert accepted quotes into contracts; set up of required assets and contracts

Not enough data

Admin

Configuration Ease of Admin

Easily build and maintain configurator; flexibility to easily embed all desired business logic

Not enough data

Pricing Administration

Can easily build and maintain pricing logic required by business

Not enough data

Document Management

Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Not enough data

Channels

Mobile User Support

Supports users working on a mobile devide (phone and/or tablet)

Not enough data

Channel Partner Support

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

Not enough data

Platform

CRM Integration

CRM integration is flexible and easy to maintain

Not enough data

Integration API

System provides API's that can be used to easily integrate to financial and other 3rd party systems

Not enough data

Scalability

Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Not enough data

Reporting and Dashboards

Easily generate desired reports and dashboard on configurations, pricing, and quoting

Not enough data

ERP Integration

ERP integration is flexible and easy to maintain

Not enough data

Customer Requirements

Quoting

Ability to create custom quotes based on customer requirements.

Not enough data

Configuration

Allows users to configure products and revise quotes accordingly.

Not enough data

Pricing

Provide standard pricing options that can be customized by customer.

Not enough data

Contracts

Creation

Deliver standard contract templates that can be modified by users.

Not enough data

Negotiation

Track contract changes made by all parties during negotiation.

Not enough data

Execution

Implement the final version of the contract, including SLAs.

Not enough data

Revenue

Invoicing

Monitor invoices and payments per product, customer, or contract.

Not enough data

Matching

Match invoices with sales orders, quotes, and contracts.

Not enough data

Recognition

Perform revenue recognition to ensure that pricing or payment terms are accurate.

Not enough data

Integration

Accounting

Based on 10 Sequence reviews. Provide integration with accounting and financial management software
88%
(Based on 10 reviews)

Payments

As reported in 10 Sequence reviews. Integrate with payment gateways and enterprise payments software
95%
(Based on 10 reviews)

ERP

Deliver integrations with accounting modules of ERP systems

Not enough data

Account Sync

Sync with company accounts to transfer payments for approved invoices

Not enough data

Accounting

Based on 21 Sequence reviews. Provide integration with accounting and financial management software
81%
(Based on 21 reviews)

Payments

Integrates with other payments software 23 reviewers of Sequence have provided feedback on this feature.
85%
(Based on 23 reviews)

ERP

Based on 21 Sequence reviews. Deliver integrations with accounting modules of ERP systems
78%
(Based on 21 reviews)

Invoice Generation

Templates

Provide standard invoice templates that can be customized by users This feature was mentioned in 11 Sequence reviews.
94%
(Based on 11 reviews)

Digital Invoices

Ability to convert invoices to digital formats such as PDF 11 reviewers of Sequence have provided feedback on this feature.
98%
(Based on 11 reviews)

Recurring Invoices

Based on 10 Sequence reviews. Automatically generates invoices at pre-defined time intervals
97%
(Based on 10 reviews)

Invoice Processing

Approvals

As reported in 11 Sequence reviews. Include workflows for approvals of invoices or payments
92%
(Based on 11 reviews)

Batch Processing

Process multiple invoices without human intervention

Not enough data

Match Invoices

Match invoices with purchases and sales orders, as well as with payments

Not enough data

Analytics

Due Dates

As reported in 11 Sequence reviews. Track invoices based on due dates to identify overdue payments
94%
(Based on 11 reviews)

KPIs

Based on 11 Sequence reviews. Monitor KPIs such as time to process an invoice or erroneous payments
95%
(Based on 11 reviews)

Payment Tracking

Track different types of payment such as deposits or partial payments 10 reviewers of Sequence have provided feedback on this feature.
83%
(Based on 10 reviews)

Bill Generation

Templates

Based on 24 Sequence reviews. Provide standard invoice templates that can be customized by users
85%
(Based on 24 reviews)

Digital Billing

Ability to convert invoices to digital formats such as PDF This feature was mentioned in 24 Sequence reviews.
95%
(Based on 24 reviews)

Recurring Billing

Automatically generates invoices at pre-defined time intervals This feature was mentioned in 24 Sequence reviews.
91%
(Based on 24 reviews)

Bill Processing

Consolidation

Allow users to consolidate multiple invoices into one This feature was mentioned in 20 Sequence reviews.
87%
(Based on 20 reviews)

Batch Invoicing

Ability to create multiple types of invoices This feature was mentioned in 20 Sequence reviews.
90%
(Based on 20 reviews)

Management

Manage invoicing for different types of products or services This feature was mentioned in 21 Sequence reviews.
90%
(Based on 21 reviews)

Reporting

Status

Reports on the status of invoices or payments

Not enough data

Customer Credit

Run reports on customer credit

Not enough data

History

Tracks all transactions, from issuing invoices to payment reminders to receiving payment

Not enough data

Integrations

Accounting

Integrates with accounting or similar platforms

Not enough data

ERP

Integrates with ERP systems

Not enough data

CPM

Integrates with Corporate Performance Management platforms

Not enough data

Transactions

Invoices

Creates or imports invoices

Not enough data

Payments

Collects different payment types and manages payment terms

Not enough data

Workflows

Reconciliation

Reconciles payments to invoices to ensure matching

Not enough data

Generative AI - cpq

Dynamic Quoting

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Not enough data

Dynamic Pricing

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Not enough data

Personalized Sale Recommendations

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Not enough data

Agentic AI - Billing

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Not enough data

Agentic AI - Invoice Management

Cross-system Integration

Works across multiple software systems or databases

Not enough data

Adaptive Learning

Improves performance based on feedback and experience

Not enough data

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Not enough data

Agentic AI - Accounts Receivable Automation

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Not enough data