01
Configure
Reps pick products from one catalog. Rules keep every bundle valid, so no one sells what you don't offer.
The Best CPQ Software for SaaS Quote‑to‑Cash
- Configure Price Quote software built for subscription, usage-based and hybrid pricing.
- One CPQ platform for Quoting, Billing and Revenue Recognition. No second system.
- Automated quoting with guided selling, quote templates and approval rules.
- Two-way sync with Salesforce and HubSpot.
4.9 on G2
Salesforce, HubSpot or Attio
Live in days at Middesk
MontyAI assistant, read and write
Drafts only, people send
Sync Metrics wants 10 more model builder users from November 1, and to swap the retail app for the logistics app.
- amend_contracteffective Nov 1, 2026, prorated to term end
- update_quote_offeringModel Builder 5 → 15, Retail → Logistics
- validaterules engine, no thresholds crossed
Amendment drafted, prorated to the remaining term.
- Billing schedule and ARR update the moment it is signed.
Validation passed, draft not sent
Illustrative demo accountSee all five →
RevOps and finance teams at these companies run their contracts on MonetizeNow
What CPQ software does
CPQ turns your pricing rules into accurate quotes
CPQ (Configure, Price, Quote) software lets sales build quotes without spreadsheets, inside the rules RevOps sets. Here is how it works and where most CPQ tools stop.
02
Price
Discounts, tiers, ramps and usage pricing are calculated for you. Approvals kick in above your thresholds.
03
Quote
Generate a professional quote and send it for e-signature from the same place.
Most CPQ tools stop at the quote. MonetizeNow keeps going.
MonetizeNow: one platform, one contract
Configure
Price
Quote
Approve
Sign
Bill
Meter usage
Recognize revenue
Amend and renew
Where most CPQ tools stop
Why teams switch
Any CPQ can build the first quote. Then the contract changes.
Upsells, amendments, ramps and renewals are where a SaaS contract actually lives. When quoting and billing keep separate records of it, three desks pay for every change.
Deal Desk
Rebuilding the same quote again
An amendment means reconstructing the contract from a stack of old order forms. Proration, co-terming and ramp math get done in a spreadsheet.
What it costs: quarter-end turnaround, and one transposed number that becomes a customer's invoice.
RevOps
Three price books, no single truth
The catalog lives in the CRM, the billing system and a pricing sheet. Non-standard deals get quoted outside the tool, and approvals run through Slack threads.
What it costs: discounting nobody can audit, and every new pricing model waits on an admin.
Finance
The invoice disagrees with the quote
Contract terms get re-keyed into billing by hand. The amendment closed in March and billing found out in May.
What it costs: revenue leakage, a slower close, and an ARR number that differs between systems.
It is one problem showing up in three places. MonetizeNow runs every change against one contract and one catalog, so the quote, the invoice and the report agree.
See it work
Five things people ask Monty every week.
The whole contract lifecycle, in the order it happens. Each one is a draft that runs through your rules before a person sends it.
MontyAI assistant, read and write
Drafts only, people send
Build a one-year quote for Sync Metrics starting October 1: Platform on the enterprise rate, 5 model builder users, 20 view-only users, the financial and retail apps, and premium support.
On it.
- search_objectsaccount “Sync Metrics”, contacts, bill group
- create_net_new_quote12 months, starts Oct 1, 2026, Net 60 from account defaults
- create_quote_offering ×4Platform (Enterprise) ×1, Users ×25, Apps ×2, Support ×1
- validaterules engine, required fields, discount thresholds
Draft quote created for Sync Metrics.
- Four offerings, 12 months, billed annually in advance.
- Every rate came from the catalog. Nothing typed in by hand.
Validation passed, no approvals required, draft not sent
On that quote, bump view-only users to 40 and give the platform fee a 15% discount.
On it.
- update_quote_offeringUsers, View-only 20 → 40
- update_quote_offeringPlatform Fee, custom discount 15%
- validatediscount rule, threshold 20%, not crossed
Updated. Totals recalculated on the quote.
- View-only users: 40. Platform fee: 15% off the Enterprise rate.
15% is inside your 20% threshold, no approval routed
Sync Metrics wants 10 more model builder users from November 1, and to swap the retail app for the logistics app.
On it.
- amend_contracteffective Nov 1, 2026, prorated to term end
- update_quote_offeringUsers, Model Builder 5 → 15
- update_quote_offeringApps, remove Retail, add Logistics
- validaterules engine, no thresholds crossed
Amendment drafted, prorated to the remaining term.
- November 1 to September 30: eleven months of the added seats.
- Billing schedule and ARR update the moment it is signed.
Validation passed, no approvals required, draft not sent
Renew Sync Metrics for 24 months with a 5% uplift on renewal.
On it.
- retrieve_objectcontract ctrct_PltmLoY7w4GSV58p, live terms and quantities
- renew_contract24 months from the current end date, rates +5% on renewal
- validatemulti-year term rule, approver: Finance
Renewal quote drafted from the live contract.
- Same offerings and quantities, including November's amendment. Rates step up 5%.
- Twenty-four months from the current end date, so nothing lapses in between.
Multi-year term rule triggered, routed to Finance for approval
Which quotes that closed last quarter carried a discount above 30%, and who approved them?
On it.
- execute_queryquotes, status Processed, Q3 2026, discount > 30%
- execute_queryapprovals joined on quote, approver, decided at
Three quotes, all approved under the discount rule.
| Account | Discount | Approved by |
|---|---|---|
| Northwind Labs | 34% | VP Sales |
| Helio Analytics | 38% | VP Sales |
| Bluefin Data | 31% | CRO |
Answered from live quote data, no export, no BI ticket
Instead of: copying rates from a price sheet and hoping they match what billing has.
Illustrative session on a demo account. Tool names are the MonetizeNow MCP server’s own; accounts in the reporting answer are fictional.
In the app
Monty
A drawer beside whatever you are looking at. Ask, and watch the quote page fill in.
Anywhere else
The MonetizeNow MCP server
The same tools inside ChatGPT, Claude or any MCP client, next to your CRM and your call recordings.
Book a demo
Bring your hardest deal. We will build it live on the call.
“A year ago, if there were issues with our CPQ, I had to work; no ifs, ands, or buts. With MonetizeNow, I went on my honeymoon and was never consulted once. My team made pricing and packaging changes on their own.”
Matt Pike, RevOps Manager, Pave
Everything RevOps expects is still here.
The agent's draft goes through the same rules a rep's does. Nothing gets sent because a model felt confident.
Product catalog
Subscription, usage and AI credits, one-time. Monty quotes only what is in it.
Approval thresholds
Cross a discount floor or term limit and it routes to the approver in the app or Slack.
Validation rules
No-code if-then checks on every draft, the agent's included.
Terms and e-signature
Conditional terms, your templates, DocuSign or Adobe Sign. A person sends.
Watch the hard ones get built
Under three minutes each.
Integrations
It fits the stack you already run.
MonetizeNow is not tied to one CRM. Quote from Salesforce, HubSpot or Attio, and send the same contract on to your ERP.
CRM
SalesforceHubSpot
Attio
Attio
ERP and accounting
NetSuite
RilletQuickBooks OnlineXero
Signature, payments and tax
DocuSignAdobe SignStripe
Avalara
Anrok
AvalaraAnrok
Data and AI
SnowflakeBigQuerySlackChatGPTClaude
Running something else? Tell us on the form and we will cover it on the call.
RevOps teams measure the difference
Quote accuracy100%error-free quotes at Okteto
Speed to quote80%less time to quote at Optio Incentives
Operational load40-50%fewer internal CPQ tickets at Pave
FAQ
Frequently asked questions
What is an agentic CPQ?
A CPQ where the work is done by asking. Describe the deal, the change, the renewal or the question, and an agent builds the draft from your product catalog, runs it through the validation rules and approval thresholds RevOps set, and hands it back for review. In MonetizeNow that agent is Monty; the same tools are available to Claude, ChatGPT or any MCP client through our MCP server.
What can Monty do, and what will it not do?
Monty builds quotes, edits line items and discounts, drafts amendments and renewals against the live contract, and answers reporting questions from live data. It works in drafts: a person reviews, approvals route as they always did, and a person sends. Monty does not send quotes or skip an approval.
Can the agent bypass discount floors or approval rules?
No. The rules engine does not know or care who built the quote. Every draft, a rep's or Monty's, goes through the same set-once thresholds and required-field checks, and anything that crosses a threshold routes to the approver.
Which AI tools work with the MCP server?
Any client that speaks MCP, including Claude and ChatGPT. Connect it next to your CRM, call recorder or support desk and the agent works across them in one conversation.
Does it handle usage-based and hybrid pricing, including AI credits?
Yes. Subscriptions, usage including AI credits, prepaid drawdown, overage and hybrid models all live in the same catalog and on the same quote. New pricing models are configuration, not an engineering project.
How long does implementation take?
Days to weeks, run by our team. Middesk was live in days. We will give you a real answer for your catalog on the call.
What does it cost?
Per quoting user for CPQ. If you add billing, a percentage of invoiced revenue. We will walk through the numbers on the call.
