# Cacheflow Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Cacheflow the right CPQ solution for you? Explore 54 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/276213/Cacheflow/reviews --- Cacheflow 4.6 (54) [View alternatives](https://www.capterra.com/p/276213/Cacheflow/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Reviews of Cacheflow Ease of use 4.7 Customer Service 4.7 ## Pros and Cons in Reviews JL Jesse L Sales Operations ManagerInformation Technology and Services, 11 - 50 employeesUsed the software for: Less than 6 months. “The platform syncs well with Salesforce and still allows us to do reporting from Salesforce (one of our requirements).“ July 23, 2024 PD Pratikanand D Technical Account ManagerComputer Software, 51 - 200 employeesUsed the software for: 6-12 months. “Performance Issues: Slowdowns or lag under heavy load.“ July 24, 2024 RS Radhika S Customer Success ManagerComputer & Network Security, 201 - 500 employeesUsed the software for: 1-2 years. “The detailed analytics and reporting tools provide clear insights into our financial health, helping us make informed decisions.“ July 25, 2024 Ajay S CSMComputer & Network Security, 201 - 500 employeesUsed the software for: 6-12 months. “Honestly, I feel at times there is a small lag when you are creating a new contract.“ July 23, 2024 Kennedy T MarketingMarket Research, 11 - 50 employeesUsed the software for: Less than 6 months. “The platform makes managing financial workflows and approvals incredibly smooth.“ August 14, 2025 Chris S Solutions ArchitectComputer Software, 51 - 200 employeesUsed the software for: Less than 6 months. “At the start, it was lacking a few key features.“ July 27, 2024 Kennedy T MarketingMarket Research, 11 - 50 employeesUsed the software for: Less than 6 months. “The UI is intuitive, onboarding is straightforward, and the automation features save a huge amount of time.“ August 14, 2025 IS Ishan S Sales OpsComputer Software, 11 - 50 employeesUsed the software for: 6-12 months. “Stripe billing/Subscription & invoice creation is a challenge at times.“ October 11, 2023 ## Showing most helpful reviews Showing 1-25 of 54 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Keith O. Owner Automotive Used the software for: I used a free trial ### "Very highly recommended" December 29, 2025 4.0 I love using this software and I think i am keeping it for permanent use for my company. I would recommend this for any small business. Pros Value for the money is excellent, invoicing is absolutely tremendous, Customer Service is a plus to make this an amazing asset. Cons Ease of installation isn't very easy. It took a good day to set up but customer service was extremely help. Review Source VR Verified Reviewer Sr. Account Executive Computer Software Used the software for: 1-2 years ### "Cacheflow is the GOAT" July 24, 2024 5.0 Cacheflow has been supportive, adaptive, and collaborative. Pros Cacheflow is a very responsive company that is continuing to better their product in the right direction. It connects our CRM into the signing process and ultimately the billing and subscription invoicing process. It was a game changer for our org. Cons There were a few bugs when we started that were frustrating, but the team was always quick to respond and fix it immediately. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/)[Dropbox Sign](https://www.capterra.com/p/144797/HelloSign/)[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) We wanted to have a better CRM integration and a connection with our contracts and subscription billing. Review Source SJ Sunit J. AE Information Technology and Services Used the software for: 1-2 years ### "Super helpful in closing deals! " July 24, 2024 3.0 Pros \-Easy to use -Using templates has been helpful to create contracts on the go -Integrates with CRM and automates contract tracking Cons Does not have an inbuilt feature that allows to send reminders to prospects to sign the contract Review Source VR Verified Reviewer Marketing Market Research Used the software for: Less than 6 months ### "Streamlined and Reliable — A Great Financial Workflow Solution" August 14, 2025 5.0 Cacheflow has been a solid addition to our operations. It’s significantly reduced manual admin work, improved visibility on our financial processes, and allowed our team to collaborate more efficiently. While there’s room for growth in reporting and analytics, the core functionality delivers exactly what we need. Pros The platform makes managing financial workflows and approvals incredibly smooth. The UI is intuitive, onboarding is straightforward, and the automation features save a huge amount of time. The integration options make it easy to connect with our existing tools without extra hassle. Cons Some reporting features feel a little limited — more customization in analytics and dashboards would make it even better. Also, occasional delays in data syncing can be inconvenient when working on tight deadlines. Review Source RH Rahim H. Internal Auditor Real Estate Used the software for: I used a free trial ### "The greatest tool for handling all of your subscriptions" July 1, 2025 4.0 You get complete access to all of your subscriptions with Cacheflow, including past invoices that are past due for payment and customers' upcoming invoices. which, to be honest, makes it simple for me to monitor each customer's payment history. Furthermore, it enables you to modify the main contract to accept any upsells that occur during the subscription period. (This helps me save time.) Excellent, and I've already suggested this product multiple times. Pros Advantages Cacheflow allows you complete access to all of your subscribers, including past invoices that are past due for payment and customers' upcoming invoices. which, to be honest, makes it simple for me to monitor each customer's payment history. Furthermore, it enables you to modify the main contract to accept any upsells that occur during the subscription period. (This helps me save time.) Cons Drawbacks To be honest, I think there is occasionally a slight delay when drafting a new contract. (Once more, I'm not sure if that's a problem or just my poor Internet.) Review Source Nedim M. Digital Marketing Manager Marketing and Advertising Used the software for: Less than 6 months ### "Great tool for payments management" January 18, 2025 5.0 Reliable and efficient tool for managing payments. Pros Simplifies payment workflows and invoicing. Cons Limited integrations with some platforms. Review Source VR Verified Reviewer Senior customer success manager Information Technology and Services Used the software for: 1-2 years ### "Subscription management made easy" July 30, 2024 5.0 \- building order forms for different currencies - Propsals have a whole bunch of templates inbuilt - Subscription management has been seamless - Custom form building capability helps a lot in propsal creation Pros \- creating order forms have been made seamless - Implementation effort was very minimal - the tool is feature rich making it super robust - Customer support team is always available for assistance Cons it's been a wonderful experience so far with the tool Review Source VR Verified Reviewer CEO Internet Used the software for: 1-2 years ### "Cacheflow makes quoting easy" July 24, 2024 5.0 Great support, great experience, would buy again Pros Easy to use, fast to set up, we were delivering polished, easy to manage quotes in 30 minutes. Cons It could be slightly more prominent to the end-customer where the link to download their signed agreement is Review Source Ajay S. CSM Computer & Network Security Used the software for: 6-12 months ### "Best tool to manage all your subscriptions" July 23, 2024 5.0 Pros Cacheflow gives you total visibility to all your subscriptions like the customers upcoming Invoices, Past Invoices that are due towards a payment. Which honestly makes my life easy to keep a track of payment history for any customer. In addition to that it also allows you to make edits to the primary contract to accommodate any upsell during the subscription period. (Which saves my time) Cons Honestly, I feel at times there is a small lag when you are creating a new contract. (Again not too sure if that is an issue or just my bad Internet) Review Source VR Verified Reviewer Manager, Customer Success Telecommunications Used the software for: 2+ years ### "Quick & Easy to use" July 30, 2024 4.0 Pros Very easy to create commonly used products Discounting is very smooth Cons Sometimes hard to edit details once created Review Source SS Srikumar S. Director CX Computer & Network Security Used the software for: 2+ years ### "Great product for B2B firms to explore" December 28, 2023 5.0 Amazing experience so far. A product that just does the job you need for your company to functional seamlessly. Proposal building can be a pain if for not the right tool to ease your everyday life, Cacheflow comes handy Pros Super intuitive UI, great features, allows for easy proposal management, enables cross-functional teams to operate on each other's proposals with ease, Templates make life easy and saves time. Cons Support responses could be a bit fast, because we are in APAC zone. Review Source TM Tyler M. Account Executive Team Lead Information Technology and Services Used the software for: 6-12 months ### "Gamechanger for closing deals and getting signatures efficiently." July 25, 2024 5.0 Gamechanger for closing deals and getting signatures efficiently! Excellent if you're a one call closer! Pros I have been able to throw a proposal together and get a signature within just a minute or 2. Cons Can't say many negatives about Cacheflow but sometimes there might be a glitch here and there but nothing critical. Review Source YK Yadhu K. Director Security and Investigations Used the software for: 1-2 years ### "Great for Startups" December 29, 2023 4.0 Pros \- I liked liked the proposal to order workflows - The final order form looked sleek Cons \- There were bugs which created problems to login or in some cases charge the customer - Better viewing of the proposals – right now its a master list of all proposals & order forms with little to no way to bifurcate based on the owner, pending ones etc. - Integrations with CRMs like Hubspot Review Source DG Denise G. Partnerships manager Computer Software Used the software for: 6-12 months ### "Review of cacheflow" July 26, 2024 5.0 I wish I'd received contract this way when I was a signer in my previous role--very nice. Pros Way better than a stagnant document that you email to people...easier to adapt and make adjustments.... Cons percent calculations could be easier with a wizard Review Source TH Terry H. CRO Computer & Network Security Used the software for: 6-12 months ### "Cacheflow nails it!" October 9, 2023 5.0 Pros Everyone loves closing deals, but no one gets excited for the administrative work that comes along with it. Cacheflow removes the friction points from sending the first quote to receiving renewal payments in the bank. Our customers love the look and feel of our proposals, and how easy the process makes it to transact. Cons Cacheflow's integrations are great, but keep building more! Review Source PB Paharlaya B. Salesforce dev Accounting Used the software for: 6-12 months ### "Honest option " March 20, 2024 5.0 Pretty good happy with the product. Sales team are happy too. Pros Simplicity of generating a proposal on the go. Cons Lack of proposal customisation and some features like sync issues. Review Source JD Jared D. Customer Experience Accounting Used the software for: 6-12 months ### "Easy to Use" March 27, 2024 5.0 Pros Really user friendly and easy to navigate. Brings all the information you need into one place to track for all clients. Provides all historical and future billing in a manner that's easy to understand for staff and clients. It's a really smooth platform overall. Cons Has some features that could be improved upon, but overall works really well. Review Source PC Pamela C. Controller Financial Services Used the software for: Less than 6 months ### "Neat tool with a lot of features. " July 29, 2024 4.0 Pros I like that it can collect credit card information and charge the customers in real time. Cons I wish it had it's own sales taxes calculation feature. Review Source AD Ayush D. CSM Information Technology and Services Used the software for: 1-2 years ### "Good app for Subscriptions" November 13, 2024 4.0 Pros Ease of use is super helpful in navigating. Cons Nothing so far - at times it reloads aside from that all is good Review Source NI Nandhini I. Senior Customer Success Manager Information Technology and Services Used the software for: 2+ years ### "Ease to use!" September 26, 2024 5.0 My overall experience with Cacheflow has been great! The ability to handle multiple currencies and payment methods made it easy for us to cater to a global customer base. Pros Cacheflow streamline the invoicing and payment processes seamlessly. Support is excellent. Cons I have been using it for years and there aren't any. Review Source LC Latisha C. Marketing Health, Wellness and Fitness Used the software for: Less than 6 months ### "It was pretty easy to use " February 10, 2025 4.0 Pros It was fairly easy for me to use on my end. Cons Just learning something new and setting up. Review Source AD Abir D. Senior Solutions Engineer Information Technology and Services Used the software for: 1-2 years ### "Easy to use contract management platform" August 17, 2024 5.0 Pros Easy to use, quite user friendly. Contract signing with customers is very easy Cons The payment workflow could have been a bit better Review Source ST Swapnil T. Enterprise Account Executive Information Technology and Services Used the software for: 1-2 years ### "Streamline your proposal creation and management" July 30, 2024 5.0 Pros It was very easy to set up Cacheflow with enough customization options. The ready-made template provided for building the proposal helped us a lot by reducing the amount of time AEs spent on sales proposals. Another benefit is visibility on where the proposal is in the sales cycle. Users can work on reference proposals for initial sales calls, and once the deal is in the advanced stages, you get know through notifications if the prospect viewed the proposal or if it has been signed or not. Built-in e-signature also helps a lot to reduce the overall time taken to get the deal signed. Overall I felt it is very easy to use the tool even for new team members. Cons Overall we never faced a major issue or outage with Cascheflow. It solves the needs of SMB organizations Review Source SR Suraj R. Sales Manager Computer Software Used the software for: 1-2 years ### "Simple, easy to use CPQ platform" August 13, 2024 4.0 Good CPQ platform. Integrated with CRM and has multiple templates for easily creating proposals Pros Simple and easy to create proposals. Integrated with CRM. Option for e-signature available Cons Multi year, multi currency can be improved. More dashboards and reports needed Switched from [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) For seamless generation of proposals via CRM Review Source Stacy D. CEO Information Technology and Services Used the software for: 6-12 months ### "WeighPay Software Review" January 2, 2024 5.0 Very positive and have recommended this product several times already. Pros Brings all your sales related processes into a single easy to use app Cons It was a little early when we started using CF but the development cycle has been fast and we are seeing more and more usable features every day Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Needed to have a central storage for contracts and documents related to sales opps Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.