# 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 March 13th, 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 PR Pushkar R. Lead - Customer Success Computer & Network Security Used the software for: 1-2 years ### "Very Smooth Contracting, Billing and Invoicing Workflows!" July 31, 2024 5.0 Pros Loved how easy it is to create Contracts, manage customer payments while managing the subscription payments simultaneously Cons Nothing there that I disliked as most stuff is very easy to use 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 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 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 RR Rajsi R. Chief of Staff Computer Software Used the software for: 1-2 years ### "Closing process, pricing and collections made better" February 28, 2023 5.0 Pros Cacheflow has been a huge value-add for us in three main areas. Our closing process, pricing and collections.Before, we had 5 tools and 4 manual processes before a quote could be sent to a prospect. We used Cacheflow to replace all of it, and our quote-to-cash cycle went from 2-3 weeks to 4 days.When it comes to pricing, our RevOps team can easily configure new pricing models, and our sales team can add discounts and set up ramped contracts. We have customers in multiple countries and as a startup we needed help simplifying this. Now, our customers get charged on time, every month, without us having to do anythingLastly, their CS team is great and works with us closely Cons None at this time. The Cachflow team works with us closely to define their roadmap for functionality we may need in the future. Review Source AT Austin T. Account Executive Computer & Network Security Used the software for: 6-12 months ### "Great product and team" October 12, 2023 4.0 Overall experience is good. Get's the job done and it's super easy to learn how to use. Pros Easy to use solution that they continue to add new features to. Cons Price doesn't auto adjust based on annual payment price Review Source DR Diego R. Finance Manager Computer Software Used the software for: Less than 6 months ### "Cacheflow saves me hours every week" January 10, 2024 5.0 Pros Before implementing, I was handling all of our invoicing, renewals, contract mergers, and prorations manually and tracking it all in a spreadsheet. Cacheflow eliminates the manual processes which allows me to spend my time on higher-value projects and tasks. Cons The only feature I wish Cacheflow had is the ability to send multiple product SKUs in a single proposal, allowing the customer to choose which products work best for their use case. Review Source ST Saurav T. Senior Manager Fiannce Information Technology and Services Used the software for: Less than 6 months ### "Cacheflow" October 11, 2023 5.0 Pros Cacheflow integrates with multiple external products and helps us to reduce time and effort with the help of automation for various departments, right from sales team in creating a proposal, billing team in issuing the invoices, accounts receivable team to track receipt and the accounting team to ensure proper accounting. Cons Currently cacheflow do not have the workflow for overage billing. It will be a good feature to have. 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 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 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 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 SS Shivang S. Senior Account Manager Computer & Network Security Used the software for: 6-12 months ### "Highly recommended for scaling sales teams" July 25, 2024 4.0 Pros I used to manually handle invoicing, renewals, and contract processes. Cacheflow has automated these tasks, freeing up time for more valuable projects. It has also improved our quoting processes, providing confidence to both Finance and Sales leadership. The platform is now essential for managing our quotes, invoicing, and billing. Cacheflow's customer service team made the implementation seamless. I highly recommend Cacheflow to any Finance or Sales team looking to streamline processes and save time. Cons I think Cacheflow's pretty awesome, but I'd love to check out their product roadmap and have more flexibility in changing the contract terms. It would also be great if they could integrate with tools like Slack. And of course, they could work on making their platform faster and more reliable. Review Source AB Amit B. Sr Account Executive Information Technology and Services Used the software for: 1-2 years ### "Value for Money" July 23, 2024 4.0 It has been a pleasant experience so far. They are growing rapidly and the product is only getting better with time. Pros Product is rapidly growing and they are ready to customise as per our needs. Really like their support. Whenever we run into any issues, we can just initiate a chat on Slack and their team is available to assist us. Cons Since the product is new, I believe it will take some time to mature their product. Also, Support is only available in US shift. Review Source Similar Products Featured ## Related categories [Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[CPQ](https://www.capterra.com/cpq-software/) ## 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.