From accepted quote to paid invoice.Without leaving Salesforce.
Kugamon Quote to Cash adds orders, shipments, invoice schedules, payments and tax to CPQ as native Salesforce records — for companies selling one-time products and services, from $95 per user per month.
Every record is a native Salesforce record.
Kugamon stores quotes, orders, invoices, payments, subscriptions and assets as native objects in your org, on the standard Product and Price Book. Your reports, your permissions, your Agentforce agents see them like any other Salesforce data.
Kugamon Quote to Cash is the CPQ edition plus billing: Orders, Shipments, Assets, Invoices and Payments as native Salesforce records in one managed package, for companies that sell one-time products and services. Release an Order and the Shipments and Invoices are created for you. Take the payment on the Invoice through Stripe, Authorize.Net, PayPal or eWay. The balance rolls up to the Account.
The Quote stays disposable — a what-if you can throw away. The Order is the record of what was agreed: products, terms, pricing, the customer's PO number, the buying, billing and shipping contacts. Every sale has one. Releasing it locks it and fires everything downstream. Un-releasing reverses it, as long as nothing has shipped and no Invoice has been posted.
The flow
Opportunity → Quote → Order → Order Release → Shipment + Invoice → Payment. Approving an Order creates Assets for the products flagged to create them. Releasing it creates Shipments for tangible products and Invoices on the schedule set for the Account. Invoices start Unsent, go Sent when you email the PDF or the online link, and the Posted checkbox marks the moment the invoice is recorded in your accounting system — after which the Order cannot be un-released.
What finance gets
Invoice Age in days, blank until past due, so an aging report is a list view. Balance Due and Applied Payment amounts on every Invoice. Account-balance roll-ups. Payment status set by the processor's response, with the processor's message in the Payment memo when something is declined. Refunds and voids from the Payment record. Standard Salesforce reports over all of it, the day you install. Tax is Tax Locations and Tax Rates with effective dates for US sales tax, plus multi-country, multi-rate VAT/GST, with exemption flags on the Account.
What "admin-first" means here
Invoice schedules, payment terms, tax locations, carriers and warehouses are records in Kugamon Settings. Whether a product ships, creates an Asset or is a service is a field on the product. Whether shipments and invoices exist at all is a setting — CPQ-only implementations switch them off. No Apex is required for standard use, and one admin can run it.
When it is the wrong edition
If you sell subscriptions, you want Contracts, Subscriptions and renewal automation: Subscription Management for companies over 200 employees, or Subscription Billing — this edition plus subscription management — for 1–200. If your accounting system already invoices, CPQ at $65 is the better fit. The pricing page has the full matrix.
What it does, in the order your reps use it.
Orders: the record of the sale
- Generate the Order from the accepted Quote in one click — name, account, contacts, addresses, discount, tax, comments and terms all carry over
- Draft → Sent → Approved → Released → Cancelled; Approved Orders can take payment and create Assets, Released Orders create Shipments and Invoices
- Online Order page with e-sign acceptance; set the button to Accept & Pay and the customer pays on the spot
- Un-release reverses the Shipments and Invoices cleanly, as long as nothing has shipped and no Invoice is posted
Shipments, packing slips and assets
- Shipments are created automatically on Order Release for tangible products — services never ship — and lines with the same promise date, shipping contact and warehouse combine on one Shipment
- Scheduled → Shipped → Delivered, with On-Hold and Cancelled; carrier, warehouse and tracking number on the record; packing-slip PDFs one at a time or in bulk
- Assets land on the standard Salesforce Asset object when the Order is approved — one per line, or one per unit when you need serial numbers
Invoices on the schedule the account expects
- Invoices are generated when the Order is released, on the account's default schedule or an override per Order: one-time, yearly, semi-annual, quarterly, monthly, weekly or daily
- Unsent → Sent → Cancelled; emailing the PDF or the online link flips the status for you; a Posted checkbox records the moment the invoice hits your accounting system and locks the Order
- Age (days) stays blank until an invoice is past due, so an aging report is a list view; Balance Due and Applied Payment amounts sit on every Invoice
- Additional charges and credits on the Invoice, multi-currency, comments and terms printed on the PDF, mass PDF creation
Payments where the invoice lives
- Lightning payment terminal on Orders and Invoices; processor connections for Stripe, Authorize.Net, PayPal and eWay
- ACH is processed — Authorize.Net eCheck and Stripe ACH Direct Debit — not just recorded; wires and checks are recorded as manual payments against the Order or Invoice
- One payment applied across many invoices, refunds and voids from the Payment record, account-balance roll-ups, receipts and payment PDFs
Tax that follows the account
- US sales tax from Tax Locations (state, county, city) and Tax Rates with effective dates, so a rate change on a future date is a record, not a code change
- International VAT/GST — multi-country, multi-rate — on the same Quote, Order and Invoice
- Taxable flags and exemptions default from the Account's Additional Account Info record onto every transaction
We're not the only option, and we don't pretend to be.
Neutral, source-cited comparisons on architecture, cost and time to value — with each competitor's genuine strengths conceded.
Quote to Cash is CPQ plus Billing: everything in the CPQ edition, plus Shipments, Invoices, invoice schedules, Payments, processor connections and tax. It is the Startup edition (1–200 employees) for companies selling one-time products and services, at $95 per user per month on a 12-month term with annual billing, a 10-user minimum and KugamonCare standard support included.
The default schedule is set once on the Account's Additional Account Info record and can be overridden per Order. When the Order is released, Kugamon splits the service lines by their unit of term and creates the invoices for the chosen frequency: one-time, yearly, semi-annual, quarterly, monthly, weekly or daily. A 40-day term, for example, creates one invoice on the one-time, yearly, semi-annual or quarterly schedule, two on monthly, five on weekly and forty on daily.
Kugamon keeps invoices, payments and balances as Salesforce records, and the Posted checkbox with its Date Posted field records when an invoice has been entered in your accounting system; posting also prevents the Order from being un-released. Because the records are standard Salesforce data, they are available to reports, exports and the standard Salesforce APIs like any other object — no export from a separate billing tool is involved.
Yes. The Online Order and Online Invoice pages are served through a Salesforce Site guest user. A customer opens the emailed link, e-signs the Order, and — when the acceptance button is set to Accept & Pay in Kugamon Settings — pays by card or ACH on the same page. The accepting contact is captured on the record.
Services are flagged as such on the product, so they never create Shipments, and Service Delivery Schedules track when the work is delivered. Service lines carry a start date and a term, which is what the invoice scheduler uses to split them across billing periods.
If you sell subscriptions you want Contracts, Subscriptions and renewal automation, which live in Subscription Management (200+ employees) and Subscription Billing (1–200 employees). If your accounting system already invoices and you only need quotes and orders, the CPQ edition at $65 is the better fit. The pricing page shows the full matrix by company size and revenue model.
What Salesforce admins say on AppExchange
Quoted verbatim from the Kugamon listing on AppExchange. Reviewer names and dates as published there. Read all 134, including the critical ones →
★★★★★A new bar for RevOps
“As someone who has set up Salesforce CPQ before, I found Kugamon to be much more straightforward and easier to use. It took us just a few weeks to get going, rather than the few months or even years required by other systems.”
★★★★★Easy to understand, easy to implement
“This SFDC-native platform is lightweight but powerful, bringing the entire sales process onto one pane of glass. No more disconnected Opportunities and Quotes/Orders, no more fractured approval processes, just more control over everything. Implementation is a breeze.”
★★★★★Clear & Intuitive
“The Kugamon team is incredibly responsive and handle support questions very quickly. It’s clear they genuinely value customer feedback and are always innovating.”
Configure, price, quote, sign, bill, collect, and renew.
All natively in Salesforce. Deploys in weeks, not months, usually without a systems integrator.