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Orb 2026 review · quote-to-cash (QTC) platform

Established

“Billing, but better”

Who should pick it: Pick Orb if monetization is your first priority and you sell to mid-market and enterprise customers.

Orb scores 64.6/100 on the Quote-to-Cash Scorecard, #19 of 44. It is a billing-first platform based in the United States that documents 12 of 79 capabilities as core strengths. Its best buyer job is monetization; its thinnest is deal to cash. Rated 5.0/5 on G2.

Billing-first platformUnited StatesCatalog and pricingConfigure-price-quote (CPQ)Orders and provisioningBilling and invoicingPayments and collectionsTaxRevenue recognitionRenewals and lifecycleReporting and metricsMid-marketEnterpriseSalesforceNetSuiteQuickBooksAISaaS and softwareCloud and infrastructureFlat feePer seatTieredVolumeUsage-basedHybridPrepaid creditsMinimum commitmentsMilestonesOne-timeEstablished

Overall score

64.6/100

19th of 44

Eight criteria

  • Finance operations 14.9/20
  • Depth 9.6/20
  • Monetization 13.4/15
  • Connectivity 13.8/15
  • Deal to cash 1.6/10
  • Automation and AI 4.5/10
  • Customer lifecycle 1.8/5
  • G2 rating 5/5

User reviews

5/5 on G2

Evidence checked on October 13, 2026

Every capability links to the vendor's page — scoring criteria

Strengths

  • Usage metering
  • Hybrid pricing
  • Prepaid credits
  • Dunning

Gaps

  • No documented quote templates
  • No documented approval workflows
  • No documented e-signature

Strengths and gaps come from what Orb documents publicly, not from opinions.

// best for

Where Orb ranks by use case

// key facts

Orb at a glance

Company

Vendor
Orb, Inc.
Headquarters
San Francisco, USA
Parent company
Adyen
Product type
Produit autonome
Sales motion
Sales-led; PLG; Hybrid

Pricing

Pricing model
% of billed revenue (billings) + event volume + platform fee (Advanced/Enterprise), on quote
Public pricing
No
Free trial
No (no free trial published; interactive demo and sales contact)
Free plan
No

Platform and security

Deployment
SaaS
Data hosting
US
Uptime SLA
99,99 % (disponible, plan Enterprise, inscrit au MSA)
Certifications
SOC 1 ; SOC 2 Type II
GDPR
Yes (implied: EEA/Switzerland/UK notice in the privacy policy, GDPR not named explicitly)
API
Yes (REST, OpenAPI spec; Python, TypeScript, Go, Java, Kotlin, Ruby SDKs) + https://docs.withorb.com/api-reference
Webhooks
Yes
Sandbox
Yes (Test Mode)

Rollout and support

Implemented by
Self-serve; Vendor
Migration tools
Yes: Stripe Billing (official guide, historical usage backfill)
Support channels
Email; Slack (if purchased); Ticket portal; Dedicated support (Enterprise)

Best fit

Primary buyer
Finance
Quote-to-invoice handoff
Synced (via integration)
Deal complexity
Complex (ramps, multi-year, commitments, multi-entity hierarchies)
Contract types
Monthly, annual, multi-year, ramp, mid-term amendments
Replaces
In-house tool; Spreadsheets; Stripe Billing; legacy billing tools

// connectivity

Integrations

CRM 1

  • Salesforce

Accounting and ERP 2

  • NetSuite
  • QuickBooks

Payment gateways 2

  • Stripe
  • Adyen

Tax engines 6

  • Avalara
  • Anrok
  • Numeral
  • Sphere
  • Stripe Tax
  • TaxJar

Data warehouses 9

  • Snowflake
  • BigQuery
  • Redshift
  • Databricks
  • Amazon Athena
  • Postgres
  • AWS RDS/Aurora
  • MotherDuck
  • Amazon S3

// 79 checks

The 79 capabilities, by buyer job

Orb documents 47 of the 79 capabilities we check, 12 of them as a core strength. Each level links to the vendor page that proves it.

Core strengthSupportedAdd-on or partnerNot documented

Monetization

13/13 documented

Deal to cash

5/25 documented
  • Guided selling Not documented
  • Configuration rules Not documented
  • Discounts and guardrails Supported
  • Quote templates Not documented
  • Multi-currency quotes Not documented
  • Quote versioning Not documented
  • Ramped and multi-year deals Supported
  • Approval workflows Not documented
  • Discount thresholds Not documented
  • Parallel and sequential approvals Not documented
  • Deal desk Not documented
  • Margin visibility Not documented
  • Proposal documents Not documented
  • E-signature Not documented
  • Buyer deal room Not documented
  • Online acceptance Not documented
  • Contract generation Not documented
  • Clause library Not documented
  • Redlining Not documented
  • Contract repository Not documented
  • Renewal clause tracking Not documented
  • Order from signed quote Supported
  • Amendments Supported
  • Co-terming Not documented
  • Entitlements and provisioning Supported

Finance operations

19/21 documented

Customer lifecycle

4/9 documented
  • Automatic renewals Supported
  • Renewal quotes Not documented
  • Expansion and upsell Supported
  • Cancellations Supported
  • MRR and ARR Not documented
  • Churn Not documented
  • Bookings, billings and revenue Supported
  • Cohorts Not documented
  • Forecasting Not documented

Automation and AI

6/11 documented
  • AI quoting assistant Not documented
  • API Supported
  • Webhooks Supported
  • Two-way CRM sync Supported
  • ERP sync Core strength
  • AI collections agents Not documented
  • Roles and permissions Supported
  • MCP server Not documented
  • CRM widget Supported
  • Billing anomaly detection Not documented
  • AI customer health agents Not documented

Not published by the vendor: Founded, Team size, Regions served, Interface languages, Currencies, Entry price, Setup fees, E-signature, Marketplaces, SOX support, SSO / SCIM, Implementation time, Implementation partners, Support hours, Onboarding included, G2 categories, G2 badges, Customers claimed.

// faq

Questions buyers ask about Orb

Is Orb good quote-to-cash software?

Orb scores 64.6/100 on the 2026 Quote-to-Cash Scorecard, 19th of 44. Its strongest criterion is G2 rating (5 of 5); its weakest is deal to cash (1.6 of 10).

What is Orb best for?

Orb ranks 12th of 23 for ASC 606 revenue recognition, 13th of 21 for multiple payment providers, 14th of 22 for CPQ and billing in one tool. Pick Orb if monetization is your first priority and you sell to mid-market and enterprise customers.

What does Orb not do?

On its public site and documentation: no documented quote templates; no documented approval workflows; no documented e-signature.

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