ConnectWise PSA for IT Solution Providers
by
ConnectWise
Integrate with QuoteWerks Quoting
Software using ConnectWise Professional Services Automation (PSA)
– a managed services solution developed for IT, by IT.
With seamless two-way integration, this QuoteWerks Managed
Services Add-on allows you to track and manage the entire
lifecycle of a service request, from the initial quote creation
in QuoteWerks to final service completion in ConnectWise PSA.
As a QuoteWerks Managed Services Add-On, ConnectWise
PSA and QuoteWerks easily work together so you can:
- Automatically create new opportunities in
ConnectWise PSA when quotes are submitted.
- Track revised quotes using ConnectWise PSA client
records.
- Roll multiple quotes into one ConnectWise PSA
opportunity.
- Convert quotes into service requests or projects
in ConnectWise PSA with one-click of the mouse.
- Manage the business development process from
initial quote to final service completion.
- Make data-driven decisions to maximize conversion
with comprehensive management reports.
ConnectWise PSA - giving you control of your sales cycle so
you can take control of your IT business.
Category Cross Reference
Links
The primary focus of the add-on(s) below do not fit this
category, but they offer related functionality.
