ConnectWise PSA
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.
*Please Note: Starting with
QuoteWerks 4.5 build 4, the Corporate Edition of QuoteWerks
now has built-in support for
ConnectWise with no additional charge.
HaaS-Quote™ for QuoteWerks by MSP on Demand
The first quoting tool that integrates HaaS information and
data with the power of QuoteWerks. The result: an application
that enables resellers on-the-fly to chose to quote their
standard products and services or they can easily convert their
products and services into a HaaS proposal.
With HaaS-Quote™ you can:
- Create Customized Bundles: Put together your own
set of product solutions and convert them into a HaaS Quote
- Access Product Databases: We use the existing
QuoteWerks database to pull pricing and part numbers
- Create Per User and Per Device Pricing: You now
have the option of choosing Per User or Per Device Pricing
along with 2 customizable fields
- Quote Sheet: With just 4 clicks, you now have the
ability to provide your client a HaaS Proposal. Add your
logo or export everything to Excel it's your choice
- Funding Sheet: And finally, whether you use a
third party to fund your deals, fund everything internally
or want to use our acclaimed National Funding Desk... You
now have the ability to provide a funding sheet with your
credit application
Category Cross Reference
Links
The primary focus of the add-on(s) below do not fit this
category, but they offer related functionality.
