If used properly, your quote management tool can automate a time-consuming part of your business and give you more time to focus on your customers.
This MSP shares how using a quote management tool has reduced the time it takes to generate a quote from two hours down to 30 minutes.
There are many quote management software solutions available, but not all have the best features for your business. Use this checklist to make the right pick.
Start with a standardized quote process, build your quote management system into workflows throughout your organization and use it to operate more efficiently.
Is your business operating as efficiently as it should be?
Configuring your quote management tool now and building templates can give you an edge when the volume of quotes you generate increases.
ConnectWise promotes Jason Magee to President and Jeff Bishop to Chief Product Officer while Craig Fulton pioneers the new Chief Customer Success Officer role.