Steps to Get Started with a Quote Management System
Start with a standardized quote process, build your quote management system into workflows throughout your organization and use it to operate more efficiently.
The Biggest Mistakes MSPs and VARs Make with Quote Management Tools
Solution providers can get tripped up by integration, lack of planning, and putting too much stock in a quote management tool, but the biggest mistake may be waiting too long to implement it.
Quote Management: How To Make Your Proposals Convert
These best practices for VARs and MSPs will help turn proposals into new business.
Should You Charge For Quotes?
Tired of customers taking your quotes and then buying everything on their own? Here's why charging for quotes isn't the solution.
Product Comparison: Quote Management Software
Check out this side-by-side comparison to help choose the best quote management tool for your business.
90 Minutes Faster: How a Quote Management Tool Saves Time
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.
The Right Way to Use Quote Management Software
PSA integration and smart quote best practices will help you get the most value from quote management software.
The Top 10 Quote Management Software Features for MSPs
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.
ConnectWise Updates Executive Leadership Structure
ConnectWise promotes Jason Magee to President and Jeff Bishop to Chief Product Officer while Craig Fulton pioneers the new Chief Customer Success Officer role.
