The Biggest Mistakes MSPs and VARs Make with Quote Management Tools
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.
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 Smart Way to Use Quote Management Software
Integrating quote management with PSA and following quoting best practices will help ensure you get the most value from your tools.
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.
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.
How To Make Your Proposals Convert
These quote management best practices for VARs and MSPs will help turn proposals into new business.
Quoting Tool Integrations that Streamline Workflows
Is your business operating as efficiently as it should be?
You’ll Want Quote Management When Pent-Up Demand is Unleashed
Configuring your quote management tool now and building templates can give you an edge when the volume of quotes you generate increases.
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.
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.