Average Ratings 22 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
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design
support

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Description

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

Description

Scheduling meetings is a waste of time. TimeZest seamlessly integrates with ConnectWise Manage to be part of your activity, calendar, and ticketing workflow. TimeZest will take care of the rest. TimeZest schedules for ConnectWise Manage at its finest, empowering clients to find and book the best time for them. Your team's real-time availability is used to make decisions. These choices are confirmed with automatic calendar invites and followed up by non-invasive reminders. ConnectWise Manage automatically updates tickets, allowing for a more natural workflow extension and streamlining the ticket resolution process. It's easy for your staff to schedule clients directly from within ConnectWise Manage with TimeZest

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Autotask PSA
ConnectWise PSA
Asio by ConnectWise
AtcomCloud
Avalara
BrightGauge
CloudRadial
ConnectBooster
Datto RMM
DeskDirector
Formstack
GfK Etilize
HaloPSA
KickFire
Microsoft Dynamics 365
NetSuite
Strategy Overview
T-Max Phone Systems
TurboDocx
Wise-Pay

Integrations

Autotask PSA
ConnectWise PSA
Asio by ConnectWise
AtcomCloud
Avalara
BrightGauge
CloudRadial
ConnectBooster
Datto RMM
DeskDirector
Formstack
GfK Etilize
HaloPSA
KickFire
Microsoft Dynamics 365
NetSuite
Strategy Overview
T-Max Phone Systems
TurboDocx
Wise-Pay

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$65 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ConnectWise

Founded

1982

Country

United States

Website

www.connectwise.com/platform/business-management/cpq

Vendor Details

Company Name

TimeZest

Founded

2019

Country

United States

Website

timezest.com

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Product Features

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

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