Average Ratings 22 Ratings
Average Ratings 0 Ratings
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
Wise-Pay is the essential payment solution that helps you minimize cash gaps. With over 26,000 users, it offers integrated payment automation from some of the largest providers worldwide, ensuring that you’ll never need to pursue payments again. Handling invoices can be costly, but Wise-Pay streamlines the reconciliation of invoice payments within your accounting system and generates client invoices for various payment scenarios, including credit card surcharges. It breaks down barriers to accessing numerous platforms, resulting in a payment process that is not only fast but incredibly easy for your customers. Notable integrations include ConnectWise Customer Portal, CW Sell, Invarosoft IT Support Panel, Desk Director, QuoteWerks, CloudRadial, and iSell eCommerce Platform. By incorporating Wise-Pay, you can eliminate tedious tasks ranging from banking checks to account reconciliations, allowing you to focus on what truly matters in your business. Experience a significant boost in efficiency and customer satisfaction as you modernize your payment processes.
API Access
Has API
API Access
Has API
Integrations
CloudRadial
ConnectWise PSA
DeskDirector
3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
BrightGauge
ConnectWise CPQ
Datto RMM
Integrations
CloudRadial
ConnectWise PSA
DeskDirector
3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
BrightGauge
ConnectWise CPQ
Datto RMM
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Wise-Sync
Founded
2013
Country
Australia
Website
www.wise-sync.com/wise-pay
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
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator