Integrations (Quoting)
From quote accepted to payment collected
Connect ConnectWise CPQ, ScalePad Quoter, or QuoteWerks. Quotes, invoices, and payments stay in sync across your PSA, your accounting software, and Alternative Payments, without anyone stitching it together by hand.
Trusted by 1,000+ service businesses nationwide
Most service businesses run quote-to-cash across three disconnected tools, with someone re-keying the same numbers into each one. Here is what changes when the pipe is connected end to end.
No copying. No re-keying.
Quote details carry through to your PSA and into Alternative Payments exactly as written. Line items, pricing, terms, customer info. The numbers your customer signed off on are the numbers that get billed.
Every step, automatically linked.
From quote accepted, to PSA, to invoice, to payment. Every step is traceable to the original quote, so your team can answer any question about any deal in seconds.
One view, from quote to payment.
See where every quote, invoice, and payment stands without switching between platforms. The pipeline lives in one place, not four, so you're not chasing down which system has the latest status.
Don't let a signed quote sit in a queue
A signed quote should start the payment process, not create more work for your team. Connect your quoting tool and the rest happens automatically. Our implementation team handles the connection and walks your sales and finance teams through the workflow on day one.
Quoting
ConnectWise CPQ is a cloud-based quote and proposal automation platform designed for managed service providers (MSPs), enabling sales teams to create professional quotes using customizable templates, automated workflows, and integrated pricing catalogs to reduce manual errors and accelerate the sales process.
Quoting
ScalePad Quoter is a quote-to-cash revenue automation tool, providing MSPs with the easiest way to get their teams creating beautiful, error-free quotes from templates in just minutes.
Quoting
QuoteWerks is a comprehensive CPQ (Configure, Price, Quote) solution designed for MSPs, VARs, and IT professionals, offering extensive integrations with PSA platforms, distributors, and accounting systems to streamline quote creation, automate workflows, and accelerate sales cycles with real-time pricing and inventory visibility.
Stop managing payments manually. Start running a fully automated financial operation.
Join 1,000+ MSPs and service businesses that collect faster and pay smarter with a fully integrated platform and a team that's invested in your success.