Quotes & Proposals Blog Posts

Today’s sales cycles are slow, inefficient, and riddled with errors. With ConnectWise CPQ, MSPs can drive sales with newfound confidence and flexibility.

A comprehensive sales quote contains more than just a list of products and services. Expert quotes carefully balance content and design elements, presenting your organization as polished, professional, and prepared.

Quotes aren’t just an important part of the sales process—they’re also representative of your company. When you put out materials that the public can see, you always want to make sure that those materials are in line with your brand and reflect the high standards that your customers expect from you.

Using a free quoting tool? Because it’s truly what’s best for your business or because it’s free? The word ‘free’ is captivating, enticing, and extremely powerful. Given two options, one free and one with a price tag attached, our brain will default to choosing anything free because it makes a quick rule of thumb judgment that it’s the better option.

Congratulations: you’re in the final stretch of the sales cycle. You successfully connected with a new client, gave them your pitch, met with them face to face, and had a follow-up call with their whole team. But you’re not over the finish line yet. Now it’s time to send over your project proposal.

We believe that our place as a niche player in the Gartner Magic Quadrant for Con¬figure, Price, Quote Application Suites validates our laser-focused mission to be the leading CPQ provider to technology solution providers. To us, one of the key strengths of ConnectWise CPQ is how quickly users adopt the software, allowing them to see an immediate increase in productivity and accuracy.

Quoting projects for your clients means navigating a lot of complex variables and that often includes conquering a beast of a spreadsheet lurking in your sales quoting process. Complicated costing formulas, manual upkeep, and a lack of standardization on output for clients, makes spreadsheet quoting a nuisance to your business.

To avoid these costly headaches of quoting with Excel, familiarize yourself with solutions that work: