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Turn Quotes to Cash Quicker
Accepting payment upfront from customers and prospects often poses challenges for MSPs. Fortunately, ConnectWise now has the functionality to make accepting payments on a quote much easier—reducing what could quickly become a 15-step process to just three simple steps.
Join us on May 31 at 2:00pm ET for our live webinar, “Turn Quotes to Cash Quicker,” to learn how to get paid upfront and close the cash gap. Our experts will walk you through the process, including:
- How to accept payment in ConnectWise CPQ™
- How the down payment is automatically created within ConnectWise PSA™ and can then be applied to whatever the customer purchased within PSA
- How the down payment is “paid,” and both the PSA and accounting package remain in sync
Speakers:
Paul MacNeill
VP & GM of Payments,
ConnectWise
Jeannie Barry
Product Manager,
ConnectWise