QuoteWerks and ConnectWise PSA Integration

ConnectWise PSA is the end-to-end, fully integrated solution developed just for IT companies, with custom workflow configuration to meet the exact needs of your business.

ConnectWise PSA super-charges QuoteWerks for IT companies to accelerate opportunities through your pipeline and increase control of your sales process, maximizing revenue potential and increasing profitability. Two-way integration eliminates dual data entry and allows you to manage service requests and projects through ITIL best-practice processes from quote to completion.

ConnectWise PSA integration to QuoteWerks provides:

• Seamless workflow through one-click access and real-time visibility between ConnectWise and QuoteWerks.
• Prompted opportunity creation in ConnectWise when new quotes are created.
• Automatic tracking of revised quotes in ConnectWise client records.
• Roll up of multiple quotes into a single ConnectWise opportunity.
• Single click conversion of quotes into service requests or projects.
• Complete tracking through all phases of business development so opportunities are not lost.
• Comprehensive management reporting for maximum conversion of opportunities in pipeline.