ConnectWise CPQ
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.
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Scoro
Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses.
It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work.
Core features include:
– Get a complete overview of your sales funnel and upcoming work
– Estimate scope, track progress and budget burn, and bill for work in one system
– Plan ahead with live heatmaps and utilization forecasts
– Log time with built-in timers and auto-populated timesheets
– Understand margins with role or service-level insights
– Automate time & material, fixed-fee, and retainer billing
– Track project income based on pipeline and committed work
– Save time with automation and data-driven suggestions
– Monitor progress, profitability, and capacity in real time
Scoro gives you end-to-end visibility across your business.
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PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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SalesNOW
SalesNOW CRM is your all-in-one solution to streamline sales and customer management. Track contacts, leads, deals, and performance with ease, all while staying connected via mobile or web. Create beautiful proposals and complex quotes to impress clients and win more business.
Unlike other platforms, SalesNOW is committed to ensuring your success. Our Business Analysts help tailor the CRM to your business needs, while Account Managers train your team to maximize every feature. The result? A CRM that works for you, not the other way around.
Empower your team, boost productivity, and achieve lasting results with SalesNOW CRM—the platform built for your success.
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