Webinar: Quote to Cash Downpayment Automation for ConnectWise CPQ and PSA Partners

You spoke, we listened! Say goodbye to all of those manual steps, and say hello to your instant, all-new and improved Quote to Cash solution! 

Watch Recording

What once took up to a drastic 15+ manual steps to perform, is now made effortless (with no manual steps needed) - some might call it automagic! 

Unlock our all-new Quote to Cash (QTC) solution for ConnectWise CPQ and PSA partners, which facilitates both the automatic creation and application of downpayments in ConnectWise PSA, with the exclusive ability to subsequently apply and restrict each downpayment to the relevant sales order or project at a later date (for business done on your terms). 

Keen to know more? WisePay (by ConnectWise) all-stars Paul MacNeill, Bec Paior, and Jon White, present the ultimate run-through of how our new Quote to Cash solution works, and of course, how this feature's specifically built to benefit your business - you can watch the recording below. 👇

 

Share

Get paid faster with WisePay for PSA

Empower customers with an enhanced payment experience, and attain the cash flow you need to scale your business - learn more, or request a demo and we'll show you how it all works.