Webinar: Turn Quotes to Cash Quicker

Date: May 31, 2024 | Eastern Time: 2:00pm (ET)

Watch below

We're thrilled to announce that our highly anticipated Quote to Cash functionality is now live!  🎉  

As soon as a WisePay payment is collected through a ConnectWise CPQ quote, instead of WisePay creating an unapplied credit in your accounting system - 

A Down Payment invoice is automatically created in ConnectWise PSA, which can then be applied and restricted to the correct project, agreement, sales order, or ticket at a later date.

That's right, we've cut 17+ steps down into just three! And as soon as a quote's been accepted, you're granted instant visibility in ConnectWise PSA over any payments that have been received.

Q2C Visualization-1

In a nutshell:

  • No more manual roadblocks to collecting upfront payments;
  • Take downpayments directly from a quote without needing to generate an invoice and close your cash gap; 
  • Only available for ConnectWise CPQ - WisePay - PSA users; no other quoting, payment or PSA tool will allow you to fully restrict a downpayment.

Watch the complete run-through below. 👇



Put your manual accounting tasks on autopilot, and take back control of your finances.

Our experienced consultants will show you how Wise-Sync can help your business thrive.