Webinar: Turn Quotes to Cash Quicker

June 5, 2024

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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.

In a nutshell:

No more manual roadblocks to collecting upfront payments;
Take down payments 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. 👇

Webinar May 31 - Turn Quotes to Cash Quicker | HubSpot Video

Presented By:

⭐ Paul MacNeill | VP and GM of WisePay at ConnectWise

⭐ Jeannie Barry | Product Manager at ConnectWise