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What is SalesRight?

We are excited to introduce FastSpring Interactive Quotes. In this brief overview presented by Mark Jacobs, the Senior Program Manager at FastSpring, you'll discover the remarkable features and flexibility that Interactive Quotes offer. You have the option to build new quotes from scratch or work with pre-existing templates. Customize the perfect packages to cater to clients of different sizes. Along the way, you will receive timely notifications and updates whenever your clients interact with your proposals. Enjoy a unified experience with pricing, quoting, e-signatures, and payments, all accessible on a single page. Foster better teamwork and engagement with your prospects by integrating dynamic pricing in the early stages of discussions, which allows them to adjust options based on their needs, while also simplifying the signing and payment processes. Empower your clients to easily choose their preferred offerings, making it simple to close deals directly through the Interactive Quote feature. This groundbreaking development not only simplifies the workflow but also significantly improves the overall user experience, ensuring that every interaction is smooth and efficient. Additionally, the ability to track engagements in real-time ensures that you are always informed and ready to act.

What is ConnectWise CPQ?

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQâ„¢, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

Media

Media

Integrations Supported

3CX
Asio by ConnectWise
AtcomCloud
Avalara
BrightGauge
CloudRadial
ConnectBooster
ConnectWise PSA
Datto RMM
DeskDirector
FAT FINGER
Formstack
GfK Etilize
KickFire
Microsoft Dynamics 365
NetSuite
Salesforce
Teamwork.com
TurboDocx
Wise-Pay

Integrations Supported

3CX
Asio by ConnectWise
AtcomCloud
Avalara
BrightGauge
CloudRadial
ConnectBooster
ConnectWise PSA
Datto RMM
DeskDirector
FAT FINGER
Formstack
GfK Etilize
KickFire
Microsoft Dynamics 365
NetSuite
Salesforce
Teamwork.com
TurboDocx
Wise-Pay

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SalesRight

Company Location

Canada

Company Website

salesright.co

Company Facts

Organization Name

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

www.connectwise.com/platform/business-management/cpq

Categories and Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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