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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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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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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Nue
Nue is the #1 Revenue Lifecycle Platform on Salesforce designed to meet the GTM, subscription management and billing needs of the modern business. Configure dynamic pricing. Sell on any channel (self-service + direct sales + in-app). Expand customer revenue and manage renewals. Know exactly what to bill and when.
With Nue, RevOps teams can rapidly deploy opportunity-to-cash processes for direct and self-service sales – all the while delivering complete, accurate analytics to Finance. Nue is built for high growth SaaS companies looking for a new way to manage their revenue flows end-to-end that’s not a rigid, IT-heavy CPQ or billing solution.
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