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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Zoey
Zoey gives distributors and manufacturers a B2B ecommerce website, self-service buyer portal, order management system, and native mobile sales app in one platform. Zoey becomes the central operating layer between your sales team, buyers, and back-office systems. Built on B2B-specific commerce logic: customer-level pricing, multi-account management, purchase approvals, net terms, and rep ordering on behalf of buyers.
No-code storefront, no developers required. Inside sales teams manage quotes and approvals from a web dashboard. Field reps, delivery drivers, and trade show teams capture orders from a mobile app that works offline. Supports barcode scanning and AI ingestion converting PDFs and photos into order drafts.
Built-in CRM, order management, quoting, and invoicing, no third-party add-ons. Native integrations: NetSuite, QuickBooks Online, ShipStation. Data mapper connects to any ERP without custom development.
Cut manual order entry, scale without hiring.
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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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