Manage how you sell

Instant high converting quotes

Instantly build powerful, complex and dynamic quotes with our template based drag and drop editor. Approval workflows translate into won deals, automatically updated opportunities and order confirmations.

Offer Customer storefronts

Provide customers with a frictionless self-service purchasing experience for items they buy on a regular basis. Perfect for co-managed it services. Approved quotes and opportunities are automatically updated in Autotask and attachments are uploaded and emailed to stakeholders.

Manage who you sell to

Smart business Rules

Prevent mistakes with smart business rules to automatically apply customer specific pricing, access, templates, approval workflows and order confirmations.

Easily control access and approvals

  • Manage customer and contact access
  • Enable Microsoft or Google SSO
  • Set customer specific pricing using discount groups
  • Configure customer specific approval workflows
  • Automatically send order confirmations
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