However, for partners who are not yet ready for a full CPQ, the native quoting in ConnectWise Manage remains a viable, if clunky, alternative. But for those looking to scale as-a-service revenue without scaling accounting headcount, ConnectWise Invent is the current gold standard in the ecosystem. Disclaimer: Features and product names are based on the ConnectWise ecosystem as of the current release cycle. Pricing and specific integrations (such as Pax8, Ingram, etc.) require active subscriptions and API enablement.
The native quoting tool in Manage is functional for break-fix tickets, but it fails at recurring service agreements. It treats a 36-month contract as a single line item. connectwise invent
The sales team closes a deal using a sophisticated quoting tool with beautiful line items, discounts, and recurring billing schedules. Then, they hand the deal off to the operations team. The operations team looks at the quote, sighs, and manually re-keys every single product, subscription term, and serial number into the Professional Services Automation (PSA) tool. However, for partners who are not yet ready
In practical terms, this means the quote your salesperson builds in Invent is not a PDF approximation of the contract; it is the legal record of the agreement. When the customer clicks "Accept," the data flows directly into the PSA as a live sales order, complete with procurement rules, bundle configurations, and billing schedules. MSPs struggle with a concept called the "Three-Way Match": ensuring the Quote matches the Procurement Order matches the Invoice . Pricing and specific integrations (such as Pax8, Ingram, etc