If you use a PSA solution like Autotask or ConnectWise to help streamline your business processes, you might also use a program like Quosal or QuoteWerks to help you more easily create and manage the quotes and proposals you send to your customers and prospects.
Once your client accepts your proposal, you’re on your way to getting paid, but neither your PSA or proposal software will get you all the way there without the addition of an automated payment solution.
Why isn’t my PSA enough?
Quosal and QuoteWerks help you manage the proposal.
Autotask and ConnectWise will help you manage the project, through contracts and agreements. (your MSP can also use these solutions to send out payment notification via email, once the quoted project has been completed)
But, your PSA provider won’t get the money into your bank account.
To do that, you will have to wait for your customer to respond to your email notification and send you their payment.
If they don’t, you will have to follow up by phone or email over and over again until you get paid.
And when you finally do receive payment, you will have to process and reconcile those payments manually.
And who likes manual work, that can be done automatically?
The key to getting paid on time
The good news is, there is an automated payment solution that does this for you.
A solution that can make the process of getting paid much easier and less painful – and not just easier for your ITSP, but for your customer as well.
And aren’t we here for the customer anyways?
Your MSP needs a solution that has an integration with Quosal and QuoteWerks to provide a unified login solution for your payment gateway. It’s with this kind of collaboration which will allow users to login to one consolidated portal for all your payment processing needs.
ConnectBooster, for example, allows Quosal and QuoteWerks users to have multiple free users on one payment gateway, not only giving you access to easily reconcile your payments with ConnectBooster but also to add mobile payments, E-commerce solutions and more through the same gateway.
And, when you integrate ConnectBooster with QuoteWerks and Quosal you will be able to:
- Get paid for anything, anywhere, anytime. This means that your clients pay you quickly and that’s always a good thing.
- Eliminate duplicate merchant accounts; this definitely simplifies your collection process.
- Get unparalleled customer service that we guarantee you’ll love!
- Make it easier for you to get paid. Our goal is to bring PSA software full-circle by automating the most important business process – getting paid.
Ready to get paid on time, every time?
The Quosal/QuoteWerks/DeskDirector/ConnectBooster integration helps you get paid faster, while also making the payment process easier for your clients.
Learn more about what ConnectBooster’s integration with Quosal and QuoteWerks can do for your IT company, call us to schedule a free demo at 877-733-6584 or email: firstname.lastname@example.org.