Templates in ConnectWise Sell can be a bit perplexing at first glance. While they somewhat dictate the appearance of your quotes, they offer so much more in terms of efficiency. These templates are Pivotal for swiftly delivering polished quotes to your clients. We’ll explore some template setup ideas to streamline your quoting process.
- Create Essential Templates – Start by setting up templates for your most common quotes. At a minimum, consider having two foundational templates: one for Resale Product Quotes and another for Recurring Quotes. These templates will serve as your starting point for different types of quotes, saving you valuable time.
- Pre-populate with PSA (Manage) Products – Here’s a pro tip: pre-populate your templates with products from PSA. For instance, you can seamlessly incorporate Shipping and Service products into your quotes. Remember, products with zero quantities should remain hidden from your quote forms and Order Porter, so no need to delete them if you aren’t using them!
- Optimize Recurring Templates – For recurring quotes, take things up a notch by pre-populating recurring products. This not only expedites the quoting process but also ensures that prices are correctly set for recurring versus one-time charges. This eliminates ambiguity in pricing and guarantees consistency across your quotes and adds more accuracy to your sales pipeline.
- Harness Item Remaps in CPQ and Enable Reoccurrence in PSA – To save yourself from the tedious task of manually adjusting prices, costs, and suggested prices for recurring products, make use of Item Remaps in CPQ. Additionally, enable the reoccurrence feature in PSA. These actions automate the transition of price-related details to recurring fields, streamlining your quoting process.
- Leverage RTF Tags for Personalization – Want to add a personal touch to your quotes? Utilize RTF (Rich Text Format) tags in your verbiage tabs. With these tags, you can automatically include customer names, addresses, and even the start date of the contract or Master Service Agreement using the Order Porter Signed Date tag. It’s a small touch that can make a big difference.
- Simplify with Tab Settings – Finally, keep your tab settings in check. Templates eliminate the need for additional tabs, such as recurring or hiding part numbers. You won’t have to tinker with tab configurations to ensure they look right on the quote while syncing seamlessly with PSA. It’s the epitome of efficiency and accuracy.
In conclusion, ConnectWise CPQ templates are Pivotal in the quest for quicker, error-free quoting. By implementing these template setup ideas, you’ll not only save time but also enhance the quality and consistency of your quotes. Say goodbye to manual adjustments and hello to a smoother quoting process, all thanks to the power of templates.