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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.

ConnectWise Invent solves this by automating product rules. Administrators can set "hard stops" within the catalog. If a product requires a specific procurement vendor or a specific billing cycle (e.g., "Annual only"), Invent prevents the salesperson from quoting it incorrectly. 1. Multi-Vendor Configuration IT solutions are rarely single-vendor. A single quote might include Dell hardware, Pax8 licensing, and a ConnectWise backup solution. Invent allows you to map procurement sources to specific line items. The hardware goes to Ingram Micro, the licensing goes to Pax8, and the backup goes to your distribution partner—all from one quote. connectwise invent

The shift to "as-a-service" has made billing complex. Invent handles usage-based billing, tiered licensing, and co-term licensing (aligning disparate expiration dates to a single anniversary date). When the quote syncs to ConnectWise Manage, the recurring invoice template is created automatically. However, for partners who are not yet ready

For decades, the technology services industry has suffered from a peculiar kind of whiplash. It happens during the transition from Sales to Operations . Pricing and specific integrations (such as Pax8, Ingram, etc

For larger deals, Invent includes automated approval routing. If a deal exceeds a 45% margin, it automatically routes to the vCIO. If it includes hardware over $10k, it routes to Procurement. No more chasing signatures via email. The Integration Reality: Where It Shines The most common question from ConnectWise Manage users is: "Why can't I just use the built-in Quote button?"

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.

ConnectWise Invent was built specifically to kill that data entry bottleneck. Formerly a standalone product known as Sellan , ConnectWise Invent is a configure-price-quote (CPQ) solution designed to live natively within the ConnectWise ecosystem. Unlike generic CPQ tools that integrate via clunky APIs, Invent is built on the same data architecture as ConnectWise Manage (the PSA).