Connectwise Invent -

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.

Without a native CPQ, discrepancies are rampant. For example, a salesperson quotes a "3-year prepaid Microsoft 365 Business Premium." The procurement team buys a "1-year annual commit" by mistake. The finance team bills the customer monthly.

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

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 .

For decades, the technology services industry has suffered from a peculiar kind of whiplash. It happens during the transition from Sales to Operations . However, for partners who are not yet ready

Security stacks are bundles. Hardware-as-a-service is a bundle. Invent allows you to create "Master Products" that contain child SKUs. If you sell a "Secure Endpoint Bundle," you quote one line item, but the backend creates individual agreements for Antivirus, EDR, and DNS filtering.

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. Pricing and specific integrations (such as Pax8, Ingram, etc

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.