Connectwise CPQ / PSA Consulting

We are a Managed Service Provider (MSP) looking for an experienced ConnectWise consultant to walk us through an existing workflow within our ConnectWise environment. Our ConnectWise PSA and ConnectWise CPQ environments are already configured. We do not need implementation or setup services. Instead, we need an expert who can guide us through the proper process of converting an accepted quote into active agreements and recurring services within ConnectWise PSA. Immediate Objective We currently have: A signed quote in ConnectWise CPQ ConnectWise PSA already in use Existing products, agreements, and company records We need someone to work with us during a live screen-sharing session to: Review our current configuration Explain the correct workflow Convert our signed quote into the appropriate agreement(s) in PSA Verify recurring products and billing are configured correctly Ensure the agreement is ready for invoicing and ongoing management Requirements Extensive experience with ConnectWise PSA Extensive experience with ConnectWise CPQ (formerly Sell) Experience supporting MSPs Ability to explain processes while performing them Strong English communication skills Nice to Have ConnectWise implementation or consulting experience Experience with recurring agreements, procurement, billing, and invoicing Familiarity with ConnectWise Manage best practices Deliverable By the end of the session, we would like to have: The quote successfully transitioned into the proper agreement(s) in PSA Confidence that the recurring billing setup is correct A clear understanding of the workflow so we can repeat it ourselves in the future This project will likely begin as a 1–2 hour screen-sharing session. If the engagement goes well, there is potential for additional ConnectWise consulting work in the future.