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For services teams, quoting manually with spreadsheets and Word documents is expensive, slow, and error prone. For companies that sell technology and services, the sales and quoting motions are often disjointed, frustrating customers and creating critical data gaps with CRM and ERP.

James Cramer, co-CEO, Zimit, and John Ragsdale, distinguished vice president, Technology Research, TSIA, will cover how to:

  • Quickly build professional services quotes, regardless of complexity.
  • Add subscriptions, managed services, and other offerings all in one quote.
  • Bundle all offerings into one recurring subscription.
  • Instantly create proposals, SOWs, orders, and other documents.