ConnectWise CPQ
71 Case Studies
A ConnectWise CPQ Case Study
Unified Power, a national provider of UPS equipment and maintenance, faced inconsistencies across multiple sales channels—inside sales, manufacturer partners and independent reps—because it relied on disparate quoting tools and NetSuite’s limited quoting features. The company needed a way to produce timely, professional, and contractually controlled proposals regardless of who generated them.
By deploying Quosal Quote & Proposal Automation tightly integrated with NetSuite, Unified Power enabled reps to create co‑branded, template-driven proposals with accurate pricing fed from the ERP (without giving reps direct NetSuite access). The change delivered consistent, professional quotes in under 30 days, faster turnaround from independent reps, a seamless quote-to-order workflow, and new pipeline visibility that improved tracking of proposals, close rates and profitable opportunities.
Robert Parrish
Executive VP, Channel Development