Case Study: TechEvolution achieves 5‑minute quotes and a 99% approval rate with QuoteWerks

Faster Quotes Improve the Bottom Line for Techevolution

Techevolution is a 21-year-old managed service provider that runs its own data center and bundles cloud and managed services for customers. Their manual, Excel-based quoting process took an hour to an hour and a half per quote, hurting morale and causing customers to deprioritize proposals—approval rates were about 50%.

After deploying QuoteWerks (which integrates with ConnectWise Manage), Techevolution reduced quote time to roughly three to five minutes by auto-populating vendor and SKU data and streamlining labor entry. The faster turnaround and seamless pipeline integration boosted efficiency, virtually eliminated quoting bottlenecks, and increased approvals and closes to about 99%, improving revenue.

TechEvolution

Corey Tapper

President