Connectwise Invent ((hot)) Instant

The native quoting tool in Manage is functional for break-fix tickets, but it fails at recurring service agreements. It treats a 36-month contract as a single line item.

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

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. The native quoting tool in Manage is functional