Quoting Software for IT Resellers
How Does Our CPQ Software Help IT Resellers?
Most quoting tools are slow and disconnected from the overall sales process. They force sales teams to manually sift through spreadsheets, PDFs, and multiple systems, which results in wasted time and errors. Additionally, most tools don’t convert quotes into assets, contracts, or renewals, leaving teams with fragmented data and manual follow-ups.
Owlytica’s CPQ software is designed specifically for IT resellers, allowing you to quote hardware, software, and support contracts seamlessly. Each quote automatically integrates with asset, contract, and renewal data—no more manual entry or disjointed processes.
Streamline Your Quoting Process
Owlytica’s CPQ software eliminates the need to work across multiple platforms and spreadsheets. It integrates line items from your quotes into assets, contracts, and renewal schedules. This drastically reduces the time spent manually converting quotes and ensures all data is in one place.
- Unified Platform: Eliminate the need to jump between quoting tools and spreadsheets.
- Automated Conversion: Quotes seamlessly convert into assets and contracts for ongoing management and future renewals.
- Bulk Quoting: Handle hundreds of assets at once, without wasting time on manual input.
Pricing & Margin Analysis for IT Resellers
Owlytica’s pricing tool provides real-time analysis of pricing, margins, and costs, allowing you to price confidently while seeing how each factor impacts your profitability. Say goodbye to guesswork—make data-driven pricing decisions that increase your bottom line.
- Analyze Pricing & Margins: Identify which pricing strategies are winning or losing deals.
- Increase Profitability: Confidently optimize margins to improve overall profitability.
- Trend Analysis: Track trends and outliers to ensure your quotes remain competitive.
Converting Quotes Into Assets & Contracts
Tired of manually updating assets and contracts after quotes are finalized? Owlytica automatically converts quotes into actionable assets and contracts. This ensures your team never loses track of critical data or misses a renewal opportunity.
- Seamless Conversion: Every quote is automatically converted into assets and contracts.
- Asset Management: Document changes, renewals, or removals directly in the quote, ensuring transparency.
- Audit Trail: Keep a clear record of all changes for internal teams and customer reference.
Create MSAs and Legal Agreements in Seconds
Generate Master Service Agreements (MSAs) directly from your quotes. Attach the relevant assets and contracts without manual input or errors, saving you time and reducing the risk of miskeys.
- MSA Builder: Quickly create MSAs and link them to assets.
- Error-Free Automation: Avoid cut-and-paste errors by automating legal document creation.
All-in-One Platform for Quotes, Assets, and Contracts
With Owlytica, your quotes, assets, contracts, and pricing are managed in a centralized system. No more switching between spreadsheets and tools—everything is in one place. This enables your team to work faster, eliminate errors, and close deals more efficiently.
- Asset Management for IT Resellers: Easily renew, upsell, or cross-sell based on securely stored asset data.
- Reports and Dashboards: Access clear, actionable insights to make informed decisions.
- Contract Management: Manage all contracts and assets in a comprehensive, unified dashboard.
Manage quotes, assets, contracts,
and renewals all in one place.
Asset Management
Renew, up-sell, and cross-sell with securely stored asset data.
Reports and Dashboards
See trusted data like never before and let insight guide decisions.
Quoting and Renewals
Quote and renew service, support and maintenance in minutes.
Contract Management
View all contracts and associated assets from a truly comprehensive, centralized dashboard.
Ticketing
Open tickets and speed them through an ITIL-based service process.
Customer portal
Provide self-service that actually empowers users and inspires rave reviews.
“Owlytica’s quote tool allowed us to create super-fast quotes and renewals and clean up our asset data at the source.”
Reid Smith-Vaniz CEO Reliant Technology
FAQ- Tailored CPQ for VARs and MSPs
How is the Quoting tool tailored to VARs and MSPs?
Owlytica’s CPQ software is built for IT resellers, supporting bulk quoting for hardware, software, and support contracts. The platform automatically converts quotes into assets and contracts, ensuring accuracy and creating a clean system of record. This speeds up the quoting process and eliminates the need for manual updates.
How does Owlytica quoting software streamline the quoting process?
Owlytica automates the quoting process, including pricing analysis and asset management, reducing the time spent on manual data entry. Quotes are directly converted into assets, contracts, and renewals.
Can Owlytica integrate with CRM, ERP, or accounting systems?
Yes, Owlytica integrates with a variety of CRM, ERP, and accounting systems to ensure a unified sales process from quoting to contract management.
Can the software handle complex pricing structures and discounts?
Owlytica provides comprehensive quote tracking, including history, versions, and status. It identifies who modified pricing or costing, allows tracking by customer and sales rep, and offers sorting and reporting options based on various fields.
Does the software help with asset tracking and contract management?
Absolutely. Owlytica automatically tracks all assets and contracts associated with quotes, ensuring full visibility and easier contract renewals.
Can the software analyze pricing, margins, and costs?
Yes, Owlytica provides detailed analysis of pricing, margins, and costs, helping you make better business decisions.