Quoting and Renewals
How does our Quoting and Renewals Software help IT Resellers?
The problem with most quoting software is that it does not incorporate renewals, forcing sales and sales admins to hunt through historical data found in PDFs, spreadsheets, purchasing software, and dirty CRM systems to quote renewals. Owlytica is specifically designed for IT resellers to quote products, software and associated support contracts and renew those contracts in one centralized system, eliminating the dirty data and creating a clean system of record for customers and internal teams.
Streamline quoting and renewals
Your process is easier when both quotes and renewals are in the same platform. Pull existing assets and upcoming renewals directly into new renewal quotes, simplifying the renewals process and accelerate your workflow.
Analyze pricing, margins, and costs
See trends, outliers, and determine what pricing, margins, or costs are winning or losing renewal opportunities with customers. Increase your margins and add profitability to your bottom line as your price with confidence.
Document renewals, removals, net-new
As you work with quotes, you have the ability to show and document the assets you added, removed, or renewed to a quote. It provides an extra layer of clarity and protection for warrantied serialized assets.
Create associated MSAs and legal agreements with assets in seconds
With our Master Service Agreement (MSA) builder, IT resellers have the ability to import your MSA and attach assets directly to the legal agreement for signature. Save time and miskeys by avoiding cut and paste and build MSAs in seconds.
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
How is the Quoting tool tailored to VARs and MSPs?
Owlytica enables VARs and MSPs to efficiently quote IT assets with associated maintenance contracts, supporting bulk quoting for hundreds of assets. The platform simplifies importing, pricing, and sharing quotes and contracts with customers, creating a clean repository of data for reporting and sharing internally and externally. Quoting and renewal quoting processes are significantly faster and more accurate, establishing a standardized pricing and purchasing methodology, especially for IT resellers.
How does Owlytica quoting software streamline the quoting process?
Owlytica’s quoting software streamlines the process by allowing IT resellers to create multiple versions of a quote, quickly clone quotes with different pricing terms, combine multiple quotes into a master quote for efficient management, and effortlessly import hundreds of assets via CSV to avoid miskeys.
Can the software integrate with other business systems like CRM, ERP, or accounting software?
Yes, Owlytica offers Rest-API integration, facilitating seamless connectivity with other business tools like CRM, ERP, and accounting software, including major OEM systems.
How does the software help with tracking and managing quotes?
Does the software provide templates for creating quotes?
Yes, Owlytica offers customizable quote templates to simplify and standardize the quote creation process.
Is the software capable of automating renewals and follow-ups?
Owlytica’s robust reporting allows IT resellers to monitor upcoming renewals, while the renewal quoting feature enables quick creation of renewal quotes for all associated assets on initial contracts. Customers and teams receive notifications for approaching renewals for all OEM products.
Can the software handle complex pricing structures and discounts?
Does the software allow for collaboration among team members during the quoting process?
Yes, Owlytica facilitates seamless collaboration among team members, enhancing efficiency and coordination during the quoting process, which is especially beneficial for IT resellers.
Can the software analyze pricing, margins, and costs?
Certainly. Owlytica empowers you to run reports and analyze pricing, margins, and costs, providing valuable insights for informed decision-making, including any OEM-specific data analysis.
How can we show or hide asset-level pricing to customers?
With Owlytica, IT resellers can apply asset-level costing and pricing, rolling up the pricing into a summary price for customers while keeping the asset-level pricing hidden. This allows you to reveal your logic and costing internally, with the flexibility to extend individual asset pricing to customers as well for all OEM products.