The Quote Pros

The Quote Pros offers consulting for ConnectWise CPQ, specializing in quote form design and process optimization. The job it does: sequencing calls, emails and tasks so reps work a list instead of guessing.

It makes the most sense for outbound sales teams. Related areas on their profile: Cloud Computing, Consulting and Sales Automation. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

The Quote Pros is based in Tampa, Florida. More on thequotepros.com.

Our checklist for this category: deliverability tooling, dialer quality, and seat minimums. Ask for a trial on your own data, not a canned demo.

If you have worked with The Quote Pros, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.