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Quoting Simplicity with CloudBlue PSA

Put a monthly payment option on every quote with the GreatAmerica and CloudBlue PSA integration

CloudBlue PSA GreatAmerica Integration

Stay in the system you use every day for quoting and proposing, and include a monthly lease payment on your quotes. 

The integration uses real-time lease rates to calculate monthly payments to fit the terms and purchase options you choose. Those terms are customizable for each of your client’s quotes, and can include your SLA monthly payment to present a Hardware as a Service-like solution. 

With this integration you can do the following:

  • Quote multiple finance options;
  • Place monthly payments on proposals;
  • Bundle hardware payment & SLA monthly payment;
  • Submit credit applications.

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Make Your Quotes Easy to Say “Yes” To!

One mistake Solution Providers make is overlooking the impact of what you chose to include, or not include, on a quote. This eBook reveals three simple updates to make your quotes more appealing and easier for your customers to say “yes” to.

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About CloudBlue PSA

CloudBlue announced the company’s acquisition of Harmony Business Systems Ltd., the business behind HarmonyPSA, in March 2021. The following month, HarmonyPSA became CloudBlue PSA with the ability to streamline transactions with Ingram Micro. CloudBlue PSA is the most complete cloud professional services automation (PSA) software on the market. Purpose-built with functionality to simplify every need of MSPs and professional services organisations, CloudBlue PSA introduces a state-of-the-art PSA system built for today’s modern service provider. 

The platform empowers services organizations to scale recurring channel revenue and diminish operational complexity via its advanced product suite, which includes automated billing and reconciliation, an industry-leading customer support center and network operations center (NOC), real-time profitability analysis, and much more. CloudBlue PSA is available globally.

Request a Demo

Want to see this tool in action, and start quoting monthly payments? Let us know who you are below, and we’ll schedule a demo.