ConnectWise Manage Billing | Voters

ConnectWise Manage Billing

Ryan Heath

Add functionality with the current integration to specify Agreement Types and if the agreement type is found to automatically create the mapped addition if it doesn't already exist and update the quantity this way billing could be fully automated

April 27, 2022

Bryce'la Schroeder'la

Specifying the agreement or agreement type would help us too.

It's limiting to only have on agreement per client in CW PSA. Every PAX8 partner has two, three or more agreements per client. We cannot use the integration at all considering each client has more than one Agreement. Surprised to not see more request for this.

Nicholas Monreal

I feel this would be widely adopted as its commonplace to scale the price of your product based on quantity of seats subscribed to, and the current integration doesn't allow for that.

Ethan Tancredi

Ron Hill and I were discussing this need to allow multiple agreements with the same product ID and force the sync on the correct one.