CONNECTWISE SELL

A: The system is called ConnectWise Sell (formerly known as Quosal) and is hosted in the cloud.

A: The proposal will be delivered to the designated contact via an email sent from ConnectWise Sell.

1. The from address will be in the form of [email protected] via quosal.com.
2. The email message will contain an embedded HTML link (View Merit’s Proposal for Organization) to view the proposal.

A: The proposal can be viewed by clicking on the embedded HTML link (View Merit’s Proposal for Organization), the designated contact will be taken to a private portal (no login required) web page with a domain name of orderporter.com to view the details of the proposal. The interface will display:

1. Proposal Title
2. Organization name, contact name, and organization address
3. Quote #
4. Member Engagement Manager’s name, title, phone number, email address, picture, and signature
5. The various term and/or service level options – NOTE: One of the options will be selected by default, the others will be marked as “Optional”.
6. Service agreement language
7. Additional details related to the service(s)
8. A pricing summary of the selected term and/or service level option
9. A listing of other active quotes provided to the organization that can be viewed
10. A window to submit a comment/question to the Member Engagement Manager about the proposal.

A: The details of the options can be viewed by:

1. Click on the arrow on the left side of each option.
2. View the itemized components of the particular term and/or service level option.
3. To select some of the optional itemized components, check the applicable checkboxes next to the optional components.
4. If a different term and/or service level option is desired, click on the desired option’s radio button.
5. If any pre-selected options have been changed, click Update Options to recalculate the chosen options and associated pricing.

A: The service agreement language or additional details can be viewed by:

1. Click on the arrow on the left side of each agreement/detail section.
2. View the details of the agreement/detail section.

A: Once a proposal is processed electronically, the approver/signer will receive an email that contains:

1. The radio button next to Approve Proposal Electronically is selected by default.
2. Check the I accept the above conditions checkbox.
3. Enter Your initials, Your Email Address, and Purchase Order Number (if applicable).
4. Select a Billing Frequency and Billing Cycle Start Date.
5. Enter a Billing Contact’s First Name, Last Name, Email Address, and Phone Number.
6. If the chosen service includes an estimated installation timeline, check the I accept the service installation timeline defined within the Additional Service Details section checkbox.
7. If desired, check the Please do not include my organization’s name or likeness in Merit Network’s marketing or advertising campaigns or materials checkbox.
8. Sign in the space provided with the mouse.
9. Click Accept Order.

A: Once all of the selections have been made within section 1, one option is to Generate Proposal via Email.

1. Check the Generate Proposal via Email radio button.
2. Enter Your Email Address and a Purchase Order Number (if applicable).
3. Enter the First Name, Last Name, Email Address, and Phone Number for a Billing Contact.
4. Click Submit.
5. An email will be sent to the Email Address provided with a .pdf of the entire proposal for review and signature. It can then be returned to Merit via email, fax, or US Mail.

NOTE: Selecting this option assumes the proposal has been accepted and simply needs to be signed in ink instead of electronically. If you do not wish to accept the proposal at this time and simply want to review all of the options in .pdf form, please contact your Member Engagement Manager for a reviewable .pdf version of the proposal.

A: Proposals that are provided as budgetary pricing are not able to be accepted/signed by the designated contact.  In order to proceed with acceptance/signature, a formal proposal will need to be created and provided to the designated contact.

A: Once a proposal is processed electronically, the approver/signer will receive an email that contains:

1. A subject heading of Order Approved.
2. An itemized list of the chosen options and their respective prices.
3. A link to the portal page where the proposal was approved.
4. A .pdf of the entire proposal, including the chosen options and signatures.