Pax8 + ConnectWise PSA Integration Workflow
Quote Pax8 Subscriptions, Get Customer Approval, and Keep ConnectWise PSA Aligned
For MSPs using Pax8 and ConnectWise PSA, QuoteWerks connects the quoting workflow between cloud subscription fulfillment and day-to-day PSA operations. Build the quote in QuoteWerks, send it through QuoteValet for approval, push relevant details into ConnectWise PSA, and fulfill Pax8 subscription items through Pax8.
The customer receives one clear proposal instead of separate quotes, disconnected subscription details, or follow-up approvals after the fact.
QuoteWerks helps MSPs build complete customer quotes with Pax8 cloud subscriptions, hardware, software, services, labor, and recurring revenue, then use the accepted quote to drive fulfillment and operational handoff.
QuoteWerks + Pax8 + ConnectWise Workflow
Best Fit
Designed for MSPs Using Pax8 and ConnectWise PSA Together
This workflow is for MSPs that need more than a basic cloud subscription quote.
MSPs often struggle when Pax8 subscriptions, hardware, services, labor, and recurring revenue are quoted in one place but fulfilled and managed across multiple systems. QuoteWerks helps connect the approved quote to the downstream Pax8 and ConnectWise PSA workflow so teams are not manually rebuilding the deal after the customer says yes.
QuoteWerks is needed for MSPs that:
- Use Pax8 for cloud subscriptions
- Use ConnectWise PSA for operations
- Quote more than just Pax8 items
- Need to configure subscription terms, quantities, commitment lengths, and billing details before customer approval
- Sell hardware, services, labor, recurring revenue, and project work
- Need customer approval before procurement or fulfillment
- Want fewer manual handoffs between sales, procurement, service, billing, and cloud subscription fulfillment
What Flows Where
How QuoteWerks Connects the Workflow
QuoteWerks helps move the accepted quote and configured Pax8 subscription details into the systems responsible for approval, operations, procurement, service execution, and fulfillment.
This is especially important for Pax8 subscriptions because fulfillment is not just about knowing which product was sold. Pax8 also needs the configured subscription details, such as quantity, term, billing frequency, commitment length, and approved pricing, so the subscription can be fulfilled correctly.
The practical goal is simple: once the customer accepts the quote, your teams should not have to manually recreate the deal across quoting, PSA, procurement, fulfillment, and billing workflows.
After the Quote Is Accepted
Send the Configured Pax8 Subscription Details into ConnectWise PSA
The value is not just sending a product name into the PSA. QuoteWerks helps pass the accepted subscription configuration so the downstream workflow has the details needed for fulfillment.
Once the customer accepts the quote through QuoteValet, the approved QuoteWerks quote becomes the source of truth for what was sold.
That includes the Pax8 subscription configuration, not just the product line item. Depending on the quote, those details may include:
- Pax8 subscription item
- Quantity or seat count
- Term
- Commitment length
- Billing frequency
- Recurring revenue details
- Approved pricing
- Customer-selected options
- Related services, labor, or non-Pax8 items
QuoteWerks can push the relevant quote details into ConnectWise PSA so the PSA reflects the accepted sale. ConnectWise PSA then supports the procurement and service execution workflow based on the approved quote.
That matters because Pax8 subscription fulfillment depends on more than the product being selected. Pax8 needs the configured subscription details passed through the PSA workflow so the correct subscription, quantity, term, and commitment can be fulfilled.
This helps prevent the common MSP breakdown where sales configures one subscription in the quote, operations sees a partial version in the PSA, and fulfillment has to manually interpret what the customer actually approved.
System Roles
What Each System Does
QuoteWerks, QuoteValet, ConnectWise PSA, and Pax8 each play a specific role in the workflow.
The practical division is simple:
- QuoteWerks structures and captures the accepted quote and configured Pax8 subscription details.
- ConnectWise PSA manages procurement and service execution workflows based on the accepted quote.
- Pax8 fulfills and manages Pax8 subscription items based on the configuration passed through the PSA workflow.
QuoteWerks
Builds the complete MSP quote, captures configured Pax8 subscription details, and preserves the approved source of truth
QuoteValet
Delivers the quote for customer review, approval, electronic signature, and payment
ConnectWise PSA
Receives relevant quote and subscription configuration details, then manages sales visibility, procurement workflows, agreements, tickets, projects, service execution, and billing workflows
Pax8
Fulfills and manages Pax8 subscription items based on the configured subscription details passed through the PSA workflow
Why QuoteWerks
Quote the Full MSP Solution, Not Just the Pax8 Items
Most MSP quotes include more than cloud subscriptions. QuoteWerks helps bring the full customer solution together and preserve the subscription configuration needed for fulfillment.
MSPs rarely sell Pax8 subscriptions by themselves. A typical quote may include cloud services, hardware, implementation labor, project services, managed services, recurring revenue, optional items, and non-Pax8 products.
This is especially useful when the customer quote includes Pax8 subscriptions plus distributor-sourced hardware, internal labor, managed services, project work, and other non-Pax8 products that still need to move through the same approved sales workflow.
QuoteWerks helps MSPs:
- Quote Pax8 subscriptions alongside hardware, services, labor, and recurring revenue
- Configure Pax8 subscription details before customer approval
- Include non-Pax8 items in the same customer-facing quote
- Present the complete solution through QuoteValet
- Capture approval, signature, and payment
- Push relevant quote and subscription configuration details into ConnectWise PSA
- Support procurement, service delivery, billing, and fulfillment handoff
- Reduce duplicate entry across the quote-to-fulfillment workflow
Built to Complement Your Stack
QuoteWerks Does Not Replace Pax8 or ConnectWise PSA
QuoteWerks connects the quoting and approval workflow between the systems your MSP already uses.
Pax8 remains the platform for cloud subscription fulfillment and management.
ConnectWise PSA remains the system for procurement, service delivery, agreements, tickets, projects, billing visibility, and operational execution.
QuoteWerks sits in the quoting workflow between those systems, helping MSPs build the full quote, capture customer approval, push accepted quote and subscription configuration details into ConnectWise PSA, and support fulfillment through Pax8.
See the Workflow
Connect Pax8 Subscription Configuration with ConnectWise PSA Operations
See how QuoteWerks helps MSPs quote complete customer solutions, capture approval through QuoteValet, push configured Pax8 subscription details into ConnectWise PSA, and fulfill Pax8 items through Pax8.
In a demo, you can review how QuoteWerks supports the workflow from quote creation to customer approval to PSA handoff and Pax8 fulfillment.
Frequently Asked Questions
QuoteWerks, Pax8, and ConnectWise PSA FAQs
Common Questions About Quoting Pax8 in QuoteWerks Web
Common questions about quoting Pax8 subscriptions with QuoteWerks, pushing configured subscription details into ConnectWise PSA, and fulfilling Pax8 items through Pax8.
Yes. QuoteWerks allows MSPs to quote Pax8 subscriptions and combine them with hardware, software, services, labor, recurring revenue, and non-Pax8 items. After approval, relevant quote and subscription configuration details can be pushed into ConnectWise PSA, and Pax8 subscription items can be fulfilled through Pax8.
Yes. QuoteWerks can push relevant Pax8 subscription details from the accepted quote into ConnectWise PSA, including the subscription item, quantity, term, billing frequency, commitment length, recurring revenue details, and approved pricing. This helps the PSA workflow carry the configuration Pax8 needs to fulfill the subscription correctly.
After the customer accepts the QuoteWerks quote, the configured Pax8 subscription details can be passed into ConnectWise PSA as part of the accepted quote handoff. Pax8 can then fulfill the subscription based on the information passed through the PSA workflow, including subscription selection, quantity, term, and commitment details.
The approved QuoteWerks quote becomes the source of truth for what was sold. Relevant quote details and configured Pax8 subscription information can be pushed into ConnectWise PSA for procurement, agreements, tickets, projects, billing, and service delivery. Pax8 subscription items are fulfilled through Pax8 based on the configured subscription details passed through the PSA workflow.
No. Pax8 remains the system used to fulfill and manage Pax8 subscription items. QuoteWerks is used to quote those items, capture approval, preserve the configured subscription details, and support the downstream PSA handoff.
Yes. QuoteWerks can include Pax8 subscriptions along with hardware, services, labor, recurring revenue, optional items, and other non-Pax8 products in the same customer quote.
QuoteWerks gives MSPs a dedicated quoting and approval workflow before the sale moves into ConnectWise PSA operations and Pax8 fulfillment. This helps reduce duplicate entry, preserve the accepted quote details, and keep teams working from the same approved subscription configuration.
No. QuoteWerks complements both systems. Pax8 handles subscription fulfillment, ConnectWise PSA manages operations, and QuoteWerks handles quoting, approval, configuration capture, and handoff.
This workflow is designed for quoting and fulfilling new Pax8 subscriptions. Adding licenses to an existing Pax8 subscription is typically best handled through the PSA or the existing subscription management workflow, since the subscription already exists and the change usually needs to be applied to the active subscription record.