The Sell Workflow

In this on-demand guide, you’ll learn how the Sell Workflow transforms the way MSP and VAR sales teams quote and close deals.

Built on industry best practices, it’s a fully digital, step-by-step sales framework that makes every stage of the process faster, more consistent, and easier for your team to follow — all while improving customer experience and unlocking new revenue opportunities.

The Sell Workflow organizes your sales process into clearly defined phases:

1. Discovery – Gather customer, deal, and solution details.
2. Build – Create a bill of materials using automation or manually.
3. Special Pricing – Apply contract pricing and partner deal registrations.
4. Deal Desk – Set margins and customer pricing.
5. Configuration – Choose support plans and payment options.
6. Proposal – Generate a digital quote, proposal, or statement of work.
7. Finance (optional) – Convert one-time charges into recurring payments.
8. Agreements (optional) – Send legal agreements for signature.
9. Acceptance – Review and approve the order for fulfillment.

This workflow delivers three core advantages:

• Enhanced customer experience – Align with the 83% of B2B buyers who prefer a digital purchase process.
• Embedded financial services – Turn any cost into a predictable recurring charge with Tech Finance.
• Automation – Streamline bill of materials creation, pricing updates, and proposal generation.

Watch the Video