ConnectWise Sell
Quoting and Proposal Automation for Technology Solution Providers.
Overview
ConnectWise Sell is a quote and proposal automation tool tailored to the needs of the IT services industry. It helps TSPs create professional quotes quickly, manage product catalogs from various distributors, and streamline their sales process. It includes guided selling features to help reps select the right products and services for their clients.
✨ Key Features
- Guided Quoting
- Real-time Pricing & Availability from Distributors
- Professional Proposal Templates
- Workflow Automation
- E-signatures
- Integration with ConnectWise PSA
🎯 Key Differentiators
- Deep integration with the ConnectWise product suite (PSA, RMM)
- Direct integrations with major IT distributors for real-time pricing
- Tailor-made for the workflow of Technology Solution Providers
Unique Value: Provides a single source of truth for quoting and proposals that is deeply integrated into the operational tools TSPs use every day.
🎯 Use Cases (4)
✅ Best For
- IT Services Industry
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Non-technology industries
- Manufacturing or B2C sales
🏆 Alternatives
Offers industry-specific features, like distributor catalog integration, that generic CPQ tools lack.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premium Support tier)
🔒 Compliance & Security
💰 Pricing
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