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Your quote and proposal process doesn’t have to be burdensome or time-consuming. ConnectWise Sell is a powerful integrated sales platform, allowing you to automatically create professional quotes and proposals that tie into your CRM. You’ll not only simplify your sales process, you’ll also gain visibility to your entire sales pipeline, from opportunity to project handoff. Attend a live demo for a chance to interact with product experts, ask questions, and see how ConnectWise Sell can benefit your business.
A look at the overall quote and proposal workflow automation and visibility
How to prepare a quote or proposal by selecting a template and populating it with product and price information from top distributors
How to modify a quote or proposal document
Sending online quotes to customers
Presenting customers options in a single quote for e-signature