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Multi-Level Approvals
Protect your margins and don’t let improper project or product scoping damage your client relationships. With multi-level approvals, create advanced rules that require approval from specific stakeholders before the quote is delivered to your clients.
Easily Take Control of Customer Facing Information
Customize the columns displayed for each section of your quote easily with the Output Grid Layout Editor. With this new ConnectWise Sell feature, you have complete control over which columns of information display, how they’re labeled, and even how they’re sized.
Keep the Procurement Process Organized
Keep orders cleaner by ensuring configurations aren’t being combined or being pulled from inventory when receiving custom pricing from your vendors.
Keep Cisco Quotes Orderly
Set the Cisco shipset value when importing your quote into ConnectWise Sell, and those values carry throughout ConnectWise Manage.
Import Cisco Quotes
Skip multiple sets when it comes to Cisco quotes. Paste your Cisco CCW quote number into ConnectWise Sell. Tech Data will create a custom quote for that Cisco quote, and it will be uploaded into ConnectWise Sell for you automatically.
Ingram Micro Quote Import Integration
Save time, reduce quoting errors, and simplify sourcing of Ingram Micro pricing and product information. Import Ingram Micro quote IDs and purchase products directly from inside ConnectWise Sell
Tech Data Quote Import Integration
Cut time and manual steps when you quote complex BOMs from Cisco and Tech Data. Import your Cisco CCW ID into ConnectWise Sell and pull pricing straight from Tech Data and build accurate quotes in just a few clicks.
From quoting to product sourcing to reporting, ConnectWise Sell helps create the sales results you want.
Modification Tags make it easy to standardize fields and information that sales reps can modify in the item notes while keeping other information protected.
Quick in-line edits can be made and previewed before committing with the Price Helper, and there is no memorization required!
Easily find information about the screen you’re actively on inside ConnectWise Sell by clicking the Help icon.
ConnectWise Sell now supports Bankers, Normal, and Round-up rounding, as well as digits to round to. Default rounding methods are included but can be overridden as needed.
Quotes can now be delivered in .doc or .docx files for easier reviewing and commenting.
