Speed up your sales with ConnectWise Sell and Autotask
Seamless integration puts you in control
As the premier quote and proposal tool for technology solution providers, ConnectWise Sell allows Autotask users to save time by instantly accessing product availability and comparing prices from distributors, then seamlessly passing that data into opportunity and quote records. Proposal presentations can be branded and personalized by adding text, images and information specific to each customer. Plus, full visibility over the sales pipeline results in more accurate forecasts and strategic decision-making.
Compare product pricing and availability in real time from different vendors.
Import custom quotes from distributors, quote product and services that don’t yet exist in Autotask, and present multiple options to customers in a single quote.
Pull company and contact records, along with Autotask product, labor, and service bundles, directly into quotes.
Make it easy for customers to say ‘yes’ with built-in electronic signature capabilities.
Compare product and service sales across months or years with ConnectWise Sell Business Intelligence.