ConnectWise Sell Quote & Proposal

Impress your customers with timely, professional, and accurate quotes

Stop losing out on opportunities and revenue and start closing more sales with ConnectWise Sell Quote and Proposal automation software. Empower your team to shorten the sales cycle and improve close rates with quote and proposal automation instead of wasting time gathering prices, building spreadsheets, and crafting documents.

Explore the quote & proposal features of ConnectWise Sell

Professional templates

Poorly designed, hard-to-follow proposals sprinkled with grammatical errors can lead to customer reservation. With ConnectWise Sell Quote and Proposal, you simply select an appropriate pre-designed template, add products, services, and let the system do the rest.

Distribution feeds

Populate quotes with product and pricing information from top distributors like D&H, Ingram Micro, Tech Data, and more. ConnectWise Sell Quotes and Orders lets seamlessly pull in up-to-date product listings to save time, keep quotes accurate, and error-free.

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Interactive quotes

Deliver quotes online, accompanied by any relevant supporting collateral, including video tutorials, sales materials, or purchasing incentives. ConnectWise Sell Quotes and Proposals adds that personal touch to help you increase the likelihood of closing pending deals.

Automatic upselling

Put the power of selling into your customers’ hands. ConnectWise Sell Quote and Proposal allows clients to buy more based on the power of suggestion—in the form of relevant product and/or service options craftily embedded into your quotes.

Sales notifications

There’s nothing worse than following up with your customers about a quote not knowing whether or not they’ve reviewed it. ConnectWise Sell Quote and Proposal automatically notifies you when quotes are viewed, so you can follow up with a timely call to move the sale along.

Sales reporting

Knowing what’s selling, who’s selling, and net revenue is critical to business success. ConnectWise Sell Quote and Proposal gives you insight from your quoting information, including margins, conversions by day week, month, quarter, by rep, territory, manufacturer, and more.

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Quote, propose, close, repeat

See how ConnectWise Sell powers your quote and proposals to help you sell more, faster.

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Simplify your sales cycle with ConnectWise Sell

Online quote delivery

Deliver a professional and interactive quote experience to new and existing customers from anywhere at any time.

eSign for speed

Allow your customer to execute and document their order with a legally-binding eSignature with no additional effort.

“ConnectWise Sell has taken the manual work out of the everyday creation of quotes, the assembly of Word-based proposals, and manual spreadsheets or PDF attachments. It’s wonderful.”

Michael Kemps, CEO, Innovative Computing Systems

Explore more features of ConnectWise Sell

Product sourcing

Have pricing and availability at your fingertips with distributor catalog feeds, including images, descriptions, and detailed parametric data.

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Procurement automation

Place orders with top distributors and manufacturers automatically once your customer signs the quote.

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Workflow automation

Take advantage of configurable, off-the-shelf approval rules, guided selling, and automatic payment collection to increase efficiency and profitability.

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