ConnectWise Sell has everything you need from a quote and proposal tool

Quote delivery
Features
Basic
Standard
Premium

Number of users

Up to 3

Unlimited*

Unlimited*

Secure online quote delivery

Quotes are sent through a secure web portal that does not require login credentials.

checkmark.png

checkmark.png

checkmark.png

Content vault

Access quote templates, quote and proposal forms, layout content, starter kits, and more.

checkmark.png

checkmark.png

checkmark.png

Built-in eSignature

checkmark.png

checkmark.png

checkmark.png

Email integration & management

Integrates with your email service with SMTP or Exchange.

checkmark.png

checkmark.png

Leasing options

checkmark.png

checkmark.png

Video content library

checkmark.png

checkmark.png

ePayment

Capture revenue through supported integrations such as PayPal or Authorize.net.

checkmark.png

Custom quote designs

checkmark.png

Custom online quote designs

checkmark.png

Contract options

Create specific options for your customers such as agreements over multiple years.

checkmark.png

Features
Basic
Standard
Premium

Custom input quote templates

The ability to create and edit quote input templates for quote creation.

checkmark.png

checkmark.png

checkmark.png

Distributor quote import

Import spreadsheets from common distributors.

checkmark.png

checkmark.png

checkmark.png

Real-time distributor pricing & availability

checkmark.png

checkmark.png

checkmark.png

Technology product content

Product specifications and thumbnails from Etilize.

checkmark.png

checkmark.png

checkmark.png

Recurring revenue management

 

checkmark.png

checkmark.png

checkmark.png

Advanced interface customization

checkmark.png

checkmark.png

Product source grouping

Track and manage where you're sourcing products from with information that feeds back to your CRM.

checkmark.png

checkmark.png

Strategic vendor integrations

Integrations with Dell, HP, Tech Data.

checkmark.png

checkmark.png

Product catalog

Maintain product catalogs that you receive from vendors.

checkmark.png

checkmark.png

Guided selling with visual quoting

checkmark.png

Features
Basic
Standard
Premium

User management

checkmark.png

checkmark.png

Peer review

Quickly gather feedback from co-workers and collegues before sending off your quote.

checkmark.png

checkmark.png

Reporting & business analytics

checkmark.png

checkmark.png

Contract approval lockdown

Keeps quotes from being edited after the customer has approved the order.

checkmark.png

checkmark.png

Sales team management

Restricts quote templates and access for users.

checkmark.png

Location management

Logos and addresses for multiple company locations.

checkmark.png

Management approvals

checkmark.png

Achievement system

Give sales reps a way to track their accomplishments.

checkmark.png

Features
Basic
Standard
Premium

Item management

Maintain a collection of product information that is stored within ConnectWise Sell.

checkmark.png

checkmark.png

checkmark.png

Basic tax calculations

checkmark.png

checkmark.png

checkmark.png

Mass quote updating

checkmark.png

checkmark.png

Sales coaching automation

Create rules and triggers that automatically perform actions in your CRM.

checkmark.png

checkmark.png

Procurement automation

checkmark.png

Built-in calculation spreadsheet

Determine totals for labor, shipping, or professional services as you build your proposal.

checkmark.png

Pricing & product rules

checkmark.png

API

Access to your quoting data and create custom workflows with third-party systems.

checkmark.png

Contract renewal automation

checkmark.png

Advanced tax calculations

checkmark.png

Intelligent product eligibility

checkmark.png

Features
Basic
Standard
Premium

ConnectWise Manage® integration

checkmark.png

checkmark.png

checkmark.png

AutoTask integration

checkmark.png

checkmark.png

checkmark.png

Salesforce integration

checkmark.png

checkmark.png

Microsoft Dynamics CRM integration

checkmark.png

checkmark.png

NetSuite integration

checkmark.png

checkmark.png

Custom CRM field mapping

checkmark.png

checkmark.png

Features
Basic
Standard
Premium

Basic support

Support access via chat, email, online assets, and community.

checkmark.png

Standard support

Basic support package plus outbound phone support and extended support hours.

Available for Purchase

checkmark.png

checkmark.png

Premium support

Standard support package plus 24/7/365 support, Customer Relationship manager, and faster response times.

Available for Purchase

Available for Purchase

Available for Purchase

Features
Basic
Standard
Premium

Implementation

Available for Purchase

Available for Purchase

Add-on consulting

Available for Purchase

Available for Purchase

Form design

Available for Purchase

Available for Purchase

Order Porter design

Available for Purchase

Available for Purchase