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ConnectWise Sell is built in the cloud, freeing your quote & proposal process from on-premise limitations. Import Bill of Material docs, collect credit card information, receive customer approvals via e-signature, and update your CRM automatically. ConnectWise Sell is built to increase your quoting volume -and wins.
When you implement a cloud-based configure, price, quote (CPQ) solution like ConnectWise Sell, you’ll find everything you need, right where you need it, thanks to automated workflows that keep data visible and easy to report on. Natively integrated with top CRMs like NetSuite®, SalesForce®, and Microsoft® Dynamics™, ConnectWise Sell is the key to taking your data to the next level.
ConnectWise Sell’s professional templates deliver intuitive quotes and proposals to create positive customer experiences. Deliver an interactive presentation via a personalized URL, including videos and meaningful options for customer selection. Then make it easy to say “yes” with a built in e-signature.
Spreadsheets are great for a lot of things, but if you’re still using them to create quotes and proposals, you’re doing things the hard way – and losing valuable time. Find out why quoting with spreadsheets may be costing you too much, and how you can quickly turn things around.