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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.
Configure, price, quote and close more business faster with ConnectWise Sell’s sales automation and workflow support capabilities. Improve processes with CRM and operations integration, single login and multiple deployment options.
Quickly create professional quotes and proposals using templates customized with your brand. Then deliver online, along with supporting documents to personalize the experience. Encourage quick response with e-signature approval.