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ConnectWise Sell
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Quote and Proposal Automation

Easily Create Accurate and Professional Quotes and Proposals—Every Time

Is your quote and proposal process a manual black hole with your sales team losing hours in spreadsheets and gathering prices? There IS a better way. Stop losing out on opportunities and revenue and start closing more sales with ConnectWise Sell’s quote and proposal automation software. ConnectWise Sell helps put an end to the chaos and empowers your team to shorten the sales cycle and improve close rates with quote and proposal automation.

Save Time, Quote More, and Win Big with ConnectWise Sell

Professional Templates

Select a quote or proposal template based on your business needs. Easily and quickly create and manage templates for your products and recurring revenue opportunities.

Distribution Feeds

Populate quotes with product and price information from top distributors. Pull in up-to-date lists to keep quotes accurate.

Interactive Quotes

Deliver quotes online and attach personal videos and supporting documents directly to quotes to deliver that personal touch and increase close rates.

Automatic Upselling

Allow clients to upsell themselves based on fully detailed, easily accessible upsell options provided in the quote.

Sales Notifications

Be notified when a client views the quote, so you can follow up with a timely phone call and keep the sales cycle moving.

Better Reporting

Gain insight from your quoting information, like margin or won quotes by rep, revenue by manufacturer, and more.

Explore Reporting >>

Simplify the Selling Experience with Quote and Proposal Automation Software

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Online Quote Delivery

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

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E-Signature

Allow your customer to execute and document their order with an official electronic signature with no additional effort.

 ConnectWise Sell

See How to Quote, Propose, and Close in our Demo

Discover how ConnectWise Sell powers your quotes and proposals to help you sell more, faster.

Explore the Other ConnectWise Sell Features

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

When paired with ConnectWise Manage®, you can place orders with top distributors when a client signs the quote—automatically!

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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“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
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