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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.
Simplify the Selling Experience with Quote and Proposal Automation Software
Online Quote Delivery
Deliver a professional and interactive quote experience to new and existing customers from anywhere at any time.
E-Signature
Allow your customer to execute and document their order with an official electronic signature with no additional effort.
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.
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.
