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Is your quote and proposal process a manual black hole, with your sales stars losing hours in word processors and spreadsheets? 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 solution. ConnectWise® Sell™ offers technology solution providers of all sizes the benefits of flexibility and real-time visibility into quotes.
Select a quote or proposal template based on your business needs. Easily, quickly create and manage templates.
Populate quotes with product and price information from top distributors. Pull in up-to-date lists to keep quotes accurate.
Deliver quotes online, and attach personal videos and supporting documents directly to quotes to deliver that personal touch.
Allow clients to upsell themselves based on fully detailed, easily accessible upsell options provided in the quote.
Be notified when a client views the quote, so you can follow up with a timely phone call and keep the sales cycle moving.
Rely on comprehensive workflow support and detailed exception reporting to drastically reduce the opportunity for lost sales.
Deliver a professional and interactive quote experience to new and existing customers from anywhere at any time.
Allow your customer to execute and document their order with an official electronic signature with no additional effort.
Discover how ConnectWise Sell powers your quotes and proposals to help you sell more, faster.
Have pricing and availability at your fingertips with distributor catalog feeds, including images, descriptions, and detailed parametric data.
Take advantage of configurable, off-the-shelf approval rules, guided selling, and automatic payment collection to increase efficiency and profitability.
Transform your quoting with a deep dive into your vital business data, with the power to provide detailed reports and insights into partners’ businesses like never before.