ConnectWise Sell Overview

ConnectWise-Sell offers IT proposal templates and automation software. Users can create IT quotes, automate workflows, and integrate price catalogs to save time and reduce errors.

Use Cases

Customers recommend Sales Document Management, Workflow Management, Helpdesk Management, as the business use cases that they have been most satisfied with while using ConnectWise Sell.

Other use cases:

  • Engagement Management
  • Products & Pricelist Management
  • Social Media Analytics
  • Collaboration
  • Opportunity Management
  • Competitive Intelligence
  • Conversion Management
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Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using ConnectWise Sell.

Other priorities:

  • Scale Best Practices
  • Enhance Customer Relationships
  • Improve ROI
  • Improve Visibility
  • Improve Internal Communications
  • Establish Thought Leadership
  • Improve Brand Engagement
  • Build Brand Awareness
  • Improve Efficiency
  • Improve Stakeholder Relations
  • Shorten Ramp Up Time
  • Launch New Products
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ConnectWise Sell Use-Cases and Business Priorities: Customer Satisfaction Data

ConnectWise Sell's features include Templates, Ticketing, Personalization, etc. and ConnectWise Sell support capabilities include 24/7 Support, Phone Support, Email Support, etc. also ConnectWise Sell analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Spend time learning how you will integrate your current systems and workflow...." Peer review by User

ConnectWise Sell, eSign PDF, Competera, Formstack Documents, Dealhub, etc., all belong to a category of solutions that help CPQ. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for ConnectWise Sell

Top Industries

  • Information Technology and Services
  • Computer & Network Security
  • Transportation/Trucking/Railroad

Popular in

  • Small Business
  • Mid Market
  • Enterprise

ConnectWise Sell is popular in Information Technology And Services, Computer & Network Security, and Transportation/Trucking/Railroad and is widely used by Small Business, Mid Market, and Enterprise.

ConnectWise Sell Customer wins, Customer success stories, Case studies

What solutions does ConnectWise Sell provide for Sales Document Management?

How can ConnectWise Sell optimize your Workflow Management Workflow?

What solutions does ConnectWise Sell provide for Helpdesk Management?

How efficiently Does ConnectWise Sell manage your Engagement Management?

Why is ConnectWise Sell the best choice for Products & Pricelist Management?

11 buyers and buying teams have used Cuspera to assess how well ConnectWise Sell solved their CPQ needs. Cuspera uses 4074 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CPQ needs.

Advanced Network Products (ANP) - Information Technology And Services - Information Technology and Services

ConnectWise PSA and Service Leadership, Inc. helped Advanced Network Products (ANP) fix operational chaos and improve financial stability. ANP captured $42,000 in unrecorded billing in the first year..., paying for the ConnectWise investment. Using Service Leadership Index data, ANP made ongoing improvements and exceeded EBITDA benchmarks. The company achieved a successful exit in 2023, showing the value of business management software for MSPs.

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Allierad - Information Technology And Services - Information Technology and Services

ConnectWise PSA, RMM, Co-Managed Backup, NOC Services, MDR, and SOC Services helped Allierad manage over 90 clients and 1,500 endpoints. Allierad switched back to ConnectWise after finding other tool...s lacking. They completed their first backup of 83 servers and 40 terabytes of data before a tight deadline. ConnectWise NOC Services provided 24/7 support, saving technician time and boosting productivity. Allierad saw fewer security alerts and improved client data protection.

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San-iT - Information Technology And Services - Information Technology and Services

ConnectWise Asio, including PSA, RMM, and RPA, helped San-iT cut onboarding tasks from 4-5 hours to just one hour. The platform unified workflows, automated ticketing, and improved project communicat...ion. San-iT enhanced customer satisfaction and staff efficiency without hiring more people. Real-time updates and automation made IT support faster and more reliable. ConnectWise solutions let San-iT do more with less, boosting operational efficiency.

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Cisco - Information Technology And Services - Information Technology and Services

IT Nation sponsorship helped Cisco boost brand visibility in the MSP community. Cisco used focused events to connect with IT professionals and generate high-quality leads. The sponsorship created str...ong engagement and deeper relationships with clients. Cisco saw clear ROI through targeted exposure and business growth. The distraction-free environment made networking more effective. Cisco's experience shows IT Nation events drive results for vendors.

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Marco Technologies - Information Technology And Services - Information Technology and Services

ConnectWise PSA enabled Marco Technologies to migrate from on-premises to the cloud with zero downtime. The move eliminated hardware and maintenance costs, reduced upgrade expenses, and freed capital... for growth. Automated updates improved efficiency and security. Marco integrated tools like Moovila, Thread, and Pia for automation and project management. The migration delivered immediate cost savings and positioned Marco for scalable, secure growth.

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Mangano IT - Information Technology And Services - information technology and services

ConnectWise helped Mangano IT, a small MSP in Windsor, Australia, move from manual processes to automated systems. Mangano IT used ConnectWise Manage, ConnectWise Sell, and ConnectWise Automate to im...prove time tracking, project management, and quoting. The platform gave Mangano IT better insights into resource allocation. This enabled the company to grow at a sustainable rate and manage resources more effectively.

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Automated quote & proposal software

Video Thumbnail

Frequently Asked Questions(FAQ)

for ConnectWise Sell

What is ConnectWise Sell?

ConnectWise Sell is a cloud-based quote and proposal automation software for IT solution providers. The platform streamlines the quote-to-cash processes to enable sales teams to quickly create accurate quotes and proposals on any device (desktop or mobile). It provides solutions for IT solution providers, including managed service providers, AV professionals, value-added resellers, and more.

The primary features include quote and proposal, product sourcing, workflow automation and sales reporting. It allows users to create proposal presentations from pre-built templates, in which they can enter product information, pricing, agreements and more details.

With ConnectWise, Sell users can attach supporting documents, store credit card information, capture e-signatures, update their customer relationship management (CRM) system and create interactive video proposals. ConnectWise Sell also provides a portal that users can use to contact their clients. The business intelligence feature provides sales analytics with supplier, product line, revenue and other reports. Users can customize their reporting dashboard.

What is ConnectWise Sell used for?

ConnectWise Sell is a CPQ Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Workflow Management and Helpdesk Management .

What are the top features of ConnectWise Sell?

Templates, Ticketing and Personalization are some of the top features of ConnectWise Sell.

Who uses ConnectWise Sell?

ConnectWise Sell is used by Information Technology And Services, Computer & Network Security and Transportation/Trucking/Railroad among other industries.

What are ConnectWise Sell alternatives?

ESign PDF, Competera, Formstack Documents and Dealhub are popular alternatives for ConnectWise Sell.

Where is ConnectWise Sell located?

ConnectWise Sell is headquartered at 4110 George Rd., Suite 200, Tampa, FL 33634, USA.
lightning

Peers used ConnectWise Sell for sales document management and workflow management

ConnectWise Sell Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.27/5 ★

Read Reviews (56)
Custom Reports

3.67/5 ★

Read Reviews (460)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.27/5 ★

Read Reviews (56)
Custom Reports

3.67/5 ★

Read Reviews (460)

Software Failure Risk Guidance

?

for ConnectWise Sell

Overall Risk Meter

Low Medium High

Top Failure Risks for ConnectWise Sell

ConnectWise, LLC News

Product

ConnectWise's Modern Threat Protection Guarantees Delivery

ConnectWise has launched Modern Threat Protection, an AI-powered cybersecurity solution for Managed Service Providers (MSPs). This approach unifies endpoint detection, SIEM, and email security with a 15-minute SLA, enhancing threat detection and response. It aims to reduce complexity and improve MSP operations by integrating AI-driven analysis with human expertise, offering scalable protection across client environments.

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Product

ConnectWise Releases ScreenConnect 26.1 Patch for Critical Vulnerability

ConnectWise has released ScreenConnect version 26.1 to address a critical vulnerability, CVE-2026-3564, which could allow unauthorized access through server-level cryptographic material. The update enhances machine key handling to prevent misuse for session authentication. ConnectWise emphasizes the importance of prompt patch application by MSPs to safeguard their environments.

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Company

ConnectWise affirms EMEA commitment

ConnectWise's SVP for Go-To-Market EMEA, Johannes Kamleitner, emphasized the company's commitment to the European market at IT Nation Connect Europe 2026. He outlined plans to enhance regional leadership and partnerships, focusing on co-creation with MSPs. ConnectWise aims to support MSPs with AI and automation, following its acquisition of ZofiQ, and deepen relationships with regional distributors.

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Product

ConnectWise 2026 MSP Threat Report Spotlights How Identity Abuse is Redefining MSP Risk

ConnectWise released its 2026 MSP Threat Report, highlighting a shift in cyberattack strategies towards exploiting trusted identities and legitimate tools. The report emphasizes the need for MSPs to focus on identity security and privileged access governance. ConnectWise is enhancing its platform with features like Privileged Access Management and Managed Endpoint Detection and Response to address these evolving threats.

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ConnectWise, LLC Profile

Company Name

ConnectWise, LLC

Company Website

https://www.connectwise.com/

Year Founded

1982

HQ Location

4110 George Rd., Suite 200, Tampa, FL 33634, USA

Employees

501-1000

Social

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Financials

M&A