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.
Business Priorities
Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using ConnectWise Sell.
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
"...ConnectWise Sell does an excellent job of neatly presenting quotes and proposals to the end user...." Peer review by Abraham Ford, Service Manager, Colorado Computer Support
Peer review evidence (same sources as the product rating summary)
"...It fully integrates with our CRM application and allows us to easily create, customize and get quotes out the door...." Peer review by Jim Hartz, IT Ninja, MRA International, Inc.
"...so it all follows the same workflow...." Peer review by James B., Information Technology and Services
"...Quosal has grown significantly, they have more project managers to help with system requirements and launches and more helpdesk people, so all around, quosal gets better for us each year...." Peer review by Administrator
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
How efficiently Does ConnectWise Sell manage your Sales Document Management?
What solutions does ConnectWise Sell provide for Workflow Management?
How can ConnectWise Sell enhance your Helpdesk Management process?
Why is ConnectWise Sell the best choice for Engagement Management?
How efficiently Does ConnectWise Sell manage your 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.
Automated quote & proposal software
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?
What are the top features of ConnectWise Sell?
Who uses ConnectWise Sell?
What are ConnectWise Sell alternatives?
Where is ConnectWise Sell located?
Peers used ConnectWise Sell for sales document management and workflow management
ConnectWise Sell Competitors
ConnectWise Sell Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (56) |
| Custom Reports | Read Reviews (460) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (56) |
| Custom Reports | Read Reviews (460) |
ConnectWise Sell Integrations
ConnectWise Sell integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for ConnectWise Sell
Software Failure Risk Guidance
?for ConnectWise Sell
Overall Risk Meter
Top Failure Risks for ConnectWise Sell
ConnectWise, LLC News
ConnectWise and IT Nation Unveil 2026 PitchIT Cohort, Expanding the Future of MSP Innovation
ConnectWise and IT Nation have announced the 20 startups selected for the 2026 PitchIT program. This initiative supports innovation in the managed service provider (MSP) industry by providing startups with mentorship, market visibility, and access to the ConnectWise ecosystem. The program aims to foster technologies that enhance MSP operations, security, and scalability. The 2026 cohort will present their solutions at IT Nation Connect Global in November.
CISA adds Microsoft, ConnectWise vulnerabilities to active exploitation catalog
CISA has added a high-severity vulnerability in ConnectWise's ScreenConnect tool to its Known Exploited Vulnerabilities catalog. This flaw, CVE-2024-1708, allows remote code execution and data tampering. It has been exploited in cyberattacks linked to North Korea and China. Federal agencies must patch this by May 12.
CISA Adds Actively Exploited ConnectWise and Windows Flaws to KEV
The U.S. Cybersecurity and Infrastructure Security Agency (CISA) has added a path traversal vulnerability in ConnectWise ScreenConnect (CVE-2024-1708) to its Known Exploited Vulnerabilities catalog. This flaw, which allows remote code execution, was fixed in February 2024. Federal agencies must apply the necessary fixes by May 12, 2026, to secure their networks.
ConnectWise Advances AI Leadership with Agentic AI
ConnectWise has expanded its AI-powered platform, zofiQ, which enhances service delivery for managed service providers by automating workflows and reducing escalations. The platform integrates AI capabilities directly into the ConnectWise environment, improving productivity and service quality. Key features include automated ticket triage and oversight for maintaining service standards, enabling organizations to scale efficiently while maintaining control.
ConnectWise, LLC Profile
HQ Location
4110 George Rd., Suite 200, Tampa, FL 33634, USA
Employees
501-1000
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Financials
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