• Location
    • Select Your Region
    • Region Name 1
    • Region Name 2
    • Region Name 3
    • Region Name 4
    • Region Name 5
Get a Free Trial
menu
ConnectWise Sell
keyboard_arrow_down
ConnectWise Sell

ConnectWise Sell has everything you need from a Quote and Proposal Tool

Features
Basic
Standard
Premium
Got It!

The website uses cookies. Cookies allow us to give you the best browsing experience possible and mean that we can understand how you use our site. By continuing to use this website, you are giving consent to cookies being used. For more information, please see our privacy policy. Privacy Policy

keyboard_arrow_down Quote Delivery

Secure Online Quote Delivery

help

Secure Online Quote Delivery

Quotes are sent through a secure web portal that does not require login credentials.

done done done

Content Vault

help

Content Vault

Access quote templates, quote and proposal forms, layout content, starter kits, and more.

done done done

Built-in eSignature

done done done

Email Integration & Management

help

Email Integration & Management

Integrates with your email service with SMTP or Exchange.

done done

Leasing Options

done done

Video Content Library

done done

ePayment

help

ePayment

Capture revenue through supported integrations such as PayPal or Authorize.net.

done

Custom Quote Designs

done

Custom Online Quote Designs

done

Contract Options

help

Contract Options

Create specific options for your customers such as agreements over multiple years.

done
keyboard_arrow_down Quote Preparation

Custom Input Quote Templates

help

Custom Input Quote Templates

The ability to create and edit quote input templates for quote creation.

done done done

Distributor Quote Import

help

Distributor Quote Import

Import spreadsheets from common distributors.

done done done

Real-Time Distributor Pricing & Availability

done done done

Technology Product Content

help

Technology Product Content

Product specifications and thumbnails from Etilize.

done done done

Recurring Revenue Management

help

Recurring Revenue Management

Manage standard and recurring revenue separately.

done done done

Advanced Interface Customization

done done

Product Source Grouping

help

Product Source Grouping

Track and manage where you're sourcing products from with information that feeds back to your CRM.

done done

Strategic Vendor Integrations

help

Strategic Vendor Integrations

Integrations with Dell, HP, Tech Data.

done done

Product Catalog

help

Product Catalog

Maintain product catalogs that you receive from vendors.

done done

Guided Selling with Visual Quoting

done
keyboard_arrow_down Sales Team Management

User Management

done done

Peer Review

help

Peer Review

Quickly gather feedback from co-workers and collegues before sending off your quote.

done done

Reporting & Business analytics

done done

Contract Approval Lockdown

help

Contract Approval Lockdown

Keeps quotes from being edited after the customer has approved the order.

done done

Sales Team Management

help

Sales Team Management

Restricts quote templates and access for users.

done

Location Management

help

Location Management

Logos and addresses for multiple company locations.

done

Management Approvals

done

Achievement System

help

Achievement System

Give Sales Reps a way to track their accomplishments.

done
keyboard_arrow_down Automation

Item Management

help

Item Management

Maintain a collection of product information that is stored within Sell.

done done done

Basic Tax Calculations

done done done

Mass Quote Updating

done done

Sales Coaching Automation

help

Sales Coaching Automation

Create rules and triggers that automatically perform actions in your CRM.

done done

Procurement Automation

done

Built-in Calculation Spreadsheet

help

Built-in Calculation Spreadsheet

Determine totals for labor, shipping, or professional services as you build your proposal.

done

Pricing & Product Rules

done

API

help

API

Access to your quoting data and create custom workflows with Third Party Systems.

done

Contract Renewal Automation

done

Advanced Tax Calculations

done

Intelligent Product Eligibility

done
keyboard_arrow_down CRM Integrations

ConnectWise Manage Integration

done done done

AutoTask Integration

done done done

Salesforce Integration

done done

Microsoft Dynamics CRM Integration

done done

NetSuite Integration

done done

Custom CRM Field Mapping

done done
keyboard_arrow_down Support

Basic Support

help

Basic Support

Support access via chat, email, online assets and community.

done

Standard Support

help

Standard Support

Basic Support package plus outbound phone support and extended support hours.

Available for Purchase

done done

Premium Support

help

Premium Support

Standard support package plus 24/7/365 support, Customer Relationship manager and faster response times.

Available for Purchase

Available for Purchase

Available for Purchase

Partner Support