ConnectWise Sell

ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting platform that accelerates the quote-to-cash process and enables it to run smoothly. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

8.0/10 (Expert Score) ★★★★★
Product is rated as #51 in category CPQ Software
Ease of use
7.9
Support
7.8
Ease of Setup
6.9

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Quote | Propose | Close

Create proposals that win and quotes that close with ConnectWise Sell, the quote and proposal solution of the ConnectWise Suite. ConnectWise Sell is the all-in-one, cloud based quoting software for IT Solution Providers and Resellers that creates quotes and proposals anywhere, anytime. With a quote and proposal automation solution that ties into ConnectWise, you can manage sales for growth, create professional quotes and proposals in minutes, and automatically update your sales pipeline accordingly.

ConnectWise was named a Niche Player in the 2018 Gartner Magic Quadrant for Configure, Price, Quote Application Suites. The full report can be accessed here. (https://info.connectwise.com/corporate/announcements/gartner-magic-quadrant)

With ConnectWise Sell’s guided quote creation and automated sales coaching, it’s easy to create a well-structured sales cycle and ensure that your team adheres to it.

Deliver your quotes and proposals via ConnectWise Sell’s online, interactive quote delivery system. Clients can customize their order and instantly accept their quote with built-in e-signature capabilities.

With ConnectWise Sell, you can:
– Pull live pricing from Ingram Micro, Tech Data, Synnex, and more
– Integrate seamlessly with Salesforce, NetSuite, Dynamics CRM, Autotask, and ConnectWise Manage
– Easily quote Cisco products
– Leverage a library of quote templates
– Stand out with professional quotes and proposals
– Gain control of your sales pipeline
– Easily access pricing and availability
– Deliver your quotes with a secure, online, and interactive web link
– Receive customer approvals with built-in eSignature

ConnectWise Sell
ConnectWise Sell

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Customer Reviews

ConnectWise Sell Reviews

Alex B.

Advanced user of ConnectWise Sell
★★★★★
CW Sell - Great Sales Quoting Software

What do you like best?

Very easy to use once it is set up correctly. Once set up, it integrates directly into our professional services automation tool and allows us to manage the quote from initial contact through ordering, and delivery. It also connects directly to the distributors we use to allow us to order directly after the quote is approved. That cuts out a middle step of having to log in to each distributor and place orders.

What do you dislike?

Set up can be difficult and customizing quotes and the only quote delivery site does require some knowledge of HTML to design and implement any changes other than what comes as the default.

Recommendations to others considering the product:

Make sure to fully review the product and test out templates, quoting, orderporter. Complete all the training and implementation, do not attempt to self implement.

What problems are you solving with the product? What benefits have you realized?

CW Sell has given us an easy to use platform to send out electronic quotes to our clients. It reduces that amount of work our sales engineers need to do the get quotes built, approved internally, and sent out to our clients. It helps us to make sure that our quotes always have accurate pricing associated with them. It has also streamlined our quoting process and let us deliver on approved quotes faster resulting it faster turnaround for payment.

Review source: G2.com

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