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

"...Its integration with Etilize allows us to produce realtime pricing quotes and greatly assists in our ordering process...." Peer review by Karl Bickmore, CEO, Snap Technology

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.

Comprehensive Insights on ConnectWise Sell Use Cases

What makes ConnectWise Sell ideal for Sales Document Management?

What Are the key features of ConnectWise Sell for Workflow Management?

Why is ConnectWise Sell the best choice for Helpdesk Management?

How does ConnectWise Sell facilitate Engagement Management?

How does ConnectWise Sell facilitate Products & Pricelist Management?

40+ more Business Use Cases

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.

Case Studies

COMPANY INDUSTRY CASE STUDIES
ConnectWise Sell case study
Information Technology and Services
Information Technology and Services
Case Study Calvert Technologies

How ConnectWise Helped One Company Better Manage Its Rapid Growth and Get Business Back on Track

Read More
ConnectWise Sell case study
Information Technology and Services
Information Technology and Services
Case Study Emerge IT

How One IT Services Company Grew into Cross-Selling Bliss with ConnectWise

Read More
ConnectWise Sell case study
Information Technology and Services
Information Technology and Services
Case Study Leap Consulting

How ConnectWise Helped Leap Consulting Take One Giant Leap Towards Operational Transparency

Read More

Video

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

Peter Kujawa and Keith Graham of ConnectWise Recognized on - GlobeNewswire

Peter Kujawa and Keith Graham of ConnectWise were named to the 2025 CRN Channel Chiefs list for their leadership and impact on the company's success and the MSP community.

02/02/2025 - source

CrashPlan Integrates with ConnectWise Through Invent Program

CrashPlan has integrated its services with ConnectWise through the ConnectWise Invent Program, enhancing product compatibility and offerings for users.

20/01/2025 - source

CrashPlan Integrates with ConnectWise Through Invent Program - The Manila Times

CrashPlan has integrated with ConnectWise through the Invent Program, enhancing their technology offerings.

20/01/2025 - source

ConnectWise, LLC Feeds

ConnectWise expands C-suite in executive shake-up - Tampa Bay Business Journal

ConnectWise expands C-suite in executive shake-up - Tampa Bay Business Journal

07/04/2025 - source

ConnectWise Announces Strategic Executive Appointments to Strengthen Partner Experience

ConnectWise has announced new strategic executive appointments to enhance the partner experience.

30/03/2025 - source

Channel Brief: ConnectWise Names New Channel Leadership - Channel E2E

ConnectWise has appointed new leaders for its channel team.

21/01/2025 - source

ConnectWise, LLC Profile

Company Name

ConnectWise, LLC

Year Founded

1982

HQ Location

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

Employees

501-1000

Social

Financials

M&A