Quote & Proposal Software

ConnectWise Sell

Break free from time-consuming quote & proposal creation with ConnectWise Sell – let your sales team be a sales team

Book demo

Why you need ConnectWise Sell

Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise Sell is a Configure, price and quote (CPQ) software that brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration. ConnectWise Sell’s automation functionality keeps your entire organization—Marketing, Sales, Support, and Finance—up to date!

  • For MSPs & IT Depts.
  • On prem. & Cloud
  • Free trial

Key benefits


Quote & proposals

Keep your sales team focused on mining opportunities and closing business while improving your bottom line. ConnectWise Sell helps you regain control of creating professional quotes and proposals via custom templates, real-time pricing, eSignatures, extensive reporting and more.

Sales notifications

Knowledge is power. Real-time intelligent quote tracking triggers Sales Notifications to let you know when a client interacts with your quote. This gives sales reps insight into how clients are digesting proposals, and the intel needed to take the next best step to seal the deal.

Procurement automation

When you combine the power of ConnectWise Sell with ConnectWise Manage®, orders can be placed electronically through your preferred distributor for fulfillment. Once processed, the system can automatically convert the opportunity and trigger additional processes.

Renewal reminders

Never miss an opportunity to renew an agreement, extend an expired warranty, or upgrade aging equipment. ConnectWise Sell delivers renewal reminders internally and externally—ensuring you never leave your customers hanging, or your TSP with money on the table.

CRM updates

Use automation to your advantage to make updates to your CRM as you work opportunities and win deals. ConnectWise Sell’s automation functionality keeps your entire organization—Marketing, Sales, Support, and Finance—up to date, even if you don’t.

Pricing rules

Much like placing limit orders when buying stocks, ConnectWise Sell can help you lockdown service discounts and product pricing to maximize profitability. As a result, you can protect shrinking margins and better predict bottom line revenue—intelligently and automatically.

Quote and proposal templates in ConnectWise Sell can save you two hours per quote*

*Commissioned Forrester Consulting Total Economic Impact Study

ConnectWise Sell

Book demo