Overview: ConnectWise Sell and Quoter as CPQ Category solutions.
ConnectWise Sell and Quoter both serve the CPQ category, offering essential tools for sales and proposal management. ConnectWise Sell excels in large enterprise support with comprehensive integration and advanced analytics, favored by IT industries. Quoter, with a focus on streamlined sales document management, appeals to smaller enterprises and varied industries, underscoring its adaptability and user-friendly design.
ConnectWise Sell: 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.
Quoter: Quoter is a cloud-based CPQ software that helps technology service providers create accurate sales quotations quickly using smart, reusable templates. It enhances customer relationships and streamlines the quote-to-order process with seamless integrations.
ConnectWise Sell and Quoter: Best Use cases based on the customer satisfaction data
Key Capabilities Supported
ConnectWise Sell facilitates sales document and proposal management, digital signatures, and contract management, aligning with the needs of IT sectors to streamline sales workflows. read more →
Quoter emphasizes sales document management and proposal creation, which suits businesses requiring efficient management of communications and pricing strategies. read more →
Business Goals
ConnectWise Sell helps businesses acquire customers and increase sales and revenue, fitting the strategic goals of organizations seeking better customer relationship management. read more →
Quoter supports goals like customer acquisition and revenue growth, appealing to companies launching new products or improving their market presence. read more →
Core Features
ConnectWise Sell offers extensive integrations and custom reporting, meeting the advanced data management needs of large enterprises. read more →
Quoter focuses on integrations and custom reporting, aligning with small to medium businesses' needs for intuitive and flexible software solutions. read more →
Vendor Support Preferences
ConnectWise Sell provides 24/7 support along with phone, email, and chat options, catering to enterprises needing robust customer service. read more →
Quoter offers 24/7 support mainly through email and chat, which benefits smaller businesses that value accessibility and quick response. read more →
User Segments and Industries
ConnectWise Sell is predominantly used by large enterprises in IT and network security, indicating its suitability for complex, large-scale operations. read more →
Quoter is mostly used by smaller enterprises across IT and software industries, showing adaptability to diverse user needs and smaller scales. read more →
Operational Alignment
ConnectWise Sell integrates into workflows of large IT companies, ideal for intricate environments needing comprehensive management tools. read more →
Quoter aligns well with small businesses, fitting smoothly into their operations with simpler document management and quoting process. read more →
Applying your context and needs changes the comparison
Failure Risk Guidance?
Compliance Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Security & Privacy Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Integration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Migration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
IT and Other Capabilities
- Low
- Medium
- High
Data
Support
Others
Most deployed common Use Cases for ConnectWise Sell and Quoter
Why is ConnectWise Sell and Quoter the best choice for Sales Document Management?
What benefits does ConnectWise Sell and Quoter offer for Products & Pricelist Management?
ConnectWise Sell in Action: Unique Use Cases
How can ConnectWise Sell enhance your Workflow Management process?
How does ConnectWise Sell facilitate Helpdesk Management?
What Are the key features of ConnectWise Sell for Engagement Management?
Alternatives
Integrations
Few ConnectWise Sell Integrations
News
Latest ConnectWise Sell 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.
Latest Quoter News
New Enhancements to the Quoter and Halo PSA Integration
New Enhancements to the Quoter and Halo PSA Integration
