Comparison Summary

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.

logo ConnectWise Sell

Focus area

Software Failure Risk

  • low

logo Quoter

Focus area

Quoter is better than ConnectWise Sell for

Software Failure Risk

  • low

ConnectWise Sell and Quoter: Customer Satisfaction Data

Most deployed common Use Cases for ConnectWise Sell and Quoter

How does ConnectWise Sell and Quoter facilitate Sales Document Management?

Connectwise Sell and Quoter both enable sales teams to create and manage quotes, with features such as online quote approval, quote templates, and email delivery. Connectwise Sell excels in its integration with ConnectWise Manage, making it easier to transition from quoting to fulfillment. However, Quoter offers greater flexibility with a wider range of content options and a user-friendly interface, providing a more streamlined experience. Both tools have limitations, as Connectwise Sell can be challenging to learn, while Quoter requires users to know the specific names of items for accurate search results.
"...The ability to include videos and other media in the proposal helps set us apart from a standard proposal or quote...." Peer review by Chris Michalec, Founder, Chief Strategist & vCIO - I help law firms with IT, Parkway Technology Solutions
"...Deeply customizable for crafting beautiful proposals and quotes via templates...." Peer review by Lacretta J., Co-Owner & VP, Technical Services, Information Technology and Services

How does ConnectWise Sell and Quoter facilitate Products & Pricelist Management?


ConnectWise Sell in Action: Unique Use Cases

How can ConnectWise Sell optimize your Workflow Management Workflow?

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

How can ConnectWise Sell optimize your Engagement Management Workflow?

About

Quoting and Proposal Software | ConnectWise Sell

Quoter: Quoting Softwar

Age

1982

Financials

M&A

PRIVATE

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Business Setting