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

"...Quosal Sell adds pipeline management and extended reporting functions to help SELL and keep track of customer interactions...." Peer review by Brian Bassham, Sales Ops Team Lead, United Technology Group

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

Why is ConnectWise Sell the best choice for Sales Document Management?

What solutions does ConnectWise Sell provide for Workflow Management?

How can ConnectWise Sell enhance your Helpdesk Management process?

How efficiently Does ConnectWise Sell manage your Engagement Management?

How efficiently Does ConnectWise Sell manage your 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

Information Technology and Services

CASE STUDY Massive IT

ConnectWise Partner Program helped Massive IT meet rising demand for cybersecurity services. Massive IT needed to improve their sales and marketing approach. ConnectWise became an extension of their ...team. This partnership created new growth opportunities. Massive IT improved their go-to-market strategy. They achieved faster results with ConnectWise.

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Information Technology and Services

CASE STUDY Mangano IT

ConnectWise helped Mangano IT, a small MSP in Windsor, Australia, move from manual processes to automated systems. Mangano IT used ConnectWise Manage, ConnectWise Sell, and ConnectWise Automate to im...prove time tracking, project management, and quoting. The platform gave Mangano IT better insights into resource allocation. This enabled the company to grow at a sustainable rate and manage resources more effectively.

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Information Technology and Services

CASE STUDY Relentless Solutions

ConnectWise ScreenConnect helps Relentless Solutions deliver better IT services. Relentless Solutions uses ScreenConnect to improve operations and cut costs. The tool helps them serve retail and whol...esale clients across the US and Caribbean. Their team uses it to boost business processes and employee productivity. Relentless Solutions values accountability, communication, and innovation. They support hundreds of small and medium-sized companies with this solution.

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Information Technology and Services

CASE STUDY Marco Technologies

ConnectWise Sidekick for PSA, Sidekick for Teams, and ConnectWise PSA helped Marco Technologies integrate new acquisitions and deepen their solutions stack. Marco used workflow automation (Asio) to d...o more with fewer resources. The company improved efficiency and created better processes. Hyperautomation let Marco move fast and innovate. Marco now supports seamless business integration during mergers and acquisitions.

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Information Technology and Services

CASE STUDY Present

ConnectWise helped Present, a Canada-based MSP, scale its cybersecurity business. Present used ConnectWise business management, unified monitoring, and cybersecurity solutions. The ConnectWise Market...place gave Present more technology options for their clients. Present achieved a customer satisfaction rating of over 95% for three years. The partnership helped Present deliver better IT services and reduce costs for their clients.

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Information Technology and Services

CASE STUDY Mirus IT Solutions

ConnectWise helps Mirus IT Solutions deliver strong IT support and security for SMBs. Mirus uses ConnectWise Business Management Solutions, including PSA and CPQ, to manage services. They also use Co...nnectWise cybersecurity tools to protect clients. This partnership lets Mirus offer a wide range of services and stay competitive. Mirus relies on ConnectWise to keep their clients safe and their business efficient.

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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

Product

ConnectWise Launches AI-Powered PSA, M365 Security Suite With Microsoft And Pax8 ... - CRN

ConnectWise introduced an AI-powered PSA solution, a new Microsoft 365 Security Suite developed with Microsoft and Pax8, and a next-generation SIEM, all built on its Asio platform. These launches aim to streamline operations, enhance security, and reduce tool sprawl for managed service providers (MSPs) through unified workflows and integrated automation.

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Company

Attackers breached ConnectWise, compromised customer ScreenConnect instances

ConnectWise disclosed that a sophisticated threat actor breached its systems, compromising ScreenConnect cloud instances for a small number of customers. The attack exploited CVE-2025-3935, a critical ViewState deserialization vulnerability in ScreenConnect versions 25.2.3 and earlier, enabling remote code execution. ConnectWise patched the flaw on April 24 and reports no further suspicious activity since.

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Company

ConnectWise Confirms Hack, Very Small Number of Customers Affected

ConnectWise confirmed a cyberattack by a nation-state actor targeting its ScreenConnect remote access software. The breach impacted a very small number of customers. ConnectWise responded by patching ScreenConnect, increasing security monitoring, and launching an investigation with Mandiant. No further suspicious activity has been detected in customer environments.

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Executive

ConnectWise Further Strengthens Leadership Team with Two New Appointments

ConnectWise has strengthened its leadership team by appointing two new executives.

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ConnectWise, LLC Profile

Company Name

ConnectWise, LLC

Company Website

https://www.connectwise.com/

Year Founded

1982

HQ Location

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

Employees

501-1000

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Financials

M&A