ConnectWise Sell Review

ConnectWise Sell
Our score: 9.4 User satisfaction: 93%

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 quote and proposals on any device (desktop or mobile). It also empowers users to amend quotes in real-time and finish documents with legally-binding esignatures.

ConnectWise Sell provides robust features that enable fast-paced IT firms to generate and follow up on quotes to generate revenue easily. It provides a limited but highly effective set of features which include: Quote & proposal, workflow automation, sales reporting, Pricing rules, product search customization, Item management, real-time preview, standalone form designer, and product outsourcing.

Overview of ConnectWise Sell Benefits

ConnectWise Sell provides robust tools that help technology firms generate quotes faster. The system is built in the cloud to save you time and hassle. Its cloud-based deployment frees the quote and proposal process from the traditional on-premises limitations. It helps companies benefit from shorter sales cycles and decreased quoting backlog. Also, with the solution, sales managers get the ability to pinpoint key happenings in the workflow structure while maintaining far-reaching visibility into their quoting process.

The application makes it easy to impress your customers with professional looking quotes. It provides professional templates which can be customized with simple clicks to create intuitive quotes and proposals. It makes it easy to create a positive first impression and give you the opportunity to deliver interactive presentation through a personalized URL. The built-in esignature capabilities boost the purchasing experience of your customer and drive a positive impact on overall sales. You just set the “use Esignature” mode after filling out the configuration information to activate the digital signature.

Additionally, with the real-time distributor pricing, it becomes easier for sales teams to transmit accurate proposals and quotes. The distributor pricing feature uses real-time data feeds and downloadable price files to update the sales process with accurate pricing information. Better still, ConnectWise Sell automates virtually every step of the quoting process including the back-end record keeping. Each sale made or lost is incorporated into your system and its data made available to the SuccessList.

Overview of ConnectWise Sell Features

  • Quote & proposal
  • Workflow automation
  • Sales reporting
  • Pricing rules
  • Product search customization
  • Item management
  • Real-time preview
  • Standalone form designer
  • Product Outsourcing.

ConnectWise Sell Position In Our Categories

Since companies have particular business-related demands, it is only reasonable that they avoid deciding on an all-encompassing, “perfect” business application. At any rate, it is futile to try to chance on such a software product even among popular software solutions.
The best thing to do can be to spell out the numerous key aspects that require inspection like crucial features, pricing, skill capability of the users, company size, etc. After which, you should conduct the research comprehensively. Have a look at some of these ConnectWise Sell review articles and check out each of the software solutions in your shortlist more closely. Such all-encompassing product research guarantee you drop unfit apps and select the one which provides all the features your company requires.

Position of ConnectWise Sell in our main categories:


ConnectWise Sell is one of the top 5 CPQ Software products

If you are interested in ConnectWise Sell it may also be a good idea to analyze other subcategories of CPQ Software collected in our base of B2B software reviews.

There are well-liked and widely used systems in each software category. But are they necessarily the best fit for your company’s special wants? A trendy software application may have thousands of customers, but does it provide what you need? For this reason, do not blindly invest in popular systems. Read at least a few ConnectWise Sell CPQ Software reviews and think about the elements that you desire in the software such as the price, main tools, available integrations etc. Then, choose a few systems that fit your requirements. Check out the free trials of these apps, read online opinions, get explanations from the vendor, and do your research meticulously. This profound research is certain to help you select the most excellent software solution for your organization’s special requirements.

How Much Does ConnectWise Sell Cost?

ConnectWise Sell Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Contact ConnectWise Sell for their enterprise pricing packages that best fit your business.

User Satisfaction

Positive Social Media Mentions 19
Negative Social Media Mentions 1

We realize that when you make a decision to buy CPQ Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and ConnectWise Sell reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with ConnectWise Sell. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based


  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are ConnectWise Sell pricing details?

ConnectWise Sell Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Contact ConnectWise Sell for their enterprise pricing packages that best fit your business.

What integrations are available for ConnectWise Sell?

ConnectWise Sell integrates with the following business systems and applications:

  • Netsuite
  • Salesforce
  • Microsoft Dynamics
  • Autotask
  • HP
  • Dell
  • Cisco
  • TechData
  • Ingram
  • D&H
  • Synnex
  • Arbitech ACCU Tech
  • Digitek
  • Scansource

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Reviewed By Nestor Gilbert
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