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 unique business-related needs, it is reasonable they steer clear of settling on an all-in-one, “perfect” software. Having said that, it would be almost impossible to try to come across such a software system even among sought-after software products. The sensible thing to do would be to write down the varied main functions that need research including critical features, price plans, skill capability of the employees, organizational size, etc. Then, you should do your product research fully. Have a look at these ConnectWise Sell evaluations and look into the other applications in your shortlist in detail. Such detailed product investigation makes sure you take out mismatched apps and pay for the one that includes all the features your company requires for optimal results.

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 beneficial to investigate other subcategories of CPQ Software listed in our database of SaaS software reviews.

Each company has different needs and needs an application that can be customized for their size, type of employees and clients, and the specific industry they are in. For these reasons, no platform can offer perfect tools off-the-shelf. When you try to find a software product, first be sure what you want it for. Read some ConnectWise Sell CPQ Software reviews and ask yourself do you want basic features or do you want advanced functionality? Are there any industry-specific functionalities that you are seeking? Get the answers to these questions to help your search. There are multiple aspects that you need to mull over and these include your finances, specific business requirements, your organization size, integration needs etc. Take your time, try out a few free trials, and finally choose the app that offers all that you require to boost your organization competence and productivity.

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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