Anything but Basic Quotes & Proposals. See How It’s Done.
Have you ever felt like your sales process was moving at a snail's pace? What if you could make it go faster, with more visibility, and less stress? You can!
With ConnectWise CPQ™ (formerly Sell), you can put your sales process in hyperdrive from quote to customer signature with full visibility and accountability. You'll be able to build professional and consistent quotes and proposals from customizable templates, populate templates with product and price info from top distributors, protect margins with automatic pricing rules, drag and drop products, headers, and terms and conditions into templates, publish quotes online through an interactive portal, allowing clients to select upsell options…and much more!
- Template library: Build professional and consistent quotes and proposals from customizable templates
- Easy product search: Populate quotes with product and real-time price info from top distributors
- Paste quote functionality: Easily paste extensive excel spreadsheet bills of materials directly into your quote without fear of error
- Flexible functionality: Drag and drop products, headers, and terms and conditions into templates
- Online quotes: Publish quotes online through an interactive portal, allowing clients to select upsell options
- Cloud-based software: Build quotes and sell your services at anytime from anywhere
- Business intelligence: Gain insight into your business like never before with in-depth data and reporting