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Average Ratings 21 Ratings

Total
ease
features
design
support

Description

ChannelOnline serves as an innovative sales-cycle automation platform aimed at assisting resellers in optimizing their profit margins, boosting revenue, and enhancing customer satisfaction. This efficient web-based service streamlines essential business processes and transactions, granting resellers comprehensive oversight of the entire sales cycle. Tailored specifically for IT and consumer electronics product resellers and solution providers, the platform facilitates the generation of quotes and proposals, the transformation of those into sales orders, and supports product procurement alongside customer e-commerce through a unified interface. What sets ChannelOnline apart is its ability to offer dynamic management capabilities for employees, customers, and suppliers, alongside extensive product content and pricing information, while also integrating seamlessly with top distributors, carriers, and various third-party service providers. Additionally, the platform's user-friendly design ensures that resellers can navigate through their operations effortlessly, making it an invaluable tool in the competitive marketplace.

Description

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Asio by ConnectWise
Autotask PSA
Avalara
BrightGauge
ConnectWise PSA
DCKAP Headless
DCKAP PIM
Datto RMM
Datto Workplace
DeskDirector
FAT FINGER
Formstack
GfK Etilize
KickFire
Microsoft Dynamics 365
NetSuite
Salesforce
T-Max Phone Systems
Teamwork.com
Wise-Pay

Integrations

Asio by ConnectWise
Autotask PSA
Avalara
BrightGauge
ConnectWise PSA
DCKAP Headless
DCKAP PIM
Datto RMM
Datto Workplace
DeskDirector
FAT FINGER
Formstack
GfK Etilize
KickFire
Microsoft Dynamics 365
NetSuite
Salesforce
T-Max Phone Systems
Teamwork.com
Wise-Pay

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ChannelOnline

Founded

1999

Country

United States

Website

channelonline.com

Vendor Details

Company Name

ConnectWise

Founded

1982

Country

United States

Website

www.connectwise.com/platform/business-management/cpq

Product Features

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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