ConnectWise Sell is a Quoting tool used widely amongst the ConnectWise partnerbase.

ConnectWise Sell provides end-to-end quoting for configuration and resale items (products). With direct integration into ConnectWise and other ERP systems such as NetSuite and Sales Force, it is a comprehensive quoting tool for businesses that are looking to automate and streamline their quoting processes, to acchieve the next level of Configure - Price - Quote (CPQ)

What Configuration is Required?

In order to facilitate the exchange of payment information form ConnectWise Sell Order Porter, Wise-Pay is configured as a proxy, using the Authorize.Net framework to transact payment information securely from ConnectWise Sell Order Porter to your preferred Payment Provider. Due to the way in which ConnectWise Sell passes information; configuration such as dynamic surcharges are limited in their implementation as the final amount defined in the quote in ConnectWise Sell will be the final amount charged. See Configure Proxy Links for Third-Party Applications

Frequently Asked Questions

FAQ - How do you handle Prepayments from Connectwise Sell? 

When a client uses the Order Porter payment flow, two things will happen:

    1. When you have a One-Time Payment, a prepayment (deposit) will be cretated in your Accounting Package for the payment received from your customer.
    2. When you have a recurring payment, the customer payment details will be saved in directly with payment provider, ready for automated (recurring) payments to be processed.

Note:

By accepting the terms and conditions in your order-porter check-out process, the Customer is agreeing to accept the recurring payments that will be generated from ConnectWise.