ConnectWise Sell is a Quoting tool used widely amongst the ConnectWise partner base.
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 achieve 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
When a client uses the Order Porter payment flow:
- For a One-Time Payment, a prepayment (deposit) will be created in your Accounting Package for the payment received from your customer.
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, but a payer will need to be created in Wise-Pay.