ConnectWise Sell (or Quosal) is an application for proposal creations. If your company is using Quosal/Sell, and you would like to push your project information into Quosal/Sell, please consider using this integration as it streamlines the process and eliminates double data entry. There is no additional cost for downloading and using this custom report.
This custom report integration is not related to the ConnectWise Manage Integration.
This report was built based on the requirements stated below:
Field |
Description |
QTY |
Aggregation of similar items |
Manufacturer | Manufacturer |
Model | Model |
Part Number |
Part Number |
Description |
Short Description of the item |
Item Cost |
Unit Cost |
List Price | Unit Price |
This report can be modified to meet your current utilization of Product/Labor Custom Fields. Please note that development fees may apply for modification of this report.
Custom Report Import Instructions: (one-time setup)
The process for D-Tools users is the following
If you have any additional questions, please send an email to api@d-toolshelp.com