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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:






Aggregation of similar items
Manufacturer Manufacturer
Model Model

Part Number

Part Number


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)

  1. Contact us at api@d-toolshelp.com and request the custom report for Quosal/Sell
  2. Click on Start -> Reports -> Manage Reports -> Import -> File -> Browse to the Oracle.dtr file
  3. From the Manage Reports Window -> Export -> Server
  4. All users will then be able to download the report file from the server and use this report moving forward.



Exporting D-Tools SI Projects


The process for D-Tools users is the following

  1. The user selects a project and clicks on “Reports” Tab
  2. User select “Client.”
  3. The user runs the report 
  4. The user saves the report as a CSV file
  5. User import the file.csv into the Quosal/Sell


If you have any additional questions, please send an email to api@d-toolshelp.com 






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