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The CloudRadial Client Services Automation helps to build complex quotes and proposals through custom templates and display them through the portal.

Displaying opportunities in your portal is an easy and helpful way to ensure that they don’t get forgotten. You can have these quotes visible to your customers so that they can look them over and discuss them with you at any time.

Plus, since they pull in additional resources based on the attachments on the opportunity in the PSA, they can also lead to more sales directly.

How the Integration Works:

There isn’t a need to do additional API connections to the opportunities. The opportunities pulled from ConnectWise Sell will automatically be displayed within a respective customer’s Account > Quotes section for administrators to see.

What the Integration Does:

  • Bring Transparency to Opportunities – Make viewing quotes and potential projects easy as pie.
  • Improve Passive Sales – Putting quotes in front of clients increases the likelihood of them pulling the trigger on them.
  • Log Historical Records – If you so choose, you can also keep quotes clients declined. That turns your portal into a digital paper trail.




Solution Type


Integration Type


Integration Type: API

API connections are secured with a set of keys that need to be generated one time.

Once the connection has been secured, the tool in question will stay connected to CloudRadial until the key is deactivated. Refer to the article on the specific tool for instructions on generating the API key, as well as where to input it into CloudRadial.


Integrating ConnectWise Sell
ConnectWise Sell’s Website