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ConnectWise Sell

Niamh Ferns Updated by Niamh Ferns

ConnectWise Sell Overview

Order Porter

If you use ConnectWise Sell's Order Porter solution DeskDirector will automatically navigate the user to the Order Porter page of a quote when they open the opportunity in DeskDirector.

There are times, however, when ConnectWise Sell Order Porter quotes will not automatically appear when a user clicks on an opportunity in DeskDirector. This is generally because ConnectWise Sell is not adding a "View Order Porter" link to the documents section of the opportunity that DeskDirector relies on. 

The following video shows you how to configure ConnectWise Sell Order Porter Integration and also how to troubleshoot any issues with it. 

As per Connectwise' support (as of March 2022) -- with current versions of Sell there isn’t a global “Update opportunity on publish” option anymore. You have to use SuccessList Profiles, create a profile, and set the Delivered success stage to track opportunity and attach.

Please coordinate with Connectwise' support for any further questions.

DeskDirector uses a link added to an Opportunity in ConnectWise to show the corresponding Order Porter. Quosal Create adds this link automatically while Quosal Sell does not. The details below explain how to add this link.

  1. Once the quote has been pushed to Order Porter you can either grab the URL from the Internet browser window or by selecting Copy Order Porter URL to Clipboard from the Order Porter menu in Quosal Create.
  2. With the corresponding opportunity on screen in ConnectWise, go to the Documents tab and click the button to add a new document
  3. Select Url and Paste the URL you copied in Step 1 into the Url to Upload box (highlighted in green)
  4. Hit the save and close button

The document will be added with a title beginning with "online ...".

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