[updated] — Connectwise Invent

Security stacks are bundles. Hardware-as-a-service is a bundle. Invent allows you to create "Master Products" that contain child SKUs. If you sell a "Secure Endpoint Bundle," you quote one line item, but the backend creates individual agreements for Antivirus, EDR, and DNS filtering.

ConnectWise Invent was built specifically to kill that data entry bottleneck. Formerly a standalone product known as Sellan , ConnectWise Invent is a configure-price-quote (CPQ) solution designed to live natively within the ConnectWise ecosystem. Unlike generic CPQ tools that integrate via clunky APIs, Invent is built on the same data architecture as ConnectWise Manage (the PSA). connectwise invent

The native quoting tool in Manage is functional for break-fix tickets, but it fails at recurring service agreements. It treats a 36-month contract as a single line item. Security stacks are bundles

For larger deals, Invent includes automated approval routing. If a deal exceeds a 45% margin, it automatically routes to the vCIO. If it includes hardware over $10k, it routes to Procurement. No more chasing signatures via email. The Integration Reality: Where It Shines The most common question from ConnectWise Manage users is: "Why can't I just use the built-in Quote button?" If you sell a "Secure Endpoint Bundle," you