What users are saying about
Top Rated
41 Ratings

ConnectWise Sell

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Top Rated
72 Ratings
Top Rated
41 Ratings
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Score 7 out of 101

ConnectWise Sell

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Top Rated
72 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.7 out of 101

Add comparison

Likelihood to Recommend

Apttus

I would not recommend this product to anyone. This product is hard to manage, requires development in house which becomes expensive. The tool itself is extremely expensive for the features it delivers. And ultimately, the sales "bait and Switch" will occur on you, which will require you to buy more licenses or add-ins that were not planned on to get the desired feature set.
No photo available

ConnectWise Sell

The most powerful features are the fact that you can see when your clients have viewed your quote, and that it can pull in real-time information about the products you are selling. It is all online-based, so you can use it from anywhere which is a big advantage over other quoting tools that I have used. We don't use the procurement capabilities, but for quoting pricing and customer visibility it works fantastically.
Garry Adams profile photo

Feature Rating Comparison

CPQ

Apttus
6.5
ConnectWise Sell
7.8
Quote sharing/sending
Apttus
7.0
ConnectWise Sell
8.0
Product configuration
Apttus
6.6
ConnectWise Sell
7.4
Configuration options
Apttus
7.1
ConnectWise Sell
7.7
Pricing rules
Apttus
7.1
ConnectWise Sell
8.2
Price adjustment
Apttus
6.8
ConnectWise Sell
8.1
Purchase history and open contracts
Apttus
6.0
ConnectWise Sell
8.2
Guided selling/Sales portal
Apttus
5.1
ConnectWise Sell
7.2
CPQ reporting & analytics
Apttus
5.7
ConnectWise Sell
6.7
CPQ-CRM integration
Apttus
7.6
ConnectWise Sell
7.9
Attachments to quotes
Apttus
5.8
ConnectWise Sell
8.5

Pros

  • Fully integrated with Salesforce.com. Allows for the seamless update of all objects on the SFDC platform. As primary quotes are updated, so to are the opportunities.
  • Supports integration with Avalara for Sales Tax and Docusign for E-Signature.
  • Supports the quoting of product that requires customization that results in a dynamic cost, MSRP and customer price.
  • Significant amount of R&D is being invested in to the platform. Many of the items on our wish list have already been incorporated as a standard feature or on the near term roadmap.
No photo available
  • ConnectWise Sell does an excellent job of neatly presenting quotes and proposals to the end user. There are multiple different options for the look and function of the quotes. There are also options for custom quote templates that are designed directly for your organization.
  • ConnectWise Sell does a reasonably good job of connecting to and working with Autotask. It took our organization about 6 months to figure out the correct way to flow from quote to invoice with our systems. Sell will easily pull in your customer information from Autotask into a quote and allow you to send the quote direct from your email.
Abraham Ford profile photo

Cons

  • As a SAAS solution with a large amount of R&D being invested, there is functionality that is becoming standard in the platform that previously would have required some customer customization. The incorporation of the standard functionality will require regression testing and migration off of custom code. In the long term this is a positive, but in the short term does create some overhead with testing.
No photo available
  • ConnectWise Sell often becomes disconnected from the server. I have often had my other salespeople report that they were adding a product to a quote and it errored out on them saying the server could not be reached. They then have to close the quote completely and reopen it which interrupts their workflow.
  • ConnectWise Sell does not always connect very well with Autotask. ConnectWise Sell is admittedly owned by ConnectWise which is a competitor to Autotask. Nevertheless, Sell does not give the ability of making an item set as recurring in the quote transfer to Autotask as a recurring item. All items come up as one-time purchases which may not be true.
Abraham Ford profile photo

Likelihood to Renew

Apttus10.0
Based on 9 answers
Implementation is hard no matter what software you use, so depending on the employee bandwidth at the time of renewal, I would consider transitioning if another software that was drastically better came along.
No photo available
ConnectWise Sell9.5
Based on 9 answers
Quosal is here to stay until something comes along that is better. Currently nothing on the market has its strength or power for serious companies.
Matt Lehotsky profile photo

Usability

Apttus8.0
Based on 1 answer
I cannot rate as I am not an end user.
No photo available
ConnectWise Sell4.6
Based on 3 answers
It's an 9. Not a 10. No software package is a 10. None!! If a software package was a ten then it wouldn't ever be updated. Quosal has its flaws like everything else but it's not bad at all.
Matt Lehotsky profile photo

Reliability and Availability

Apttus10.0
Based on 2 answers
I have not heard of any issue
No photo available
No score
No answers yet
No answers on this topic

Performance

Apttus10.0
Based on 2 answers
No answer on this topic is available.
ConnectWise Sell6.2
Based on 5 answers
I dont think we use this tool to potential
Tabby Stoeppel profile photo

Support

Apttus8.0
Based on 2 answers
Tier1/tier 2 support can only handle native functionality. Customizations have to be escalated to developers which aren’t included in the support program.

I go ahead and copy the people I directly worked with on implementation for assistance. I would rate them an 8 for support assistance.
No photo available
ConnectWise Sell5.7
Based on 5 answers
Several issues have been outstanding for a long time, either not resolved, or resolved without due process and testing procedures being done throughout the Connectwise ecosystem.
Trent Kenelly, DTM profile photo

Online Training

Apttus7.0
Based on 1 answer
We attended 5 hours worth of webinars early on.

We had to understand how objects worked to figure out how to structure our data.

I would have liked more in-depth training but it would have been an additional cost
No photo available
No score
No answers yet
No answers on this topic

Implementation

Apttus1.0
Based on 3 answers
Be iterative. Take the opportunity to build a catalog based on how Apttus works well. Learn the tool yourself or use an SI. Take the time to build a configuration / pricing migration tool with X-Author for Excel or roll your own. Stick with OOTB Apttus as any customization will cost you every time a new version is released
Stryder Thompkins profile photo
ConnectWise Sell8.7
Based on 4 answers
Wished I was better trained and more knowledgeable before we deployed.
Matt Lehotsky profile photo

Alternatives Considered

We selected Apttus CPQ over SteelBrick due to the simplicity of SteelBrick's out of the box pricing and ability to customize quoted products. As a global organization with selling a highly configurable products, we felt the ability of Apttus to handle our requirements as standard functionalty rather than a customization was a material difference between the platforms.
No photo available
Both tools have a very common feature set. Sell is different primarily in the fact that it is online software-as-a-service based deployment, rather than a local server based deployment. That gives it a major leg up. I can use Sell from anywhere in the world easily.
Garry Adams profile photo

Scalability

No score
No answers yet
No answers on this topic
ConnectWise Sell8.1
Based on 5 answers
Quosal was great at maintaining excessive document quantities, housing over a decade of quoting documents, both large and complicated or single line, low volume quotes. I could scale back and reference information archived with ease and speed.
Nadia Varallo profile photo

Return on Investment

  • You have all irons in one system. Previously, we were fragmented - we were on paper contracts, some in our ERP, others in PDFs on someone’s desktop. The importance of having all data in Salesforce.com in a standardized fashion has become blatant.
  • Avoiding more custom system maintenance burden. We try to use out of the box as much as possible. When considering what you do customize, make sure there’s a good business reason for it.
No photo available
  • ConnectWise Sell has dramatically decreased the time it takes to set up a quote from the old Quosal structure. It really helps me get more work done.
Nick Newbould profile photo

Pricing Details

Apttus

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

ConnectWise Sell

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Additional Pricing Details