| Product | Rating | Most Used By | Product Summary | Starting Price |
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 ConnectWise CPQ | Score9.1 out of 10 | N/A | ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal solution of the ConnectWise Suite. With ConnectWise Sell, users can create professional technology quotes and proposals that include rich product information, cover letters, and statements of work in minutes and automatically update their sales pipelines accordingly. The vendor says key benefits include: Save time creating IT quotes and proposals through automation … | N/A |
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| Considered Both Products | Chose ConnectWise CPQ Most likely we are moving to QuoteWerks, they answer the phone when you call them for support. I tested their support last week and within 5 minutes I had a live tech on the phone. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ ConnectWise Sell better meets our needs vs QuoteWerks, better customization and automation features were readily available. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ When it comes to the quoting layout Sell gives you so many more customization options. The item inventory is also easier to maintain. Sell is by far the best selling module that I have used thus far and it has helped keep us more organized. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ I have not used any other quoting platforms like ConnectWise Sell except for the integrated estimates and invoicing in FreshBooks. These softwares are wildly different, however, since I use FreshBooks as a financial platform for another business I have. I would say in terms of … Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ We have previously used Excel and templates for quoting. We also have used Salesforce to generate quotes. Neither method was as clean as ConnectWise Sell and they were not geared specifically to how we work. We still use Salesforce for our main CRM and ConnectWise Sell … Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ Salesforce is the main competitor but this is easier to keep up with and I highly recommend any businesses to use this just for the convenience factor. Other programs and suites are also more expensive so you know that you are saving money using this service. Highly … Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ 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. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ We've also had some experience with quotewerks in the past. Quotewerks has some pretty solid functionality for the basic quoting features that we need, but didn't have the tight integration that we wanted. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ We prefer having access to it inside our connectwise versus it being a separate program. Quosal took a long time to load or it would glitch. Sell is much quicker to use. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ Matchs our CRM (Manage) AX was too expensive and QuoteWerks had no API to manage. We did a Proof of concept, are members of Microsoft's partner program, and were worried about the scalability of this product versus others in the market. Connectwise has made good on their … Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ We did not evaluate any other solutions, except to compare it against our current QuickBooks estimate and Word document proposal method. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ Infusionsoft - It is made more for an internet store, and it never answered our needs for effective quoting. Microsoft Excel - It was nice to create algorithms for speedy quotes but moving around products, or sharing quotes with co-workers was hard. Google Sheets did not come … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ Quotewerx was previously the product of choice for our company. When CW purchased Quosal, CW ceased providing Integration to Quotewerx which forced our company to migrate to Quosal. At that particular time, it would have just been better if CW had admitted to us right from … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ Bought it because of the integration to ConnectWise Manage. Did not review other products. Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ I haven't used a competitor in a while, but I am also not interested in looking. Other systems we used export to ugly and confusing Excel sheets. The Quosal system creates professional, customizable quotes and the customers love how easy it is to interact with them. Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ This is the first quoting tool we have used that I am aware of. Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ We looked at Salesforce.com as an option but it just wasn't the right fit. It didn't integrate well into our system, and to close the gap was costly. We needed a comprehensive sales tool to handle every aspect of our business. Data needed to systematically flow into all company … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ We used to use Quotewerks. It also had integration with our PSA tool and the integration was pretty good. The fact that quotewerks was not cloud based meant we had to provide it via terminal services to handle all our locations and remote access. It's installer was difficult … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ We selected Connectwise Sell based on available features, cost and the integration with other products. Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ QuickBooks and Excel - and there is no comparison. Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ We decided ultimately that we wanted to remain within the Connectwise Manage/Sell family. It made sense. Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ We saw Quosal and ran with it. Other apps just don't compare. Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info |
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| Small Businesses |  QuoteWerks Score9.7 out of 10 |
| Medium-sized Companies | QuoteWerks Score9.7 out of 10 |
| Enterprises |  Agentforce Revenue Management Score8.6 out of 10 |
| All Alternatives | View all alternatives |
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| Likelihood to Recommend | 10.0 |
| Likelihood to Renew | 1.0 |
| Usability | 9.8 |
| Performance | 6.3 |
| Support Rating | 5.9 |
| Implementation Rating | 8.8 |
| Product Scalability | 8.2 |
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| ScreenShots | ConnectWise CPQ Screenshots     |
