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
…
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QuickBooks Desktop Enterprise
Score7.8 out of 10
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QuickBooks Desktop Enterprise is a widely-used accounting package designed for small to mid-sized businesses. It is the top of the QuickBooks line. Pricing starts at $3,000 for five users, and goes up depending on the number of additional users. They also offer an Advanced Inventory module for $999 / year.
VP, Operations in Corporate at Integrated Media Technologies (Information Technology and Services, 11-50 employees)
Chose ConnectWise CPQ
As I mentioned in my previous responses, this was the only solution that met our requirements across all categories. Many solutions are strong in certain areas, but Quosal provided the most balanced feature set. They also provided an incredible support staff for both the …
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
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.
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
QuickBooks Enterprise is great for managing our inventory, purchases and income as we receive it. We use it to help budget and plan our monthly purchases, as well as keep each location on track when it comes to their expenses. It's also used for payroll and timekeeping at each store.
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
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.
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
Updating as each transaction is posted means, in the event of a crash, power failure, whatever; all the posted transactions are securely in the data file and can be pulled up on another computer, if the computer being used crashes.
Reporting is generally user friendly, in that one can see the desired results by setting a few parameters for the report.
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. TR verified that a representative sample of customers was invited. More Info
I'd like to see ConnectWise Sell develop a more user-friendly environment for advanced form and template design that doesn't require developer skills or consulting engagements. in order for us to develop these forms makes us reliant on consultants. These engagements are worth the cost, but sometimes we just don't have time to wait for them to be delivered.
I'd like to see ConnectWise Sell automatically generate a quote for items such as warranties or services that are expiring in ConnectWise Manage. This would save us a tremendous amount of time preparing quotes.
I'd like to see a new version automatically created when changes are made to a quote with the ability to reverse or revert back to a particular version. Sometimes people make mistakes and delete or change something they shouldn't have. Or customers want a change to version 1 only to change their minds when you send them the updated one, and want to go back to the original one.
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
Wish we had the ability to track gallons. We are a truck stop and need to know how many gallons we buy and sell.
Matching up credits in Pay Bills can be challenging, especially if you make a mistake.
Wish in some of the reporting that it would automatically total some columns.
Downloading from the bank wish it would tell you the last time you downloaded and the dates you put in so you don't download the same information twice.
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. TR verified that a representative sample of customers was invited. More Info
We are in our 4th year with Quosal and fully expect to renew again and again. With their development of additional features such as the Order Porter, Visual Quoting and others, we see the adoption rates continuing to rise while making our time to quoted shorter and shorter. Quosal and ConnecWise's vision of automated quoting is an exciting frontier that we are very happy to be a part of
While QuickBooks Desktop Enterprise has been an amazing tool for many years, it seems it is getting phased out for QuickBooks Online. Intuit is decreasing the level of support it offers for QuickBooks Desktop in lieu of stronger support for QuickBooks Online. Although the desktop version is robust and helpful, it seems QBO is the way of the future for bookkeeping with QuickBooks.
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
Quosal is a very solid product with a LOT of functionality. Quosal has two main products that they offer, 'Quosal Sell' and 'Quosal Create.' If you are looking for an "out-of-the-box" or "ready to use" quoting software, I would recommend Quosal Sell. If you are interested exploring advanced functionality and integration or have a resource on staff willing to assume an "admin" role, I would highly recommend Quosal Create.
QuickBooks provides all staff immediate access to the data in whatever form each person wants it. The balancing on entries prevents incorrect data entry on payables/receivables. Reports are easy to customize and save for future use. The records are easy to audit.
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. TR verified that a representative sample of customers was invited. More Info
Rating: 7 out of 10 We rate QuickBooks Desktop Enterprise's availability a 7 out of 10. For the most part, the software is dependable and available when we need it. When hosted on a properly managed local server or through a reputable third-party cloud provider, uptime is generally consistent, and routine day-to-day operations run smoothly. However, availability challenges do arise, particularly when accessing QuickBooks remotely or during periods of high system demand. Because it's a desktop-based solution, availability is highly dependent on our internal IT infrastructure. If our network goes down, a server needs maintenance, or if there’s an issue with a remote desktop connection, access to QuickBooks can be temporarily disrupted. These outages aren’t necessarily caused by QuickBooks itself, but they do impact our experience with availability. Additionally, we’ve occasionally experienced application errors, especially after updates or when working with large company files. While Intuit support is usually helpful in resolving these issues, they can still lead to frustrating delays—especially during critical periods like month-end closing or grant reporting deadlines. Planned maintenance, while infrequent, also affects availability, especially when using a hosted environment. Coordination with IT or hosting providers is sometimes needed to minimize downtime. Overall, QuickBooks Desktop Enterprise is a reliable tool, but its dependence on local infrastructure introduces more potential points of failure compared to cloud-native solutions. Enhancements in cloud-based access or hybrid models could significantly improve both accessibility and uptime. That said, with strong internal IT support or a reliable cloud hosting provider, the availability can easily rise to an 8 or 9.
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. TR verified that a representative sample of customers was invited. More Info
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
I rate QuickBooks Desktop Enterprise's performance a 5 out of 10, mainly because while it’s functional for most routine tasks, it can lag significantly when handling complex operations, large data files, or during multi-user sessions. As our organization has grown, we’ve noticed that report generation—especially for customized or multi-dimensional reports—can be slow, sometimes taking several minutes to load or refresh. This impacts productivity, particularly during key financial cycles like audits, monthly closings, or grant reporting. Performance degradation is especially noticeable when multiple users are active in the system at the same time. Even with a solid server setup, there’s often a drop in responsiveness when more than a handful of users are generating reports or entering transactions concurrently. We’ve also experienced some slowdowns in third-party integrations, particularly when syncing with Vena Solutions or exporting data for use in external tools. While the integrations are valuable, they occasionally stall or require workarounds, adding friction to our workflows. In short, QuickBooks Desktop Enterprise delivers the basics well, but its performance limitations become more apparent in high-volume or complex use cases. It would benefit from better optimization for large datasets and faster processing for advanced reporting. Upgrades in system architecture—such as deeper support for cloud hosting or more efficient data handling—could significantly improve the user experience and move this rating closer to an 8.
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. TR verified that a representative sample of customers was invited. More Info
Have to wait till 11pm EST time to get someone knowledgeable. That sucks truly. Almost half my day is gone. They need to provide premium support, where I can contact a "real" Quosal rep, anytime of the day or night 24/7
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
It takes a long time to get through to customer support. And sometimes you have to explain the situation multiple times before the rep actually understands the issue, but that's usually because the issue is complex and out of the ordinary. However, the rep is always patient, and will take as much time and effort as necessary to resolve whatever issue you're having. It's nice that they can "take over" your computer rather than having to talk you through the solution over the phone.
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
It is a very easy system to learn, so with the help it was even easier. QB is a good solid system, but it lacks some of the complexity other systems have. with QB you need to get additional modules to get the same functionality that other systems offer standard
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
easy to learn system, specially with some kind of support. Just like with any other system, things get lot easier if you have guidance to lead you in your search for answers. having said that, QB is very easy to use and very easy to teach. you wont spend much time memorizing where to click.
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
Great implementation, the Quosal team has a smart and well planned process to guide your team through the process. More importantly, they understand the challenges with change and user adoption.
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
If you're loading QuickBooks Enterprise Solutions onto a computer that you're going to directly log into, you should be able to do it yourself. If you are going to connect to a server through a network or remote connection, you should probably have a professional IT person set it up for you.
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
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.
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
We have selected this product as it is affordoable in terms of pricing and features too. Our clients is geeting lots of benefits by using this product. By using QuickBooks desktop client also manage the information realted to financials and also get the clear picture for the future by using the accounting information from this product.
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. TR verified that a representative sample of customers was invited. More Info
Connectwise Sell is listening and building their software to fit the needs of their customers. Sell is consistently looking to us for feedback and making sure their product is working for us as partners/customers. We feel we are generally behind on getting to know their updates and software upgrades. They are a great vendor and wonderful corporation.
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
I would rate QuickBooks Desktop Enterprise a 7 out of 10 for overall scalability. The product offers solid scalability features, particularly for small to mid-sized organizations like ours that are growing and need reliable multi-user access, enhanced data capacity, and cross-departmental functionality. It handles increasing transaction volumes and user growth quite well, especially with its support for up to 40 users and the ability to manage large lists (customers, vendors, accounts, etc.)—a significant improvement over QuickBooks Pro or Premier. Its role-based permissions system also allows us to assign tailored access by department or user level, which is essential for maintaining control and security across teams like finance, HR, and program management. Additionally, features like advanced reporting, inventory management, and class tracking have helped us better manage multiple programs or sites within one system. That said, the scalability still has some limits. For example, deploying the software across multiple physical locations or for remote teams requires additional IT infrastructure—such as hosting it on a third-party cloud server or setting up a VPN—which introduces cost and complexity. Also, while QuickBooks Desktop Enterprise can technically handle a high volume of data, performance can decline as the file size grows over time unless regular maintenance and optimization are done. In summary, QuickBooks Desktop Enterprise scales well within its designed range, particularly for growing nonprofits and NGOs. However, organizations with distributed teams or very large, complex operations may eventually find the system’s desktop-based architecture less agile compared to cloud-native ERP platforms. With enhancements to cloud integration and remote accessibility, this rating could easily increase.
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. TR verified that a representative sample of customers was invited. More Info
Customer satisfaction improvement. It's an impressive and professional way to present information that our customers appreciate. They not only have a clear way of knowing exactly what is being proposed, but now have another method they can use to easily track and organize approved/ not-approved quotes.
Improved brand consistency. We have a reputable, trusted image that projects across our client portfolio (not to mention within our community) and this system helps to promote and maintain our transparency and professional image.
Following up and referencing past quotes is made easy and quickly, which has benefited us from a time-cost savings perspective.
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
Good value for the price. The initial setup was quick and easy.
When properly set up and processes are followed it's decent at managing inventory which is something we had problems with. Have to have a dedicated employee to builds.
Rolling up costs in multi-level BOM's is a project each time we have to review costs, it's very time consuming to manually update all assemblies.
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
