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
QuoteWerks
Score 9.2 out of 10
N/A
QuoteWerks is specialized Configuration Pricing Quoting (CPQ) software that can be used in every industry to create sales quotes and proposals. The vendor’s value proposition is that rather than relying on Microsoft Word or Excel to create quotes, users can benefit from a tool that is specialized for the task of creating quotes and proposals.
QuoteWerks integrates with the user's existing CRM software and distributors. With QuoteWerks users can also submit orders…
$15
per user/per month
Pricing
ConnectWise CPQ
QuoteWerks
Editions & Modules
No answers on this topic
QuoteWerks Standard Edition
$15
per user/per month
QuoteWerks Professional Edition
$20
per user/per month
QuoteWerks Corporate Edition
$29
per user/per month
Offerings
Pricing Offerings
ConnectWise CPQ
QuoteWerks
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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The QuoteWerks license count is based on concurrent usage so while you may have 5 users using it, you may only need to purchase 2 licenses. The QuoteValet license count is based on daily maximum number of unique users.
In addition to monthly and annual subscriptions, one-time, up-front purchasing options for edition and realtime licenses are available which include volume pricing discounts. Invest up-front and pay minor maintenance fees annually. Please contact QuoteWerks Sales at sales@quotewerks.com or 407-248-1481 to answer any questions or to obtain a personalized quote.
Quosal is a far superior product than QuoteWerks. It took some getting used to but after you get comfortable with Quosal and keep an open mind you will see that there is no comparison. It took some people a day to realize it, some people a year (everyone is different and hates …
We had used QuoteWerks in the past. It was a good tool, but couldn't give us the flexibility that QuosalOne does. We had to update the software (QuoteWerks) on our systems and run patches on computers that had the full install on it. Now we just open a browser and do business, …
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 …
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 …
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.
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.
We used QuoteWerks for 5 years prior to Quosal - the difference is night and day. Quosal provided the scalability needed to grow our business and take on bigger challenges. Simply put, it was like going from using a spreadsheet to a fully-featured quoting tool. Any company that …
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 …
Quosal is backed by the insight and financial investment of ConnectWise, (an industry leader in PSA software) with heavy hooks into the ConnectWise API set. These API hooks make the task of creating proposals simple and easy with just a few clicks to populate things like …
We also evaluated Quotewerks. Quotewerks sales team was terrible, we had to leave about five messages before we got a call back. Then after evaluating the software, it felt clunky and did not work very well. It is cheaper than Quosal, but we were not impressed with it. It is …
Quosal is a very elegant system compared to QuoteWerks, and has a reasonable cost point for the advantages you gain. At the time we were reviewing Quosal, Channel Online lacked integration with PSA systems, lacked a number of the work flow processes that Quosal features, and …
We selected Quosal four years ago because of order porter, sharing among teams, repeatability, and integration to ConnectWise. Since then we have not looked back and have adopted the new features Quosal has offered. Our next step with Quosal Sell is already looking to be a …
QuoteWerks
Verified User
Manager
Chose QuoteWerks
At the time that we selected QuoteWerks there was not quoting software "married" to ConnectWise. We viewed both products and since the products were very similar we chose the product that more closely fit our budget. QuoteWerks fit the bill.
QuoteWerks maybe a little less user-friendly than ConnectWise Sell, however, the price is much less and we felt we didn't need anything different. One of the features in ConnectWise Sell was that you could send to a customer for auto approval, but we rarely need to do that for …
We elected to go with QuoteWerks due to it's lower total cost. ConnectWise Sell would have been markedly more costly for us to allow our entire team to use it when it is uncommon for more than one of us to be using it at a time.
We have reviewed Quosal (ConnectWise Sell). The quoting process is better on looking pretty, but it has a multitude of flaws that done help with accomplishing what actually needs to happen. QuoteWerks accomplishes anything that we need it to do, and if it's short on those …