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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zeroheight
Score 8.0 out of 10
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zeroheight helps teams create, manage and maintain their design systems. Using zeroheight, designers, engineers, and product teams can collaborate and build design systems that can be easily shared across teams.
$49
month
Pricing
ConnectWise CPQ
zeroheight
Editions & Modules
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Starter
$49
month
Enterprise
Custom Pricing
Offerings
Pricing Offerings
ConnectWise CPQ
zeroheight
Free Trial
Yes
No
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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More Pricing Information
Community Pulse
ConnectWise CPQ
zeroheight
Features
ConnectWise CPQ
zeroheight
CPQ
Comparison of CPQ features of Product A and Product B
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.
For creating and maintaining a component library, it is a fantastic tool that creates an interface between Developers, UX Engineers and Designers. It is easy to get both general information about a component, but also incredibly detailed information when looking at the component on a pixel-level, where information on paddings, margins, colors, fonts etc. can be easily accessed.
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.
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.
when opening a component image (which opens a new page where the detailed information like paddings and colors are shown), the zoom can only be done by buttons, I'd prefer to be able to use my mouse scroll and for vertical / horizontal scrolling to do ctrl+scroll or ctrl+shift+scroll or something like that
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
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.
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
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.
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.
I have used and still use Sketch and Zeplin too, but they serve other purposes for us. Sketch is used to design the components themselves and they are then exported to Zeroheight where they are showcased and enriched with textual information. Zeplin is used to design application pages, and again the components are exported to Zeplin from Sketch. But Zeroheight is mainly used for the development of the components themselves as well as a documentation for our design guideline in general. It is also used by us for design tokens and patterns, as well as other information on the design guideline, so if someone wants to understand the "why" of a design decision, the explanation can be usually found in Zeroheight too.
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.
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.
increased quality, as less misunderstandings or communication problems occur
increased speed of development, as it is a single source of truth for us. The developer can rely on the information in Zeroheight being correct so that he doesn't have to iterate his code again and again.
