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
…
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 were using D-Tools for proposal creation and that application is far better. The only reason we moved to Sell is that it has leasing capability.
Verified User
Manager
Chose ConnectWise CPQ
We were using D-Tools and that application is much better. Its actually 10x better. The only reason we move to Sell is because Sell have the leasing capability.
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 …
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 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 …
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 …
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 …
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.
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.
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 …
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 …
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 …
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 …
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.
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 …
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 …