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 …
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.
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.
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.
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.