What users are saying about
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Top Rated
76 Ratings
87 Ratings
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Score 7.8 out of 100

QuoteWerks

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Top Rated
76 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.8 out of 100

Feature Set Ratings

  • QuoteWerks ranks higher in 1 feature set: CPQ

CPQ

7.2

ConnectWise Sell

72%
8.8

QuoteWerks

88%
QuoteWerks ranks higher in 9/11 features

Quote sharing/sending

8.0
80%
42 Ratings
9.2
92%
32 Ratings

Product configuration

7.9
79%
41 Ratings
8.8
88%
32 Ratings

Configuration options

7.0
70%
40 Ratings
8.6
86%
31 Ratings

Pricing rules

8.9
89%
41 Ratings
8.6
86%
26 Ratings

Price adjustment

8.0
80%
42 Ratings
8.5
85%
32 Ratings

Purchase history and open contracts

6.0
60%
37 Ratings
8.6
86%
27 Ratings

Guided selling/Sales portal

6.0
60%
36 Ratings
8.6
86%
21 Ratings

CPQ reporting & analytics

2.0
20%
34 Ratings
8.5
85%
21 Ratings

CPQ-CRM integration

7.9
79%
39 Ratings
9.4
94%
27 Ratings

Attachments to quotes

9.9
99%
39 Ratings
9.0
90%
29 Ratings

Order capturing

N/A
0 Ratings
9.3
93%
12 Ratings

Attribute Ratings

  • ConnectWise Sell (formerly Quosal) is rated higher in 1 area: Performance
  • QuoteWerks is rated higher in 6 areas: Likelihood to Recommend, Likelihood to Renew, Usability, Support Rating, Implementation Rating, Product Scalability

Likelihood to Recommend

8.8

ConnectWise Sell

88%
48 Ratings
9.0

QuoteWerks

90%
48 Ratings

Likelihood to Renew

1.0

ConnectWise Sell

10%
10 Ratings
8.0

QuoteWerks

80%
20 Ratings

Usability

6.6

ConnectWise Sell

66%
6 Ratings
9.0

QuoteWerks

90%
9 Ratings

Availability

ConnectWise Sell

N/A
0 Ratings
6.0

QuoteWerks

60%
10 Ratings

Performance

6.3

ConnectWise Sell

63%
10 Ratings
6.0

QuoteWerks

60%
10 Ratings

Support Rating

8.8

ConnectWise Sell

88%
14 Ratings
8.9

QuoteWerks

89%
18 Ratings

In-Person Training

ConnectWise Sell

N/A
0 Ratings
5.0

QuoteWerks

50%
1 Rating

Online Training

ConnectWise Sell

N/A
0 Ratings
6.0

QuoteWerks

60%
1 Rating

Implementation Rating

8.8

ConnectWise Sell

88%
8 Ratings
9.0

QuoteWerks

90%
12 Ratings

Product Scalability

8.2

ConnectWise Sell

82%
5 Ratings
9.0

QuoteWerks

90%
3 Ratings

Likelihood to Recommend

ConnectWise Sell

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.
Garry Adams | TrustRadius Reviewer

QuoteWerks

If you are always handling a lot of quotes and different proposals then you will find the perfect solution in the features offered by QuoteWerks. It is great for automating most of the sales process. If you are looking to collaborate with your team members using this software then unfortunately you won't be able to.
Emelda Daka | TrustRadius Reviewer

Pros

ConnectWise Sell

  • 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.
Abraham Ford | TrustRadius Reviewer

QuoteWerks

  • It offers a robust API Integration with Connectwise Manage as well as several other CRM and accounting packages.
  • It offers a robust templating system that has allowed us to remove large amounts of manual labor from our quoting system.
  • It allows you to integrate rate sheets from your leasing partners for easy leasing options.
Nathaniel Bannister | TrustRadius Reviewer

Cons

ConnectWise Sell

  • 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.
David Landry | TrustRadius Reviewer

QuoteWerks

  • QuoteWerks can be a little clunky at times, but overall is easy to use.
  • QuoteWerks could be a little more visibly attractive, but it gets the job completed.
  • QuoteWerks Has added a couple of features that I would rather not see there - a view of all of the open quotes for a customer just muddies up the screen and it asks you if you want to save a quote at the most inopportune times.
Sue Scott | TrustRadius Reviewer

Pricing Details

ConnectWise Sell

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Starting Price

ConnectWise Sell Editions & Modules

Additional Pricing Details

QuoteWerks

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Starting Price

$15 per user/per month

QuoteWerks Editions & Modules

Edition
QuoteWerks Standard Edition$151
QuoteWerks Professional Edition$201
QuoteWerks Corporate Edition$291
  1. per user/per month
Additional Pricing Details
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.

Likelihood to Renew

ConnectWise Sell

ConnectWise Sell 1.0
Based on 10 answers
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
Bill McCord | TrustRadius Reviewer

QuoteWerks

QuoteWerks 8.0
Based on 20 answers
We will renew because QuoteWerks has all the capabilities we require for our business processes and our reps like it. The support is top notch and the pricing model saves us considerable money over SaaS models. I also feel confident that Aspire Technologies will continue to improve and add features
Douglas Borses | TrustRadius Reviewer

Usability

ConnectWise Sell

ConnectWise Sell 6.6
Based on 6 answers
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.
Jared Connell | TrustRadius Reviewer

QuoteWerks

QuoteWerks 9.0
Based on 9 answers
In my experience, QuoteWerks is incredibly easy to get started with and very intuitive to putting together your first quote. It also has a depth of features that has not only allowed us to enhance our own internal quote / order / invoice production, but also implemented into other businesses has increased their quote production significantly.
Stephen Siggs | TrustRadius Reviewer

Reliability and Availability

ConnectWise Sell

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 6.0
Based on 10 answers
QuoteWerks is a very stable, robust solution. In my experience: bugs in the software are rare; any crashes or system failures are usually due to other infrastructure issues rather than the software itself, i.e. a problem with the network or server, an issue with a.n.other piece of software on the User's workstation that has a knock-on effect on QuoteWerks.
Stephen Siggs | TrustRadius Reviewer

Performance

ConnectWise Sell

ConnectWise Sell 6.3
Based on 10 answers
I dont think we use this tool to potential
Tabby Stoeppel | TrustRadius Reviewer

QuoteWerks

QuoteWerks 6.0
Based on 10 answers
Once set up and running, and particularly when running the more reliable, faster Corporate edition rehosted to SQL Server, then QuoteWerks performs very well. The only reason for the slight mark down here is that QuoteWerks is very sensetive to having a database connection. If there is an issue whereby the connection to the server is lost (network glitch for example) then whereas Outlook (or a.n.other piece of software) might just wait and poll in 30 seconds time, QuoteWerks will crash and potentially a User lose all changes to the document(s) that they were working on.
Stephen Siggs | TrustRadius Reviewer

Support Rating

ConnectWise Sell

ConnectWise Sell 8.8
Based on 14 answers
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
Matt Lehotsky | TrustRadius Reviewer

QuoteWerks

QuoteWerks 8.9
Based on 18 answers
Quotewerks Support and the UK Distributor here have always been responsive to our requests and in particular helped us out when we need some new functionality which then got added in the next build...this really impressed me and showed that where case was made, they readily embraced it and the new build was completed within 60 days.
Gary Perkins | TrustRadius Reviewer

In-Person Training

ConnectWise Sell

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 5.0
Based on 1 answer
There is in-person training offered in Orlando, but our company did not want to spend the money.
David C. Noe | TrustRadius Reviewer

Online Training

ConnectWise Sell

No score
No answers yet
No answers on this topic

QuoteWerks

QuoteWerks 6.0
Based on 1 answer
Originally it was weak, but they have really stepped up.
David C. Noe | TrustRadius Reviewer

Implementation Rating

ConnectWise Sell

ConnectWise Sell 8.8
Based on 8 answers
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.
Chris Drynan | TrustRadius Reviewer

QuoteWerks

QuoteWerks 9.0
Based on 12 answers
I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.
Sue Scott | TrustRadius Reviewer

Alternatives Considered

ConnectWise Sell

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.
John Trevino | TrustRadius Reviewer

QuoteWerks

Both this software were similar in what they do and pricing, however, the QuoteWork software in my opinion does a better job recording and tracking communications between personnel and clients. QuoteWerks also gives a lot of data that might seem like overkill, but having too much information is better than too little.
Justin Gipp | TrustRadius Reviewer

Scalability

ConnectWise Sell

ConnectWise Sell 8.2
Based on 5 answers
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.
Dawn Swagger | TrustRadius Reviewer

QuoteWerks

QuoteWerks 9.0
Based on 3 answers
We've implemented QuoteWerks in both micro ("one man band") businesses as well as much larger organisations. With QuoteWerks Corporate editions option to host the backend database on SQL Server (a very powerful and scaleable database platform) it's possible to work effectively with QuoteWerks in an organisation with many 100 Users. The flexibility of the product also lends itself very well to evolving with a growing business and having various individual user configurations to help them work best with the software in their individual role in the organisation.
Stephen Siggs | TrustRadius Reviewer

Return on Investment

ConnectWise Sell

  • 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.
Nadia Varallo | TrustRadius Reviewer

QuoteWerks

  • QuoteWerks definitely allows us to be more responsive to our clients purchasing and planning requirements.
  • QuoteWerks ease of use and more structured sales quoting process makes it easier to bring new staff on-board and maintain better consistency to our sales quoting approach.
Paul Marentette | TrustRadius Reviewer

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