What users are saying about
Top Rated
78 Ratings
Top Rated
82 Ratings
Top Rated
78 Ratings
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Score 6.7 out of 100
Top Rated
82 Ratings
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Score 7.8 out of 100

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

Salesforce CPQ

It is actually well suited in most sales scenarios, perfect for the one I am operating under, which is a budding and upcoming eCommerce platform like industry buying where new SKU's across various categories and subcategories and various pricing and discounts keep on being added to the system and quoting and finding details becomes a difficult task, there in Salesforce CPQ becomes a game-changer.
Prashant Choudhary | TrustRadius Reviewer

Feature Rating Comparison

CPQ

ConnectWise Sell
6.4
Salesforce CPQ
7.8
Quote sharing/sending
ConnectWise Sell
7.1
Salesforce CPQ
8.1
Product configuration
ConnectWise Sell
6.3
Salesforce CPQ
7.4
Configuration options
ConnectWise Sell
5.8
Salesforce CPQ
7.9
Pricing rules
ConnectWise Sell
6.4
Salesforce CPQ
7.3
Price adjustment
ConnectWise Sell
6.7
Salesforce CPQ
7.2
Purchase history and open contracts
ConnectWise Sell
7.0
Salesforce CPQ
7.9
Guided selling/Sales portal
ConnectWise Sell
6.1
Salesforce CPQ
7.8
CPQ reporting & analytics
ConnectWise Sell
5.4
Salesforce CPQ
7.9
CPQ-CRM integration
ConnectWise Sell
5.9
Salesforce CPQ
8.2
Attachments to quotes
ConnectWise Sell
7.0
Salesforce CPQ
8.1
Order capturing
ConnectWise Sell
Salesforce CPQ
7.8

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

Salesforce CPQ

  • Salesforce CPQ easily maps to standard and custom fields within the opportunity in SFDC, allowing you to avoid time spent duplicating effort or copying and pasting deal criteria.
  • Salesforce CPQ connects directly to pre-determined price book, making it very easy to provide a proposal based on standard cost and/or add discounts to standard cost and reflect those reductions on the order form as appropriate.
  • Salesforce CPQ provides the ability for administrators to configure workflows for approval based on certain discount %'s on the standard cost, offering a quick and easy way to route automatically through the organization for approval.
Danielle DesBiens | 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

Salesforce CPQ

  • More complex product and configuration rules seem overly complex. If any math is required in a rule, even simple quantity rules can very complicated.
  • Quote templates while easy to customize are very simple in their layout. We'd like to be able to have more dynamic and visually appealing quote templates.
  • Guided selling is lacking in very basic ways. You can't create questions with dependencies for "if this, then that" or an intuitive questionnaire or guided selling wizard.
Anonymous | TrustRadius Reviewer

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

Salesforce CPQ

Salesforce CPQ 9.1
Based on 1 answer
The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future
Marcus Sandelowsky, CLSSBB | TrustRadius Reviewer

Usability

ConnectWise Sell

ConnectWise Sell 1.0
Based on 4 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

Salesforce CPQ

Salesforce CPQ 8.6
Based on 3 answers
After the initial set up, end users who are not the most tech savy are generally finding it easy to navigate
Marcus Sandelowsky, CLSSBB | TrustRadius Reviewer

Performance

ConnectWise Sell

ConnectWise Sell 6.3
Based on 5 answers
I dont think we use this tool to potential
Tabby Stoeppel | TrustRadius Reviewer

Salesforce CPQ

Salesforce CPQ 8.2
Based on 1 answer
No answer on this topic is available.

Support Rating

ConnectWise Sell

ConnectWise Sell 1.5
Based on 6 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

Salesforce CPQ

Salesforce CPQ 7.8
Based on 13 answers
We feel the implementation went rather smooth as we were already up to speed on Salesforce.com, and it shortened the time to launch, in my opinion. Since we went with an out-of-the-box version, there was less customizing needed to make with work in our environment and software that the salesmen use.
Richard Peterson | TrustRadius Reviewer

Implementation Rating

ConnectWise Sell

ConnectWise Sell 8.8
Based on 4 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

Salesforce CPQ

No score
No answers yet
No answers on this topic

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

Salesforce CPQ

It is a strong offering if your a Salesforce customer. We previously used Panda Doc and the integration with Saleforce was just not robust enough as we've expanded. Panda Doc allowed for much more customization and control of templates. However, the pricing rules, discounting logic, and guided selling were all much more important to our overall process as we've grown.
Anonymous | 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

Salesforce CPQ

Salesforce CPQ 8.2
Based on 1 answer
No answer on this topic is available.

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

Salesforce CPQ

  • The use of Steelbrick has created significant positive productivity for Mitsubish Electric sales. An online price book and quote input function, along with the ability to clone a quote to efficiently start a new quote has improved sales process and inventory planning. This elevated our sales teams from monthly spreadsheet submissions to real time opportunity and inventory planning.
  • Use of SteelBrick also improved customer service. When a customer places an order today, the sales order processing team has ready access to approved proposals and pricing, instead of looking for the appropriate spreadsheet file containing a customer proposal.
Chris Osment | TrustRadius Reviewer

Screenshots

Pricing Details

ConnectWise Sell

General

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

ConnectWise Sell Editions & Modules

Additional Pricing Details

Salesforce CPQ

General

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

Salesforce CPQ Editions & Modules

Edition
Basic$301
Professional$501
Enterprise$751
  1. Per User per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

ConnectWise Sell
6.1
Salesforce CPQ
8.1

Likelihood to Renew

ConnectWise Sell
1.0
Salesforce CPQ
9.1

Usability

ConnectWise Sell
1.0
Salesforce CPQ
8.6

Reliability and Availability

ConnectWise Sell
Salesforce CPQ
9.1

Performance

ConnectWise Sell
6.3
Salesforce CPQ
8.2

Support Rating

ConnectWise Sell
1.5
Salesforce CPQ
7.8

Implementation Rating

ConnectWise Sell
8.8
Salesforce CPQ

Scalability

ConnectWise Sell
8.2
Salesforce CPQ
8.2

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