ConnectWise CPQ vs. QuoteWerks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ConnectWise CPQ
Score 9.7 out of 10
N/A
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 …N/A
QuoteWerks
Score 9.1 out of 10
N/A
QuoteWerks is specialized Configuration Pricing Quoting (CPQ) software that can be used in every industry to create sales quotes and proposals. The vendor’s value proposition is that rather than relying on Microsoft Word or Excel to create quotes, users can benefit from a tool that is specialized for the task of creating quotes and proposals. QuoteWerks integrates with the user's existing CRM software and distributors. With QuoteWerks users can also submit orders…
$15
per user/per month
Pricing
ConnectWise CPQQuoteWerks
Editions & Modules
No answers on this topic
QuoteWerks Standard Edition
$15
per user/per month
QuoteWerks Professional Edition
$20
per user/per month
QuoteWerks Corporate Edition
$29
per user/per month
Offerings
Pricing Offerings
ConnectWise CPQQuoteWerks
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsThe 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.
More Pricing Information
Community Pulse
ConnectWise CPQQuoteWerks
Considered Both Products
ConnectWise CPQ
Chose ConnectWise CPQ
Quosal is a far superior product than QuoteWerks. It took some getting used to but after you get comfortable with Quosal and keep an open mind you will see that there is no comparison. It took some people a day to realize it, some people a year (everyone is different and hates …
Chose ConnectWise CPQ
We had used QuoteWerks in the past. It was a good tool, but couldn't give us the flexibility that QuosalOne does. We had to update the software (QuoteWerks) on our systems and run patches on computers that had the full install on it. Now we just open a browser and do business, …
Chose ConnectWise CPQ
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 …
Chose ConnectWise CPQ
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 …
Chose ConnectWise CPQ
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.
Chose ConnectWise CPQ
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.
Chose ConnectWise CPQ
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 …
Chose ConnectWise CPQ
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 …
Chose ConnectWise CPQ
We decided ultimately that we wanted to remain within the Connectwise Manage/Sell family. It made sense.
Chose ConnectWise CPQ
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 …
Chose ConnectWise CPQ
We selected Connectwise Sell based on available features, cost and the integration with other products.
Chose ConnectWise CPQ
We used to use Quotewerks but switched due to the Connectwise integration.
Chose ConnectWise CPQ
We also evaluated Quotewerks. Quotewerks sales team was terrible, we had to leave about five messages before we got a call back. Then after evaluating the software, it felt clunky and did not work very well. It is cheaper than Quosal, but we were not impressed with it. It is …
Chose ConnectWise CPQ
They are very different tools but we chose Quosal because we wanted a fully integrated system.
Chose ConnectWise CPQ
Quosal is a very elegant system compared to QuoteWerks, and has a reasonable cost point for the advantages you gain. At the time we were reviewing Quosal, Channel Online lacked integration with PSA systems, lacked a number of the work flow processes that Quosal features, and …
Chose ConnectWise CPQ
We selected Quosal four years ago because of order porter, sharing among teams, repeatability, and integration to ConnectWise. Since then we have not looked back and have adopted the new features Quosal has offered. Our next step with Quosal Sell is already looking to be a …
QuoteWerks
Chose QuoteWerks
At the time that we selected QuoteWerks there was not quoting software "married" to ConnectWise. We viewed both products and since the products were very similar we chose the product that more closely fit our budget. QuoteWerks fit the bill.
Chose QuoteWerks
QuoteWerks maybe a little less user-friendly than ConnectWise Sell, however, the price is much less and we felt we didn't need anything different. One of the features in ConnectWise Sell was that you could send to a customer for auto approval, but we rarely need to do that for …
Chose QuoteWerks
It's a better value for money and does the same thing as the much more expensive competitor...
Chose QuoteWerks
We elected to go with QuoteWerks due to it's lower total cost. ConnectWise Sell would have been markedly more costly for us to allow our entire team to use it when it is uncommon for more than one of us to be using it at a time.
Chose QuoteWerks
We have reviewed Quosal (ConnectWise Sell). The quoting process is better on looking pretty, but it has a multitude of flaws that done help with accomplishing what actually needs to happen. QuoteWerks accomplishes anything that we need it to do, and if it's short on those …
Top Pros
Top Cons
Features
ConnectWise CPQQuoteWerks
CPQ
Comparison of CPQ features of Product A and Product B
ConnectWise CPQ
6.6
42 Ratings
26% below category average
QuoteWerks
9.2
32 Ratings
7% above category average
Quote sharing/sending7.442 Ratings9.132 Ratings
Product configuration6.841 Ratings9.732 Ratings
Configuration options7.140 Ratings9.332 Ratings
Pricing rules8.441 Ratings8.926 Ratings
Price adjustment7.742 Ratings9.332 Ratings
Purchase history and open contracts6.037 Ratings9.727 Ratings
Guided selling/Sales portal6.036 Ratings8.921 Ratings
CPQ reporting & analytics2.034 Ratings8.421 Ratings
CPQ-CRM integration6.839 Ratings8.827 Ratings
Attachments to quotes8.039 Ratings9.430 Ratings
Order capturing00 Ratings9.812 Ratings
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QuoteWerks
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Score 9.1 out of 10
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Score 8.9 out of 10
Medium-sized Companies
QuoteWerks
QuoteWerks
Score 9.1 out of 10
PandaDoc
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Score 8.9 out of 10
Enterprises
SAP Sales Cloud
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Score 8.2 out of 10
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Score 8.2 out of 10
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User Ratings
ConnectWise CPQQuoteWerks
Likelihood to Recommend
6.1
(48 ratings)
9.4
(48 ratings)
Likelihood to Renew
1.0
(10 ratings)
10.0
(21 ratings)
Usability
4.6
(6 ratings)
9.0
(9 ratings)
Availability
-
(0 ratings)
6.0
(5 ratings)
Performance
6.3
(5 ratings)
6.0
(5 ratings)
Support Rating
6.1
(8 ratings)
8.9
(9 ratings)
In-Person Training
-
(0 ratings)
5.0
(1 ratings)
Online Training
-
(0 ratings)
6.0
(1 ratings)
Implementation Rating
8.8
(4 ratings)
9.0
(6 ratings)
Configurability
-
(0 ratings)
9.7
(2 ratings)
Ease of integration
-
(0 ratings)
9.8
(2 ratings)
Product Scalability
8.2
(5 ratings)
9.0
(3 ratings)
Vendor post-sale
-
(0 ratings)
9.9
(2 ratings)
Vendor pre-sale
-
(0 ratings)
9.9
(2 ratings)
User Testimonials
ConnectWise CPQQuoteWerks
Likelihood to Recommend
ConnectWise
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.
Read full review
Aspire Technologies, Inc.
The sales department is satisfied with QuoteWerks and this generates satisfaction throughout the company. The main recommendation is to use the free trial first in order to know what the goals of each company are according to their size and futuristic vision. QuoteWerks opening easy and robust integration with our CRMs, this also improves workflow. It works as an electronic signature that has improved working time and in general the relationship with our clients because we no longer have to ask the client to print the document and then sign it.
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Pros
ConnectWise
  • 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.
Read full review
Aspire Technologies, Inc.
  • 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.
Read full review
Cons
ConnectWise
  • 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.
Read full review
Aspire Technologies, Inc.
  • 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.
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Likelihood to Renew
ConnectWise
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
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Aspire Technologies, Inc.
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
Read full review
Usability
ConnectWise
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.
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Aspire Technologies, Inc.
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.
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Reliability and Availability
ConnectWise
No answers on this topic
Aspire Technologies, Inc.
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.
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Performance
ConnectWise
I dont think we use this tool to potential
Read full review
Aspire Technologies, Inc.
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.
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Support Rating
ConnectWise
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
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Aspire Technologies, Inc.
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.
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In-Person Training
ConnectWise
No answers on this topic
Aspire Technologies, Inc.
There is in-person training offered in Orlando, but our company did not want to spend the money.
Read full review
Online Training
ConnectWise
No answers on this topic
Aspire Technologies, Inc.
Originally it was weak, but they have really stepped up.
Read full review
Implementation Rating
ConnectWise
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.
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Aspire Technologies, Inc.
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.
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Alternatives Considered
ConnectWise
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.
Read full review
Aspire Technologies, Inc.
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.
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Scalability
ConnectWise
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.
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Aspire Technologies, Inc.
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.
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Return on Investment
ConnectWise
  • 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.
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Aspire Technologies, Inc.
  • 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.
Read full review
ScreenShots

ConnectWise CPQ Screenshots

Screenshot of Sell DashboardScreenshot of Sell EtilizeScreenshot of Sell IntelScreenshot of Sell Order Porter E-SignatureScreenshot of Sell Place Order

QuoteWerks Screenshots

Screenshot of An example of a QuoteWerks Proposal