ConnectWise CPQ Reviews and Ratings

Use Cases and Deployment Scope

I am a PSA/CPQ consultant but for CPQ I do use it daily in training my client on how to set it up, use it and the proper process for sales hand-off etc.

I've seen CPQ, after I have set it up with clients, streamline their proposal processes and get all their proposals inside CPQ , saving them.

Likelihood to Recommend

Because it's a ConnectWise product now it does have the most seamless integration with PSA than other quoting tools for sure. It can bring over ConnectWise PSA fields into CPQ and CPQ fields into PSA etc...

Use Cases and Deployment Scope

We have been using Sell for years now, we have come off of QuoteWerks. We moved to Sell because Connectwise purchase sell several years ago and it also integrated into Quick Books. Sell front end and quoting system works fine and not a lot of issues, the backend purchasing side of things has been riddled with problems. Connectwise purchased sell from qual awhile back and then Connectwise got acquired, the support for this product is poor, Connectwise always to me has always been poor when coming to support for their product. They do have chat support that does get online quickly but chat does not do remote shadow support so things seem to take longer. If the chat can not fix the issue they open a support ticket, the response from their support is about 4 to 5 days if you badger them, first they send you an electronic mail that usually hits your spam, they hardly ever pick up the phone and call you directly. Connectwise provides help desk software, it's puzzling why their support is so poor.

Likelihood to Recommend

Connectwise Manage performs well, I would wait some years till either they work the bugs out of the sell or support the product better. I would not recommend purchasing sell with the daily issues it causes us.

Use Cases and Deployment Scope

We use ConnectWise Sell for quoting purposes - to quote all of our IT and Managed Services Solutions. We utilize etilize and order porter.

Likelihood to Recommend

We formerly used QuoteWerks and Connectwise Sell has been a better fit for our growing organization.

Use Cases and Deployment Scope

ConnectWise Sell is currently being used by my entire company. It ties together each department and gives everyone visibility and information at their fingertips. The reports come in handy as well. I use the procurement report almost daily. The service boards and tickets also help to keep everything organized and allow for communication on a particular project all in one place.

Likelihood to Recommend

Any situation where a quote is required.. .It's great for standard hardware quotes. The Etilize search could definitely use some work though as it doesn't always have the most current prices or inventory from vendors and the filter feature is difficult to use.

Quosal Sell errors out whenever I have a quote to do with monthly charges on it. I often have to turn around and edit quotes with monthly charges in a PDF editor because it shows "tablecell63" randomly on quotes with monthly charges. Other than that it works fine.

Use Cases and Deployment Scope

We are using CW Sell with Dynamics 365 in our organization. The integration with Dynamics 365 has been awful. When we had our first demo with the account rep and their engineers, we were promised the world and that everything was going to work. They answered yes to every question we had. We are about 9 months into using the products and every week we discover a new issue. Their support is not helpful and it takes a very long time to get things answered. Our main issue is that CW Sell DOES NOT work with Dynamics 365 nicely. There are so many bugs in Sell that we thought we were their first customer to have this integration. Some products from Sell don't transfer to Dynamics 365. Sell will corrupt your SharePoint environment if you use SharePoint as a document location. It is very difficult to make CW take issues seriously; it seems we are often ignored.

Likelihood to Recommend

ConnectWise Sell is probably well suited for a company with very basic proposal needs and plans on using ConnectWise Manage for CRM needs. If a company has anything beyond basic proposal needs and uses a CRM system other than ConnectWise Manage, that company should proceed with caution.

Use Cases and Deployment Scope

We are using CW Sell with Dynamics 365 in our organization. The integration with Dynamics 365 has been a nightmare. When we had our first demo with the account rep and their engineers, we were promised the world and that everything was going to work. They answered yes to every question we had. We are about 8 months into using the products and every week we discover a new issue. Their support is not helpful and it takes a very long time to get things answered. Our main issue is that CW Sell DOES NOT work with Dynamics 365 nicely. There are so many bugs in Sell that we thought we were their first customer to have this integration. Some products from Sell don't transfer to Dynamics 365. Sell will corrupt your SharePoint environment if you use SharePoint as a document location. There are more issues that words or this message box can handle.

Likelihood to Recommend

If you use SharePoint as your document location in Dynamics, Sell will corrupt that location. It will come up with an "unexpected error" when you click on the documents in dynamics.

Use Cases and Deployment Scope

We use ConnectWise Sell to create managed services proposals, project proposals as well as simple hardware and software quotes for all our clients. It allows us to quickly and efficiently create quotes and get updated pricing from all our vendors. This allows for accurate profit margins and we know exactly how much we're making on all our deals.

Likelihood to Recommend

ConnectWise Sell is a must if you're using ConnectWise Manage, it allows you to easily create opportunity and sales orders directly from your customer list. The order porter function is great for tracking when a quote has been opened and the digital signature function works really well for proof of orders and for documentation.

Use Cases and Deployment Scope

We use it to provide quotes to our clients and keep track of the orders. It gives us the ability to make our quotes look very clean and professional. It also comes with the ability to tie it into our IT vendor and automatically add items based on their catalog.

Likelihood to Recommend

It is definitely well suited in scenarios where items or services are needed to be quoted for customers.

It's really not suitable for RMS scenarios like restaurants.

Use Cases and Deployment Scope

ConnectWise is being used as our only quoting platform. ConnectWise Sell is being used by our sales department and Purchasing department. It is addressing our need to quote new and existing projects for prospective and current clients. We use its automation with ConnectWise Manage to product scan all SKUs and automate the ordering process for purchasing.

Likelihood to Recommend

ConnectWise is honestly well suited for anything. This is the best software I have ever used for quoting. It is easy to search quotes by clients, to easily manage what has been sold in the past. I love the functionality of searching by active quotes so that I can see what quotes I have outstanding and stay in touch to close them.

Use Cases and Deployment Scope

ConnectWise Sell is being used by my sales team to manage all quotes and proposals that go to existing and prospective customers. Much of our business is a "buy-sell" transaction model so to have access to the latest pricing and availability from our distributors is very important. ConnectWise Sell queries all of our distributors to find the information our sales team needs to associate items to a quote at a price that works for Commenco and our customers. Additionally, all quotes that go out are accurate and have our desired branding.

Likelihood to Recommend

ConnectWise Sell is particularly suited for companies that are resellers. Access to the latest product information is critical for resellers in a buy-sell environment. Salespeople need access to the latest information and the ability to compare pricing across multiple distributors. ConnectWise Sell also looks at resources like Amazon so you can see what your buyer is comparing your pricing against.