Overview
What is ConnectWise CPQ?
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…
Before you Buy, ask other MSP about their Support
ConnectWise Sell is a WIN
Sweet and Sour
Great SaaS option for IT integrators and resellers
Integration issues and bugs
Think again on ConnectWise Sell & Dynamics 365 integration.
Great Quoting tool for any IT Company!
Connectwise Sell and APIs between Sell and Manage in MRR environments
ConnectWise Sell Is A Preferred Selling Tool!!
Quoting Platform Above the Others
ConnectWise Sell helps us sell more!
Highly recommended
Implementation hasn't been very good. I don't feel that i'm getting what i'm paying for
ConnectWise Sell - Transition was a little rough, but it's a solid product.
To Sell or Not to Sell
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Pricing rules (41)8.484%
- Price adjustment (42)7.777%
- Quote sharing/sending (42)7.474%
- Product configuration (41)6.767%
Pricing
What is ConnectWise CPQ?
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…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
What is QuoteWerks?
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…
What is Salesforce CPQ?
Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.
Features
CPQ
Features related to configuring and pricing products and delivering quotes to customers.
- 7.4Quote sharing/sending(42) Ratings
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
- 6.7Product configuration(41) Ratings
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
- 7.1Configuration options(40) Ratings
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
- 8.4Pricing rules(41) Ratings
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
- 7.7Price adjustment(42) Ratings
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
- 6Purchase history and open contracts(37) Ratings
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
- 6Guided selling/Sales portal(36) Ratings
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
- 2CPQ reporting & analytics(34) Ratings
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
- 6.7CPQ-CRM integration(39) Ratings
Integrates to the company’s CRM to update the customer record.
- 8Attachments to quotes(39) Ratings
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is ConnectWise CPQ?
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
- Create visually appealing and presentable quotes that promote the brand
- Build and unify a consistent sales structure
- Import bill of material and deal registration documents
- Access real-time pricing and availability from major distributors
- Keep sales information in sync with integrations to CRM platforms such as Salesforce, Microsoft Dynamics, Autotask, and of course, ConnectWise Manage.
Additionally, with ConnectWise CPQ's online, interactive quote delivery system, clients can customize their order and accept their quote with built-in e-signature capabilities.
ConnectWise CPQ Features
CPQ Features
- Supported: Quote sharing/sending
- Supported: Credit approvals
- Supported: E-signature
- Supported: Product configuration
- Supported: Configuration options
- Supported: Pricing rules
- Supported: Price adjustment
- Supported: Purchase history and open contracts
- Supported: Guided selling/Sales portal
- Supported: Self-service CPQ
- Supported: CPQ reporting & analytics
- Supported: Proposals
- Supported: Excel integration
- Supported: CPQ-CRM integration
- Supported: Attachments to quotes
- Supported: Renewal management
ConnectWise CPQ Screenshots
ConnectWise CPQ Video
ConnectWise CPQ Integrations
- ConnectWise PSA
- NetSuite ERP
- Salesforce Sales Cloud
- Datto Autotask PSA
- Avalara
- Ingram Micro
- Microsoft Dynamics 365
- GfK Etilize
- Dell
- QuickBooks
- HP iQuote
- Tech Data
- Synnx
- D&H
- Great America
ConnectWise CPQ Competitors
ConnectWise CPQ Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | United States, Europe, Australia |
Supported Languages | English |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(88)Community Insights
- Business Problems Solved
- Recommendations
ConnectWise Sell is a versatile tool that serves multiple departments within an organization. Sales, engineering, project managers, and executive management all rely on ConnectWise Sell to quote IT and Managed Services Solutions. The software plays a vital role in the opportunity management process, simplifying the quoting process for hardware, software, and services. Users have praised its ability to generate clean and professional-looking quotes efficiently.
ConnectWise Sell fills a critical gap in the review process by providing a platform for quoting, purchasing, and electronic orders. It seamlessly integrates with CRM applications and major distributors, making it easy to create and customize quotes. This integration ensures accurate information and desired branding. Additionally, ConnectWise Sell offers real-time product pricing and availability confirmation, enabling quick and efficient quote creation. Its navigational ease enhances visibility into order progress, benefiting the sales team's workflow efficiency.
One of the outstanding features of ConnectWise Sell is its capability to automate the ordering process and scan SKUs for purchasing. This eliminates manual errors and improves overall accuracy. Users appreciate how ConnectWise Sell streamlines the creation of managed services proposals, project proposals, and hardware/software quotes. By providing up-to-date information on orders, this tool helps reduce time requirements and enables faster deal closures.
While ConnectWise Sell has received positive feedback from users, some have encountered challenges when integrating it with Dynamics 365. These issues include bugs and a perceived lack of support. However, despite these concerns, ConnectWise Sell remains a key tool for sales teams as it provides web solutions and integration capabilities with other products in the stack. Quosal is often mentioned alongside ConnectWise Sell as another valuable tool used for sales quotes by order management teams.
Users commonly recommend the following for ConnectWise Sell:
-
Take advantage of the trial feature and try the product. Users often suggest trying out ConnectWise Sell and utilizing its trial feature to explore its capabilities and determine if it meets their needs.
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Use ConnectWise Sell as a prospecting tool. Many users recommend using ConnectWise Sell as a prospecting tool to efficiently get prospects on the phone, emphasizing its ease of use and effectiveness in this aspect.
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Consider other options and conduct thorough due diligence. Some users advise considering other alternatives before deciding on ConnectWise Sell, noting that the program may be perceived as bare-bones and not visually appealing. They suggest conducting thorough due diligence, going beyond the canned demo, and considering other available alternatives to make an informed decision.
Overall, it is recommended to try out ConnectWise Sell using its trial feature, utilize it as a prospecting tool, and carefully consider other options while conducting thorough due diligence before making a decision.
Attribute Ratings
Reviews
(1-25 of 39)Before you Buy, ask other MSP about their Support
- Quoting engine is good
- Electronic Sign off is easy
- The install support team was good
- Support, Call back in the Same Day like your competitors DO
- When asked to talk with a manager, have a manger call back
- Hire more support to lower your response time
ConnectWise Sell is a WIN
- Order Porter
- Etilize
- Customized Templates
- Ability to add more notes on a quote
- Ability to have more sales reps listed
- Approval workflows
Great SaaS option for IT integrators and resellers
- Online quoting.
- Real-time product availability and pricing.
- Visibility into customer activity.
- Although it is integrated with managed, oftentimes the integration fails with API errors.
- Error logging is not always helpful. Oftentimes the errors are two generic to make troubleshooting worthwhile.
Integration issues and bugs
- Proposal template looks professional.
- The system is reasonably easy to learn and use.
- It does not sufficiently integrate with Dynamics 365.
- The system has had a huge number of bugs.
- Most of the employees we work with do not take issues seriously, and it takes a very long time to obtain assistance.
- The company seems to lack employees with sufficient technical knowledge to address issues.
Great Quoting tool for any IT Company!
- The ability to create custom templates for different types of quotes/projects to quickly create quotes for clients.
- The ability to get all the updated pricing from all our vendors without having to search the vendors website
- The ability to sync Opportunities with ConnectWise Manage and automatically create sales orders.
- I would like to be able to see more Canadian vendors in the list of vendors.
- The ability to change the order porter template should be easier.
- It's difficult to search for older quotes created.
- Tab based templated, useful for a variety of Sales order types and solutions
- Various order types and processes, used for MSA, COLO, Cloud and project based engagements
- Professional looking documentation, including electronicly signable documentation
- Handling of MSAs, SOF and SOW
- Azure integration. In 2018, we have experiences several multi tennant outages
- Connectwise integration, the REST API does not handle monthly recurring revenue
- Handling of recurring items, as stated previously
- API, rest vs legacy. Treatment of recurring items as non recurring
Less well suited: recurring revenue, non transactional processes (Install and MRRs). Less well suited for environments that do not use manage for costing of items (Discounts will not work Anything divided by zero is zero.
Quoting Platform Above the Others
- The first thing ConnectWise Sell does extremely well is integrate with our CRM (ConnectWise Manage).
- Secondly, allowing us to import Dell quotes is a huge time Saver.
- Lastly, the ability to copy quotes with a click of the button speeds up quotes that are commonly used.
- ConnectWise Sell does struggle to keep up with Dell and their quote scripts, and often the import function doesn't work
- I wish there was a way to see when you sent the quote to the client. There is only a view to see when it was created.
ConnectWise Sell helps us sell more!
- Access to pricing and availability via ConnectWise Sell's integration with Etilize (product content network).
- Consistency of company branding with every proposal.
- Ability to deliver the quote/proposals electronically and know when it has been viewed, how many times, and the ability for the customer to approve it electronically. We are much more engaged than that makes us sound, however, when all that's left is the approval of the latest revision it's a very handy option.
- Sometimes the system is slow. However, this may be due to our network access.
- I really don't have any other issues with the system, it performs as expected/desired.
Highly recommended
- Very easy to maintain the steps of the order (pending signature, install date, installed, etc)
- Very easy for new beginners of the sales team
- Easy to navigate with pending orders
- It does load slow from time to time
Implementation hasn't been very good. I don't feel that i'm getting what i'm paying for
- Etalize looks at pricing and stock from vendors.
- E-Signature page lets you sign with your finger on mobile.
- Ability to see when emails are opened and reviewed.
- It's overly complicated and slow.
- We've been told that PowerBI is still broken and not available yet.
- Scheduling with their onboarding consultant takes forever and they are more interested in talking around the subject and booking more meetings than just getting the work done. Nice way to get more billable hours.
To Sell or Not to Sell
- Once a template is made, it does decently well with creating good quotes for our customers.
- It integrates with a payment software making down payments easier to collect but this came with its own challenges too.
- If you do know what you're doing, Sell is pretty good with getting the proper information transferred over to Connectwise.
- Making it easier to make templates for quotes to customers.
- Better transferring into opportunities in the ConnectWise system.
ConnectWise Sell accelerates our sales cycle
- The quote/proposal templates make it incredibly easy to always include the important information a client is looking for.
- The approval process, and the ability to accept payment right from the approval page, makes it easy to ensure that a client is ready to move forward.
- The ability to include videos and other media in the proposal helps set us apart from a standard proposal or quote.
- Customizing the templates can be cumbersome, especially for the more complex templates.
- Providing multiple term options can be a little confusing for the client and for ourselves when we are attempting to make sure those work.
- ConnectWise Sell is a bit inconsistent when pulling pricing and availability information from distributors.
Pro's and Con's of Connectwise Sell
ConnectWise Sell is primarily used in relation to our sales department. ConnectWise as a whole is used across the entire company. The business problem addressed is that we are able to create standard and customized end user quotes using both PDF style quotes as well as ORDER PORTER electronic signature style quotes. This allows us to win the quote, create sales orders, create purchase orders and order the right products. It also allows us to view historical quotes for reference in future quotations.
- We can retrieve a WON quote, copy it, modify it as necessary and send it to a customer. This insures that we used identical mfg part numbers and that the discount offered is the same as a discount previously offered.
- If we create quotes under various Connectwise Sell TABS, we are able to copy that specific tab to a new quote.. saves us a lot of time and insures accuracy.
- Connectwise Sell is modifiable to suit our specific needs... but we sometimes need support assistance in making those modifications particularly in layout areas.
- We have a large client with a vast number of sites. We can label each quote according to site which makes it easy to track in the future.
- Even though I have repeatedly and continue to have an issue with the KOALA being non functional.. and I have both verbally and thru the support ticketing system tried to resolve it.. and I have send step by step screen captures along .. the problem remains. It appears that CW Support seems to be more interested in their internal step by step processes, wanted ratings on their customer satisfaction and this major issue continues to not be resolved.. its been going on exactly since the last quarterly update was rolled out.
- on the RECENT QUOTES screen, 1/3 of the right side of the screen remains blank. I requested the ability to fill the remaining 1/3 of the screen by expanding my RECENT QUOTES to view more. Presently I can view 16 which I am told is the limit. Not good.
- It seems like the First Tier of Support is clueless when it comes to providing support. Every question seems to require escalation.. and this has the effect of not receiving support when it's most needed which is during the problem.. not 2 days later.
Sell is well suited for day to day quotes.
Your ticket to the big leagues.
- Quosal has integration with several accounting packages and CRMs. This is key if you want to automate your business processes.
- Quosal's 'Order Porter' (e-quote system) is very end-user friendly. It can be setup to allow your customers to pick and remove products, change quantities, and electronically approve the quote. It can also be configured to capture payment via credit card, paypal, or leasing terms.
- Etilize Live, a module within Quosal, integrates with most major vendor catalogs to provide real-time pricing simply by entering the product sku. It also allows us to place orders with our vendors from within Quosal. We can guarantee that we are getting the best pricing available without the need to shop each vendor website.
- The first year we were using Quosal, they were consistently posting new 'How to' videos and live training sessions to help users become familiar with the software features and best practices. While those videos are still available, they are becoming less relevant with each software version patch. The help manual documentation should be updated with the software versions as well.
Overall a decent quoting tool
- 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.
- ConnectWise Sell often becomes disconnected from the server. I have often had my other salespeople report that they were adding a product to a quote and it errored out on them saying the server could not be reached. They then have to close the quote completely and reopen it which interrupts their workflow.
- ConnectWise Sell does not always connect very well with Autotask. ConnectWise Sell is admittedly owned by ConnectWise which is a competitor to Autotask. Nevertheless, Sell does not give the ability of making an item set as recurring in the quote transfer to Autotask as a recurring item. All items come up as one-time purchases which may not be true.
Solid Product
- Speeds up the procurement significantly
- Makes quoting consistent and accurate with up-to-date pricing
- Improves interdepartmental communication and sales funnel tracking
- Quote form customization is very difficult
- Some critical functions (like Terms) are hard to find
- Integration to ConnectWise manage is an interface, not an integration.
Black and white
- Easy Flow
- Templates
- Status updates in the Opportunity from ConnectWise Sell
- Integration with Ingram
- Form builder.. it's great but I dont have time to sit and go through all of that, so we usually have to pay for an updated form.
- Carrying the pictures of hardware, not having to re-add every time.
- Bundles with electronic orders would really help us out.
5 Stars
- We needed a web based solution that allowed for integration with vendors. This has provided an easy option for our users to quickly and accurately select products and create professional looking quotes.
- Quosal was the only web based product that allowed for ingesting quotes from our suppliers. This is a key factor in our process and Quosal does this seemlessly.
- Flexibility is key to our reps. Every rep has a different type of quoting template. Quosal allows our team members to quickly shift between these and create multiple versions with minimal efforts.
- We would like to see greater integration and features with Salesforce and QuickBooks. These are two of the leading products in the market and I believe there is room for improvement with these products.
- One of the benefits of technology platforms today are the communities and third party applications created within these communities. I would like to see Quosal start pushing their boundaries either vertically or horizontally in these markets quicker than they have. I like all of their advancements in training, but additional product offerings and solutions is critical to companies today. People expect more of a solution than a product today and this is the path.
ConnectWise Sell enhanced us!
- Connectwise Sell integrated with our CRM Connectwise Manage perfectly. Updating is simple and quick.
- Implementation and customer service/support is amazing.
- ConnectWise allows the addition of PDFs to the proposals to make a complete package for prospective clients.
- Overall we have had a great experience with ConnectWise Sell. I would like the PO system to be more integrated with actual electronic ordering and not with the sales reps.
- Custom made templates for Quotes, Proposals and profit sheets make document delivery easy.
- Live data feeds from our vendors simplify the shopping experience for our sales staff and historical pricing alerts make the pricing experience for our customers smooth and intelligent.
- The ability to mass import data directly from vendor spreadsheets helps to make complex quotes simple and quick.
- We have found that removing the eye candy helps performance on older, less capable workstations.
- We are currently looking to move our Quosal database to Micorsoft Azure cloud database to make our infrastructure more secure.
- Adoption to any tool is tough, it's important to stay on the sales team to insure they understand the real business value of a unified quoting tool.
ConnectWise Sell, I was sold at hello.
- Hosted on Azure and we have had minimal down time.
- Integrates with many other systems for a seamless experience.
- Support is excellent and they listen when you make suggestions and requests!
- Since the servers are on shared systems, sometime things slow down when usage is high. Not to a point where it is unusable though.
- A little grace period when adding licenses would be nice. When you hit your limit you cannot have any new users log on unless you disable an existing user. It takes a day or two for new users to activate.
ConnectWise Sell, the real Sell
- The strengths of ConnectWise has to be with its integration to the ConnectWise manage CRM, this allows us to create a quote and win it in minutes.
- We like the fact that we can have one of our distributors create a quote, and as a reseller we can pull that quote into ConnectWise Sell with just the quote number.
- The ability for ConnectWise sell to be sent directly to clients if the OrderPorter feature is activated saves our account reps time and is a custom letter and landing page our customers can access.
- The ConnectWise Platform has its idiosyncrasies, the process of winning quotes is a struggle since most times we have to win the quote from the ConnectWise Manage and it goes unwon in ConnectWise Sell.
- The PowerBI integration is really helpful when you only have a few different vendors, but the tool gets overwhelmed when you have 10 or more different companies you buy from. We have also seen that you have to keep your Data clean or what you will be looking see in PowerBI is completely wrong.
- The reporting in ConnectWise is powerful but complex. We at Lockstep use a ton of different reporting tools, but do not enjoy the reporting that ConnectWise does. It is bulky and hard to navagate.
- We use a tiered sales commission and finance has brought to our attention that this is something that ConnectWise can not handle.
Where ConnectWise isn't suited is as a stand alone quoting tool, if you do not have the other products in the suite. I feel like it loses its value. The online URL website to create quotes is slow sometimes and frustrating. I would not use the ConnectWise Sell if I was a large business, with 20 to 100 quoters.
Connect Your Sales Team!
We are using ConnectWise Sell to streamline and standardize our quoting process. This system provides us with professional looking quotes, and the ability to deliver them to our clients in a variety of ways. Before we began using it our quotes were done in Word and Excel formats, and combined into a PDF for presentation to our clients. ConnectWise Sell allows us to spend 80% less time building a quote with the use of templates, and getting the information our clients requested quickly.
ConnectWise Sell provides us the metrics and reporting we didn't have using a manual quoting process. Our close rate has increased 80%, and our sales team sees the results in real time. The integration into ConnectWise Manage has made it easy for our sales opportunities to be generated into orders, and move effortlessly thru the purchasing and service processes.
- It provides our company with a standardized quoting process. Everyone works the same way, uses the same templates, and generates a professional quote. Nothing gets left out or missed.
- Portal provides your sales staff and management with a complete view of their efforts. They see in real time what opportunities are in the pipeline, and how successful their efforts are when these opportunities are won.
- Provides a collaborative platform for our sales team to work on customer quotes. We can now have 2 or 3 members working in the same quote whereas before we had to wait for someone to free up the document before others could access it.
- It allows us to provide much more information in our quotes by attaching documents to the quote. Things like manufacturer specifications or brochures can now be easily attached into the quotes making it a presentation instead of a bunch of line items with numbers.
- ConnectWise Sell is customizable to meet the needs of my company. This is so important to us because similar products only allow you to do what they design it for. Our business changes regularly and we need our software systems to be agile and adaptive to it.
- 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 made the decision to streamline and standardize the sales process in our organization. To accomplish this we needed a software that integrated with our CRM and operations software. It also needed to be customizable internally to work the way we worked. We began customization by making sure every template we created had all the legal and financial fine print included. We then company branded the templates with a look and feel that was ours.
We haven't found an area that it isn't well suited for, but we found areas that challenged us to the point we have to consider advanced development engagements with ConnectWise Sell to deliver. Internally we just don' t have the necessary skill sets to convert some our managed service contracts into the desired templates. To do this requires developers from ConnectWise Sell to design them and deliver them into the portal. It just takes time to perfect the process, but that is a hurdle we encountered in the early adoption of it.
ConnectWise Sell, a great Proposal tool!
- Template for consistent quoting
- The electronic delivery and acceptance system
- Etilize Integration
- ConnectWise Manage Integration
- The editing of order port templates is more complex than I wish it was.
- The ability to quickly generate and send quotes
- The ability to get quick approval and payment through Order Porter
- The ability to use templates and copy quotes for quick formatting
- Spell check does not work for us
- Needs to speed processing up...aka 'Slowzal'...
- The ability to integrate vendor ordering (we use Autotask)