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ConnectWise Sell is a versatile tool that serves multiple departments within an organization. Sales, engineering, project managers, and …
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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…
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Popular Features
- Pricing rules (41)8.484%
- Price adjustment (42)7.777%
- Quote sharing/sending (42)7.474%
- Product configuration (41)6.767%
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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…
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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.
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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
Reviewers rate Pricing rules highest, with a score of 8.4.
The most common users of ConnectWise CPQ are from Small Businesses (1-50 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- 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:
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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.
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Reviews
(1-25 of 29)Companies can't remove reviews or game the system. Here's why
February 24, 2022
Before you Buy, ask other MSP about their Support
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.
- 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
October 03, 2019
Great SaaS option for IT integrators and resellers
We use ConnectWise Sell to build, track, and deliver quotes to our clients. It also helps with confirming real-time product pricing and availability from our distributors. We can know when a customer has viewed quote, and get notified upon acceptance. It is used by both our inside and outside sales teams.
- 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.
Score 1 out of 10
Vetted Review
Verified User
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.
- API connecting to Dynamics 365 were easy.
- Proposal template looks modern
- Integrating with Dynamics is not easy.
- The entire system has bugs.
- Think about the customers that are not using CW Managed. Like Dynamics.
- Have employees that know the system and not blame issues on another system. Be accountable and admit that your system doesn't really work like promised.
January 23, 2019
Quoting Platform Above the Others
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.
- 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.
January 16, 2019
Highly recommended
ConnectWise Sell is a great program built into ConnectWise itself. It is very easy to navigate and keep up with new sales that have been made recently. You can search very specific parts of the order which allows you to keep up-to-date on all of the orders and what process they are being implemented. It is being used mainly by sales but since it is integrated with the ConnectWise itself, anyone can use it that has the permissions.
- 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
December 20, 2018
Implementation hasn't been very good. I don't feel that i'm getting what i'm paying for
We've been trying to implement ConnectWise Sell for 5 months and they keep asking for more money to implement. It feels like an overly complicated system that requires their consultants in order to make it work for us.
- 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.
Our organization uses ConnectWise Sell to enable sales. This tool allows us to quickly quote our clients for hardware, software, and services. I currently have 5 reps that spend a good chuck of their time working in it with great success. It integrates with ConnectWise Manage to improve workflow efficiency and eliminate duplicate entry. It also has handy templates that allow us to create standard quotes in record time.
- Integration with ConnectWise Manage is great and allows you to easily convert a quote into an opportunity and a work order to save time.
- Templates make quoting routine items a snap.
- The system has good flexibility for quoting services that happen on a recurring basis.
- Sometimes moving from page to page within the application can be slow.
- Changing the ascetics on your quote templates is so complicated you have to hire an expert. Changing the content is straightforward.
- Setup can be a challenge, and I would recommend paying for help to make sure it's set up correctly and communicates with other applications.
September 28, 2018
To Sell or Not to Sell
As a purchasing agent, I need to be able to review quotes for items I'm purchasing. I work closely with the sales team that uses it a lot. Templates are difficult to make and importing the quote into a ConnectWise opportunity has its own set of troubles. It is not very user-friendly and you need to be taught how to use it by an expert. How to edit columns or any content in the tabs tends to also be difficult. I usually have to spend quite a bit of time researching or asking for help on how to access or edit something.
- 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.
September 25, 2018
ConnectWise Sell accelerates our sales cycle
We use ConnectWise Sell to send proposals to prospects and clients. The primary reason that we selected ConnectWise Sell is that it allows us to quickly send out complex, standard proposals to clients. Our sales team uses it to close deals more quickly, beat our competition in getting proposals out, and have a verifiable paper trail of approvals.
- 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.
October 13, 2017
Pro's and Con's of Connectwise Sell
We were former users of Quosal. ConnectWise purchased Quosal and has since rebranded it ConnectWise Sell. Our company used ConnectWise Sell to create sales quotes and then integrate them into ConnectWise Manage for tracking and processing.
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.
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.
September 20, 2017
Overall a decent quoting tool
ConnectWise Sell is our primary quoting and proposal tool. We use it for everything from basic hardware software quotes for our current customers to recurring services and managed services proposals. We use it in just the sales department to support our salespeople and "C" level personnel. We originally switched to ConnectWise Sell because the built-in quoting tool that our PSA was not robust or "pretty" enough to function well for our quotes and proposals.
- 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.
September 13, 2017
ConnectWise Sell is my most favorite quoting system of all time!
ConnectWise Sell has been tremendous in the efficiency of providing complicated WIFI solutions for our WIFI customers. "CWS" has addressed our need to simplify, shorten turn-times, and ease of reference for quotes sent. We also love if we forgot a detail, item, etc., just after emailing the customer, we can fix before the customer sees it. All you have to do is make the fix in the quote, and quickly republish, all without resending again to the customer.
- The feature of making master templates and template TABS is a very nice feature for making quotes faster, even when the scenario isn't a perfect match for the template. That is what the template TABS are used in our organization to quickly get the match we need, adjust, and the quote is sent.
- If you will take the time to make your templates, you will save a lot of time. We went from quotes taking 30-1hr, to 15 mins.
- Because "CWS" stores all your quotes it is easy to pull up anything sent to your customer, who made it, and when it was sent, and all the details of the noted project.
- The republish feature is nice for when you forgot an detail, item, etc. Simply, go back to your quote add it and republish all without having to resend the quote to the customer.
- "CWS" is buggy! For us we had to make everyone an admin, since the approved by manager feature doesn't always work. In our department, we have done our own work-around for now, while we wait for "CWS" to fix this bug.
- When making a template, you cannot copy items from another template. You will need to make a fake quote and pull items from it if you have a well made tab of organized items. This is far better and faster than adding one by one items from ConnnectWise's Product List you created there.
- Errors do not tell you the cause. For example, if an item is discontinued by your ConnectWise Admin in the Product List, your "CWS" quote will not publish.
September 08, 2017
Solid Product
We use ConnectWise Sell for all of our quoting, and interface to our distributors and ConnectWise Manage.
- 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.
Score 10 out of 10
Vetted Review
Verified User
As a hardware centric Value Added Reseller involved in the Hardware, Software and Services game. We needed an intelligent, Integrated quoting tool that was both sales friendly and rich in features. Quosal allows our sales team to create beautiful quotes and proposals that have the flair and style our marketing team wants, with the back end data that our management and procurement teams needs while still being easy to use.
- 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.
June 30, 2017
ConnectWise Sell, I was sold at hello.
We use ConnectWise Sell as our primary quoting tool for customers. We used it back when it was referred to as Quosal and stuck with it as it transitioned to its new branding. It fully integrates with our CRM application and allows us to easily create, customize and get quotes out the door. Its integration with all our major distributors and product information catalog makes it a winner.
- 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.
June 29, 2017
ConnectWise Sell, the real Sell
We are an MSP and use ConnectWise to track tickets across the clients that we directly support. We have integrated the ConnectWise API to a number of event-driven products, like our backup and recovery reports and network sensors. We also use ConnectWise on the sales and marketing side to track opportunities, close deals, and complete leads. On the finance side, we use ConnectWise to post purchase orders and invoicing. This was primarily talking about ConnectWise manage, for Connectwise Sell we use it to do 99 percent of our quotes with the program. We use connectwise sell to create opportunities and pull it back into connectwise manage. We solve the problem of getting out quotes quickly and accurately.
- 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.
June 29, 2017
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.
June 26, 2017
ConnectWise Sell, a great Proposal tool!
We use Connectwise Sell for all our proposal needs. All of our sales and back office staff have access to it. It has been invaluable as a solution that makes proposing complex quotes simple. Furthermore, it produces great looking quotes. Its integration with Etilize allows us to produce realtime pricing quotes and greatly assists in our ordering process.
- 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.
We use ConnectWise Sell to quote all products, projects, and subscription renewals. It is used by our sales and sales support team.
- 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)
June 23, 2017
ConnectWise Sell streamlines sales process
We use Connectwise Sell for our account managers to streamline the quoting process and provide up to date pricing and availability while preparing the quote. The built-in features and link with ConnectWise Manage have streamlined our sales process and workflow from the quote to the implementation and customer satisfaction has increased.
- The integration of Connectwise Sell and Manage make the whole sales process seamless.
- Using Sell in conjunction with Etilize for up to date pricing and availability and Order Porter helps insure accurate pricing is quoted. The quote approval process also adds another layer of protection to help make sure all quotes going out are correct and there are no surprises after the deal is won.
- The visibility of Order Porter views is a nice tool for our account managers. They can see when the quotes are being looked at and this can often times lend itself to a good time to make a follow up call.
- My biggest complaint about Sell is the form designer. Trying to make changes on the forms you use for quoting is a horrible process. We have put off updating our forms just because of the amount of time it takes to figure it out and often times we have to pay for professional services to assist in getting the new forms together.
- There is not a good way to introduce 3rd party pricing sheets to the catalog. All the linked downloads are with the big distributors, would be nice to be able to download the smaller price sheets from other vendors we deal with.
June 20, 2017
Sell for Quotes, Sell for Projects, Sell for Close!
ConnectWise Sell is used by the purchasing and sales manager to create quotes and proposals from 1 PC replacement to complex month or longer projects for software, hardware, and services. The Order Porter feature is used to track the number and frequency of visits and assists with the timing of follow-up and closing deals. The question and answer section has been helpful as more and more clients use this feature directly in Order Porter to pose inquiries. Depending on the nature of the quote, I opt sometimes to use the feature to turn on checkbox options as well as quantity changes available to the one viewing the quote. The ability to easily copy tabs and or line items into another quote and create as many templates as needed has proven to be an efficient time saver. Without ConnectWise Sell the process to deliver high-quality easily understood proposals would be left to Office products, such as Excel spreadsheets. This format has proven itself, especially from the upgrade to ConnectWise Sell from the earlier version ConnectWise Create.
- The ability to copy tabs and line items into other new quotes. This saves time and when I see a pattern of what we are ordering, or the likelihood we will order again, I create a template to streamline the process even further.
- The order porter approval and process that shows when clients are viewing and reviewing quotes has proven effective to closing deals. The training process has been slow, but steady as we train the end user to approve the quote online, vs email signed PDF attachment or verbal approvals which are not preferred or even accepted anymore.
- The Etilize search is invaluable as you may quickly search all of our 3 main distributors for in stock items, compare stock levels from our closest warehouses and plan estimated arrival dates. I usually am within a day at most from when I expect the products to arrive with the knowledge learned at the beginning of the quote process.
- On 1 of the custom Ripple order porter styles, I have found that notes that are not setup as a dialogue box above the product will not show in the PDF version. For example, if I put details of a product on a line time, it will not show on the order porter version, but it will show on the PDF and vice versa.
- The ability to add Dell Premiere quotes has been temporarily removed as Dell has changed their style. I know this is being currently worked on, but I am hoping for a quick resolution, as that feature saves so much time in creating Dell server and PC, Laptop quotes.
- The Success List is not user friendly or easy to read with all the clutter in my opinion. The different shades of green, grey, and red buttons are not clearly defined. This might be easily solved with a quick ChatAssist session pointing me to training or a resource. Perhaps I will just remove that pod on the home screen and replace it with something else.
May 01, 2017
Quosal Sell
Outside sales. It makes paperwork easier to keep uniform and helps the automation all the way to order processing.
- Syncs products to Connectwise.
- Keeps a central spot for all deal paperwork.
- Allows for searching across different sources for pricing.
- Cannot paste Excel tables into a tab for an analysis comparing current and new expenses.
- Does not support lease factors in term options.
- Cannot lock down part numbers used (to my knowledge) so reps make their own up.
- Needs beefier esignature.
- Hard to design templates due to create crashes and lock ups.
March 17, 2017
The 'Can Do' Quoting System!
We use Quosal as our primary quoting service, used by the purchasing, marketing and executive management teams for all services related to reselling technology requested by our clients for hardware/software sales and services, generating new contracts for prospective partners or customers in addition to all forms of contract renewals, as well as quoting new technology to upgrade services, hardware, software or to propose the implementation of various projects.
- Seamless integration with ConnectWise
- Simplistic way in which to build a professional, clean quote that can be made as extensive or as concise as you choose
- Auto populating fields for thumbnails when adding products to quotes
- Live, up-to-date pricing for a list of vendors that populates for a selection of your choice simply by inputting the product ID
- Detailed reporting and analytics functions that tracks quoting progress and displays success rates
- Has integrated within the system a clever sales team/individual recognition program that can be utilized to create internal contests that promote healthy competition and camaraderie
- Would prefer to have the option to archive and organize accumulated (past) quotes in customized groups/folders
- Would prefer to have a less complicated setup process to customize the templates and set up the administrators/users upon upgrading to Quosal Sell
February 02, 2017
A day in the life of QUOSAL
Quosal provides a flexible vehicle for our managed services quoting. We are able to provide dynamic content and deliver it quickly to our existing and prospective clients.
We have tentative plans to extend to the office equipment side of the house at some point in the future.
We have tentative plans to extend to the office equipment side of the house at some point in the future.
- Integrated with ConnectWise!
- Options... Customers can choose options presented in the quote.
- Online payments.
- Quirky issues when a proposal is "Won".
- Minor issues converting to Project, Agreement, etc.
January 31, 2017
New User's Experience
It is being used by our inside and outside sales team members. Our primary use is for quote development and integration into ConnectWise. We are still in the process of rolling the application out across the company and have had several struggles along the way primarily with the training materials and access to them.
- I think the flexibility of the software in terms of setting up different types of quotes seems to be fantastic.
- The look and feel of the actual quote itself.
- There have been some direct integration problems with Quosal into ConnectWise. This was one of the primary reasons we moved to Quosal. I'm confident that the integration will work out over the next several months.
- Training materials need to be published and accessible by all of my team member on-demand. There has been some issues in getting this part streamlined.
- Ability to design quote templates fully on your own instead of having to work with Quosal on implementing changes.