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ConnectWise CPQ

ConnectWise CPQ
Formerly ConnectWise Sell / Quosal

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…

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Recent Reviews

TrustRadius Insights

ConnectWise Sell is a versatile tool that serves multiple departments within an organization. Sales, engineering, project managers, and …
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Sweet and Sour

8 out of 10
January 20, 2020
Incentivized
ConnectWise Sell is currently being used by my entire company. It ties together each department and gives everyone visibility and …
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Integration issues and bugs

1 out of 10
May 17, 2019
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 …
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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

View all 10 features
  • Pricing rules (41)
    8.4
    84%
  • Price adjustment (42)
    7.7
    77%
  • Quote sharing/sending (42)
    7.4
    74%
  • Product configuration (41)
    6.8
    68%
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Pricing

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N/A
Unavailable

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 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.

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…

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Features

CPQ

Features related to configuring and pricing products and delivering quotes to customers.

6.6
Avg 8.6
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Product Details

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

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

ConnectWise CPQ Video

ConnectWise CPQ Integrations

ConnectWise CPQ Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States, Europe, Australia
Supported LanguagesEnglish

Frequently Asked Questions

Conga CPQ, QuoteWerks, and ChannelOnline are common alternatives for ConnectWise CPQ.

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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Comparisons

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Reviews and Ratings

(88)

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!

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:

  1. 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.

  2. 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.

  3. 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 38)
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Garry Adams | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 1 out of 10
Vetted Review
Verified User
We were using D-Tools for proposal creation and that application is far better. The only reason we moved to Sell is that it has leasing capability.
Trent Kenelly, DTM | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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 promises to integrate other platforms (Sell, Automate and Control being good examples).
John Trevino | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Nick Newbould | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I have not used any other quoting platforms like ConnectWise Sell except for the integrated estimates and invoicing in FreshBooks. These softwares are wildly different, however, since I use FreshBooks as a financial platform for another business I have. I would say in terms of a quoting platform, ConnectWise Sell beats all others I have used.
Mike Markham | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We have previously used Excel and templates for quoting. We also have used Salesforce to generate quotes. Neither method was as clean as ConnectWise Sell and they were not geared specifically to how we work. We still use Salesforce for our main CRM and ConnectWise Sell integrates well to update opportunities and customer information. ConnectWise Sell also pulls from Salesforce when building a quote to get customer/contact information.
January 16, 2019

Highly recommended

David McCoy | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is the main competitor but this is easier to keep up with and I highly recommend any businesses to use this just for the convenience factor. Other programs and suites are also more expensive so you know that you are saving money using this service. Highly recommended by everyone that has used it.
Mike Herrington | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We've also had some experience with quotewerks in the past. Quotewerks has some pretty solid functionality for the basic quoting features that we need, but didn't have the tight integration that we wanted.
Ronald Deeds | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Quotewerx was previously the product of choice for our company. When CW purchased Quosal, CW ceased providing Integration to Quotewerx which forced our company to migrate to Quosal.

At that particular time, it would have just been better if CW had admitted to us right from the start the integration to QW was being phased out. Instead, we were forced to simply struggle with integrations to CW until we finally just gave up.. Would have been 100% if you had simply stated your true intentions.
Jared Connell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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 is looking for more out of their quote software should begin the transition to Quosal.
Kevin Rountree | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Infusionsoft - It is made more for an internet store, and it never answered our needs for effective quoting.

Microsoft Excel - It was nice to create algorithms for speedy quotes but moving around products, or sharing quotes with co-workers was hard. Google Sheets did not come close to the preference we wanted for effective quoting as it is more limited than Excel. It was great for sharing, but lost features Excel did better.

Adobe Acrobat - It was time-consuming to update products, and sometimes it was buggy. But the real problem with customers was not everyone could open the quote. Their computers were not update with such old versions of Adobe we gave up on this as a solution.
August 31, 2017

5 Stars

Chris Drynan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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 implementation and ongoing support. They honestly made us feel as the most important customer they had.
Bill McCord | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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 customer, name, address, sub-sites, etc. Because of ConnectWise's market reach, Quosal now has access to a much broader set of data for shaping and developing their product.
Jim Hartz | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I haven't used a competitor in a while, but I am also not interested in looking. Other systems we used export to ugly and confusing Excel sheets. The Quosal system creates professional, customizable quotes and the customers love how easy it is to interact with them.
David Landry | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized

We looked at Salesforce.com as an option but it just wasn't the right fit. It didn't integrate well into our system, and to close the gap was costly. We needed a comprehensive sales tool to handle every aspect of our business. Data needed to systematically flow into all company departments instead of being entered multiple times. We needed to manage the relationship with our client and not the volume of it. It's portal based application meant we could focus on meeting customer sales requirements with reliable and secure access, and not having to manage or maintain it on premise. The deployment of the software was an easy experience guided by knowledgeable consultants who knew our business already without having to learn it along the way. ConnectWise Sell meets all those objectives, and continually is improving.

Karl Bickmore | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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 and updates were hard. Setting up templates in quotewerks was also a big challenge. The electronic signature functionality of Quotewerks is far less effective and doesn't do nearly as good a job with transferring all the information when the quote is won.
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