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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 48)
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Score 1 out of 10
Vetted Review
Reseller
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.
January 20, 2020

Sweet and Sour

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Garry Adams | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
The most powerful features are the fact that you can see when your clients have viewed your quote, and that it can pull in real-time information about the products you are selling. It is all online-based, so you can use it from anywhere which is a big advantage over other quoting tools that I have used. We don't use the procurement capabilities, but for quoting pricing and customer visibility it works fantastically.
Score 1 out of 10
Vetted Review
Verified User
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.
Brian Hall | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Trent Kenelly, DTM | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Well suited: Signable quoting documents, including master services agreements, Statements of Work and Service order forms. The ability to have various and specific documentation and templates with a very good form based utility.

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.
Nick Newbould | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Mike Markham | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
January 16, 2019

Highly recommended

David McCoy | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
The best setup for this system is the way you can create new customers and orders very easily. It is very easy to maintain projects and keep everyone updated (communication is the key to a successful business) It also allows you to see what other sales person has something pending so that you can work as a team to make sure it get done, correctly.
Score 1 out of 10
Vetted Review
Verified User
Incentivized
I'd look elsewhere. We've sunk so much time and money into this product already and I think I want to pull the plug. The ConnectWise Sell product itself is ok. It's sped up considerably from previous versions, however the ability to implement the solution is extremely slow and their consultants are hard to pin down.
Mike Herrington | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
If you run a service selling IT support or managed services ConnectWise Sell will be a good fit for your organization. If you're trying to make this app work outside that space it's probably a misstep.
September 28, 2018

To Sell or Not to Sell

Alissa Levanway | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Maybe it would be better for companies of the small sales staff range. We have a handfull of people that use it so too many people in the program touching the same quote can sometimes cause it to be slow or someone going into edit something and it says someone else is editing the quote when they aren't.
Chris Michalec | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It has transformed our quoting process, and its integration with ConnectWise Manage makes it seamless to go from quoting to fulfillment. Clients and prospects have commented at how easy it is to understand the quote.
Ronald Deeds | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It's less appropriate in an RFQ or RFP situation where an enormous amount of detail and input is required. We have to provide the primary RFP documentation as a document in an opportunity... which is not totally bad... but seems there could be a WORD type interface to make it part of the overall quote.

Sell is well suited for day to day quotes.
Abraham Ford | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
ConnectWise Sell is great for Managed Service Providers and smaller IT shops who primarily do computer repairs and maintenance. The tool is generally good at everything it does, but I would not recommend using it for a company that sells IT equipment as its primary business. Quotes take a relatively large amount of time to build in order to get them looking good for the end user.
Kevin Rountree | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Of all the quoting systems I have used, ConnectWise Sell is my favorite. It is a powerful tool for saving time and organization, but you have to put in the time to learn the basic admin features, and then invest your time in well made templates you will later thank yourself for making.
August 31, 2017

5 Stars

Chris Drynan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I have not found any environment where this is not appropriate. As a solution provider, we are moving into the managed services business so we have an incredible platform to begin quoting these solutions. We also have strong sales opinions of quoting philosophies and Quosal provides an incredibly easy to use platform that all of our reps utilize.
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