Skip to main content
TrustRadius
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…

Read more
Recent Reviews

TrustRadius Insights

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

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 …
Continue reading

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 …
Continue reading
Read all reviews

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%
Return to navigation

Pricing

View all pricing
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

Would you like us to let the vendor know that you want pricing?

10 people also want pricing

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…

Return to navigation

Features

CPQ

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

6.6
Avg 8.6
Return to navigation

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).
Return to navigation

Comparisons

View all alternatives
Return to navigation

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 47)
Companies can't remove reviews or game the system. Here's why
Garry Adams | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • The ability to see Real Time pricing allows us to be very accurate with our costing.
  • Knowing when our clients have viewed their quotes allows us to be very proactive in following up with clients.
  • Having your quote history at your fingertips allows easy access to previous quotes and information.
Score 1 out of 10
Vetted Review
Verified User
  • Implementing ConnectWise Sell and dealing with issues has drained a great deal time and resources. This has provided negative ROI because I have been dealing with issues and have not even had time to use the system in a strategic manner.
Brian Hall | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • It allows us to create quote templates to quickly create quotes for customers and save our employees a ton of time.
  • It allows us to get a digital signature for proof of purchase from all our clients.
  • The order porter lets us track when a quote is opened so we can reach out and get more sales.
Trent Kenelly, DTM | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Positive: Professional documentation
  • Positive: Tab based templates
  • Negative: API integration to ConnectWise Manage
  • Negative: Manual Sales order process (automation does not work correctly for us)
Mike Markham | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • The consistency of quoting has reduced pricing errors to almost 0. This equates to more wins at the right price.
  • Our time to generate a quote is roughly half of what we did previously on spreadsheets.
  • The ability to know when a customer has opened your quote and then to be able to act when the information is hot/fresh has resulted in more wins.
Mike Herrington | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • The transition to this from quosal on premise was pretty rough. Took a while to get up and going. I would try to plan it out better than we did and get the right help where needed.
  • Moving to a web based application has made it easier than ever to quote no matter where I or my staff is at
  • Slick integration with our other applications saves us time.
September 28, 2018

To Sell or Not to Sell

Alissa Levanway | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • It's nice to see that margin on our products or services. Instead of doing the math ourselves we can read it right there ensuring the proper margin % each time
  • Doesn't always pull real time data from distributors. You have to many times import an Excel sheet of the products but you have to continually update it for live pricing.
Chris Michalec | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • We have found our average quote to approval time go from 4 business days with a new prospect to 1 business day since we've implemented ConnectWise Sell.
  • Quoting is much less stressful, even for complex proposals. Short quotes are done in about 3-4 minutes, and a complex quote is, at most, 30 minutes.
  • We have closed a record number of projects and other new business in the 6+ months that we've been using ConnectWise Sell.
Abraham Ford | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • The main advantage we have had from using ConnectWise Sell has been a better tool for sending out quotes and proposals to our customers. The previous quoting tool we used was very bland, did not connect with our vendors price lists, and was not very customizable. Sell has given us a much better and aesthetically pleasing platform for our salespeople.
Kevin Rountree | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • It has saved us so much time on WIFI solutions for our customers.
  • It has allowed us to ramp up our volume, or better said, it has allowed us to take on volume we would not have dared to do without it.
  • It has paved the way for us to have a record setting year. "CWS" lets you play easily with the "big boys"!
September 08, 2017

Solid Product

Ken Smith | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Improved profitability because of the ease of researching lowest cost alternative
  • Better branding/image with consistency
  • Speed and ease of processing orders means that we can do more with less labor
September 05, 2017

Black and white

Tabby Stoeppel | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Positive = Improved turnaround time on quotes
  • Positive = Professional, well designed quote that is easy for clients to read and sign off on
  • Negative = The biggest complaint I get from the sales team is the time it takes to build (even when using templates)
August 31, 2017

5 Stars

Chris Drynan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • The most important metric is our adoption of the solution. We struggled at first, but our reps love it now.
  • We have increased efficiency due to the ease of use and flexibility.
  • We were able provide our teams a much more flexible and easy to use solution. We now have increased user adoption to other departments that were not possible with our previous solution.
Bill McCord | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Quosal allows for a single presentation of our standard Terms and Conditions in a way that gives our accounting department confidence that the information is being delivered correctly and in a timely fashion. Having a unified document makes editing and distribution of Ts and Cs changes easy and efficient.
  • Our marketing department feels like they have a vested interest in the proposal look and feel now. Those proposals have become an extension of our marketing materials and collateral.
  • Our sales team can more efficiently and more effectively create proposals that win with less time spent creating multiple versions of the same document to satisfy our proposal, marketing and procurement needs.
Return to navigation