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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
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.
January 20, 2020

Sweet and Sour

Score 8 out of 10
Vetted Review
Verified User
Incentivized
ConnectWise Sell is currently being used by my entire company. It ties together each department and gives everyone visibility and information at their fingertips. The reports come in handy as well. I use the procurement report almost daily. The service boards and tickets also help to keep everything organized and allow for communication on a particular project all in one place.
Garry Adams | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
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 awful. 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 9 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. It is very difficult to make CW take issues seriously; it seems we are often ignored.
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.
Brian Hall | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use ConnectWise Sell to create managed services proposals, project proposals as well as simple hardware and software quotes for all our clients. It allows us to quickly and efficiently create quotes and get updated pricing from all our vendors. This allows for accurate profit margins and we know exactly how much we're making on all our deals.
Trent Kenelly, DTM | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Sell as part of our sales process, specifically for generation of quotes. It is critical to the order generation process. Sell is utilized throughout the entire sales process, from scoping of proposals, review of items, edits to documentation, MSAs, SOW and SOFs, and generation of electronic signable documentation. The API to manage is utilized for generation of the sales orders and conversion to additions to sales agreements.
John Trevino | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use it to provide quotes to our clients and keep track of the orders. It gives us the ability to make our quotes look very clean and professional. It also comes with the ability to tie it into our IT vendor and automatically add items based on their catalog.
Nick Newbould | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Mike Markham | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
ConnectWise Sell is being used by my sales team to manage all quotes and proposals that go to existing and prospective customers. Much of our business is a "buy-sell" transaction model so to have access to the latest pricing and availability from our distributors is very important. ConnectWise Sell queries all of our distributors to find the information our sales team needs to associate items to a quote at a price that works for Commenco and our customers. Additionally, all quotes that go out are accurate and have our desired branding.
January 16, 2019

Highly recommended

David McCoy | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 1 out of 10
Vetted Review
Verified User
Incentivized
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.
Mike Herrington | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
September 28, 2018

To Sell or Not to Sell

Alissa Levanway | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
Chris Michalec | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Ronald Deeds | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Jared Connell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Quosal is used by our sales, account management, purchasing, and accounting department. Since our transition to Quosal back in 2012, we have realized significant improvements in several key areas of our business. Our sales pipeline average has decreased by 50% while our hardware/software revenue has increased 200% without adding any additional resources. Quosal's API has given us the ability to completely automate our sales process; we are able to produce very impressive sales proposals in a fraction of the time. The manually data entry that previously consumed our sales and accounting resources is now achieved with the simple click of a mouse.
Abraham Ford | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Kevin Rountree | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
September 05, 2017

Black and white

Tabby Stoeppel | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use ConnectWise Sell for all quoting purchasing and now, electronic orders. ConnectWise Sell is a very intricate part of our opportunity management process. We are soon to be implementing Success List to encourage AND hold our sales team accountable.
August 31, 2017

5 Stars

Chris Drynan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Quosal as our primary quoting and request for proposal (RFP) tool. We have a deep integration with Salesforce so our uses have a single view into quoting, metrics, and pipeline. This also allows for our engineers and project managers a simple way to view project details, BOM's and overall management. Quosal replaced QuoteWerks due to their lack of a web solution and ability to integrate with other products in our stack. This has been a huge benefit to sales, engineering, project managers and executive management. The new BI reporting is going to fill a critical gap in our review process. Additional key requirements in our selection process was to find a solution that would continue to evolve, improve, and provide flexibility in the event our environment changed. Since we have joined Quosal we have seen nothing but excellent support, product enhancements and a great supporting community. I could not be happier with our selection.
Dawn Swagger | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Connectwise Sell is currently being utilized to provide proposals for network upgrade projects, equipment purchases, managed services and more. On the whole, we were using an unpolished quoting system prior to purchasing ConnectWise Sell. That system did not provide tracking or statistics for quotes, it did not have a nice look or use our logo. ConnectWise Sell has significantly upped our sophistication and appearance to our clients and prospective clients. Our clients love the ability to approve quotes via their smart phones and repeatedly report how much they love the integration or ConnectWise Manage and Sell.
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