Pros and Cons of ConnectWise CPQ 2024

Q: What are ConnectWise CPQ's top competitors?

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

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…

Learn from top reviewers

Before you Buy, ask other MSP about their Support

Rating: 1 out of 10

February 24, 2022

Vetted Review

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 B...

Steve Schulte

C-Level Executive - Corporate

COO (Chief Operating Officer)

Capital Network Solutions, Inc.

3 years of experience

ConnectWise Sell is a WIN

Rating: 9 out of 10

February 13, 2021

IncentivizedVetted Review

We use ConnectWise Sell for quoting purposes - to quote all of our IT and Managed Services Solutions. We utilize etilize and order porter.

AMBER SCHOENHERR

Manager - Sales

Sales Manager

MARCO TECHNOLOGIES

7 years of experience

Great SaaS option for IT integrators and resellers

Rating: 7 out of 10

October 3, 2019

IncentivizedVetted ReviewVerified User

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 ...

Garry Adams

Account Manager - Professional Services

Client Relationship Manager

JMARK Business Solutions, Inc. IT Support and IT Services Tulsa OK, Springfield MO, Fayetteville AR

1 year of experience

Great Quoting tool for any IT Company!

Rating: 9 out of 10

March 1, 2019

IncentivizedVetted ReviewVerified User

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...

Brian Hall

Manager - Information Technology

Service Manager & Project Coordinator

Southampton Computers

1 year of experience

Connectwise Sell and APIs between Sell and Manage in MRR environments

Rating: 8 out of 10

March 1, 2019

IncentivizedVetted ReviewVerified User

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 p...

Trent Kenelly, DTM

Engineer - Information Technology

Enterprise Applications Manager

Immedion

4 years of experience

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Pricing

View all pricing

ConnectWise CPQ

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?

15 people also want pricing

Alternatives Pricing

QuoteWerks

$15

per user/per month

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…

Salesforce CPQ

$30

Per User per Month

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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Features

CPQ

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

6.6

Avg 8.6

7.4
Quote sharing/sending
(42) Ratings
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
6.7
Product configuration
(41) Ratings
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
7.1
Configuration options
(40) Ratings
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
8.3
Pricing rules
(41) Ratings
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
7.7
Price adjustment
(42) Ratings
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
6
Purchase history and open contracts
(37) Ratings
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
6
Guided selling/Sales portal
(36) Ratings
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
2
CPQ reporting & analytics
(34) Ratings
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
6.7
CPQ-CRM integration
(39) Ratings
Integrates to the company’s CRM to update the customer record.
7.9
Attachments to quotes
(39) Ratings
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.

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Product Details

About
Integrations
Competitors
Tech Details
FAQs

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

Show Unsupported 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 Order Porter E-Signature

ConnectWise CPQ Video

Watch ConnectWise Sell overview video

ConnectWise CPQ Integrations

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

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

Reviewers rate Pricing rules highest, with a score of 8.3.

The most common users of ConnectWise CPQ are from Small Businesses (1-50 employees).

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Comparisons

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Reviews From Top Reviewers

View all reviews

(1-5 of 48)

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Before you Buy, ask other MSP about their Support

Rating: 1 out of 10

February 24, 2022

SS

Steve Schulte

COO (Chief Operating Officer)

Capital Network Solutions, Inc. (Information Technology & Services, 11-50 employees)

Vetted Review

Reseller

3 years of experience

Pros

Quoting engine is good
Electronic Sign off is easy
The install support team was good

Cons

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

ConnectWise Sell is a WIN

Rating: 9 out of 10

Incentivized

February 13, 2021

AS

AMBER SCHOENHERR

Sales Manager

MARCO TECHNOLOGIES (Computer & Network Security, 1001-5000 employees)

Vetted Review

Reseller

7 years of experience

Pros

Order Porter
Etilize
Customized Templates

Cons

Ability to add more notes on a quote
Ability to have more sales reps listed
Approval workflows

Great SaaS option for IT integrators and resellers

Rating: 7 out of 10

Incentivized

October 03, 2019

GA

Garry Adams

Client Relationship Manager

JMARK Business Solutions, Inc. IT Support and IT Services Tulsa OK, Springfield MO, Fayetteville AR (Information Technology and Services, 11-50 employees)

Vetted Review

Verified User

1 year of experience

View profile

Pros

Online quoting.
Real-time product availability and pricing.
Visibility into customer activity.

Cons

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.

Great Quoting tool for any IT Company!

Rating: 9 out of 10

Incentivized

March 01, 2019

BH

Brian Hall

Service Manager & Project Coordinator

Southampton Computers (Information Technology and Services, 11-50 employees)

Vetted Review

Verified User

1 year of experience

View profile

Pros

The ability to create custom templates for different types of quotes/projects to quickly create quotes for clients.
The ability to get all the updated pricing from all our vendors without having to search the vendors website
The ability to sync Opportunities with ConnectWise Manage and automatically create sales orders.

Cons

I would like to be able to see more Canadian vendors in the list of vendors.
The ability to change the order porter template should be easier.
It's difficult to search for older quotes created.

Connectwise Sell and APIs between Sell and Manage in MRR environments

Rating: 8 out of 10

Incentivized

March 01, 2019

TK

Trent Kenelly, DTM

Enterprise Applications Manager

Immedion (Information Technology and Services, 51-200 employees)

Vetted Review

Verified User

4 years of experience

View profile

Pros

Tab based templated, useful for a variety of Sales order types and solutions
Various order types and processes, used for MSA, COLO, Cloud and project based engagements
Professional looking documentation, including electronicly signable documentation
Handling of MSAs, SOF and SOW

Cons

Azure integration. In 2018, we have experiences several multi tennant outages
Connectwise integration, the REST API does not handle monthly recurring revenue
Handling of recurring items, as stated previously
API, rest vs legacy. Treatment of recurring items as non recurring

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