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ConnectWise Sell is a versatile tool that serves multiple departments within an organization. Sales, engineering, project managers, and …
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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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Popular Features
- Pricing rules (41)8.484%
- Price adjustment (42)7.777%
- Quote sharing/sending (42)7.474%
- Product configuration (41)6.767%
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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…
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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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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
ConnectWise CPQ Video
ConnectWise CPQ Integrations
- ConnectWise PSA
- NetSuite ERP
- Salesforce Sales Cloud
- Datto Autotask PSA
- Avalara
- Ingram Micro
- Microsoft Dynamics 365
- GfK Etilize
- Dell
- QuickBooks
- HP iQuote
- Tech Data
- Synnx
- D&H
- Great America
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
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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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!
- Business Problems Solved
- Recommendations
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:
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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.
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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.
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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.
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(1-5 of 5)Companies can't remove reviews or game the system. Here's why
October 13, 2017
Pro's and Con's of Connectwise Sell
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.
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.
- We can retrieve a WON quote, copy it, modify it as necessary and send it to a customer. This insures that we used identical mfg part numbers and that the discount offered is the same as a discount previously offered.
- If we create quotes under various Connectwise Sell TABS, we are able to copy that specific tab to a new quote.. saves us a lot of time and insures accuracy.
- Connectwise Sell is modifiable to suit our specific needs... but we sometimes need support assistance in making those modifications particularly in layout areas.
- We have a large client with a vast number of sites. We can label each quote according to site which makes it easy to track in the future.
- Even though I have repeatedly and continue to have an issue with the KOALA being non functional.. and I have both verbally and thru the support ticketing system tried to resolve it.. and I have send step by step screen captures along .. the problem remains. It appears that CW Support seems to be more interested in their internal step by step processes, wanted ratings on their customer satisfaction and this major issue continues to not be resolved.. its been going on exactly since the last quarterly update was rolled out.
- on the RECENT QUOTES screen, 1/3 of the right side of the screen remains blank. I requested the ability to fill the remaining 1/3 of the screen by expanding my RECENT QUOTES to view more. Presently I can view 16 which I am told is the limit. Not good.
- It seems like the First Tier of Support is clueless when it comes to providing support. Every question seems to require escalation.. and this has the effect of not receiving support when it's most needed which is during the problem.. not 2 days later.
68%
6.8
- ROI has and remains a 100% ROI.. there's nothing better on the market for our specific industry.
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.
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.
Yes
no
Yes.. I inquired if there was a method to modify discounts on an item instead of having to click the edit pencil on each product. They assisted me in modifying my primary template to allow me to simply change discounts when all line items are showing on my main screen. This is a super timesaver and should be part of their primary rollout for new clients.
September 21, 2017
Your ticket to the big leagues.
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.
- Quosal has integration with several accounting packages and CRMs. This is key if you want to automate your business processes.
- Quosal's 'Order Porter' (e-quote system) is very end-user friendly. It can be setup to allow your customers to pick and remove products, change quantities, and electronically approve the quote. It can also be configured to capture payment via credit card, paypal, or leasing terms.
- Etilize Live, a module within Quosal, integrates with most major vendor catalogs to provide real-time pricing simply by entering the product sku. It also allows us to place orders with our vendors from within Quosal. We can guarantee that we are getting the best pricing available without the need to shop each vendor website.
- The first year we were using Quosal, they were consistently posting new 'How to' videos and live training sessions to help users become familiar with the software features and best practices. While those videos are still available, they are becoming less relevant with each software version patch. The help manual documentation should be updated with the software versions as well.
- 50% reduction in our average opportunity life cycle.
- 200% increase in revenue without adding additional resources.
- Significant increases in employee efficiency.
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.
- Implemented in-house
- Shopping vendors to be sure that you have the best pricing. Quosal integrates with major vendors with a feature called 'Etilize Live." If you simply enter a manufacturer part number, etilize will return pricing for all vendors that carrying that product. If you do not have a manufacturer part number in mind, you can search by category or keyword and narrow down your selection (e.g. laptops or desktops). This process is much easier searching through each individual vendor.
- Posting sales orders and purchase orders to QuickBooks or ConnectWise. Quosal has seamless integration to both applications; this process previously involved copying and pasting each line item from our quoting software (quotewerks) to QuickBooks, basically a part time job. With Quosal, the entire SO/PO can be posting with the click of a button. This was a huge efficiency gain for us.
- Integration to our ConnectWise 'Sales Opportunities' was another function that is easy, we definitely take it for granted now. After sending a quote to your customer, creating the opportunity in ConnectWise is just one more click. This has made it a LOT easier to stay on top of sales forecasting. Before Quosal, our sales reps had to manually enter their opportunities into ConnectWise, this could easily sku our forecasting if they forgot to add the revenue to several opportunities. With Quosal, every time we send a quote to a customer, the opportunity in ConnectWise is updated with the most recent sales numbers.
- The initial setup of Quosal and transition from our previous quoting software was fairly cumbersome for us. I don't blame Quosal at all for this though. When we were first getting Quosal setup, we did everything in our power to stay in our comfort zone and make Quosal work like our previous quoting software. We wasted the implementation session by having our Quosal consultant help modify the software to fit our needs. In retrospect, we should have started with the recommended setup and used the consulting time to learn all of the features and capabilities Quosal had to offer. We made the transition much harder than it needed to be. My advice for any companies new to Quosal: embrace the change. Start with the "canned" best practice setup and learn how the software was designed to work; don't try to conform the software to your process. You purchased Quosal for a reason, probably to improve your sales process and gain other efficiencies. These guys had companies like yours in mind when they created Quosal.
Yes
Quosal does have a mobile app for the ipad. We do not currently use it, but I have tested its functionality enough to know it would be a good product for a lot of companies. We don't use it because because most of our qoutes are created by our sales support team, an then delivered to our clients by our sales reps and account managers. If your sales team is more independent and create their own quotes, this app would be very beneficial to use. It is available for the App store; last I checked, you could demo the full product for 30 days with your Quosal credentials.
July 25, 2017
ConnectWise Sell enhanced us!
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.
- Connectwise Sell integrated with our CRM Connectwise Manage perfectly. Updating is simple and quick.
- Implementation and customer service/support is amazing.
- ConnectWise allows the addition of PDFs to the proposals to make a complete package for prospective clients.
- Overall we have had a great experience with ConnectWise Sell. I would like the PO system to be more integrated with actual electronic ordering and not with the sales reps.
100%
10.0
- Our clients review and approval proposals for new equipment almost instantaneously. Before it could take days or weeks. These projects always include significant labor returns.
We decided ultimately that we wanted to remain within the Connectwise Manage/Sell family. It made sense.
All sales quotes are done using Quosal. Our PSA is ConnectWise and the integration with Quosal was the driving force in our selection.
- ConnectWise integration. Opportunities are linked to Quosal quotes.
- GreatAmerica Leasing tie in. Allows us to add lease estimates to our quotes with a few clicks.
- Reasonably easy to use as long as we don't want to do too much.
- Hard to use for complex comparisons, choices, options, etc.
- Order Porter is a nice feature but it not very user-friendly. Should not have to train our clients on how to use the order site. Should be more intuitive.
- Not very customizable. Yes there are settings that can be changed but to do any real customization requires extensive effort.
51.25%
5.1
- Don't think it has made a material difference in actual sales.
- It has made internal administration of quotes easier.
We used to use Quotewerks but switched due to the Connectwise integration.
March 17, 2017
The 'Can Do' Quoting System!
We use Quosal as our primary quoting service, used by the purchasing, marketing and executive management teams for all services related to reselling technology requested by our clients for hardware/software sales and services, generating new contracts for prospective partners or customers in addition to all forms of contract renewals, as well as quoting new technology to upgrade services, hardware, software or to propose the implementation of various projects.
- Seamless integration with ConnectWise
- Simplistic way in which to build a professional, clean quote that can be made as extensive or as concise as you choose
- Auto populating fields for thumbnails when adding products to quotes
- Live, up-to-date pricing for a list of vendors that populates for a selection of your choice simply by inputting the product ID
- Detailed reporting and analytics functions that tracks quoting progress and displays success rates
- Has integrated within the system a clever sales team/individual recognition program that can be utilized to create internal contests that promote healthy competition and camaraderie
- Would prefer to have the option to archive and organize accumulated (past) quotes in customized groups/folders
- Would prefer to have a less complicated setup process to customize the templates and set up the administrators/users upon upgrading to Quosal Sell
83%
8.3
- Customer satisfaction improvement. It's an impressive and professional way to present information that our customers appreciate. They not only have a clear way of knowing exactly what is being proposed, but now have another method they can use to easily track and organize approved/ not-approved quotes.
- Improved brand consistency. We have a reputable, trusted image that projects across our client portfolio (not to mention within our community) and this system helps to promote and maintain our transparency and professional image.
- Following up and referencing past quotes is made easy and quickly, which has benefited us from a time-cost savings perspective.