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https://dudodiprj2sv7.cloudfront.net/product-logos/Xc/L4/KCO4DFG5OV6U.PNGPro's and Con's of Connectwise SellWe 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.,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.,10,ROI has and remains a 100% ROI.. there's nothing better on the market for our specific industry.,,ConnectWise Manage, MS SharePoint, Microsoft Exchange,8,Yes,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.,9Your ticket to the big leagues.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.,10,50% reduction in our average opportunity life cycle. 200% increase in revenue without adding additional resources. Significant increases in employee efficiency.,,9,Implemented in-house,9,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,9,10,9Overall a decent quoting toolConnectWise 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.,ConnectWise Sell does an excellent job of neatly presenting quotes and proposals to the end user. There are multiple different options for the look and function of the quotes. There are also options for custom quote templates that are designed directly for your organization. ConnectWise Sell does a reasonably good job of connecting to and working with Autotask. It took our organization about 6 months to figure out the correct way to flow from quote to invoice with our systems. Sell will easily pull in your customer information from Autotask into a quote and allow you to send the quote direct from your email.,ConnectWise Sell often becomes disconnected from the server. I have often had my other salespeople report that they were adding a product to a quote and it errored out on them saying the server could not be reached. They then have to close the quote completely and reopen it which interrupts their workflow. ConnectWise Sell does not always connect very well with Autotask. ConnectWise Sell is admittedly owned by ConnectWise which is a competitor to Autotask. Nevertheless, Sell does not give the ability of making an item set as recurring in the quote transfer to Autotask as a recurring item. All items come up as one-time purchases which may not be true.,7,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.,Autotask, QuickBooks Pro, SysTools G Suite/Google Apps Backup, Microsoft Office 365At the risk of driving you away... my experience with QuosalAs a hardware centric Value Added Reseller involved in the Hardware, Software and Services game. We needed an intelligent, Integrated quoting tool that was both sales friendly and rich in features. Quosal allows our sales team to create beautiful quotes and proposals that have the flair and style our marketing team wants, with the back end data that our management and procurement teams needs while still being easy to use.,Custom made templates for Quotes, Proposals and profit sheets make document delivery easy. Live data feeds from our vendors simplify the shopping experience for our sales staff and historical pricing alerts make the pricing experience for our customers smooth and intelligent. The ability to mass import data directly from vendor spreadsheets helps to make complex quotes simple and quick.,We have found that removing the eye candy helps performance on older, less capable workstations. We are currently looking to move our Quosal database to Micorsoft Azure cloud database to make our infrastructure more secure. Adoption to any tool is tough, it's important to stay on the sales team to insure they understand the real business value of a unified quoting tool.,10,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.,QuoteWerks,10,9,YesConnect Your Sales Team!We are using ConnectWise Sell to streamline and standardize our quoting process. This system provides us with professional looking quotes, and the ability to deliver them to our clients in a variety of ways. Before we began using it our quotes were done in Word and Excel formats, and combined into a PDF for presentation to our clients. ConnectWise Sell allows us to spend 80% less time building a quote with the use of templates, and getting the information our clients requested quickly. ConnectWise Sell provides us the metrics and reporting we didn't have using a manual quoting process. Our close rate has increased 80%, and our sales team sees the results in real time. The integration into ConnectWise Manage has made it easy for our sales opportunities to be generated into orders, and move effortlessly thru the purchasing and service processes.,It provides our company with a standardized quoting process. Everyone works the same way, uses the same templates, and generates a professional quote. Nothing gets left out or missed. Portal provides your sales staff and management with a complete view of their efforts. They see in real time what opportunities are in the pipeline, and how successful their efforts are when these opportunities are won. Provides a collaborative platform for our sales team to work on customer quotes. We can now have 2 or 3 members working in the same quote whereas before we had to wait for someone to free up the document before others could access it. It allows us to provide much more information in our quotes by attaching documents to the quote. Things like manufacturer specifications or brochures can now be easily attached into the quotes making it a presentation instead of a bunch of line items with numbers. ConnectWise Sell is customizable to meet the needs of my company. This is so important to us because similar products only allow you to do what they design it for. Our business changes regularly and we need our software systems to be agile and adaptive to it.,I'd like to see ConnectWise Sell develop a more user-friendly environment for advanced form and template design that doesn't require developer skills or consulting engagements. in order for us to develop these forms makes us reliant on consultants. These engagements are worth the cost, but sometimes we just don't have time to wait for them to be delivered. I'd like to see ConnectWise Sell automatically generate a quote for items such as warranties or services that are expiring in ConnectWise Manage. This would save us a tremendous amount of time preparing quotes. I'd like to see a new version automatically created when changes are made to a quote with the ability to reverse or revert back to a particular version. Sometimes people make mistakes and delete or change something they shouldn't have. Or customers want a change to version 1 only to change their minds when you send them the updated one, and want to go back to the original one.,9,It's reduced our time to deliver quotes to our customers by 70%. We have increased our opportunity close rate to 90% We can accurately recognize and reward sales staff using real time data,Salesforce,VMware ESXi, DxContinuum, Microsoft Office 365
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ConnectWise Sell (formerly Quosal)
60 Ratings
Score 8.0 out of 101
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ConnectWise Sell Reviews

ConnectWise Sell
60 Ratings
Score 8.0 out of 101
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October 13, 2017

User Review: "Pro's and Con's of Connectwise Sell"

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
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.
Read Ronald Deeds's full review
September 21, 2017

ConnectWise Sell Review: "Your ticket to the big leagues."

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
If you are producing sales quotes, this software is for you. It will help you create professional quotes with ease, automates your process, and reduces the errors associated with manually data entry.
Read Jared Connell's full review
September 20, 2017

ConnectWise Sell Review: "Overall a decent quoting tool"

Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
  • ConnectWise Sell does an excellent job of neatly presenting quotes and proposals to the end user. There are multiple different options for the look and function of the quotes. There are also options for custom quote templates that are designed directly for your organization.
  • ConnectWise Sell does a reasonably good job of connecting to and working with Autotask. It took our organization about 6 months to figure out the correct way to flow from quote to invoice with our systems. Sell will easily pull in your customer information from Autotask into a quote and allow you to send the quote direct from your email.
  • ConnectWise Sell often becomes disconnected from the server. I have often had my other salespeople report that they were adding a product to a quote and it errored out on them saying the server could not be reached. They then have to close the quote completely and reopen it which interrupts their workflow.
  • ConnectWise Sell does not always connect very well with Autotask. ConnectWise Sell is admittedly owned by ConnectWise which is a competitor to Autotask. Nevertheless, Sell does not give the ability of making an item set as recurring in the quote transfer to Autotask as a recurring item. All items come up as one-time purchases which may not be true.
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.
Read Abraham Ford's full review
July 20, 2017

ConnectWise Sell Review: "At the risk of driving you away... my experience with Quosal"

Score 10 out of 10
Vetted Review
Verified User
Review Source
As a hardware centric Value Added Reseller involved in the Hardware, Software and Services game. We needed an intelligent, Integrated quoting tool that was both sales friendly and rich in features. Quosal allows our sales team to create beautiful quotes and proposals that have the flair and style our marketing team wants, with the back end data that our management and procurement teams needs while still being easy to use.
  • Custom made templates for Quotes, Proposals and profit sheets make document delivery easy.
  • Live data feeds from our vendors simplify the shopping experience for our sales staff and historical pricing alerts make the pricing experience for our customers smooth and intelligent.
  • The ability to mass import data directly from vendor spreadsheets helps to make complex quotes simple and quick.
  • We have found that removing the eye candy helps performance on older, less capable workstations.
  • We are currently looking to move our Quosal database to Micorsoft Azure cloud database to make our infrastructure more secure.
  • Adoption to any tool is tough, it's important to stay on the sales team to insure they understand the real business value of a unified quoting tool.
Quosal will really hit it's stride when management makes it a requirement from the sales staff and the sales staff sees the true business value of having all quotes and proposals come from a unified tool. With just a little bit of training, a champion can propagate the adoption rates up and unify the delivery and presentation of the companies offering in a mater of months. Quosal (through the IT Nation and it's usergroups) can provide training materials and best practice information needed to accomplish this goal. I highly recommend getting involved in the usergroups and attending when possible.
Read Bill McCord's full review
June 29, 2017

ConnectWise Sell Review: "Connect Your Sales Team!"

Score 9 out of 10
Vetted Review
Verified User
Review Source

We are using ConnectWise Sell to streamline and standardize our quoting process. This system provides us with professional looking quotes, and the ability to deliver them to our clients in a variety of ways. Before we began using it our quotes were done in Word and Excel formats, and combined into a PDF for presentation to our clients. ConnectWise Sell allows us to spend 80% less time building a quote with the use of templates, and getting the information our clients requested quickly.

ConnectWise Sell provides us the metrics and reporting we didn't have using a manual quoting process. Our close rate has increased 80%, and our sales team sees the results in real time. The integration into ConnectWise Manage has made it easy for our sales opportunities to be generated into orders, and move effortlessly thru the purchasing and service processes.

  • It provides our company with a standardized quoting process. Everyone works the same way, uses the same templates, and generates a professional quote. Nothing gets left out or missed.
  • Portal provides your sales staff and management with a complete view of their efforts. They see in real time what opportunities are in the pipeline, and how successful their efforts are when these opportunities are won.
  • Provides a collaborative platform for our sales team to work on customer quotes. We can now have 2 or 3 members working in the same quote whereas before we had to wait for someone to free up the document before others could access it.
  • It allows us to provide much more information in our quotes by attaching documents to the quote. Things like manufacturer specifications or brochures can now be easily attached into the quotes making it a presentation instead of a bunch of line items with numbers.
  • ConnectWise Sell is customizable to meet the needs of my company. This is so important to us because similar products only allow you to do what they design it for. Our business changes regularly and we need our software systems to be agile and adaptive to it.
  • I'd like to see ConnectWise Sell develop a more user-friendly environment for advanced form and template design that doesn't require developer skills or consulting engagements. in order for us to develop these forms makes us reliant on consultants. These engagements are worth the cost, but sometimes we just don't have time to wait for them to be delivered.
  • I'd like to see ConnectWise Sell automatically generate a quote for items such as warranties or services that are expiring in ConnectWise Manage. This would save us a tremendous amount of time preparing quotes.
  • I'd like to see a new version automatically created when changes are made to a quote with the ability to reverse or revert back to a particular version. Sometimes people make mistakes and delete or change something they shouldn't have. Or customers want a change to version 1 only to change their minds when you send them the updated one, and want to go back to the original one.

We made the decision to streamline and standardize the sales process in our organization. To accomplish this we needed a software that integrated with our CRM and operations software. It also needed to be customizable internally to work the way we worked. We began customization by making sure every template we created had all the legal and financial fine print included. We then company branded the templates with a look and feel that was ours.

We haven't found an area that it isn't well suited for, but we found areas that challenged us to the point we have to consider advanced development engagements with ConnectWise Sell to deliver. Internally we just don' t have the necessary skill sets to convert some our managed service contracts into the desired templates. To do this requires developers from ConnectWise Sell to design them and deliver them into the portal. It just takes time to perfect the process, but that is a hurdle we encountered in the early adoption of it.

Read David Landry's full review
September 13, 2017

Review: "ConnectWise Sell is my most favorite quoting system of all time!"

Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • The feature of making master templates and template TABS is a very nice feature for making quotes faster, even when the scenario isn't a perfect match for the template. That is what the template TABS are used in our organization to quickly get the match we need, adjust, and the quote is sent.
  • If you will take the time to make your templates, you will save a lot of time. We went from quotes taking 30-1hr, to 15 mins.
  • Because "CWS" stores all your quotes it is easy to pull up anything sent to your customer, who made it, and when it was sent, and all the details of the noted project.
  • The republish feature is nice for when you forgot an detail, item, etc. Simply, go back to your quote add it and republish all without having to resend the quote to the customer.
  • "CWS" is buggy! For us we had to make everyone an admin, since the approved by manager feature doesn't always work. In our department, we have done our own work-around for now, while we wait for "CWS" to fix this bug.
  • When making a template, you cannot copy items from another template. You will need to make a fake quote and pull items from it if you have a well made tab of organized items. This is far better and faster than adding one by one items from ConnnectWise's Product List you created there.
  • Errors do not tell you the cause. For example, if an item is discontinued by your ConnectWise Admin in the Product List, your "CWS" quote will not publish.
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.
Read Kevin Rountree's full review
September 05, 2017

ConnectWise Sell Review: "Black and white"

Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
  • Easy Flow
  • Templates
  • Status updates in the Opportunity from ConnectWise Sell
  • Integration with Ingram
  • Form builder.. it's great but I dont have time to sit and go through all of that, so we usually have to pay for an updated form.
  • Carrying the pictures of hardware, not having to re-add every time.
  • Bundles with electronic orders would really help us out.
I think it is great when the process is followed - (opportunity management) when products are added correctly to the opp, the info carries - it works great. Trying to back track is a pain.
Read Tabby Stoeppel's full review
August 31, 2017

ConnectWise Sell Review: "5 Stars"

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • We needed a web based solution that allowed for integration with vendors. This has provided an easy option for our users to quickly and accurately select products and create professional looking quotes.
  • Quosal was the only web based product that allowed for ingesting quotes from our suppliers. This is a key factor in our process and Quosal does this seemlessly.
  • Flexibility is key to our reps. Every rep has a different type of quoting template. Quosal allows our team members to quickly shift between these and create multiple versions with minimal efforts.
  • We would like to see greater integration and features with Salesforce and QuickBooks. These are two of the leading products in the market and I believe there is room for improvement with these products.
  • One of the benefits of technology platforms today are the communities and third party applications created within these communities. I would like to see Quosal start pushing their boundaries either vertically or horizontally in these markets quicker than they have. I like all of their advancements in training, but additional product offerings and solutions is critical to companies today. People expect more of a solution than a product today and this is the path.
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.
Read Chris Drynan's full review
July 25, 2017

User Review: "ConnectWise Sell enhanced us!"

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
ConnectWise Sell is best suited for companies that need to track quotes/proposals, wins, and losses.
Read Dawn Swagger's full review
June 29, 2017

User Review: "ConnectWise Sell, I was sold at hello."

Score 8 out of 10
Vetted Review
Verified User
Review Source
We use ConnectWise Sell as our primary quoting tool for customers. We used it back when it was referred to as Quosal and stuck with it as it transitioned to its new branding. It fully integrates with our CRM application and allows us to easily create, customize and get quotes out the door. Its integration with all our major distributors and product information catalog makes it a winner.
  • Hosted on Azure and we have had minimal down time.
  • Integrates with many other systems for a seamless experience.
  • Support is excellent and they listen when you make suggestions and requests!
  • Since the servers are on shared systems, sometime things slow down when usage is high. Not to a point where it is unusable though.
  • A little grace period when adding licenses would be nice. When you hit your limit you cannot have any new users log on unless you disable an existing user. It takes a day or two for new users to activate.
It is well suited for resellers in the IT industry. It integrates with all the big boys and the interface is simple and intuitive. If you use ConnectWise Manage as your CRM, the integration makes it a knock out punch.
Read Jim Hartz's full review
June 29, 2017

User Review: "ConnectWise Sell, the real Sell"

Score 6 out of 10
Vetted Review
Verified User
Review Source
We are an MSP and use ConnectWise to track tickets across the clients that we directly support. We have integrated the ConnectWise API to a number of event-driven products, like our backup and recovery reports and network sensors. We also use ConnectWise on the sales and marketing side to track opportunities, close deals, and complete leads. On the finance side, we use ConnectWise to post purchase orders and invoicing. This was primarily talking about ConnectWise manage, for Connectwise Sell we use it to do 99 percent of our quotes with the program. We use connectwise sell to create opportunities and pull it back into connectwise manage. We solve the problem of getting out quotes quickly and accurately.
  • The strengths of ConnectWise has to be with its integration to the ConnectWise manage CRM, this allows us to create a quote and win it in minutes.
  • We like the fact that we can have one of our distributors create a quote, and as a reseller we can pull that quote into ConnectWise Sell with just the quote number.
  • The ability for ConnectWise sell to be sent directly to clients if the OrderPorter feature is activated saves our account reps time and is a custom letter and landing page our customers can access.
  • The ConnectWise Platform has its idiosyncrasies, the process of winning quotes is a struggle since most times we have to win the quote from the ConnectWise Manage and it goes unwon in ConnectWise Sell.
  • The PowerBI integration is really helpful when you only have a few different vendors, but the tool gets overwhelmed when you have 10 or more different companies you buy from. We have also seen that you have to keep your Data clean or what you will be looking see in PowerBI is completely wrong.
  • The reporting in ConnectWise is powerful but complex. We at Lockstep use a ton of different reporting tools, but do not enjoy the reporting that ConnectWise does. It is bulky and hard to navagate.
  • We use a tiered sales commission and finance has brought to our attention that this is something that ConnectWise can not handle.
Where ConnectWise Sell shines is quick and professional quotes, from one page to a full three page pull out. We love the customer support and the quick turn around of service tickets when we have a problem. The integration with the other ConnectWise platforms allows us to quickly accomplish tasks and pump out quotes. I live in ConnectWise Sell and have tested it to its max. There are a ton of features and workflows you can create if you're creative enough.

Where ConnectWise isn't suited is as a stand alone quoting tool, if you do not have the other products in the suite. I feel like it loses its value. The online URL website to create quotes is slow sometimes and frustrating. I would not use the ConnectWise Sell if I was a large business, with 20 to 100 quoters.
Read Derek Davis's full review
June 26, 2017

Review: "ConnectWise Sell, a great Proposal tool!"

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Connectwise Sell for all our proposal needs. All of our sales and back office staff have access to it. It has been invaluable as a solution that makes proposing complex quotes simple. Furthermore, it produces great looking quotes. Its integration with Etilize allows us to produce realtime pricing quotes and greatly assists in our ordering process.
  • Template for consistent quoting
  • The electronic delivery and acceptance system
  • Etilize Integration
  • ConnectWise Manage Integration
  • The editing of order port templates is more complex than I wish it was.
It is very well suited for project proposals, recurring services proposals, and quick small parts sales. I am not sure where it is less appropriate. We use it for all sales.
Read Karl Bickmore's full review
June 23, 2017

Review: "ConnectWise Sell aka Quosal helps our MSP Bottom Line"

Score 9 out of 10
Vetted Review
Verified User
Review Source
We use ConnectWise Sell to quote all products, projects, and subscription renewals. It is used by our sales and sales support team.
  • The ability to quickly generate and send quotes
  • The ability to get quick approval and payment through Order Porter
  • The ability to use templates and copy quotes for quick formatting
  • Spell check does not work for us
  • Needs to speed processing up...aka 'Slowzal'...
  • The ability to integrate vendor ordering (we use Autotask)
It's great for quick product/material quotes. We'd like to use ConnectWise Sell for our managed services contracts, but I haven't been able to invest the time yet to set this up.
Read Lee Miller's full review
June 23, 2017

Review: "ConnectWise Sell streamlines sales process"

Score 7 out of 10
Vetted Review
Verified User
Review Source
We use Connectwise Sell for our account managers to streamline the quoting process and provide up to date pricing and availability while preparing the quote. The built-in features and link with ConnectWise Manage have streamlined our sales process and workflow from the quote to the implementation and customer satisfaction has increased.
  • The integration of Connectwise Sell and Manage make the whole sales process seamless.
  • Using Sell in conjunction with Etilize for up to date pricing and availability and Order Porter helps insure accurate pricing is quoted. The quote approval process also adds another layer of protection to help make sure all quotes going out are correct and there are no surprises after the deal is won.
  • The visibility of Order Porter views is a nice tool for our account managers. They can see when the quotes are being looked at and this can often times lend itself to a good time to make a follow up call.
  • My biggest complaint about Sell is the form designer. Trying to make changes on the forms you use for quoting is a horrible process. We have put off updating our forms just because of the amount of time it takes to figure it out and often times we have to pay for professional services to assist in getting the new forms together.
  • There is not a good way to introduce 3rd party pricing sheets to the catalog. All the linked downloads are with the big distributors, would be nice to be able to download the smaller price sheets from other vendors we deal with.
Connectwise Sell is well suited for preparing and presenting quotes to clients via a PDF or online. It is a little weak on quoting if there are special terms or reoccurring products to show.
Read Tammy M. Randall's full review
September 08, 2017

ConnectWise Sell Review: "Solid Product"

Score 8 out of 10
Vetted Review
Verified User
Review Source
We use ConnectWise Sell for all of our quoting, and interface to our distributors and ConnectWise Manage.
  • Speeds up the procurement significantly
  • Makes quoting consistent and accurate with up-to-date pricing
  • Improves interdepartmental communication and sales funnel tracking
  • Quote form customization is very difficult
  • Some critical functions (like Terms) are hard to find
  • Integration to ConnectWise manage is an interface, not an integration.
Hardware resale quotes are very good. Consulting sales and projects not so much.
Read Ken Smith's full review
August 28, 2017

User Review: "Connectwise Sell - It sells itself"

Score 10 out of 10
Vetted Review
Verified User
Review Source
It is the best tool to quote. It's a tremendous time saver and I can't get enough of ConnectWise Sell.
  • Finding a product
  • The presentation to the client
  • Dynamic updates
  • Needs to be more friendly when modifying the templates
[It's] great for any IT firm but I would not use it for construction.
Read Eduard Lavilla's full review
May 01, 2017

ConnectWise Sell Review: "Quosal Sell"

Score 6 out of 10
Vetted Review
Verified User
Review Source
Outside sales. It makes paperwork easier to keep uniform and helps the automation all the way to order processing.
  • Syncs products to Connectwise.
  • Keeps a central spot for all deal paperwork.
  • Allows for searching across different sources for pricing.
  • Cannot paste Excel tables into a tab for an analysis comparing current and new expenses.
  • Does not support lease factors in term options.
  • Cannot lock down part numbers used (to my knowledge) so reps make their own up.
  • Needs beefier esignature.
  • Hard to design templates due to create crashes and lock ups.
If you use Connectwise I recommend it.
Read Chris Davenport's full review
June 20, 2017

ConnectWise Sell Review: "Sell for Quotes, Sell for Projects, Sell for Close!"

Score 9 out of 10
Vetted Review
Verified User
Review Source
ConnectWise Sell is used by the purchasing and sales manager to create quotes and proposals from 1 PC replacement to complex month or longer projects for software, hardware, and services. The Order Porter feature is used to track the number and frequency of visits and assists with the timing of follow-up and closing deals. The question and answer section has been helpful as more and more clients use this feature directly in Order Porter to pose inquiries. Depending on the nature of the quote, I opt sometimes to use the feature to turn on checkbox options as well as quantity changes available to the one viewing the quote. The ability to easily copy tabs and or line items into another quote and create as many templates as needed has proven to be an efficient time saver. Without ConnectWise Sell the process to deliver high-quality easily understood proposals would be left to Office products, such as Excel spreadsheets. This format has proven itself, especially from the upgrade to ConnectWise Sell from the earlier version ConnectWise Create.
  • The ability to copy tabs and line items into other new quotes. This saves time and when I see a pattern of what we are ordering, or the likelihood we will order again, I create a template to streamline the process even further.
  • The order porter approval and process that shows when clients are viewing and reviewing quotes has proven effective to closing deals. The training process has been slow, but steady as we train the end user to approve the quote online, vs email signed PDF attachment or verbal approvals which are not preferred or even accepted anymore.
  • The Etilize search is invaluable as you may quickly search all of our 3 main distributors for in stock items, compare stock levels from our closest warehouses and plan estimated arrival dates. I usually am within a day at most from when I expect the products to arrive with the knowledge learned at the beginning of the quote process.
  • On 1 of the custom Ripple order porter styles, I have found that notes that are not setup as a dialogue box above the product will not show in the PDF version. For example, if I put details of a product on a line time, it will not show on the order porter version, but it will show on the PDF and vice versa.
  • The ability to add Dell Premiere quotes has been temporarily removed as Dell has changed their style. I know this is being currently worked on, but I am hoping for a quick resolution, as that feature saves so much time in creating Dell server and PC, Laptop quotes.
  • The Success List is not user friendly or easy to read with all the clutter in my opinion. The different shades of green, grey, and red buttons are not clearly defined. This might be easily solved with a quick ChatAssist session pointing me to training or a resource. Perhaps I will just remove that pod on the home screen and replace it with something else.
ConnectWise Sell is well suited for hardware and software quotes for simple refreshes up to complex projects.We wanted it to be used for managed service agreements and to import our templates, but this process proved cumbersome and costly if we wanted to have developers at $250/hr create one for us. For tracking quote status using Order Porter it is well suited.
Read this authenticated review
March 30, 2017

ConnectWise Sell Review: "Quosal - nice quoting tool with great integration to ConnectWise"

Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
  • Does well if all client quotes look basically the same. Good for quoting things that are available in the database or via Excel.
  • Does not work very well with PDF quotes from sources or complex quotes.
  • Also does not do versioning very well.
Read this authenticated review
April 24, 2017

ConnectWise Sell Review: "Quosal - moving forward."

Score 8 out of 10
Vetted Review
Verified User
Review Source
Quosal is used by our sales team and account managers. It's a great quoting tool. I like the ability it has to include photos. It makes presenting the quote exceptional in some cases and makes a great first impression. It also makes it easy to add products to ConnectWise and it's easy to convert into an order.
  • The ability to include pictures makes it look professional.
  • Easy conversion from quote to ticket in ConnectWise.
  • Browser compatibility needs work.
Read this authenticated review
March 16, 2017

ConnectWise Sell Review: "The 'Can Do' Quoting System!"

Score 10 out of 10
Vetted Review
Verified User
Review Source
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
It is appropriate for any company in any industry that needs to present information using a professional, modern resource/tool to quote products/services on a regular basis. It would not be appropriate for companies who do not need a quoting service, such as if their business model is not set up to present the information of services/products to customers.
Read Nadia Varallo's full review
February 02, 2017

ConnectWise Sell Review: "A day in the life of QUOSAL"

Score 9 out of 10
Vetted Review
Verified User
Review Source
Quosal provides a flexible vehicle for our managed services quoting. We are able to provide dynamic content and deliver it quickly to our existing and prospective clients.

We have tentative plans to extend to the office equipment side of the house at some point in the future.
  • Integrated with ConnectWise!
  • Options... Customers can choose options presented in the quote.
  • Online payments.
  • Quirky issues when a proposal is "Won".
  • Minor issues converting to Project, Agreement, etc.
I can only say that we have completely changed our quoting process with Quosal. For small quotes, we typically don't run through the entire process, but for larger proposals it's GREAT!
Read Kyle Forward's full review
September 23, 2016

ConnectWise Sell Review: "Simply Quosal"

Score 7 out of 10
Vetted Review
Verified User
Review Source
I am a Senior Account Executive at Computer PROS. I have been using quosal for several months, the biggest advantage I've found using quosal is the integration with our CRM software. I can create custom quotes without having to put in an individuals information or search for individual products. The biggest issue I've found with quosal is the speed. It just seems sluggish at times.
  • CRM Integration
  • Ability to Copy Quotes
  • Online order portal
  • Sluggish at times
  • Not a smooth transition from tab to tab
Quosal is good product for managing quotes. Being able to create and copy quotes for recurring customers saves a lot of time. The online order portal is very convenient for clients to view quotes and it also allows me to see when customers view those quotes. The only time I find it inconvenient is when i need to do a simple hardware quote. It seems to take much longer to input the information in quosal than it would be to just send a quote via email.
Read Aaron Norman's full review
March 15, 2017

ConnectWise Sell Review: "Good but not great and very expensive"

Score 5 out of 10
Vetted Review
Verified User
Review Source
We use Quosal to send quotes out to our customers and to see if they have opened the quote. This helps us know when to make a contact and elicit feedback from our customers. In addition, it helps us close deals. The Connectwise integration is nice because you can easily convert quotes to sales orders.
  • Connectwise Linking
  • Email notifications when a prospect opens a quote
  • Utilize integration
  • Incredibly Slow
  • Clunky Interface
  • Lack of ease in formatting your proposals
  • Big changes to the templates require a support ticket with Quosal, and they charge you for it
It is well suited if you are an IT managed services provider and you have sales people that you need to manage. Being able to see their quotes and the status of their quotes is nice. Quosal is best if you use Connectwise. That way you can take advantage of the integration.
Read this authenticated review
January 31, 2017

ConnectWise Sell Review: "New User's Experience"

Score 6 out of 10
Vetted Review
Verified User
Review Source
It is being used by our inside and outside sales team members. Our primary use is for quote development and integration into ConnectWise. We are still in the process of rolling the application out across the company and have had several struggles along the way primarily with the training materials and access to them.
  • I think the flexibility of the software in terms of setting up different types of quotes seems to be fantastic.
  • The look and feel of the actual quote itself.
  • There have been some direct integration problems with Quosal into ConnectWise. This was one of the primary reasons we moved to Quosal. I'm confident that the integration will work out over the next several months.
  • Training materials need to be published and accessible by all of my team member on-demand. There has been some issues in getting this part streamlined.
  • Ability to design quote templates fully on your own instead of having to work with Quosal on implementing changes.
We are in the technology business so if you are looking to integrate your entire line of business applications across a single platform ConnectWise is a good choice. There are certainly struggles when you buy multiple platforms and combine them into a single system but I think they are on the right path.
Read this authenticated review

Feature Scorecard Summary

Quote sharing/sending (26)
8.1
Product configuration (25)
6.9
Configuration options (24)
7.2
Pricing rules (25)
7.1
Price adjustment (26)
7.7
Purchase history and open contracts (22)
6.7
Guided selling/Sales portal (21)
6.2
CPQ reporting & analytics (19)
6.1
CPQ-CRM integration (23)
7.6
Attachments to quotes (24)
8.1

About ConnectWise Sell

ConnectWise Sell (formerly 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 your brand
  • Build and unify a consistent sales structure
  • Easily import bill of material and deal registration documents
  • Access real-time pricing and availability from major distributors
  • Keep your sales information in sync with integrations to CRM platforms such as Salesforce, Microsoft Dynamics, Autotask, and of course, ConnectWise Manage!

Additionally, with ConnectWise Sell's online, interactive quote delivery system, clients can customize their order and accept their quote with built-in e-signature capabilities.

ConnectWise was named a Niche Player in the 2018 Gartner Magic Quadrant for Configure, Price, Quote Application Suites. Ninety percent of reference customers for ConnectWise said they would recommend its product without qualification. ConnectWise achieved the highest rating for technical support of any of the vendors in this report. The full report can be accessed here.


Categories:  Contract Management,  Proposal,  CPQ

ConnectWise Sell Features

CPQ Features
Has featureQuote sharing/sending
Has featureCredit approvals
Has featureE-signature
Has featureProduct configuration
Has featureConfiguration options
Has featurePricing rules
Has featurePrice adjustment
Has featurePurchase history and open contracts
Has featureGuided selling/Sales portal
Has featureSelf-service CPQ
Has featureCPQ reporting & analytics
Has featureProposals
Has featureExcel integration
Has featureCPQ-CRM integration
Has featureAttachments to quotes
Has featureRenewal management

ConnectWise Sell Screenshots

ConnectWise Sell Integrations

ConnectWise Manage, NetSuite, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Salesforce.com, Autotask, Avalara, Ingram Micro, Dell, etilize, QuickBooks, HP iQuote, Tech Data, Synnx, D&H, Great America

ConnectWise Sell Competitors

Apttus Configure Price Quote, QuoteWerks, Salesforce CPQ (formerly SteelBrick), ChannelOnline, Salesforce CPQ (formerly SteelBrick), Salesforce CPQ (formerly SteelBrick), Salesforce CPQ (formerly SteelBrick)

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?No

ConnectWise Sell Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Countries:United States, Europe, Australia
Supported Languages: English