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ConnectWise Sell is a versatile tool that serves multiple departments within an organization. Sales, engineering, project managers, and …
Overview
What is ConnectWise CPQ?
ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal solution of the ConnectWise Suite. With ConnectWise Sell, users can create professional technology quotes and proposals that include rich product information, cover letters, and statements of work in minutes and automatically…
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Popular Features
- Pricing rules (41)8.484%
- Price adjustment (42)7.777%
- Quote sharing/sending (42)7.474%
- Product configuration (41)6.767%
Pricing
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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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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
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…
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:
-
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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Reviews
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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.
September 05, 2017
Black and white
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.
73%
7.3
- Positive = Improved turnaround time on quotes
- Positive = Professional, well designed quote that is easy for clients to read and sign off on
- Negative = The biggest complaint I get from the sales team is the time it takes to build (even when using templates)
This is the first quoting tool we have used that I am aware of.
August 28, 2017
Connectwise Sell - It sells itself
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
60%
6.0
- Time is money and I save time.
- QuickBooks
QuickBooks and Excel - and there is no comparison.
May 01, 2017
Quosal Sell
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.
76%
7.6
- Faster quote and paperwork creation.
- Needs more reporting on rep participation time.
November 11, 2015
Quosal may have a cutesy logo, but they make a serious tool...
Score 8 out of 10
Vetted Review
Verified User
Quosal is used across multiple departments at our firm, from sales to purchasing. We utilize the Etilize function that queries our distributors' databases to do research on products and availability. We previously used a product called Channel Online that required a lot of manual input, especially when quoting from vendors like Dell. Quosal provides a quote and proposal platform that keeps our presentation consistent, reduces manual entry errors, and largely speeds up the quoting process. The fact that you can use it to electronically process orders with the major channel distributors is a huge plus, and it's integration with ConnectWise removes the human error factor when transferring your purchases to the billing department.
- Quosal really speeds up the quoting process, especially if you have repeatable processes or items that you sell. We've created boiler plate templates for installations, and that alone shaves five to ten minutes off generating a quote.
- Quosal's tight integration with ConnectWise has streamlined our purchasing and billing process. The fact that I hands the pricing, cost, part numbers and customer information directly into the system removes human error, saves paper, and dramatically reduces the time required for our billing department to accurately bill products and projects.
- We quote a large number of Dell machines, and Quosal's ability to copy and paste the XML quotes into the Quosal workspace is a HUGE timesaver.
- Quosal Create is a resource heavy system, and will run slow on machines that are 3-4 years old.
- Quosal's tax system is not flawless. It has priced the taxes incorrectly on a number of quotes even though the back end is set up correctly.
- Quosal create is not truly compatible with touch screen systems. If you use something like a Microsoft Surface or the Leap Motion controller, Quosal's screen refresh will lock up and you have to restart the program and not use the touch interface.
- Reduced human error
- Reduced time required to complete a quote
- Reduced the number of missed sales
Quosal is a very elegant system compared to QuoteWerks, and has a reasonable cost point for the advantages you gain. At the time we were reviewing Quosal, Channel Online lacked integration with PSA systems, lacked a number of the work flow processes that Quosal features, and simply could not automate the creation of quotes that involved Dell or custom hardware.