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…
Before you Buy, ask other MSP about their Support
ConnectWise Sell is a WIN
Sweet and Sour
Great SaaS option for IT integrators and resellers
Integration issues and bugs
Think again on ConnectWise Sell & Dynamics 365 integration.
Great Quoting tool for any IT Company!
Connectwise Sell and APIs between Sell and Manage in MRR environments
ConnectWise Sell Is A Preferred Selling Tool!!
Quoting Platform Above the Others
ConnectWise Sell helps us sell more!
Highly recommended
Implementation hasn't been very good. I don't feel that i'm getting what i'm paying for
ConnectWise Sell - Transition was a little rough, but it's a solid product.
To Sell or Not to Sell
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Pricing rules (41)8.484%
- Price adjustment (42)7.777%
- Quote sharing/sending (42)7.474%
- Product configuration (41)6.767%
Pricing
What is ConnectWise CPQ?
ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal solution of the ConnectWise Suite. With ConnectWise Sell, users can create professional technology quotes and proposals that include rich product information, cover letters, and statements of work…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
11 people also want pricing
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.
Features
CPQ
Features related to configuring and pricing products and delivering quotes to customers.
- 7.4Quote sharing/sending(42) Ratings
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
- 6.7Product configuration(41) Ratings
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
- 7.1Configuration options(40) Ratings
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
- 8.4Pricing rules(41) Ratings
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
- 7.7Price adjustment(42) Ratings
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
- 6Purchase history and open contracts(37) Ratings
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
- 6Guided selling/Sales portal(36) Ratings
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
- 2CPQ reporting & analytics(34) Ratings
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
- 6.7CPQ-CRM integration(39) Ratings
Integrates to the company’s CRM to update the customer record.
- 8Attachments to quotes(39) Ratings
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is ConnectWise CPQ?
ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal solution of the ConnectWise Suite. With ConnectWise Sell, users can create professional technology quotes and proposals that include rich product information, cover letters, and statements of work in minutes and automatically update their sales pipelines accordingly.
The vendor says key benefits include:
- Save time creating IT quotes and proposals through automation
- Create visually appealing and presentable quotes that promote the brand
- Build and unify a consistent sales structure
- Import bill of material and deal registration documents
- Access real-time pricing and availability from major distributors
- Keep sales information in sync with integrations to CRM platforms such as Salesforce, Microsoft Dynamics, Autotask, and of course, ConnectWise Manage.
Additionally, with ConnectWise CPQ's online, interactive quote delivery system, clients can customize their order and accept their quote with built-in e-signature capabilities.
ConnectWise CPQ Features
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
Comparisons
Compare with
Reviews and Ratings
(88)Community Insights
- 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.
-
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.
-
Consider other options and conduct thorough due diligence. Some users advise considering other alternatives before deciding on ConnectWise Sell, noting that the program may be perceived as bare-bones and not visually appealing. They suggest conducting thorough due diligence, going beyond the canned demo, and considering other available alternatives to make an informed decision.
Overall, it is recommended to try out ConnectWise Sell using its trial feature, utilize it as a prospecting tool, and carefully consider other options while conducting thorough due diligence before making a decision.
Attribute Ratings
Reviews
(1-3 of 3)Integration issues and bugs
- Proposal template looks professional.
- The system is reasonably easy to learn and use.
- It does not sufficiently integrate with Dynamics 365.
- The system has had a huge number of bugs.
- Most of the employees we work with do not take issues seriously, and it takes a very long time to obtain assistance.
- The company seems to lack employees with sufficient technical knowledge to address issues.
- Quote sharing/sending
- 50%5.0
- Product configuration
- 30%3.0
- Configuration options
- 10%1.0
- Pricing rules
- 10%1.0
- Price adjustment
- 20%2.0
- Purchase history and open contracts
- 50%5.0
- Guided selling/Sales portal
- 30%3.0
- CPQ reporting & analytics
- 10%1.0
- CPQ-CRM integration
- 10%1.0
- Attachments to quotes
- 50%5.0
- Implementing ConnectWise Sell and dealing with issues has drained a great deal time and resources. This has provided negative ROI because I have been dealing with issues and have not even had time to use the system in a strategic manner.
- Proposals
- To offer "as a service" to our customers.
- Nothing
- Product Features
- I like that I can access QuosalOne from a web browser anywhere and continue my work.
- I like the real time integration into my CRM and distributors.
- I like the way Quosal gives a real professional look and feel to our proposals.
- I'd like to have the ability to customize the product a bit more, however I know that's a limitation of QuosalOne over the full Quosal application.
- I've not learned to navigate the help and support effectively yet. I think my answers are out there and it's more on me than the software.
- Quote sharing/sending
- 100%10.0
- Product configuration
- 90%9.0
- Configuration options
- 70%7.0
- Pricing rules
- 100%10.0
- Price adjustment
- 100%10.0
- Purchase history and open contracts
- 90%9.0
- Guided selling/Sales portal
- 90%9.0
- CPQ reporting & analytics
- 90%9.0
- CPQ-CRM integration
- 90%9.0
- Attachments to quotes
- 100%10.0
- We are certainly spending less time creating better proposals than with our previous tools.
- We are closing more proposals faster with QuosalOne.
- Our quoting tool expense tripled (we were paying very little to begin with, so this is not to say the tool is expensive) and it has been worth every penny we've spent in increased productivity, professional appearance, and ease of quoting/closing deals.
- Product Features
- Product Usability
- Existing Relationship with the Vendor
- Positive Sales Experience with the Vendor
Quosal Review - Largest Quosal User
- Professional looking documents delivered to customers.
- The speed of rate in which we can turn a phone call to a quote to a opportunity to a win.
- The accessibility from accessing our quotes on the web via a secure connection. Giving us the ability to look at quotes on our iPads and smartphones.
- The ability to link to our CRM system which is on the exact page as Quosal.
- There are bugs that seem to pop up every now and then but they are usually corrected within the monthly updates.
- The database structure and API to our CRM has flaws in it that are due to the limitations of the CRM API.
- We sometimes come in to the software being down after an update that happens overnight.
- Quosal is a west coast company and they pawn their support off to their sister CRM company in the morning. Those support reps are usually clueless and give you wrong answers so its always best to wait till 11am EST to get a Quosal rep.
- Quote sharing/sending
- 100%10.0
- Product configuration
- 100%10.0
- Configuration options
- 90%9.0
- Pricing rules
- 100%10.0
- Price adjustment
- 100%10.0
- Purchase history and open contracts
- 100%10.0
- Guided selling/Sales portal
- 80%8.0
- CPQ reporting & analytics
- 80%8.0
- CPQ-CRM integration
- 100%10.0
- Attachments to quotes
- 100%10.0
- Positive - Faster quote processing leading to better visibility.
- Negative - Poor reporting forcing us to use SSRS to create our own custom reports.
- Middle of the Road - It always seems like some of the issues that pop up are always super visible since they stick out.
- Developer with Light SQL skills (simple querying, not writing code), Report Writer Skills (Crystal or SSRS), Strong Customer Service, Ability to train others, Ability to present to employees in any setting (from WebEx to one on one to a large group of people).
- Ability to work past and look beyond a normal 40 hour work week.
- 24/7 support since sales sometimes happen on weekends and at night.
- Multitasking in various ways. Knowledge of all Microsoft products.
- 5 to 10 years experience supporting others on a software package.
- Some sales knowledge would be a plus. Product/Inventory knowledge also a plus. People skills. Inventive mind.
- Ability to think on your feet and to work smarter and not harder.
- Sales Speed
- Sales Reporting
- Forecasting
- We are looking at using Order Porter for electronic signatures.
- Videos encased within quotes providing the personal touch with each quote.
- Sales reporting and forecasting.
- Order Porter - digital quoting.
- Mass marketing quotes to a whole marketing campaign.
- Updating a whole quote at once with up to date pricing with one click.
- Package selling.
- Manager reviews on quotes.
- Price
- Product Features
- Product Usability
- Vendor Reputation
- Positive Sales Experience with the Vendor
- Implemented in-house
- Issues we didnt expect.
- The change to our lives on a day to day basis.
- The push back from users who hated change. This happens with all software implementations.
- Quoting.
- Winning a quote.
- Analyzing what's out there as far as quotes.
- Statements of Work but that might be because of us.
- Item notes have become an issue and are cumbersome sometimes, especially when selling Dell.