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ConnectWise CPQ

ConnectWise CPQ
Formerly ConnectWise Sell / Quosal

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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Recent Reviews

TrustRadius Insights

ConnectWise Sell is a versatile tool that serves multiple departments within an organization. Sales, engineering, project managers, and …
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Sweet and Sour

8 out of 10
January 20, 2020
Incentivized
ConnectWise Sell is currently being used by my entire company. It ties together each department and gives everyone visibility and …
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Integration issues and bugs

1 out of 10
May 17, 2019
We are using CW Sell with Dynamics 365 in our organization. The integration with Dynamics 365 has been awful. When we had our first demo …
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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

View all 10 features
  • Pricing rules (41)
    8.4
    84%
  • Price adjustment (42)
    7.7
    77%
  • Quote sharing/sending (42)
    7.4
    74%
  • Product configuration (41)
    6.8
    68%
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Pricing

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N/A
Unavailable

What is ConnectWise CPQ?

ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal solution of the ConnectWise Suite. With ConnectWise Sell, users can create professional technology quotes and proposals that include rich product information, cover letters, and statements of work…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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10 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.

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Features

CPQ

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

6.6
Avg 8.6
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Product Details

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

Screenshot of Sell DashboardScreenshot of Sell EtilizeScreenshot of Sell IntelScreenshot of Sell Order Porter E-SignatureScreenshot of Sell Place Order

ConnectWise CPQ Video

ConnectWise CPQ Integrations

ConnectWise CPQ Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States, Europe, Australia
Supported LanguagesEnglish

Frequently Asked Questions

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

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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Comparisons

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Reviews and Ratings

(88)

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!

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:

  1. 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.

  2. 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.

  3. 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

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
Score 1 out of 10
Vetted Review
Verified User
We are using CW Sell with Dynamics 365 in our organization. The integration with Dynamics 365 has been awful. When we had our first demo with the account rep and their engineers, we were promised the world and that everything was going to work. They answered yes to every question we had. We are about 9 months into using the products and every week we discover a new issue. Their support is not helpful and it takes a very long time to get things answered. Our main issue is that CW Sell DOES NOT work with Dynamics 365 nicely. There are so many bugs in Sell that we thought we were their first customer to have this integration. Some products from Sell don't transfer to Dynamics 365. Sell will corrupt your SharePoint environment if you use SharePoint as a document location. It is very difficult to make CW take issues seriously; it seems we are often ignored.
  • 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.
ConnectWise Sell is probably well suited for a company with very basic proposal needs and plans on using ConnectWise Manage for CRM needs. If a company has anything beyond basic proposal needs and uses a CRM system other than ConnectWise Manage, that company should proceed with caution.
CPQ (10)
27%
2.7
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.
We were using D-Tools for proposal creation and that application is far better. The only reason we moved to Sell is that it has leasing capability.
33
Sales, Management, Design/Engineering
4
People are supporting who should not have to, but a myriad number of issues have made this necessary.
  • Proposals
  • To offer "as a service" to our customers.
  • Nothing
At this time, we plan on cancelling after the first contract term.
Yes
We were using D-Tools and that application is much better.
  • Product Features
It had a very specific functionality we were looking for.
I would have gone with a different system.
No
The support is awful.
Yes
No, never in a timely fashion.
No
Yes, but I don't use it
With our serious Dynamics 365 integration issues, usability is awful.
Trent Kenelly, DTM | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Sell as part of our sales process, specifically for generation of quotes. It is critical to the order generation process. Sell is utilized throughout the entire sales process, from scoping of proposals, review of items, edits to documentation, MSAs, SOW and SOFs, and generation of electronic signable documentation. The API to manage is utilized for generation of the sales orders and conversion to additions to sales agreements.
  • Tab based templated, useful for a variety of Sales order types and solutions
  • Various order types and processes, used for MSA, COLO, Cloud and project based engagements
  • Professional looking documentation, including electronicly signable documentation
  • Handling of MSAs, SOF and SOW
  • Azure integration. In 2018, we have experiences several multi tennant outages
  • Connectwise integration, the REST API does not handle monthly recurring revenue
  • Handling of recurring items, as stated previously
  • API, rest vs legacy. Treatment of recurring items as non recurring
Well suited: Signable quoting documents, including master services agreements, Statements of Work and Service order forms. The ability to have various and specific documentation and templates with a very good form based utility.

Less well suited: recurring revenue, non transactional processes (Install and MRRs). Less well suited for environments that do not use manage for costing of items (Discounts will not work Anything divided by zero is zero.
CPQ (10)
51%
5.1
Quote sharing/sending
60%
6.0
Product configuration
60%
6.0
Configuration options
70%
7.0
Pricing rules
50%
5.0
Price adjustment
40%
4.0
Purchase history and open contracts
60%
6.0
Guided selling/Sales portal
50%
5.0
CPQ reporting & analytics
30%
3.0
CPQ-CRM integration
30%
3.0
Attachments to quotes
60%
6.0
  • Positive: Professional documentation
  • Positive: Tab based templates
  • Negative: API integration to ConnectWise Manage
  • Negative: Manual Sales order process (automation does not work correctly for us)
Matchs our CRM (Manage) AX was too expensive and QuoteWerks had no API to manage. We did a Proof of concept, are members of Microsoft's partner program, and were worried about the scalability of this product versus others in the market. Connectwise has made good on their promises to integrate other platforms (Sell, Automate and Control being good examples).
Several issues have been outstanding for a long time, either not resolved, or resolved without due process and testing procedures being done throughout the Connectwise ecosystem.
Yes
Previously answered.
Proof of Concept for Automate. API efforts in 2016 and 2017. Template generation utility and process. Meta data updates.
Ronald Deeds | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
CPQ (10)
68%
6.8
Quote sharing/sending
100%
10.0
Product configuration
10%
1.0
Configuration options
90%
9.0
Pricing rules
80%
8.0
Price adjustment
100%
10.0
Purchase history and open contracts
80%
8.0
Guided selling/Sales portal
20%
2.0
CPQ reporting & analytics
N/A
N/A
CPQ-CRM integration
100%
10.0
Attachments to quotes
100%
10.0
  • ROI has and remains a 100% ROI.. there's nothing better on the market for our specific industry.
Quotewerx was previously the product of choice for our company. When CW purchased Quosal, CW ceased providing Integration to Quotewerx which forced our company to migrate to Quosal.

At that particular time, it would have just been better if CW had admitted to us right from the start the integration to QW was being phased out. Instead, we were forced to simply struggle with integrations to CW until we finally just gave up.. Would have been 100% if you had simply stated your true intentions.
Because I have a 2-month-old on going issue that ConnectWise is totally aware of and have received false unfulfilled promises of when the issue will be resolved. Seems to me they just don't know how to fix the issue. The issue was NOT present in any previous version but only arose after their quarterly rollout. The koala icon does not work.
Yes
no
Yes.. I inquired if there was a method to modify discounts on an item instead of having to click the edit pencil on each product. They assisted me in modifying my primary template to allow me to simply change discounts when all line items are showing on my main screen. This is a super timesaver and should be part of their primary rollout for new clients.
Matt Lehotsky | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Quosal provides quotes and sales management for over 300 proposals per month. I can't disclose the exact numbers but it's in the millions as to what we quote per month. It's being used throughout the company, from executive management all the way down to the customer service representatives. Its strength is the quick nature in which we can prepare and deliver a quote in a really professional way. Its weakness are the bugs that pop up from now and then but they usually get fixed in the monthly Quosal updates.
  • 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.
Quosal is well suited for VARs or managed services companies. But all non-retail companies could benefit from using it. It depends on what you are selling and how you sell it. You can customize the proposals as much as you want and really implement your own companies policy into them but...you only get out of it, what you put into it.
CPQ (10)
95%
9.5
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.
Quosal is a far superior product than QuoteWerks. It took some getting used to but after you get comfortable with Quosal and keep an open mind you will see that there is no comparison. It took some people a day to realize it, some people a year (everyone is different and hates change).
ConnectWise, JD Edwards EnterpriseOne Asset Lifecycle Management, Microsoft Exchange
155
Everyone from customer service to executive management uses Quosal throughout the company. It seems everyone needs to have a little piece of Quosal in order to do their jobs.
1
  • 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.
Quosal is here to stay until something comes along that is better. Currently nothing on the market has its strength or power for serious companies.
Yes
Quosal replaced QuoteWerks in our organization and we have never looked back. It was the right decision for us. There will always be users that have used a product forever and they know nothing else. People have a tendency to resist change, but if Quosal is implemented right, your company can grow by 25% or more in sales. But you have to dedicate someone to it full time, creating templates, modifying the database when issues arise, supporting and training users.
  • Price
  • Product Features
  • Product Usability
  • Vendor Reputation
  • Positive Sales Experience with the Vendor
Probably the seamless integration with our new CRM Connectwise was our deciding factor. But Quosal's API can link to other CRMs like Autotask or Dynamics or Netsuite etc.
If we had to do it all over again I just wish I knew then what I know now as far as technical knowledge. The people in your company implementing and deploying should really be super ramped up on their knowledge before implementation. This would have of saved us headaches if we just were a little more knowledgeable.
  • Implemented in-house
Yes
We did a slow rollout and let people get their feet wet before diving in.
Change management was a big part of the implementation and was well-handled
It was ok.
  • 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.
Wished I was better trained and more knowledgeable before we deployed.
Have to wait till 11pm EST time to get someone knowledgeable. That sucks truly. Almost half my day is gone. They need to provide premium support, where I can contact a "real" Quosal rep, anytime of the day or night 24/7.
Yes
I have reported a lot of bugs. Sometimes they get fixed quickly. Other times it takes awhile, as expected with any software company.
Well, when I was at IT Nation, I sat down with a developer and he actually fixed things as I spoke. That was cool and exceptional. I wish it was that way all the time but I take what I can get.
  • 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.
Yes
It works pretty good on Ipads and on smartphones. Everything you can do on a laptop you can do on mobile.
It's an 9. Not a 10. No software package is a 10. None!! If a software package was a ten then it wouldn't ever be updated. Quosal has its flaws like everything else but it's not bad at all.
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