ConnectWise Sell Reviews

78 Ratings
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Score 6.7 out of 100

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Reviews (1-4 of 4)

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August 31, 2017
Chris Drynan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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Implementation Rating

8
Great implementation, the Quosal team has a smart and well planned process to guide your team through the process. More importantly, they understand the challenges with change and user adoption.
Read Chris Drynan's full review

Feature Scorecard Summary

Quote sharing/sending (40)
7.0
Product configuration (39)
6.2
Configuration options (38)
5.7
Pricing rules (39)
6.2
Price adjustment (40)
6.6
Purchase history and open contracts (36)
6.9
Guided selling/Sales portal (35)
6.0
CPQ reporting & analytics (33)
5.3
CPQ-CRM integration (37)
5.7
Attachments to quotes (37)
6.9

What is 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 Video

CW Sell Interactive Demo 1.0 Introduction

ConnectWise Sell Integrations

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

ConnectWise Sell Competitors

Apttus CPQ, QuoteWerks, ChannelOnline, Salesforce CPQ (formerly SteelBrick), Salesforce CPQ (formerly SteelBrick), Salesforce CPQ (formerly SteelBrick), Salesforce CPQ (formerly SteelBrick)

ConnectWise Sell 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