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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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
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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
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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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
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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.
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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.
Attribute Ratings
Reviews
(1-4 of 4)5 Stars
- 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.
- Quote sharing/sending
- 100%10.0
- Product configuration
- 100%10.0
- Configuration options
- 70%7.0
- Pricing rules
- 80%8.0
- Price adjustment
- 90%9.0
- Purchase history and open contracts
- 70%7.0
- Guided selling/Sales portal
- 70%7.0
- CPQ reporting & analytics
- 90%9.0
- CPQ-CRM integration
- 80%8.0
- Attachments to quotes
- 80%8.0
- The most important metric is our adoption of the solution. We struggled at first, but our reps love it now.
- We have increased efficiency due to the ease of use and flexibility.
- We were able provide our teams a much more flexible and easy to use solution. We now have increased user adoption to other departments that were not possible with our previous solution.
- 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 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.
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.
Quosal - online quoting at its finest
- The Order Porter function was a game changer for UTG when we adopted Quosal four years ago. We can deliver quotes to clients via one URL, update the quote as required, and still use the same URL eliminating the need for bulky PDFs going across the wire.
- Quosal Sell adds pipeline management and extended reporting functions to help SELL and keep track of customer interactions.
- The integration with ConnectWise opportunities gets better and better with each new release!
- The ability to look at two quotes at the same time would be beneficial.
- Our renewals practice has grown by 30% while decreasing the FTE count by about 30% for renewal processing.
- The sales cycle for run rate items has decreased from weeks to days and even hours in some instances. Responsiveness with a tool that provides timely information has been a key factor in increasing our run rate sales.