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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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TrustRadius Insights
TrustRadius Insights

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)
    6.7
    67%
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Pricing

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ConnectWise CPQ

ConnectWise CPQ

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

Would you like us to let the vendor know that you want pricing?

12 people also want pricing

Alternatives Pricing

QuoteWerks

QuoteWerks

$15
per user/per month
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…

Salesforce CPQ

Salesforce CPQ

$30
Per User per Month
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 Competitors

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

(26-48 of 48)
Companies can't remove reviews or game the system. Here's why
July 20, 2017

At the risk of driving you away... my experience with Quosal

Bill McCord | TrustRadius Reviewer
Bill McCord
Manager of Information Systems
InfoSystems, Inc (Information Technology and Services, 51-200 employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Quosal will really hit it's stride when management makes it a requirement from the sales staff and the sales staff sees the true business value of having all quotes and proposals come from a unified tool. With just a little bit of training, a champion can propagate the adoption rates up and unify the delivery and presentation of the companies offering in a mater of months. Quosal (through the IT Nation and it's usergroups) can provide training materials and best practice information needed to accomplish this goal. I highly recommend getting involved in the usergroups and attending when possible.
June 29, 2017

ConnectWise Sell, the real Sell

DD
Derek Davis
Inside Sales
Lockstep Technology Group (Information Technology and Services, 11-50 employees)
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Where ConnectWise Sell shines is quick and professional quotes, from one page to a full three page pull out. We love the customer support and the quick turn around of service tickets when we have a problem. The integration with the other ConnectWise platforms allows us to quickly accomplish tasks and pump out quotes. I live in ConnectWise Sell and have tested it to its max. There are a ton of features and workflows you can create if you're creative enough.

Where ConnectWise isn't suited is as a stand alone quoting tool, if you do not have the other products in the suite. I feel like it loses its value. The online URL website to create quotes is slow sometimes and frustrating. I would not use the ConnectWise Sell if I was a large business, with 20 to 100 quoters.
June 29, 2017

Connect Your Sales Team!

David Landry | TrustRadius Reviewer
David Landry
Owner
Technology Professionals, LLC (Information Technology and Services, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend

We made the decision to streamline and standardize the sales process in our organization. To accomplish this we needed a software that integrated with our CRM and operations software. It also needed to be customizable internally to work the way we worked. We began customization by making sure every template we created had all the legal and financial fine print included. We then company branded the templates with a look and feel that was ours.

We haven't found an area that it isn't well suited for, but we found areas that challenged us to the point we have to consider advanced development engagements with ConnectWise Sell to deliver. Internally we just don' t have the necessary skill sets to convert some our managed service contracts into the desired templates. To do this requires developers from ConnectWise Sell to design them and deliver them into the portal. It just takes time to perfect the process, but that is a hurdle we encountered in the early adoption of it.

June 20, 2017

Sell for Quotes, Sell for Projects, Sell for Close!

Verified User
Partner in Product Management
Computer & Network Security Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
ConnectWise Sell is well suited for hardware and software quotes for simple refreshes up to complex projects.We wanted it to be used for managed service agreements and to import our templates, but this process proved cumbersome and costly if we wanted to have developers at $250/hr create one for us. For tracking quote status using Order Porter it is well suited.
March 30, 2017

Quosal - nice quoting tool with great integration to ConnectWise

Verified User
C-Level Executive in Sales
Information Technology and Services Company, 11-50 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
  • Does well if all client quotes look basically the same. Good for quoting things that are available in the database or via Excel.
  • Does not work very well with PDF quotes from sources or complex quotes.
  • Also does not do versioning very well.
March 17, 2017

The 'Can Do' Quoting System!

Nadia Varallo | TrustRadius Reviewer
Nadia Varallo
Purchasing Specialist
CarefreeIT (Information Technology and Services, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
It is appropriate for any company in any industry that needs to present information using a professional, modern resource/tool to quote products/services on a regular basis. It would not be appropriate for companies who do not need a quoting service, such as if their business model is not set up to present the information of services/products to customers.
March 15, 2017

Good but not great and very expensive

Verified User
General Manager in Information Technology
Information Technology and Services Company, 11-50 employees
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
It is well suited if you are an IT managed services provider and you have sales people that you need to manage. Being able to see their quotes and the status of their quotes is nice. Quosal is best if you use Connectwise. That way you can take advantage of the integration.
January 31, 2017

New User's Experience

Verified User
C-Level Executive in Corporate
Information Technology and Services Company, 11-50 employees
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
We are in the technology business so if you are looking to integrate your entire line of business applications across a single platform ConnectWise is a good choice. There are certainly struggles when you buy multiple platforms and combine them into a single system but I think they are on the right path.
September 23, 2016

Simply Quosal

Aaron Norman | TrustRadius Reviewer
Aaron Norman
Senior Account Executive
Computer Pros Nashville (Information Technology and Services, 11-50 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Quosal is good product for managing quotes. Being able to create and copy quotes for recurring customers saves a lot of time. The online order portal is very convenient for clients to view quotes and it also allows me to see when customers view those quotes. The only time I find it inconvenient is when i need to do a simple hardware quote. It seems to take much longer to input the information in quosal than it would be to just send a quote via email.
January 05, 2016

Quosal Review - Largest Quosal User

Matt Lehotsky | TrustRadius Reviewer
Matt Lehotsky
Business Analyst
MCPc (Information Technology and Services, 201-500 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
November 11, 2015

Quosal may have a cutesy logo, but they make a serious tool...

Verified User
Account Manager in Sales
Information Technology and Services Company, 11-50 employees
Score 8 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Quosal is most powerful for a company that sells the same product repeatedly, or has repeatable configuration/installation processes, since you can create templates that can easily be inserted into any quote. The key things to make certain of when looking at Quosal- do I use a PSA system that works with it, and do my distributors integrate with it?
July 11, 2014

The Quoting tool that's almost good.

Verified User
Account Manager in Sales
Information Technology and Services Company, 11-50 employees
Score 5 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Ask about the mechanical processes that lead to quote production. Although sections can be deleted or added, all likely sections are normally included and reducing those each time, one at a time with click to confirm, eats up a lot of time, depending on your web speed, and should have been configured like the lines under the Tabs that can be selected and acted upon with check-boxes all at once. Compare the products under consideration for the step by steps that effect your natural work-flow.
February 15, 2014

Used at previous company

Verified User
Administrative Assistant in Corporate
Computer & Network Security Company, 11-50 employees
Score 5 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Very well suited for quick business trips to send quotes in a timely manner, very professional as well. Better integration between desktop and online use.
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