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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

(26-48 of 48)
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Bill McCord | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
As a hardware centric Value Added Reseller involved in the Hardware, Software and Services game. We needed an intelligent, Integrated quoting tool that was both sales friendly and rich in features. Quosal allows our sales team to create beautiful quotes and proposals that have the flair and style our marketing team wants, with the back end data that our management and procurement teams needs while still being easy to use.
Jim Hartz | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use ConnectWise Sell as our primary quoting tool for customers. We used it back when it was referred to as Quosal and stuck with it as it transitioned to its new branding. It fully integrates with our CRM application and allows us to easily create, customize and get quotes out the door. Its integration with all our major distributors and product information catalog makes it a winner.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We are an MSP and use ConnectWise to track tickets across the clients that we directly support. We have integrated the ConnectWise API to a number of event-driven products, like our backup and recovery reports and network sensors. We also use ConnectWise on the sales and marketing side to track opportunities, close deals, and complete leads. On the finance side, we use ConnectWise to post purchase orders and invoicing. This was primarily talking about ConnectWise manage, for Connectwise Sell we use it to do 99 percent of our quotes with the program. We use connectwise sell to create opportunities and pull it back into connectwise manage. We solve the problem of getting out quotes quickly and accurately.
David Landry | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized

We are using ConnectWise Sell to streamline and standardize our quoting process. This system provides us with professional looking quotes, and the ability to deliver them to our clients in a variety of ways. Before we began using it our quotes were done in Word and Excel formats, and combined into a PDF for presentation to our clients. ConnectWise Sell allows us to spend 80% less time building a quote with the use of templates, and getting the information our clients requested quickly.

ConnectWise Sell provides us the metrics and reporting we didn't have using a manual quoting process. Our close rate has increased 80%, and our sales team sees the results in real time. The integration into ConnectWise Manage has made it easy for our sales opportunities to be generated into orders, and move effortlessly thru the purchasing and service processes.

Karl Bickmore | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Connectwise Sell for all our proposal needs. All of our sales and back office staff have access to it. It has been invaluable as a solution that makes proposing complex quotes simple. Furthermore, it produces great looking quotes. Its integration with Etilize allows us to produce realtime pricing quotes and greatly assists in our ordering process.
Tammy M. Randall | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Connectwise Sell for our account managers to streamline the quoting process and provide up to date pricing and availability while preparing the quote. The built-in features and link with ConnectWise Manage have streamlined our sales process and workflow from the quote to the implementation and customer satisfaction has increased.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
ConnectWise Sell is used by the purchasing and sales manager to create quotes and proposals from 1 PC replacement to complex month or longer projects for software, hardware, and services. The Order Porter feature is used to track the number and frequency of visits and assists with the timing of follow-up and closing deals. The question and answer section has been helpful as more and more clients use this feature directly in Order Porter to pose inquiries. Depending on the nature of the quote, I opt sometimes to use the feature to turn on checkbox options as well as quantity changes available to the one viewing the quote. The ability to easily copy tabs and or line items into another quote and create as many templates as needed has proven to be an efficient time saver. Without ConnectWise Sell the process to deliver high-quality easily understood proposals would be left to Office products, such as Excel spreadsheets. This format has proven itself, especially from the upgrade to ConnectWise Sell from the earlier version ConnectWise Create.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Quosal is used by our sales team and account managers. It's a great quoting tool. I like the ability it has to include photos. It makes presenting the quote exceptional in some cases and makes a great first impression. It also makes it easy to add products to ConnectWise and it's easy to convert into an order.
Nadia Varallo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Quosal as our primary quoting service, used by the purchasing, marketing and executive management teams for all services related to reselling technology requested by our clients for hardware/software sales and services, generating new contracts for prospective partners or customers in addition to all forms of contract renewals, as well as quoting new technology to upgrade services, hardware, software or to propose the implementation of various projects.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We use Quosal to send quotes out to our customers and to see if they have opened the quote. This helps us know when to make a contact and elicit feedback from our customers. In addition, it helps us close deals. The Connectwise integration is nice because you can easily convert quotes to sales orders.
Kyle Forward | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Quosal provides a flexible vehicle for our managed services quoting. We are able to provide dynamic content and deliver it quickly to our existing and prospective clients.

We have tentative plans to extend to the office equipment side of the house at some point in the future.
January 31, 2017

New User's Experience

Score 6 out of 10
Vetted Review
Verified User
Incentivized
It is being used by our inside and outside sales team members. Our primary use is for quote development and integration into ConnectWise. We are still in the process of rolling the application out across the company and have had several struggles along the way primarily with the training materials and access to them.
September 23, 2016

Simply Quosal

Aaron Norman | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
I am a Senior Account Executive at Computer PROS. I have been using quosal for several months, the biggest advantage I've found using quosal is the integration with our CRM software. I can create custom quotes without having to put in an individuals information or search for individual products. The biggest issue I've found with quosal is the speed. It just seems sluggish at times.
Allen Falcon | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Quosal is a key tool for our sales team as well as our order management team. Using Quosal streamlined the process of creating customized proposals from templates, reducing a 2 to 3 hour task down to 15 to 20 minutes. The templates within Quosal enable my sales team to quote standard offerings and options easily, and quickly check off which items to include/exclude from the quote.
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.
Score 8 out of 10
Vetted Review
Verified User
Quosal is used across multiple departments at our firm, from sales to purchasing. We utilize the Etilize function that queries our distributors' databases to do research on products and availability. We previously used a product called Channel Online that required a lot of manual input, especially when quoting from vendors like Dell. Quosal provides a quote and proposal platform that keeps our presentation consistent, reduces manual entry errors, and largely speeds up the quoting process. The fact that you can use it to electronically process orders with the major channel distributors is a huge plus, and it's integration with ConnectWise removes the human error factor when transferring your purchases to the billing department.
Score 5 out of 10
Vetted Review
Verified User
The Sales Dept and the Sales Engineers at my previous employer used the program. The best feature was being able to quickly create nice looking quotes with current distributor pricing for reference. The Second best was the ability to re-use quotes for other clients and modify to fit. The WORST feature was the internal editor that would make a hash of formatting and work in unpredictable ways. Far better than nothing but far from ideal!
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