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ConnectWise Sell is a versatile tool that serves multiple departments within an organization. Sales, engineering, project managers, and …
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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Popular Features
- Pricing rules (41)8.484%
- Price adjustment (42)7.777%
- Quote sharing/sending (42)7.474%
- Product configuration (41)6.767%
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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…
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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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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
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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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!
- 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.
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Reviews
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Score 10 out of 10
Vetted Review
Verified User
- 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.
June 30, 2017
ConnectWise Sell, I was sold at hello.
- Hosted on Azure and we have had minimal down time.
- Integrates with many other systems for a seamless experience.
- Support is excellent and they listen when you make suggestions and requests!
- Since the servers are on shared systems, sometime things slow down when usage is high. Not to a point where it is unusable though.
- A little grace period when adding licenses would be nice. When you hit your limit you cannot have any new users log on unless you disable an existing user. It takes a day or two for new users to activate.
June 29, 2017
ConnectWise Sell, the real Sell
- The strengths of ConnectWise has to be with its integration to the ConnectWise manage CRM, this allows us to create a quote and win it in minutes.
- We like the fact that we can have one of our distributors create a quote, and as a reseller we can pull that quote into ConnectWise Sell with just the quote number.
- The ability for ConnectWise sell to be sent directly to clients if the OrderPorter feature is activated saves our account reps time and is a custom letter and landing page our customers can access.
- The ConnectWise Platform has its idiosyncrasies, the process of winning quotes is a struggle since most times we have to win the quote from the ConnectWise Manage and it goes unwon in ConnectWise Sell.
- The PowerBI integration is really helpful when you only have a few different vendors, but the tool gets overwhelmed when you have 10 or more different companies you buy from. We have also seen that you have to keep your Data clean or what you will be looking see in PowerBI is completely wrong.
- The reporting in ConnectWise is powerful but complex. We at Lockstep use a ton of different reporting tools, but do not enjoy the reporting that ConnectWise does. It is bulky and hard to navagate.
- We use a tiered sales commission and finance has brought to our attention that this is something that ConnectWise can not handle.
June 29, 2017
Connect Your Sales Team!
- It provides our company with a standardized quoting process. Everyone works the same way, uses the same templates, and generates a professional quote. Nothing gets left out or missed.
- Portal provides your sales staff and management with a complete view of their efforts. They see in real time what opportunities are in the pipeline, and how successful their efforts are when these opportunities are won.
- Provides a collaborative platform for our sales team to work on customer quotes. We can now have 2 or 3 members working in the same quote whereas before we had to wait for someone to free up the document before others could access it.
- It allows us to provide much more information in our quotes by attaching documents to the quote. Things like manufacturer specifications or brochures can now be easily attached into the quotes making it a presentation instead of a bunch of line items with numbers.
- ConnectWise Sell is customizable to meet the needs of my company. This is so important to us because similar products only allow you to do what they design it for. Our business changes regularly and we need our software systems to be agile and adaptive to it.
- I'd like to see ConnectWise Sell develop a more user-friendly environment for advanced form and template design that doesn't require developer skills or consulting engagements. in order for us to develop these forms makes us reliant on consultants. These engagements are worth the cost, but sometimes we just don't have time to wait for them to be delivered.
- I'd like to see ConnectWise Sell automatically generate a quote for items such as warranties or services that are expiring in ConnectWise Manage. This would save us a tremendous amount of time preparing quotes.
- I'd like to see a new version automatically created when changes are made to a quote with the ability to reverse or revert back to a particular version. Sometimes people make mistakes and delete or change something they shouldn't have. Or customers want a change to version 1 only to change their minds when you send them the updated one, and want to go back to the original one.
June 26, 2017
ConnectWise Sell, a great Proposal tool!
- Template for consistent quoting
- The electronic delivery and acceptance system
- Etilize Integration
- ConnectWise Manage Integration
- The editing of order port templates is more complex than I wish it was.
- The ability to quickly generate and send quotes
- The ability to get quick approval and payment through Order Porter
- The ability to use templates and copy quotes for quick formatting
- Spell check does not work for us
- Needs to speed processing up...aka 'Slowzal'...
- The ability to integrate vendor ordering (we use Autotask)
June 23, 2017
ConnectWise Sell streamlines sales process
- The integration of Connectwise Sell and Manage make the whole sales process seamless.
- Using Sell in conjunction with Etilize for up to date pricing and availability and Order Porter helps insure accurate pricing is quoted. The quote approval process also adds another layer of protection to help make sure all quotes going out are correct and there are no surprises after the deal is won.
- The visibility of Order Porter views is a nice tool for our account managers. They can see when the quotes are being looked at and this can often times lend itself to a good time to make a follow up call.
- My biggest complaint about Sell is the form designer. Trying to make changes on the forms you use for quoting is a horrible process. We have put off updating our forms just because of the amount of time it takes to figure it out and often times we have to pay for professional services to assist in getting the new forms together.
- There is not a good way to introduce 3rd party pricing sheets to the catalog. All the linked downloads are with the big distributors, would be nice to be able to download the smaller price sheets from other vendors we deal with.
June 20, 2017
Sell for Quotes, Sell for Projects, Sell for Close!
- The ability to copy tabs and line items into other new quotes. This saves time and when I see a pattern of what we are ordering, or the likelihood we will order again, I create a template to streamline the process even further.
- The order porter approval and process that shows when clients are viewing and reviewing quotes has proven effective to closing deals. The training process has been slow, but steady as we train the end user to approve the quote online, vs email signed PDF attachment or verbal approvals which are not preferred or even accepted anymore.
- The Etilize search is invaluable as you may quickly search all of our 3 main distributors for in stock items, compare stock levels from our closest warehouses and plan estimated arrival dates. I usually am within a day at most from when I expect the products to arrive with the knowledge learned at the beginning of the quote process.
- On 1 of the custom Ripple order porter styles, I have found that notes that are not setup as a dialogue box above the product will not show in the PDF version. For example, if I put details of a product on a line time, it will not show on the order porter version, but it will show on the PDF and vice versa.
- The ability to add Dell Premiere quotes has been temporarily removed as Dell has changed their style. I know this is being currently worked on, but I am hoping for a quick resolution, as that feature saves so much time in creating Dell server and PC, Laptop quotes.
- The Success List is not user friendly or easy to read with all the clutter in my opinion. The different shades of green, grey, and red buttons are not clearly defined. This might be easily solved with a quick ChatAssist session pointing me to training or a resource. Perhaps I will just remove that pod on the home screen and replace it with something else.
May 01, 2017
Quosal Sell
- Syncs products to Connectwise.
- Keeps a central spot for all deal paperwork.
- Allows for searching across different sources for pricing.
- Cannot paste Excel tables into a tab for an analysis comparing current and new expenses.
- Does not support lease factors in term options.
- Cannot lock down part numbers used (to my knowledge) so reps make their own up.
- Needs beefier esignature.
- Hard to design templates due to create crashes and lock ups.
April 24, 2017
Quosal - moving forward.
- The ability to include pictures makes it look professional.
- Easy conversion from quote to ticket in ConnectWise.
- Browser compatibility needs work.
- ConnectWise integration. Opportunities are linked to Quosal quotes.
- GreatAmerica Leasing tie in. Allows us to add lease estimates to our quotes with a few clicks.
- Reasonably easy to use as long as we don't want to do too much.
- Hard to use for complex comparisons, choices, options, etc.
- Order Porter is a nice feature but it not very user-friendly. Should not have to train our clients on how to use the order site. Should be more intuitive.
- Not very customizable. Yes there are settings that can be changed but to do any real customization requires extensive effort.
March 17, 2017
The 'Can Do' Quoting System!
- Seamless integration with ConnectWise
- Simplistic way in which to build a professional, clean quote that can be made as extensive or as concise as you choose
- Auto populating fields for thumbnails when adding products to quotes
- Live, up-to-date pricing for a list of vendors that populates for a selection of your choice simply by inputting the product ID
- Detailed reporting and analytics functions that tracks quoting progress and displays success rates
- Has integrated within the system a clever sales team/individual recognition program that can be utilized to create internal contests that promote healthy competition and camaraderie
- Would prefer to have the option to archive and organize accumulated (past) quotes in customized groups/folders
- Would prefer to have a less complicated setup process to customize the templates and set up the administrators/users upon upgrading to Quosal Sell
March 15, 2017
Good but not great and very expensive
- Connectwise Linking
- Email notifications when a prospect opens a quote
- Utilize integration
- Incredibly Slow
- Clunky Interface
- Lack of ease in formatting your proposals
- Big changes to the templates require a support ticket with Quosal, and they charge you for it
February 02, 2017
A day in the life of QUOSAL
- Integrated with ConnectWise!
- Options... Customers can choose options presented in the quote.
- Online payments.
- Quirky issues when a proposal is "Won".
- Minor issues converting to Project, Agreement, etc.
January 31, 2017
New User's Experience
- I think the flexibility of the software in terms of setting up different types of quotes seems to be fantastic.
- The look and feel of the actual quote itself.
- There have been some direct integration problems with Quosal into ConnectWise. This was one of the primary reasons we moved to Quosal. I'm confident that the integration will work out over the next several months.
- Training materials need to be published and accessible by all of my team member on-demand. There has been some issues in getting this part streamlined.
- Ability to design quote templates fully on your own instead of having to work with Quosal on implementing changes.
September 23, 2016
Simply Quosal
- CRM Integration
- Ability to Copy Quotes
- Online order portal
- Sluggish at times
- Not a smooth transition from tab to tab
September 16, 2016
Quosal Saves Time While Improving Sales
- Quote Templates save time for common types of sales
- Quote reviews let me monitor and manage discounts my sales team is offering
- Integration with Connectwise makes the quoting process seamless with managing the opportunity
- The email templates for delivery quotes are not flexible enough; I would like to have a selection I can set up and choose from.
Score 9 out of 10
Vetted Review
Verified User
- I like that I can access QuosalOne from a web browser anywhere and continue my work.
- I like the real time integration into my CRM and distributors.
- I like the way Quosal gives a real professional look and feel to our proposals.
- I'd like to have the ability to customize the product a bit more, however I know that's a limitation of QuosalOne over the full Quosal application.
- I've not learned to navigate the help and support effectively yet. I think my answers are out there and it's more on me than the software.
January 05, 2016
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.
November 11, 2015
Quosal may have a cutesy logo, but they make a serious tool...
Score 8 out of 10
Vetted Review
Verified User
- Quosal really speeds up the quoting process, especially if you have repeatable processes or items that you sell. We've created boiler plate templates for installations, and that alone shaves five to ten minutes off generating a quote.
- Quosal's tight integration with ConnectWise has streamlined our purchasing and billing process. The fact that I hands the pricing, cost, part numbers and customer information directly into the system removes human error, saves paper, and dramatically reduces the time required for our billing department to accurately bill products and projects.
- We quote a large number of Dell machines, and Quosal's ability to copy and paste the XML quotes into the Quosal workspace is a HUGE timesaver.
- Quosal Create is a resource heavy system, and will run slow on machines that are 3-4 years old.
- Quosal's tax system is not flawless. It has priced the taxes incorrectly on a number of quotes even though the back end is set up correctly.
- Quosal create is not truly compatible with touch screen systems. If you use something like a Microsoft Surface or the Leap Motion controller, Quosal's screen refresh will lock up and you have to restart the program and not use the touch interface.
July 08, 2015
Quosal - online quoting at its finest
Score 9 out of 10
Vetted Review
Verified User
- 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.
July 11, 2014
The Quoting tool that's almost good.
Score 5 out of 10
Vetted Review
Verified User
- Imports Contacts from Connectwise reducing re-entry and maintaining accuracy.
- Works with etilize and gets linked to major distributors for current prices
- The editor is funky, and worse, it will sometimes just scramble pasted Word copy often changing the font size and all of the formatting. Occasionally it even changed the imported keystrokes into something similar to Wingdings. This wastes time and energy and leads to unpredictable results.
- Random blank pages are added to proposals, basically just annoying in PDFs, and a waste of paper when printed
February 15, 2014
Used at previous company
Score 5 out of 10
Vetted Review
Verified User
- User friendly
- Great design
- Fun and accessible
- Great help desk support
- Fewer screens to manage
- More in-depth training