Solid Product
September 08, 2017

Solid Product

Ken Smith | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with ConnectWise Sell

We use ConnectWise Sell for all of our quoting, and interface to our distributors and ConnectWise Manage.
  • Speeds up the procurement significantly
  • Makes quoting consistent and accurate with up-to-date pricing
  • Improves interdepartmental communication and sales funnel tracking
  • Quote form customization is very difficult
  • Some critical functions (like Terms) are hard to find
  • Integration to ConnectWise manage is an interface, not an integration.
  • Improved profitability because of the ease of researching lowest cost alternative
  • Better branding/image with consistency
  • Speed and ease of processing orders means that we can do more with less labor
Bought it because of the integration to ConnectWise Manage. Did not review other products.
Hardware resale quotes are very good. Consulting sales and projects not so much.

ConnectWise CPQ Feature Ratings

7.6
Quote sharing/sending
9
Product configuration
8
Configuration options
6
Pricing rules
7
Price adjustment
9
Purchase history and open contracts
10
Guided selling/Sales portal
7
CPQ reporting & analytics
6
CPQ-CRM integration
6
Attachments to quotes
8