ConnectWise Sell is my most favorite quoting system of all time!
Updated September 13, 2017
ConnectWise Sell is my most favorite quoting system of all time!
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with ConnectWise Sell (formerly Quosal)
ConnectWise Sell has been tremendous in the efficiency of providing complicated WIFI solutions for our WIFI customers. "CWS" has addressed our need to simplify, shorten turn-times, and ease of reference for quotes sent. We also love if we forgot a detail, item, etc., just after emailing the customer, we can fix before the customer sees it. All you have to do is make the fix in the quote, and quickly republish, all without resending again to the customer.
- The feature of making master templates and template TABS is a very nice feature for making quotes faster, even when the scenario isn't a perfect match for the template. That is what the template TABS are used in our organization to quickly get the match we need, adjust, and the quote is sent.
- If you will take the time to make your templates, you will save a lot of time. We went from quotes taking 30-1hr, to 15 mins.
- Because "CWS" stores all your quotes it is easy to pull up anything sent to your customer, who made it, and when it was sent, and all the details of the noted project.
- The republish feature is nice for when you forgot an detail, item, etc. Simply, go back to your quote add it and republish all without having to resend the quote to the customer.
- "CWS" is buggy! For us we had to make everyone an admin, since the approved by manager feature doesn't always work. In our department, we have done our own work-around for now, while we wait for "CWS" to fix this bug.
- When making a template, you cannot copy items from another template. You will need to make a fake quote and pull items from it if you have a well made tab of organized items. This is far better and faster than adding one by one items from ConnnectWise's Product List you created there.
- Errors do not tell you the cause. For example, if an item is discontinued by your ConnectWise Admin in the Product List, your "CWS" quote will not publish.
- It has saved us so much time on WIFI solutions for our customers.
- It has allowed us to ramp up our volume, or better said, it has allowed us to take on volume we would not have dared to do without it.
- It has paved the way for us to have a record setting year. "CWS" lets you play easily with the "big boys"!
Infusionsoft - It is made more for an internet store, and it never answered our needs for effective quoting.
Microsoft Excel - It was nice to create algorithms for speedy quotes but moving around products, or sharing quotes with co-workers was hard. Google Sheets did not come close to the preference we wanted for effective quoting as it is more limited than Excel. It was great for sharing, but lost features Excel did better.
Adobe Acrobat - It was time-consuming to update products, and sometimes it was buggy. But the real problem with customers was not everyone could open the quote. Their computers were not update with such old versions of Adobe we gave up on this as a solution.
Microsoft Excel - It was nice to create algorithms for speedy quotes but moving around products, or sharing quotes with co-workers was hard. Google Sheets did not come close to the preference we wanted for effective quoting as it is more limited than Excel. It was great for sharing, but lost features Excel did better.
Adobe Acrobat - It was time-consuming to update products, and sometimes it was buggy. But the real problem with customers was not everyone could open the quote. Their computers were not update with such old versions of Adobe we gave up on this as a solution.