Connectwise Sell and APIs between Sell and Manage in MRR environments
Updated March 01, 2019

Connectwise Sell and APIs between Sell and Manage in MRR environments

Trent Kenelly, DTM | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with ConnectWise Sell (formerly Quosal)

We use Sell as part of our sales process, specifically for generation of quotes. It is critical to the order generation process. Sell is utilized throughout the entire sales process, from scoping of proposals, review of items, edits to documentation, MSAs, SOW and SOFs, and generation of electronic signable documentation. The API to manage is utilized for generation of the sales orders and conversion to additions to sales agreements.

Pros

  • Tab based templated, useful for a variety of Sales order types and solutions
  • Various order types and processes, used for MSA, COLO, Cloud and project based engagements
  • Professional looking documentation, including electronicly signable documentation
  • Handling of MSAs, SOF and SOW

Cons

  • Azure integration. In 2018, we have experiences several multi tennant outages
  • Connectwise integration, the REST API does not handle monthly recurring revenue
  • Handling of recurring items, as stated previously
  • API, rest vs legacy. Treatment of recurring items as non recurring
  • Positive: Professional documentation
  • Positive: Tab based templates
  • Negative: API integration to ConnectWise Manage
  • Negative: Manual Sales order process (automation does not work correctly for us)
Matchs our CRM (Manage) AX was too expensive and QuoteWerks had no API to manage. We did a Proof of concept, are members of Microsoft's partner program, and were worried about the scalability of this product versus others in the market. Connectwise has made good on their promises to integrate other platforms (Sell, Automate and Control being good examples).
Well suited: Signable quoting documents, including master services agreements, Statements of Work and Service order forms. The ability to have various and specific documentation and templates with a very good form based utility.

Less well suited: recurring revenue, non transactional processes (Install and MRRs). Less well suited for environments that do not use manage for costing of items (Discounts will not work Anything divided by zero is zero.

ConnectWise CPQ Feature Ratings

CPQ
5.1
Quote sharing/sending
6
Product configuration
6
Configuration options
7
Pricing rules
5
Price adjustment
4
Purchase history and open contracts
6
Guided selling/Sales portal
5
CPQ reporting & analytics
3
CPQ-CRM integration
3
Attachments to quotes
6

ConnectWise Sell Support

Several issues have been outstanding for a long time, either not resolved, or resolved without due process and testing procedures being done throughout the Connectwise ecosystem.
ProsCons
Problems get solved
Kept well informed
Poor followup
Difficult to get immediate help
Need to explain problems multiple times
Yes - Previously answered.
Proof of Concept for Automate. API efforts in 2016 and 2017. Template generation utility and process. Meta data updates.

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