To Sell or Not to Sell
September 28, 2018

To Sell or Not to Sell

Alissa Levanway | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with ConnectWise Sell (formerly Quosal)

As a purchasing agent, I need to be able to review quotes for items I'm purchasing. I work closely with the sales team that uses it a lot. Templates are difficult to make and importing the quote into a ConnectWise opportunity has its own set of troubles. It is not very user-friendly and you need to be taught how to use it by an expert. How to edit columns or any content in the tabs tends to also be difficult. I usually have to spend quite a bit of time researching or asking for help on how to access or edit something.

Pros

  • Once a template is made, it does decently well with creating good quotes for our customers.
  • It integrates with a payment software making down payments easier to collect but this came with its own challenges too.
  • If you do know what you're doing, Sell is pretty good with getting the proper information transferred over to Connectwise.

Cons

  • Making it easier to make templates for quotes to customers.
  • Better transferring into opportunities in the ConnectWise system.
  • It's nice to see that margin on our products or services. Instead of doing the math ourselves we can read it right there ensuring the proper margin % each time
  • Doesn't always pull real time data from distributors. You have to many times import an Excel sheet of the products but you have to continually update it for live pricing.
We prefer having access to it inside our connectwise versus it being a separate program. Quosal took a long time to load or it would glitch. Sell is much quicker to use.
Maybe it would be better for companies of the small sales staff range. We have a handfull of people that use it so too many people in the program touching the same quote can sometimes cause it to be slow or someone going into edit something and it says someone else is editing the quote when they aren't.

ConnectWise CPQ Feature Ratings

7.4
Quote sharing/sending
7
Product configuration
7
Configuration options
7
Pricing rules
9
Price adjustment
9
Purchase history and open contracts
7
Guided selling/Sales portal
6
CPQ reporting & analytics
7
CPQ-CRM integration
7
Attachments to quotes
8

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