Quoting Platform Above the Others
January 23, 2019

Quoting Platform Above the Others

Nick Newbould | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with ConnectWise Sell (formerly Quosal)

ConnectWise is being used as our only quoting platform. ConnectWise Sell is being used by our sales department and Purchasing department. It is addressing our need to quote new and existing projects for prospective and current clients. We use its automation with ConnectWise Manage to product scan all SKUs and automate the ordering process for purchasing.
  • The first thing ConnectWise Sell does extremely well is integrate with our CRM (ConnectWise Manage).
  • Secondly, allowing us to import Dell quotes is a huge time Saver.
  • Lastly, the ability to copy quotes with a click of the button speeds up quotes that are commonly used.
  • ConnectWise Sell does struggle to keep up with Dell and their quote scripts, and often the import function doesn't work
  • I wish there was a way to see when you sent the quote to the client. There is only a view to see when it was created.
  • ConnectWise Sell has dramatically decreased the time it takes to set up a quote from the old Quosal structure. It really helps me get more work done.
I have not used any other quoting platforms like ConnectWise Sell except for the integrated estimates and invoicing in FreshBooks. These softwares are wildly different, however, since I use FreshBooks as a financial platform for another business I have. I would say in terms of a quoting platform, ConnectWise Sell beats all others I have used.
ConnectWise is honestly well suited for anything. This is the best software I have ever used for quoting. It is easy to search quotes by clients, to easily manage what has been sold in the past. I love the functionality of searching by active quotes so that I can see what quotes I have outstanding and stay in touch to close them.

ConnectWise Sell Feature Ratings

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