ConnectWise Sell Is A Preferred Selling Tool!!
February 05, 2019

ConnectWise Sell Is A Preferred Selling Tool!!

John Trevino | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ConnectWise Sell (formerly Quosal)

We use it to provide quotes to our clients and keep track of the orders. It gives us the ability to make our quotes look very clean and professional. It also comes with the ability to tie it into our IT vendor and automatically add items based on their catalog.
  • Integrated email response feature.
  • Easy addition of items and images.
  • The ability to easily track customer responses and approvals.
  • Could use easier integration in the other consoles of Connectwise.
  • Add more vendors to the integrated catalog.
  • Automatically add item images to Sell.
  • It makes the selling process for our company so much easier.
  • It's giving our selling platform a much cleaner look and our customers have been impressed with it.
When it comes to the quoting layout Sell gives you so many more customization options. The item inventory is also easier to maintain. Sell is by far the best selling module that I have used thus far and it has helped keep us more organized.
It is definitely well suited in scenarios where items or services are needed to be quoted for customers.

It's really not suitable for RMS scenarios like restaurants.

ConnectWise CPQ 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