TrustRadius
Great Quoting tool for any IT Company!
https://www.trustradius.com/cpqConnectWise Sell (formerly Quosal)Unspecified7.177101
Brian Hall profile photo
March 01, 2019

Great Quoting tool for any IT Company!

Score 9 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with ConnectWise Sell (formerly Quosal)

We use ConnectWise Sell to create managed services proposals, project proposals as well as simple hardware and software quotes for all our clients. It allows us to quickly and efficiently create quotes and get updated pricing from all our vendors. This allows for accurate profit margins and we know exactly how much we're making on all our deals.
  • The ability to create custom templates for different types of quotes/projects to quickly create quotes for clients.
  • The ability to get all the updated pricing from all our vendors without having to search the vendors website
  • The ability to sync Opportunities with ConnectWise Manage and automatically create sales orders.
  • I would like to be able to see more Canadian vendors in the list of vendors.
  • The ability to change the order porter template should be easier.
  • It's difficult to search for older quotes created.
  • It allows us to create quote templates to quickly create quotes for customers and save our employees a ton of time.
  • It allows us to get a digital signature for proof of purchase from all our clients.
  • The order porter lets us track when a quote is opened so we can reach out and get more sales.
ConnectWise Manage, SolarWinds Remote Monitoring & Management, ConnectWise Control (formerly ScreenConnect)
ConnectWise Sell is a must if you're using ConnectWise Manage, it allows you to easily create opportunity and sales orders directly from your customer list. The order porter function is great for tracking when a quote has been opened and the digital signature function works really well for proof of orders and for documentation.

ConnectWise Sell Feature Ratings

Quote sharing/sending
9
Product configuration
9
Configuration options
10
Pricing rules
8
Price adjustment
9
Purchase history and open contracts
7
Guided selling/Sales portal
9
CPQ reporting & analytics
9
CPQ-CRM integration
10
Attachments to quotes
10