Integration issues and bugs
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May 17, 2019

Integration issues and bugs

Score 1 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with ConnectWise Sell (formerly Quosal)

We are using CW Sell with Dynamics 365 in our organization. The integration with Dynamics 365 has been awful. When we had our first demo with the account rep and their engineers, we were promised the world and that everything was going to work. They answered yes to every question we had. We are about 9 months into using the products and every week we discover a new issue. Their support is not helpful and it takes a very long time to get things answered. Our main issue is that CW Sell DOES NOT work with Dynamics 365 nicely. There are so many bugs in Sell that we thought we were their first customer to have this integration. Some products from Sell don't transfer to Dynamics 365. Sell will corrupt your SharePoint environment if you use SharePoint as a document location. It is very difficult to make CW take issues seriously; it seems we are often ignored.
  • Proposal template looks professional.
  • The system is reasonably easy to learn and use.
  • It does not sufficiently integrate with Dynamics 365.
  • The system has had a huge number of bugs.
  • Most of the employees we work with do not take issues seriously, and it takes a very long time to obtain assistance.
  • The company seems to lack employees with sufficient technical knowledge to address issues.
  • Implementing ConnectWise Sell and dealing with issues has drained a great deal time and resources. This has provided negative ROI because I have been dealing with issues and have not even had time to use the system in a strategic manner.
We were using D-Tools for proposal creation and that application is far better. The only reason we moved to Sell is that it has leasing capability.
ConnectWise Sell is probably well suited for a company with very basic proposal needs and plans on using ConnectWise Manage for CRM needs. If a company has anything beyond basic proposal needs and uses a CRM system other than ConnectWise Manage, that company should proceed with caution.

ConnectWise Sell Feature Ratings

Quote sharing/sending
5
Product configuration
3
Configuration options
1
Pricing rules
1
Price adjustment
2
Purchase history and open contracts
5
Guided selling/Sales portal
3
CPQ reporting & analytics
1
CPQ-CRM integration
1
Attachments to quotes
5

Using ConnectWise Sell (formerly Quosal)

33 - Sales, Management, Design/Engineering
4 - People are supporting who should not have to, but a myriad number of issues have made this necessary.
  • To offer "as a service" to our customers.
At this time, we plan on cancelling after the first contract term.

Evaluating ConnectWise Sell (formerly Quosal) and Competitors

Yes - We were using D-Tools and that application is much better.
  • Product Features
It had a very specific functionality we were looking for.
I would have gone with a different system.

ConnectWise Sell (formerly Quosal) Support

The support is awful.
ProsCons
None
Slow Resolution
Poor followup
Less knowledgeable
Problems left unsolved
Not kept informed
Escalation required
Difficult to get immediate help
Need to explain problems multiple times
Support doesn't seem to care
Slow Initial Response
Yes - No, never in a timely fashion.

Using ConnectWise Sell (formerly Quosal)

With our serious Dynamics 365 integration issues, usability is awful.
ProsCons
Relatively simple
Easy to use
Technical support not required
Quick to learn
Convenient
Familiar
Do not like to use
Not well integrated
Inconsistent
Feel nervous using