Item: ConnectWise CPQ
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

ConnectWise Sell is currently being used by my entire company. It ties together each department and gives everyone visibility and information at their fingertips. The reports come in handy as well. I use the procurement report almost daily. The service boards and tickets also help to keep everything organized and allow for communication on a particular project all in one place.

Pros and Cons

Reports
Ticketing System

It goes down sometimes and it makes work difficult
Mass font update feature would be nice

Return on Investment

Easy to create quotes quickly usually
Lead conversion

Other Software Used

MS SharePoint, Basecamp

Likelihood to Recommend

Any situation where a quote is required.. .It's great for standard hardware quotes. The Etilize search could definitely use some work though as it doesn't always have the most current prices or inventory from vendors and the filter feature is difficult to use.

Quosal Sell errors out whenever I have a quote to do with monthly charges on it. I often have to turn around and edit quotes with monthly charges in a PDF editor because it shows "tablecell63" randomly on quotes with monthly charges. Other than that it works fine.

Sweet and Sour

Overall Satisfaction with ConnectWise Sell (formerly Quosal)

Use Cases and Deployment Scope

Pros and Cons

Return on Investment

Other Software Used

Likelihood to Recommend

ConnectWise CPQ Feature Ratings