Sweet and Sour
January 20, 2020

Sweet and Sour

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with ConnectWise Sell (formerly Quosal)

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

  • Reports
  • Ticketing System

Cons

  • It goes down sometimes and it makes work difficult
  • Mass font update feature would be nice
  • Easy to create quotes quickly usually
  • Lead conversion
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.

ConnectWise CPQ Feature Ratings

6.6
Quote sharing/sending
10
Product configuration
3
Configuration options
9
Pricing rules
9
Price adjustment
8
Purchase history and open contracts
1
Guided selling/Sales portal
1
CPQ reporting & analytics
9
CPQ-CRM integration
9
Attachments to quotes
Not Rated

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