ConnectWise Sell is a WIN
February 13, 2021

ConnectWise Sell is a WIN

AMBER SCHOENHERR | TrustRadius Reviewer
Score 9 out of 10
Vetted Review

Overall Satisfaction with ConnectWise Sell (formerly Quosal)

We use ConnectWise Sell for quoting purposes - to quote all of our IT and Managed Services Solutions. We utilize etilize and order porter.

Pros

  • Order Porter
  • Etilize
  • Customized Templates

Cons

  • Ability to add more notes on a quote
  • Ability to have more sales reps listed
  • Approval workflows
  • We wish it had better reporting analytics and features
  • The order porter feature has been a big WIN
  • Versioning has been a nice feature
ConnectWise Sell better meets our needs vs QuoteWerks, better customization and automation features were readily available.

Do you think ConnectWise CPQ delivers good value for the price?

Yes

Are you happy with ConnectWise CPQ's feature set?

Yes

Did ConnectWise CPQ live up to sales and marketing promises?

Yes

Did implementation of ConnectWise CPQ go as expected?

Yes

Would you buy ConnectWise CPQ again?

Yes

Bunchball Nitro for Salesforce, Crownpeak Digital Quality Management (DQM)
ConnectWise Sell has nice training modules and is user friendly.
ConnectWise Sell has been an upgrade from our former quoting tool QuoteWerks.
We formerly used QuoteWerks and Connectwise Sell has been a better fit for our growing organization.

ConnectWise CPQ Feature Ratings

7.2
Quote sharing/sending
8
Product configuration
8
Configuration options
7
Pricing rules
9
Price adjustment
8
Purchase history and open contracts
6
Guided selling/Sales portal
6
CPQ reporting & analytics
2
CPQ-CRM integration
8
Attachments to quotes
10

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