About ConnectWise Sell


ConnectWise Sell is a quote and request for proposal solution suitable for businesses of all sizes. Primary features include quote and proposal, product sourcing, workflow automation and sales reporting.

It allows users to create proposal presentations from pre-built templates, in which they can enter product information, pricing, agreements and more details. Users can attach supporting documents, store credit card information, capture e-signatures, update their customer relationship management (CRM) system and create interactive video proposals.

ConnectWise Sell also provides a portal that users can use to contact their clients. The business intelligence feature provides sales analytics with supplier, product line, revenue and other reports. Users can customize their reporting dashboard. The product offers integration with various CRMs, business support software, vendors, distributors and more. Integrations include Netsuite, Salesforce, Microsoft Dynamics, Autotask, TechData, Avalara and Dell.

It is compatible with Windows, Linux and Mac operating systems. Support is offered via email, chat and over a phone.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

47 Reviews of ConnectWise Sell

Average User Ratings

Overall

4.17 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(23)

4 stars

(15)

3 stars

(4)

2 stars

(4)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 47 reviews

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June 2017

Kevin from Air2Data

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

3.0

June 2017

It has made providing quotes easier.

Speed of quotes on a very complex product of WIFI networks for hotels based on construction types and brand standards for acceptable WIFI.

Pros

I like how customers can sign and pay online. However, the signing process is confusing for customers on the steps of what to fill next so the transaction is successful. I sometimes have to guide the customer, because there are no clear Step 1, Step 2, etc., guides.

Cons

I hate the process to make and use template messaging for my quotes. I want a real library of click-easy template messaging I can select after I publish the quote. Also, I find it soooooo frustrating to have an error in Quosal, but will not tell the cause!!! For example, our ConnectWise Admin selected some products to make inactive. The unit sold was the same but the parts to build it where changing. It would have been nice to have Quosal tell us why the mysterious error. This wasted a lot of valuable time.

July 2018

Kristen from Mirazon

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

3.0

Functionality

3.0

July 2018

It's ebbed and flowed.. the things that work are great, the things that don't, well, aren't.

The Dell import tool is probably my favorite (when it works - it's spotty). That's definitely been a time saver.

Pros

Presentation. We get comments all the time about how great our quotes look. Definitely an improvement from our last quoting tool.

Cons

It's not very user friendly, not very intuitive, it's hard to import pricing catalogs (mostly because it's hard to get that information from vendors who don't have the integration), the user restrictions aren't what I think they should be, there are a lot of things we should be able to customize on our own that we can't (so we incur extra costs), etc.

August 2018

Morgan from i.t.NOW

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2018

Sell

I have been using Sell for almost 3 years

Pros

It is web-based so you can use it wherever you are at. The design is intuitive and easy to learn, yet complex enough to do very customizable things. It integrates with leasing providers (e.g. Great America) so you can include leasing options. You can create a quote template for common items quote out, this saves A LOT of time! I love this feature.

Cons

I could never get a Dell quote to import. It might be a training issue, but it would save a lot more time if this feature worked better.

June 2018

Heather from Technology Associates

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

June 2018

Overall, this works well for us. We've had this in place for about 3-4 years now.

Ability to get quick approvals through online approvals.

Pros

I like the etilize feature to pull in product and descriptions from distributors, as well as the quote format and the ability to approve online.

Cons

It seems like I get a lot of random glitches, where the page needs to reload or I get errors, etc. Also, there seems to be a lot of steps/boxes to make sure that are set properly. This can be confusing and frustrating to a user that is new to the software. Sometimes I also have issues with customer comments showing up, etc.

June 2017

Scott from Healthy IT, Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

4.0

Functionality

4.0

June 2017

Great Features and (with effort) a streamlined sales experience

Streamlined Sales Process, better knowledge of client interest. 24 hour sales approval process. Automation.

Pros

The Web-based solution enables us to quote from anywhere, and collaborate more easily than a filesystem based solution.

Cons

Marketing for ConnectWiseSell... I wish we could simply have a masked URL so that we could send out sell.ourdomainname.com for quotes. I don't need or want competitors and clients to see which quoting package I use. Customizing reports / forms / layouts requires a PhD and or an hourly engagement with Quosal / Sell...

October 2018

Dino from Global Micro Solutions

Company Size: 11-50 employees

Review Source: GetApp


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2018

Sell, sell, sell

Pros

We used to host in country and have since moved to their hosted version on Azure. We have multiple templates that we've customized, dependent on service and partner we use. Tracking is very easy and we can get accurate reporting, if used correctly by the end users. With the clients not having to print any documents, the sales cycle is also closed a lot quicker.

The integration is great with ConnecWise Manage

Cons

Initial setup is quite difficult, especially with customization. End user input is critical for accurate reporting. Not good as a stand alone option, so quite pricey when taking the complete ConnectWise package.

December 2016

Michael from Innovative Computing Systems, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2016

Phenomenal tool - excellent people - quality solution

I have been in the industry for 30 years. The work, thoughtfulness and technical strength of the Quosal team is unparalleled. This solution has made a massive difference in my business - and I am so appreciative for everything that they have done and continue to do in order to support our efforts. There is no solution that even closely mirrors this one.

Pros

Consistency and predictability of quote and proposal creation and delivery

November 2018

Essa from StratX IT

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018

Sell is my homepage

I’d like to see an expansion to the trophies/achievements area. I’m capped at 600! Also, I find myself struggling within the fields if it’s a large quote with a lot of products. The quote takes some time to upload and changes don’t always save on the fly.

Pros

It’s super easy to use Love manage integration

Cons

The glitches from time to time. Random updates

April 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

April 2018

Great system with a lot of features

Pros

We use ConnectWise to integrate with our NetSuite business system. The system allows us to add important information to our quotations and give them an extremely professional look than we would get with our business system.

Cons

The only thing I did not like was that there are updates made to the product and we aren't always notified of the changes.

August 2017

Alan from Verified Technologies, Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

August 2017

Great product.

Streamlined our sales process completely

Pros

We could not do business without ConnectWise Sell. We love the workflow aspect and integration with ConnectWise sales orders and procurement.

Cons

The Achieve area is useless for us. I would much prefer to be able to customize the notifications are with the notifications that are important to us.

January 2018

Garry from JMARK Business Solutions, Inc. IT Support and IT Services Tulsa OK, Springfield MO, Fayetteville AR

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2018

Leader in the industry. Connectwise Sell has all the features you need for MSP Sales.

Connectwise Sell allows us to build and manage quotes online without having to be in the office. It has all the same realtime features as the other major player in the market (Quotewerks) and with tight integration into the Connectwise ecosystem it's a no-brainer for existing Connectwise customers.

Pros

Tight integration with Connectwise and Real-time lookups for pricing and product availability make Connectwise Sell very powerful.
The entire platform is web-based so you can access it from anywhere making the quoting process seamless and easy no matter where you're working from. It's just as effective from Starbucks as it is from your office.

Cons

The UI is a bit outdated. Some of the features are a little hidden in the UI and unless you know where they are at it can take some getting used to.
Currently there is a problem with back-end connectivity resetting causing you to lose your work. Be sure to save often because it happens several times throughout the day and can get very frustrating.

June 2017

Adam from OPTECH

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

June 2017

Great quoting software

Sending multiple quotes out

Pros

Beautiful easy to use web based interface, integrates with other systems. Overall very happy with the product.

Cons

New company has rebranded it and slowed down development. Unable to easily customize quoting forms/templates, does not support fixed price proposals.

August 2017

Gary from Simpleworks

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

August 2017

Connectwise is the rising star of professional services automation and management tools.

Pros

flexible and customizable, integration with sales process beginning to take off, support is excellent

Cons

Sales integration is horrible. This tool could be the best thing since sliced bread if you get that working. I would be happy to be contacted to help with more input on that.

December 2016

Brian from Albright Networks

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

4.0