ConnectWise CPQ
About ConnectWise CPQ
ConnectWise CPQ Pricing
Pricing is based on your company’s needs. Contact ConnectWise for more information.
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Most Helpful Reviews for ConnectWise CPQ
1 - 5 of 61 Reviews
Melissa
Verified reviewer
Information Technology and Services, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
3
FUNCTIONALITY
5
Reviewed April 2021
Easy to use and it creates beautiful quotes
Sell saved me so much time in my Quoting and purchasing processes. The productivity gain paid for the cost difference between Sell and our old solution.
PROSIt creates beautiful quotes that look so professional.
CONSI don't need support very often but when I do it is not great.
Reason for choosing ConnectWise CPQ
n/a
Reasons for switching to ConnectWise CPQ
QuoteWerks didn't have as much automation and the ConnectWise Manage integration was not as good.
Brandon
Information Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed March 2021
Sell has plenty of potential and could be great
Overall Sell has been a good tool, the integration to Manage works well, with some limitations. Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.
PROSThe integration with Connectwise Manage as well as the user friendly web portal for clients are the some of the best features of Sell. The fact that we can pull from our product catalog, feed opportunities etc and give the clients ability to do completely paperless approvals has improved our efficiency.
CONSThere are still some nuances with the Connectwise Manage integration that make some things more difficult, such as how it handles the various description fields for the products. Another feature that would be helpful is a middle-tier review/approval feature for engineering staff without requiring a fully licensed seat to access the application.
Tommy
Information Technology and Services, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
2
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed August 2016
Better Options - Avoid
Just like another reviewer i had to purchase $1200 worth of training along with a $200 monthly payment. Essentially i paid $400 a month for the first year. The trainers were friendly but the training was confusing. After the training your on your own, i had and still do have many problems but i have pretty much given up on this product. There are much better options out there. I would recommend avoiding this product unless you have a dedicated development team that can help you customize it and repair it when it breaks.
PROSFinished product looks nice. Ability to integrate credit cards into a quote.
CONSTech support after the training is horrible, seconds to get a auto response and days to get a human being to talk to you. Every time i did get someone to talk to me they acted like they were doing me a favor, then after a few calls i was told i needed to purchase more training to help me with me product needs which were VERY basic. Im still using Quosal and doubt ill be able to get any money back but the whole operation in my opinion is sloppy, my credit card processing has not worked in months and there is NO PHONE NUMBER to call these people for support. You must open a ticket up and talk them into calling you which is a huge pain. If im paying 200+ a month for something i should be able to pick up the phone and get some support. I feel ripped off and would highly recommend avoiding this company due to bad service after the sale.
Tom
Information Technology and Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed April 2021
A lot to learn
ConnectWise Sell is a great tool as we live, eat, and Breath ConnectWise. If it's not in ConnectWise is hasn't happened is still very alive at TriTech, so we need ConnectWise Sell so the data is all in one place, it make us look smarter than we sometimes are.
PROSConnectWise Sell is a powerful tool and with that power comes the need to know how to operate it. I would like to see more training and even training the trainer so my entire staff can not only learn the power ConnectWise Sell bring to the table, but to have the continuous training they need and a easy tool for training new staff as they come into the admin or sales team.
CONSSame as the Pros: Overall ConnectWise Sell is a powerful tool, so there is a lot to learn and stay on top of, we don't do this very well because everyone is busy so some method of training, both initial and ongoing would be helpful, and not that you don't, but could it be easier?
Reason for choosing ConnectWise CPQ
Is all part of ConnectWise so what better way to go.
Kevin
Wireless, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed 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.
PROSI 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.
CONSI 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.