All ConnectWise CPQ Reviews

1-25 of 61 Reviews

Sort by

Reviews are by default sorted by Recommended to software buyers, driven by our proprietary algorithm reflecting the depth and quality of the review, recency of experience, and other factors. As a neutral reviews platform, the star rating of the review is not considered in the "Recommended" ranking, and there is currently no voting mechanism that would allow site visitors to influence the ranking.
User Profile

Melissa

Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

It creates beautiful quotes that look so professional.

CONS

I 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

The 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.

CONS

There 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

Review Source: Capterra

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.

PROS

Finished product looks nice. Ability to integrate credit cards into a quote.

CONS

Tech 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

ConnectWise 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.

CONS

Same 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

Review Source: Capterra

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.

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.

Kristen

Information Technology and Services, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed 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.

User Profile

Pricilla

Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed July 2020

Building Quotes made not so simple

It works fairly well for what it is supposed to accomplish.

PROS

With CWSell formerly Quosal , you have templates to choose from when formatting your quotes, this make building simple quotes easy.

CONS

Complex quotes with complex pricing structures needing complex visual display is nearly impossible and extremely time consuming. I had to call another company who was a code specialist who had an integration with our instance to help me fix a issue. Customer server for CW Sell is tier 1 only - If you want to make any basic changes to the function you have to pay extra. For reference , the issue took 5 min for the person whom didnt work for CW to fix. CW wanted to charge us to fix it.

User Profile

Morgan

Verified reviewer

Computer & Network Security, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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.

Anonymous

51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed 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.

User Profile

Garry

Verified reviewer

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Chris

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

1

VALUE FOR MONEY

2

CUSTOMER SUPPORT

3

FUNCTIONALITY

2

Reviewed August 2017

I think the system is not integrated well with Connectwise.

PROS

Online signature signature is a great feature. We also use templates often. The ability to create a package on the fly is also beneficial

CONS

The integration to connectwise. too many steps and the training is not set up very well. The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with. In addition there is no clear answer on how parts are created within CW or Sell and how those work between the system. The admin functionalities are very weak. It is an all or non scenario. If you don't have admin rights you cannot perform many of the day to day tasks. In addition the reporting is awful. What sale program can show you a report for how many sales were won in a month, week, day...its very frustrating. and as for the sales competition piece. It needs more work.

Sean

Information Technology and Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2022

Connectwise Sell

Overall I like the product but it has a few quirks and I feel that some basic functionality is lacking.

PROS

Its easy to create a quote and requote a product to a client. Basic quotes can be generated in minutes and you can customise it quite well.

CONS

Sell gets photos of products from Etilise and not all products are available. When you add a custom product the photo is not automatically added to the product and when asking for basic features it always seems to be add a note to the forum as a new request and we will try to add it later. There are times when it just refuses to work and I have to open an incognito browser in Chrome or another browser to access the software

James

Information Technology and Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed March 2021

Feature rich, badly supported

PROS

The deployment was great and very easy thanks to the team that helped us. It functions well and has loads of features that have made our quoting experience a lot better for the customer. Its integration with ConnectWise Manage has made our whole sales process so much less work to manage.

CONS

Support and development leave a lot to be desired.

Heather

Information Technology and Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed 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.

Danielle

Information Technology and Services, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed July 2021

ConnectWise Sell

Hard to get resolutions to multiple issues resolved with support team. End result is we'd be quoted for support and have to do regular work arounds because of issues.

PROS

Quotes were easy to get approved by our clients.

CONS

Our system never worked correctly, I assume that's because the integration was never setup properly. When asked to review with support we were told we'd be charged to redo it.

Scott

Information Technology and Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed 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...

Dino

Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for less than 2 years

Review Source: GetApp
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Deborah

Information Technology and Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed July 2022

ConnectWise Sell (formerly Quosal)

PROS

My favorite thing about Sell is its robust integration with Manage. There are also many easy-to-use features that make calculating margins very clear.

CONS

The rich text editor is incredibly problematic. But you can edit text in an HTML editor that's much less wonky. However, it requires knowledge of HTML and/or searching for HTML training every time you make a quote.

Scott

Information Technology and Services, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed April 2017

Quosal Review

We purchased 12 Quosal seats in August of 2016 to fix the non quoting ability in Connectwise. We still have not been able to setup quosal to use for quoting. Quosal seems to be very limited on how we can display quotes or line items. Everything requires a special form setup, which equals billable time to Quosal . Also, we have no way of calculating commission correctly. Overall the programs not very flexible compared to other quoting tools. I realize that some of the issues come from the Connectwise setup . Connectwise owns quosoal. I would think the two programs could work better together.

PROS

Remote access to quoting

CONS

Not flexible . Forced to buy Quosal because Connectwise does not support quoting natively.

Vendor Response

Hi Scott, thanks for the feedback. We are sorry to read that you are not completely satisfied with your ConnectWise Sell experience. Can you email us and SocialMedia@ConnectWise.com so we can discuss your concerns further?

Replied April 2017

Roger

Information Technology and Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2021

ConnectWise Sell has really improved our sales process

PROS

ConnectWise Sell is easy to use and we can quickly get a professional quote out the door with Sell. Sell has streamlined the process from customer approval to ordering.

CONS

ConnectWise Sell is run as a Software As A Service and sometimes the performance is effected by the Cloud Provider or by Internet performance.

Reason for choosing ConnectWise CPQ

Integration with Connectwise Manage and Ease of use.

Rich

Information Technology and Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

ConnectWise Sell

I have been using this software for over 5 years. Setup was pretty easy and we have been able to modify our templates without a hassle. The integration with our vendors makes setting up quotes a snap.

PROS

I love that it seamlessly integrates with our CRM. Easy to track quotes and keep track of sales stats.

CONS

Sometimes getting help changing features can be tedious.

Adam

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

2

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed June 2017

Slow to get going

PROS

Once configured and templates are created it is generally easy and fast to create quotes. Better than standard ConnectWise

CONS

Slow to create templates, software is buggy and temperamental. Very difficult to format professionally. Most support requests are billable. Can't always trust etilize search and pricing. Basic missing functionality.

Vendor Response

Hi Adam, thanks for taking the time to review ConnectWise Sell. We'd like to talk to you more about the areas that you were less than satisfied. Can you email us at socialmedia@connectwise.com so we can discuss further?

Replied June 2017

Michael

Information Technology and Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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

Essa

Information Technology and Services, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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

Karen

Information Technology and Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed March 2021

50/50 on recommending

I am 50/50 on my experience. It has its pluses to using it and lack of being able to tweak stuff is a total negative.

PROS

I like the way the product feeds in and pricing when the pricing is correct.

CONS

I can't bundle things the way I would like to and tweak the cover page to reflect what I would like it to say.

Showing 1 - 25 of 61 Reviews