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 ca...


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Supported Operating System(s):

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

50 Reviews of ConnectWise Sell

Average User Ratings

Overall

4.12 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

3.5

Functionality

4.0

Ratings Snapshot

5 stars

(23)

23

4 stars

(16)

16

3 stars

(6)

6

2 stars

(4)

4

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 50 results

August 2018

Morgan from i.t.NOW

Verified Reviewer

Company Size: 11-50 employees

Industry: Computer & Network Security

Time Used: More than 2 years

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 2017

Kevin from Air2Data

Company Size: 11-50 employees

Industry: Wireless

Time Used: Less than 2 years

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.

August 2016

Tommy from Bayshore Interactive

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

3.0

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.

July 2020

Pricilla from Liberty Technology

Verified Reviewer

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Customer support

1.0

Functionality

3.0

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.

July 2018

Kristen from Mirazon

Company Size: 51-200 employees

Industry: Information Technology and Services

Time Used: More than 2 years

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.