ConnectWise CPQ Reviews & Product Details

Once you understand all the nooks and crannies, and you set it up correctly for success, it's a great product. All about the templates and training your team! It has integrations with ConnectBooster, Wise-Pay, Authorize.Net, and honestly, the PSA integration is the best out of all the quoting tools. Review collected by and hosted on G2.com.

It does have a lot of options, I like it but can be overwhelming for some users. Review collected by and hosted on G2.com.

It is highly flexible and customizable. There are so many great features to help automate your quoting process. I was lucky enough to go to a Sell boot camp many years ago and learned a lot about what the product can do. Review collected by and hosted on G2.com.

It can be complex and overwhelming to set up. Get yourself a consultant who knows what they're doing. Review collected by and hosted on G2.com.

(1) Simple and customizable templates

(2) Pretty quotes/proposals

(3) Integration into ConnectWise Manage

(4) Easy client-approval from web portal

(5) A bit better than QuoteWerks Review collected by and hosted on G2.com.

(1) Difficult to use for a full Managed Services Proposal

(2) May need to pay for professional services to get the exact look and feel (if you are dogmatic about matching your existing Word document quote)

(3) Integration with distributors (Ingram Micro, etc) still needs more polish Review collected by and hosted on G2.com.

The best part about ConnectWise Sell is that it aids in linking with other CRM systems that your company might be using to create connectivity throughout the entire organization. Review collected by and hosted on G2.com.

The hardest part about ConnectWise Sell is that some is getting used to in terms of how it operates as it isn't the most user-friendly system, but with support from the team, adaption is quick. Review collected by and hosted on G2.com.

"The software is very flexible and can be customized according to our needs, it integrated well with the sales task. I am happy with the product and it makes things easier. Review collected by and hosted on G2.com.

The user interface would be better, novice user would feel difficult initially to understand the product. Review collected by and hosted on G2.com.

The software is easy to use and has many great features for preparing professional quotes. The pricing engine integrations work seamlessly and are easy to set up. Review collected by and hosted on G2.com.

The support team is one of the worst I have ever worked with. You cannot pick up the phone and speak to anyone; instead, you have to use the Chat service or submit a ticket online. I have a ticket open right now on an issue that has been outstanding for 2 months. Review collected by and hosted on G2.com.

Sell is easy to navigate and support is usually very helpful Review collected by and hosted on G2.com.

Extensive Training required to be knowledgable Review collected by and hosted on G2.com.

Very easy to use once it is set up correctly. Once set up, it integrates directly into our professional services automation tool and allows us to manage the quote from initial contact through ordering, and delivery. It also connects directly to the distributors we use to allow us to order directly after the quote is approved. That cuts out a middle step of having to log in to each distributor and place orders. Review collected by and hosted on G2.com.

Set up can be difficult and customizing quotes and the only quote delivery site does require some knowledge of HTML to design and implement any changes other than what comes as the default. Review collected by and hosted on G2.com.

It is very easy to use. Saves tons of time creating and using templates to start customer quotes. Easily add PDF`s with hardware and software descriptions. Get email notifications when quotes are visited. Review collected by and hosted on G2.com.

The servers are very slow, there is a spinning wheel when the system is trying to load, reload, or update. Seems i spend most of my time staring at that spinning wheel caught in a trance... Review collected by and hosted on G2.com.

I like that CW Sell/Quosal Sell, integrates with my vendors. It keeps track of updated pricing and has accurate descriptions. I also like that I can add additional PDF documents with quotes when they are sent to clients Review collected by and hosted on G2.com.

The only thing I do not like about Sell is that it doesn't automatically update the preview document on the right hand column when you've made a change. The 'auto-save' era has ruined me. Also, I wish I could make changes to the appearance of the Order Porter- it seems choppy, and not very aesthetically pleasing. Review collected by and hosted on G2.com.