It's All About the Setup and Training!!
Rating: 10 out of 10
January 14, 2025
EW
Vetted Review
Verified User
6 years of experience
Overview
What is ConnectWise CPQ?
ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal solution of the ConnectWise Suite. With ConnectWise Sell, users can create professional technology quotes and proposals that include rich product information, cover letters, and statements of work in minutes and automatically…
Learn from top reviewers
It's All About the Setup and Training!!
Rating: 10 out of 10
January 14, 2025I am a PSA/CPQ consultant but for CPQ I do use it daily in training my client on how to set it up, use it and the proper process for sales hand-off etc.
I've seen CPQ, after ...
Eileen Wilson
Partner - Professional Services
Owner
Pivotal Crew LLC
6 years of experienceVerified on LinkedIn
Before you Buy, ask other MSP about their Support
Rating: 1 out of 10
February 24, 2022We have been using Sell for years now, we have come off of QuoteWerks. We moved to Sell because Connectwise purchase sell several years ago and it also integrated into Quick B...
Steve Schulte
C-Level Executive - Corporate
COO (Chief Operating Officer)
Capital Network Solutions, Inc.
3 years of experienceConnectWise Sell is a WIN
Rating: 9 out of 10
February 13, 2021We use ConnectWise Sell for quoting purposes - to quote all of our IT and Managed Services Solutions. We utilize etilize and order porter.
Great SaaS option for IT integrators and resellers
Rating: 7 out of 10
October 3, 2019We use ConnectWise Sell to build, track, and deliver quotes to our clients. It also helps with confirming real-time product pricing and availability from our distributors. We ...
Garry Adams
Account Manager - Professional Services
Client Relationship Manager
JMARK Business Solutions, Inc. IT Support and IT Services Tulsa OK, Springfield MO, Fayetteville AR
1 year of experienceGreat Quoting tool for any IT Company!
Rating: 9 out of 10
March 1, 2019We use ConnectWise Sell to create managed services proposals, project proposals as well as simple hardware and software quotes for all our clients. It allows us to quickly and...
Brian Hall
Manager - Information Technology
Service Manager & Project Coordinator
Southampton Computers
1 year of experience
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Commonly Discussed Topics
These are common buyer considerations generated to help you find the best products. While this is a beta feature, it is our mission is to provide you with the best information possible to make confident and trusted technology decisions.
Pricing
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What is ConnectWise CPQ?
ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal solution of the ConnectWise Suite. With ConnectWise Sell, users can create professional technology quotes and proposals that include rich product information, cover letters, and statements of work…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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15 people also want pricing
Alternatives Pricing
What is QuoteWerks?
QuoteWerks is specialized Configuration Pricing Quoting (CPQ) software that can be used in every industry to create sales quotes and proposals. The vendor’s value proposition is that rather than relying on Microsoft Word or Excel to create quotes, users can benefit from a tool that is specialized…
What is Oracle CPQ?
Oracle CPQ is a cloud-based application that helps sellers configure the right mix of products or services and create accurate, professional quotes to quickly meet their customers’ pricing needs.
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is ConnectWise CPQ?
ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal solution of the ConnectWise Suite. With ConnectWise Sell, users can create professional technology quotes and proposals that include rich product information, cover letters, and statements of work in minutes and automatically update their sales pipelines accordingly.
The vendor says key benefits include:
- Save time creating IT quotes and proposals through automation
- Create visually appealing and presentable quotes that promote the brand
- Build and unify a consistent sales structure
- Import bill of material and deal registration documents
- Access real-time pricing and availability from major distributors
- Keep sales information in sync with integrations to CRM platforms such as Salesforce, Microsoft Dynamics, Autotask, and of course, ConnectWise Manage.
Additionally, with ConnectWise CPQ's online, interactive quote delivery system, clients can customize their order and accept their quote with built-in e-signature capabilities.
ConnectWise CPQ Features
CPQ Features
- Supported: Quote sharing/sending
- Supported: Credit approvals
- Supported: E-signature
- Supported: Product configuration
- Supported: Configuration options
- Supported: Pricing rules
- Supported: Price adjustment
- Supported: Purchase history and open contracts
- Supported: Guided selling/Sales portal
- Supported: Self-service CPQ
- Supported: CPQ reporting & analytics
- Supported: Proposals
- Supported: Excel integration
- Supported: CPQ-CRM integration
- Supported: Attachments to quotes
- Supported: Renewal management
ConnectWise CPQ Screenshots
ConnectWise CPQ Video
ConnectWise CPQ Integrations
- ConnectWise PSA
- NetSuite ERP
- Salesforce Sales Cloud
- Datto Autotask PSA
- Avalara
- Ingram Micro
- Microsoft Dynamics 365
- GfK Etilize
- Dell
- QuickBooks
- HP iQuote
- Tech Data
- Synnx
- D&H
- Great America
ConnectWise CPQ Competitors
ConnectWise CPQ Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States, Europe, Australia |
| Supported Languages | English |
Frequently Asked Questions
Reviewers rate Quote sharing/sending and Product configuration and Configuration options highest, with a score of 10.
The most common users of ConnectWise CPQ are from Small Businesses (1-50 employees).
Comparisons
Compare with
Reviews From Top Reviewers
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(1-5 of 7)
Before you Buy, ask other MSP about their Support
Rating: 1 out of 10
February 24, 2022
SS
Vetted Review
3 years of experience
ConnectWise Sell is a WIN
Rating: 9 out of 10
February 13, 2021
AS
Vetted Review
7 years of experience
Your ticket to the big leagues.
Rating: 10 out of 10
September 21, 2017
JC
Vetted Review
Verified User
2 years of experience
Quosal Review - Largest Quosal User
Rating: 10 out of 10
January 05, 2016
ML
Vetted Review
Verified User
3 years of experience
