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ConnectWise CPQ

Score8.4 out of 10

92 Reviews and Ratings

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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 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.


Categories & Use Cases

Media

Sell Dashboard
Sell Etilize
Sell Intel
Sell Order Porter E-Signature
Sell Place Order

1 / 5

Key Features

Learn about the best (and worst!) features ConnectWise CPQ has to offer, as determined by TrustRadius' reviewers.
Based on 92 ratings of ConnectWise CPQ's features
View all features

Top Performing Features

  • Quote sharing/sending

    Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.

    Category average: 8.9

  • Product configuration

    Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.

    Category average: 8.5

  • Configuration options

    Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.

    Category average: 8.5

Areas for Improvement

  • Attachments to quotes

    PDFs, contracts, videos, etc can be attached to quotes and/or proposals.

    Category average: 9

  • Guided selling/Sales portal

    Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.

    Category average: 8

  • CPQ reporting & analytics

    Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.

    Category average: 7.6

Reviews

What users are saying about ConnectWise CPQ.
View all reviews

It's All About the Setup and Training!!

Eileen WilsonView profile
Owner in Professional Services at Pivotal Crew LLC (1-10 employees employees)

Use Cases and Deployment Scope

I 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 I have set it up with clients, streamline their proposal processes and get all their proposals inside CPQ , saving them.

Pros

  • PSA Integration is by far the best
  • Product Sourcing
  • Product Importing

Cons

  • Security Roles locking users from doing certain actions

Return on Investment

  • Cleaner/more professional quotes
  • Cleaner/more professional proposals

Usability

Other Software Used

ConnectWise PSA, Quoter, QuickBooks Online, QuickBooks Desktop Pro

Before you Buy, ask other MSP about their Support

Steve Schulte
COO (Chief Operating Officer) in Corporate at Capital Network Solutions, Inc. (11-50 employees employees)

Use Cases and Deployment Scope

We 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 Books. Sell front end and quoting system works fine and not a lot of issues, the backend purchasing side of things has been riddled with problems. Connectwise purchased sell from qual awhile back and then Connectwise got acquired, the support for this product is poor, Connectwise always to me has always been poor when coming to support for their product. They do have chat support that does get online quickly but chat does not do remote shadow support so things seem to take longer. If the chat can not fix the issue they open a support ticket, the response from their support is about 4 to 5 days if you badger them, first they send you an electronic mail that usually hits your spam, they hardly ever pick up the phone and call you directly. Connectwise provides help desk software, it's puzzling why their support is so poor.

Pros

  • Quoting engine is good
  • Electronic Sign off is easy
  • The install support team was good

Cons

  • Support, Call back in the Same Day like your competitors DO
  • When asked to talk with a manager, have a manger call back
  • Hire more support to lower your response time

Return on Investment

  • Lots of waisted time creating support tickets with no response
  • My purchaser is so frustrated she had to take time off
  • Complaining to your representative really has no effect

Alternatives Considered

QuoteWerks

Other Software Used

N-able N-central

Usability

ConnectWise Sell is a WIN

Incentivized
AMBER SCHOENHERR
Sales Manager in Sales at MARCO TECHNOLOGIES (1001-5000 employees employees)

Pros

  • Order Porter
  • Etilize
  • Customized Templates

Cons

  • Ability to add more notes on a quote
  • Ability to have more sales reps listed
  • Approval workflows

Return on Investment

  • We wish it had better reporting analytics and features
  • The order porter feature has been a big WIN
  • Versioning has been a nice feature

Other Software Used

Bunchball Nitro for Salesforce, Crownpeak Digital Quality Management (DQM)

Usability

Great SaaS option for IT integrators and resellers

Incentivized
Garry AdamsView profile
Client Relationship Manager in Professional Services at JMARK Business Solutions, Inc. IT Support and IT Services Tulsa OK, Springfield MO, Fayetteville AR (11-50 employees employees)

Pros

  • Online quoting.
  • Real-time product availability and pricing.
  • Visibility into customer activity.

Cons

  • Although it is integrated with managed, oftentimes the integration fails with API errors.
  • Error logging is not always helpful. Oftentimes the errors are two generic to make troubleshooting worthwhile.

Return on Investment

  • The ability to see Real Time pricing allows us to be very accurate with our costing.
  • Knowing when our clients have viewed their quotes allows us to be very proactive in following up with clients.
  • Having your quote history at your fingertips allows easy access to previous quotes and information.

Alternatives Considered

QuoteWerks

Great Quoting tool for any IT Company!

Incentivized
Brian HallView profile
Service Manager & Project Coordinator in Information Technology at Southampton Computers (11-50 employees employees)

Pros

  • The ability to create custom templates for different types of quotes/projects to quickly create quotes for clients.
  • The ability to get all the updated pricing from all our vendors without having to search the vendors website
  • The ability to sync Opportunities with Connectwise Manage and automatically create sales orders.

Cons

  • I would like to be able to see more Canadian vendors in the list of vendors.
  • The ability to change the order porter template should be easier.
  • It's difficult to search for older quotes created.

Return on Investment

  • It allows us to create quote templates to quickly create quotes for customers and save our employees a ton of time.
  • It allows us to get a digital signature for proof of purchase from all our clients.
  • The order porter lets us track when a quote is opened so we can reach out and get more sales.

Other Software Used

ConnectWise Manage, SolarWinds Remote Monitoring & Management, ConnectWise Control (formerly ScreenConnect)

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