ConnectWise Sell

ConnectWise Sell

(82)
4.0 out of 5 stars

Connectwise Sell is a Quote and Proposal Software. High quality, accurate quotes and attractive proposals.

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Showing 95 ConnectWise Sell reviews
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ConnectWise Sell review by <span>Karl B.</span>
Karl B.
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What do you like best?

The cloud based access is fantastic. Access from anywhere is a breeze. The electronic approval process has shortened our sales cycle by weeks. The Etilize integration is fantastic! We can produce real time quotes and have a good sense of real time inventory. Once we created our templates, the are so very easy to use. This makes consistent quoting easy and simple. Lastly the integration with ConnectWise Manage is critical for smooth and easy hand-offs to procurement and service delivery.

What do you dislike?

The templates for the electronic signature process are cumbersome to edit.

Recommendations to others considering the product

Be sure to see how etilize works and the electronic approval process. They are awesome!

What business problems are you solving with the product? What benefits have you realized?

Scalable and consistent Sales has been achieved with ConnectWise Sell. Now our back office can quickly do small parts sales while our field sales force are able to produce excellent quotes for ongoing services and projects quickly and easily.

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ConnectWise Sell review by <span>Vinod M. M.</span>
Vinod M. M.
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Quosal Review

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What do you like best?

I love the way i can easily make quotes and revisit old ones

-love that customers can view online and approved easily

-love the tracking feature of opens and approves

What do you dislike?

Recently i am very very very displeased with the performance of quosal

-tried creating proposals several times in the past couple days and it is just so sluggish. Takes forever to load sometimes. Sometimes it just doesnt work and i have to exit the browser completely and try again.

I had to do this 4-8 times yesterday during the process of trying to make a quote for a client that was in pain.

I also dont like that i cannot copy from one quote to another like it used to be. Please contact me for a follow up to make sure i am running the right versions etc.

What business problems are you solving with the product? What benefits have you realized?

major time saver than we had it before with creating word documents and converting to pdf's

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Response from Lesley Meunier of ConnectWise Sell

Thank you for the review!

What CPQ solution do you use?

Thanks for letting us know!
ConnectWise Sell review by <span>William F.</span>
William F.
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Great Product let down by poor support

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What do you like best?

Its based in a web browser and fairly intuitive. It integrates well with our other systems Connectwise

What do you dislike?

Support is poor and if you want to do anything outside the box their professional services are slow (we have a project currently which has been running for 11 months). There needs to be more sharing of templates and forums so that they can build a user community.

The university which is supposed to provide supporting documentation is poor and not updated regularly.

Recommendations to others considering the product

When you buy Quosal it is not a silver bullet to your business It is a blank page and needs lots of work to get it working for your business. To really make it work you will need to engage with their professional services team. Our experience of them has been poor and very frustrating.

Support is outside the UK timezone so you often wait 24-48 hours for support

What business problems are you solving with the product? What benefits have you realized?

It does make the quoting process quicker

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ConnectWise Sell review by <span>James B.</span>
James B.
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What do you like best?

Nice integration with ConnectWise and clean looking interface. Once the templates are set-up it's fast to produce a simple quote. We use it to quote for everything so it all follows the same workflow.

What do you dislike?

Company Culture. It takes a lot of chasing to get anything done and you feel like just a account number. Seems they have growing pains and still not resolved them.

Recommendations to others considering the product

Do not underestimate this product. It takes a lot of setting up and will cost you a lot of tie and money to get what you want out of it. It's a powerfull product, but let down by poor documentation, and when you do ask how to do something, they just want to sell you consulting hours.

What business problems are you solving with the product? What benefits have you realized?

Getting a electronic signature on a quote is great and speeds up the whole quoting process.

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ConnectWise Sell review by <span>Garry A.</span>
Garry A.
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Great software for web based quoting

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What do you like best?

I've used Quotewerks and Connectwise Sell. The but differentiator is that Connectwise Sell works from your browser. You don't need to install any software and it works from anywhere.

What do you dislike?

The online delivery (Order Porter) is not as fully featured as Quotewerks.

What business problems are you solving with the product? What benefits have you realized?

We can collaborate as a sales team and vet each other's quotes.

I can generate quotes from anywhere.

And I can look up pricing and distributor availability in real time so the quoting process is fast and efficient.

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ConnectWise Sell review by <span>Danielle J.</span>
Danielle J.
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What do you like best?

The ease of quote preparation and being able to see when prospects are looking at quotes.

What do you dislike?

That you need to be a designer/understand code to change the templates

Recommendations to others considering the product

If you are looking for a professional way to send quotes online, that has online order acceptance capabilities, as well as simple, intuitive user interface, then Quosal is the product for you.

What business problems are you solving with the product? What benefits have you realized?

We are solving the issue of delays in proposing quotes the "old way" (read Excel quotes) and offering up a user friendly interface where they can see their quotes, review them with multiple people if necessary and approve it, all online. Sell has amazing time saving benefits, especially now with the in-line editing process and Etilize.

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