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ConnectWise Sell Pricing, Features, Reviews and Alternatives

ConnectWise Sell product overview

What is ConnectWise Sell?

ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generate quotes, follow up on them, and turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.

Key benefits of using ConnectWise Sell

• Save time creating IT quotes and proposals through automation
• Create visually appealing and presentable quotes that promote your brand
• Build and unify a consistent sales structure
• Easily import bill of material and deal registration documents
• Access real-time pricing and availability from major distributors
• Keep your sales information in sync with integrations to CRM platforms such as Salesforce, Microsoft Dynamics, Autotask, and of course, ConnectWise Manage!

Additionally, with ConnectWise Sell's online, interactive quote delivery system, clients can customize their order and accept their quote with built-in e-signature capabilities.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Phone Support
24/7 (Live rep)
Email/Help Desk
Chat
Knowledge Base

Training options

Webinars
In Person
Documentation
Videos
Live Online

ConnectWise Sell features

Functionality

4.0

/5

63

Total features

37

5 categories

Most valued features by users

Contact Management
Third Party Integrations
CRM
Collaboration Tools
Workflow Management
Customizable Branding
Renewal Management
Pipeline Management

Functionality contenders

ConnectWise Sell users reviews

Overall Rating

4.1

/5

63

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.78/10
Rating distribution

5

4

3

2

1

28

20

10

4

1

Pros
Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.
Sell is a wonderful addition to our quoting process. Our customers love it too.
The fact that we can pull from our product catalog, feed opportunities etc and give the clients ability to do completely paperless approvals has improved our efficiency.
Cons
The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with.
Worst of all that we tested; expensive and incompetent.
The QUOTE button on the Opp page still does not work, FYI.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Sell

Reviewed 4 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Easy to use and it creates beautiful quotes

Reviewed a year ago

Sell saved me so much time in my Quoting and purchasing processes. The productivity gain paid for the cost difference between Sell and our old solution.

Pros

It creates beautiful quotes that look so professional.

Cons

I don't need support very often but when I do it is not great.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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ConnectWise Sell (formerly Quosal)

Reviewed a month ago
Pros

My favorite thing about Sell is its robust integration with Manage. There are also many easy-to-use features that make calculating margins very clear.

Cons

The rich text editor is incredibly problematic. But you can edit text in an HTML editor that's much less wonky. However, it requires knowledge of HTML and/or searching for HTML training every time you make a quote.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Connectwise Sell

Reviewed 3 months ago

Overall I like the product but it has a few quirks and I feel that some basic functionality is lacking.

Pros

Its easy to create a quote and requote a product to a client. Basic quotes can be generated in minutes and you can customise it quite well.

Cons

Sell gets photos of products from Etilise and not all products are available. When you add a custom product the photo is not automatically added to the product and when asking for basic features it always seems to be add a note to the forum as a new request and we will try to add it later. There are times when it just refuses to work and I have to open an incognito browser in Chrome or another browser to access the software

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Building Quotes made not so simple

Reviewed 2 years ago

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.

ConnectWise Sell FAQs and common questions

Q. Who are the typical users of ConnectWise Sell?

ConnectWise Sell has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does ConnectWise Sell support?

ConnectWise Sell supports the following languages:
English


Q. Does ConnectWise Sell offer an API?

No, ConnectWise Sell does not have an API available.


Q. What other apps does ConnectWise Sell integrate with?

ConnectWise Sell integrates with the following applications:
Avalara, NetSuite, Salesforce Retail CRM, Autotask PSA


Q. What level of support does ConnectWise Sell offer?

ConnectWise Sell offers the following support options:
FAQs/Forum, Phone Support, 24/7 (Live rep), Email/Help Desk, Chat, Knowledge Base

Common ConnectWise Sell comparisons

ConnectWise Sell logo
Quoter logo
ConnectWise SellvsQuoter
ConnectWise Sell logo
Salesforce CPQ & Billing logo
ConnectWise SellvsSalesforce CPQ & Billing
ConnectWise Sell logo
QuoteWerks logo
ConnectWise SellvsQuoteWerks
ConnectWise Sell logo
Proposify logo
ConnectWise SellvsProposify

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