ConnectWise Sell Pricing, Features, Reviews & Alternatives

ConnectWise Sell

Quote. Propose. Close.

4.12/5 (58 reviews)

ConnectWise Sell 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.

ConnectWise was named a Niche Player in the 2018 Gartner Magic Quadrant for Configure, Price, Quote Application Suites. Ninety percent of reference customers for ConnectWise said they would recommend its product without qualification. ConnectWise achieved the highest rating for technical support of any of the vendors in this report. The full report can be accessed here. (https://info.connectwise.com/corporate/announcements/gartner-magic-quadrant)

Pricing

Starting from
$99/month
Pricing options
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia

Supported languages

English
ConnectWise Sell screenshot: OrderPorter QuoteConnectWise Sell screenshot: Real-Time Distributer PricingConnectWise Sell screenshot: OrderPorter QuoteConnectWise Sell screenshot: Built-in E-signature

ConnectWise Sell user reviews

Value for money
Features
Ease of use
Customer support
  3.9
  4.0
  3.8
  3.8
Melissa B.

Easy to use and it creates beautiful quotes

Used daily for 6-12 months
Reviewed 2021-04-05
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Tom D.

A lot to learn

Used daily for 2+ years
Reviewed 2021-04-08
Review Source: Capterra

ConnectWise Sell is a great tool as we live, eat, and Breath ConnectWise. If it's not in ConnectWise is hasn't happened is still very alive at TriTech, so we need ConnectWise Sell so the data is all in one place, it make us look smarter than we sometimes are.

Pros
ConnectWise Sell is a powerful tool and with that power comes the need to know how to operate it. I would like to see more training and even training the trainer so my entire staff can not only learn the power ConnectWise Sell bring to the table, but to have the continuous training they need and a easy tool for training new staff as they come into the admin or sales team.

Cons
Same as the Pros: Overall ConnectWise Sell is a powerful tool, so there is a lot to learn and stay on top of, we don't do this very well because everyone is busy so some method of training, both initial and ongoing would be helpful, and not that you don't, but could it be easier?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Tommy B.

Better Options - Avoid

Used weekly for 1-2 years
Reviewed 2016-08-26
Review Source: Capterra

Just like another reviewer i had to purchase $1200 worth of training along with a $200 monthly payment. Essentially i paid $400 a month for the first year. The trainers were friendly but the training was confusing. After the training your on your own, i had and still do have many problems but i have pretty much given up on this product. There are much better options out there. I would recommend avoiding this product unless you have a dedicated development team that can help you customize it and repair it when it breaks.

Pros
Finished product looks nice. Ability to integrate credit cards into a quote.

Cons
Tech support after the training is horrible, seconds to get a auto response and days to get a human being to talk to you. Every time i did get someone to talk to me they acted like they were doing me a favor, then after a few calls i was told i needed to purchase more training to help me with me product needs which were VERY basic. Im still using Quosal and doubt ill be able to get any money back but the whole operation in my opinion is sloppy, my credit card processing has not worked in months and there is NO PHONE NUMBER to call these people for support. You must open a ticket up and talk them into calling you which is a huge pain. If im paying 200+ a month for something i should be able to pick up the phone and get some support. I feel ripped off and would highly recommend avoiding this company due to bad service after the sale.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Brandon B.

Sell has plenty of potential and could be great

Used daily for 2+ years
Reviewed 2021-03-30
Review Source: Capterra

Overall Sell has been a good tool, the integration to Manage works well, with some limitations. Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.

Pros
The integration with Connectwise Manage as well as the user friendly web portal for clients are the some of the best features of Sell. 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
There are still some nuances with the Connectwise Manage integration that make some things more difficult, such as how it handles the various description fields for the products. Another feature that would be helpful is a middle-tier review/approval feature for engineering staff without requiring a fully licensed seat to access the application.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Kevin R.

It has made providing quotes easier.

Used daily for 1-2 years
Reviewed 2017-06-22
Review Source: Capterra

Speed of quotes on a very complex product of WIFI networks for hotels based on construction types and brand standards for acceptable WIFI.

Pros
I like how customers can sign and pay online. However, the signing process is confusing for customers on the steps of what to fill next so the transaction is successful. I sometimes have to guide the customer, because there are no clear Step 1, Step 2, etc., guides.

Cons
I hate the process to make and use template messaging for my quotes. I want a real library of click-easy template messaging I can select after I publish the quote. Also, I find it soooooo frustrating to have an error in Quosal, but will not tell the cause!!! For example, our ConnectWise Admin selected some products to make inactive. The unit sold was the same but the parts to build it where changing. It would have been nice to have Quosal tell us why the mysterious error. This wasted a lot of valuable time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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ConnectWise Sell pricing

Starting from
$99/month
Pricing options
Subscription
View Pricing Plans

ConnectWise Sell pricing is based on your company’s needs. Contact us at sales@connectwise.com or call 800-671-6898 for more information.

ConnectWise Sell features

CRM
Collaboration Tools
Contact Management
Performance Management
Pipeline Management
Third Party Integrations
Workflow Management

API (187 other apps)
Activity Dashboard (145 other apps)
Alerts/Notifications (109 other apps)
Campaign Management (119 other apps)
Contact Database (105 other apps)
Data Import/Export (139 other apps)
Lead Capture (117 other apps)
Lead Management (166 other apps)
Performance Metrics (155 other apps)
Reporting & Statistics (109 other apps)
Reporting/Analytics (152 other apps)
Sales Reports (104 other apps)
Search/Filter (136 other apps)

GetApp Analysis

A market-leading innovator in quote and proposal automation, Quosal was designed to meet the needs of fast-paced technology firms. The web-based application streamlines the way sales teams quote prices to their clients, with mobile tools that can be used to collect signatures and payments on any device in real-time. It also offers full transparency through the entire sales quoting process and reduces the average length of sales cycles.

Sales professionals who use Quosal are able to generate accurate, attractive quotes and proposals using up-to-the-minute pricing information and product specifications. Its top features include online quote presentation, sales workflow automation, professional proposal generation, B2B reorders and configurations, catalog services, and quote to order workflows.


What is ConnectWise Sell?

Quosal is a web-based quote and proposal automation platform created for businesses in the technology industry. In addition to enabling salespeople to quickly generate accurate quotes and proposals for clients on their desktop computers and mobile devices, Quosal allows its users to modify quotes in real time and execute documents with legally-binding digital signatures.

Companies can benefit from decreased quoting backlogs and shorter sales cycles and sales managers maintain complete visibility into the quoting process with the ability to identify key events in the workflow sequence. Automated notifications indicate when quote demands have been detected from demand sources (such as integrated CRM or opportunity management systems). Meanwhile, SuccessList™ events are made visible to users, and all quote-related events are streamed to sales reps and grouped, sorted, or filtered based on relevance. Advanced features such as e-signatures and payments are built-in to Quosal with no costly add-ons.

As the quoting solution of the ConnectWise Business Suite, Quosal helps technology solution providers sell more and sell faster. When utilizing ConnectWise as a business management platform, and Quosal for quotes and proposals, you are able to generate quotes in minutes, while gaining full visibility into the sales pipeline, and avoiding double data entry. All of these time savings can get sales reps back to what they do best, selling.


Who is ConnectWise Sell For?

  • Experience level: All experience levels
  • Industry: Technology industry
  • Business size: Small businesses and mid-size businesses
  • Departments/roles: Sales departments
  • Budget/point: All budgets
  • Example customers: Mosaik Solutions, Unified Power, Data Projections

Main Features

Sending Quotes

Using Quosal’s patented Order Porter™, sales teams are able to quickly and accurately generate quotes and proposals to send to clients. Rather than emailing their clients template PDF documents, salespeople who use Quosal can send interactive online experiences. Customers who receive quotes can view personalized video content, and approve their orders right away.

Each time you create a new quote in Quosal, the web-based system generates a unique URL that you can send to your client. When the client clicks on the URL, he or she will immediately see an interactive quote with a personalized video. To accept this proposal, the client just needs to e-sign the document from within Quosal.

Workflow Automation

Rather than focusing too heavily on opportunity management, Quosal’s workflow automation module identifies “key events” and the optimal time frames for content delivery. Essentially, the platform builds a project roadmap using integrated data. This roadmap is called a SuccessList™.

Quosal automates as much as possible to relieve pressure on your sales team members. The platform even automates back-end record keeping. Each sale that your team wins or loses is added to the system and leveraged by SuccessList™. Your SuccessList™ status is communicated through the sales management dashboard.

Real-Time Distributor Pricing

When product pricing is changing by the minute, sales teams often have difficulty transmitting accurate quotes and proposals to their clients. Quosal offers a solution, with real-time distributor pricing using data feeds, along with downloadable price files and spreadsheets.

Upload your company pricing information, and Quosal will integrate the data sources into your sales process. (Its Product Buffet system allows you to integrate using standard data formats.) Rather than hunting for the most recent pricing on your website before generating each quote, you can rely on the app to automate the process and keep pricing data fresh. It is capable of mapping any number of price files, lists, and schedules.

E-Signatures

One of the ways that Quosal has been able to improve the customer purchasing experience—and also show a positive impact on users’ sales—is by offering built-in e-signature capabilities. Clients who receive interactive quotes and proposals are able to execute those documents using binding digital signatures. Collecting those signatures requires zero effort on the salesperson’s part.

Using the Quosal mobile platform interface, your sales team is able to collect not just e-signatures, but also payments from clients when they’re outside the office. When you fill out the configuration information, just set up the “Use E-Signature” setting to enable digital signatures.


Integrations

Quosal integrates with a number of third-party business applications, including Autotask, ConnectWise, Microsoft Dynamics, NetSuite, Quickbooks, and Salesforce.com.


Pricing

Small and mid-size technology vendors that are interested in using Quosal should contact the company directly for custom pricing information.


Bottom Line

  • Accurately generate quotes online
  • Automate most sales workflow processes
  • Execute quotes using digital signatures
  • Simplify product catalog management
  • Eliminate data re-entry with CRM integration

Additional information for ConnectWise Sell

Key features of ConnectWise Sell

  • Integration to your CRM system
  • Built-in e-signature- not a costly add-on!
  • Real-time business intelligence to allow for full visibility
  • Manage all won quotes and opportunities
  • Option for customers to upsell themselves
  • Real-time pricing and availability to top tech distributors
  • Integration to Etilize, distributors, Dell, and more
  • Video library
  • Cloud-based solution so you can quote from anywhere
  • Guided selling allows your reps to walk through a process
  • Built-in gamification
View All Features

Benefits

• 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.