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.
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.
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.
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.
Most popular features of all Sales apps
25 reviewers had the following to say about ConnectWise Sell's features:
Pros
flexible and customizable, integration with sales process beginning to take off, support is excellent
Cons
Sales integration is horrible.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
I have been using Sell for almost 3 years
Pros
You can create a quote template for common items quote out, this saves A LOT of time!
Cons
I could never get a Dell quote to import.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
It shows up margins in real time and help do the best quotes possible.
Pros
Sell can give options in a quote and reports back to us when a customer has received the quote and when they view it.
Cons
The setup is complicated. The customer service wasn't great on helping us set up so we have had to teach ourselves.
Rating breakdown
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
Streamlined our sales process completely
Pros
We love the workflow aspect and integration with ConnectWise sales orders and procurement.
Cons
I would much prefer to be able to customize the notifications are with the notifications that are important to us.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Tracking Customer service and sales. Quoting products and services for New and Existing Dental Offices.
Pros
I am able to navigate easily through the system and connect my tasks to my time entries and updates.
Cons
Friday is our slowest day of the week so after 3:00 pm would be the best time for us.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
The Dell import tool is probably my favorite (when it works - it's spotty).
Pros
Definitely an improvement from our last quoting tool.
Cons
It's not very user friendly, not very intuitive, it's hard to import pricing catalogs (mostly because it's hard to get that information from vendors who don't have the integration), the user restrictions aren't what I think they should be, there are a lot of things we should be able to customize on our own that we can't (so we incur extra costs), etc.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Sending multiple quotes out
Pros
Beautiful easy to use web based interface, integrates with other systems.
Cons
Unable to easily customize quoting forms/templates, does not support fixed price proposals.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
We sell more product for sure, making it easy to send and get quotes approved.
Pros
The Etilize feature that shows me pricing from multiple vendors and pulls photos and descriptions of products, the order porter online approval and notifications when clients look at a quote
Cons
a bit expensive compared to Quoteworks. Wish I could still have an on-prem version because hosted stuff always costs more.
Rating breakdown
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
Streamlined Sales Process, better knowledge of client interest. 24 hour sales approval process.
Pros
The Web-based solution enables us to quote from anywhere, and collaborate more easily than a filesystem based solution.
Cons
I wish we could simply have a masked URL so that we could send out sell.ourdomainname.com for quotes. I don't need or want competitors and clients to see which quoting package I use.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
This product could be better if you could actually customize your quotes to look the way you want without paying their design team $$$ to do it for you.
Pros
Makes creating opportunities in connectwise easier, and the XML lookup feature is a nice feature for sure.
Cons
Very slow and clunky, plus the quotes are not easy for the customer (or us) to read.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Not a bad product though we would prefer the Support Staff have the ability to remote in or CALL in order to better diagnose issues. The QUOTE button on the Opp page still does not work, FYI. :)
Pros
It's integration with ConnectWise
Cons
Difficulty of creating new Templates as it relates to customization. Quote Forms are not end user friendly
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Hi, Nick. Thanks for the valuable feedback. We will make sure to pass it on to the appropriate teams so we can continue to improve and better serve you.
Pros
Opportunities in Manage can be converted directly to quotes, retaining all the most relevant customer data and information!
Cons
You wouldn't think so just by glancing at it but the learning curve is steep and it really puts off a lot of our employees at first when they initially gain access to the program.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Connectwise Sell allows us to build and manage quotes online without having to be in the office.
Pros
Tight integration with Connectwise and Real-time lookups for pricing and product availability make Connectwise Sell very powerful.
Cons
The UI is a bit outdated.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Prior to Quosal, we did a lot of manual quoting. This tool practically automates the process.
I love that Quosal is an integrate part of our entire business solution software, pairing with ConnectWise, Labtech and ScreenConnect to give us one unified system.
Pros
Simple to use, professional production of quotes and integrates with ConnectWise
Cons
I remember the initial setup to be a little bit time consuming, but that was quite a while ago and I am sure it is much more smooth now.
Rating breakdown
Time used: 2+ years
Frequency of use: Monthly
Likelihood to recommend
Thanks for the feedback, Chris. We are working to continually expedite the set up and on-boarding process. We are so pleased to hear that you are having success with the integration of ConnectWise Sell and ConnectWise!
Pros
Once configured and templates are created it is generally easy and fast to create quotes. Better than standard ConnectWise
Cons
Slow to create templates, software is buggy and temperamental.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Hi Adam, thanks for taking the time to review ConnectWise Sell. We'd like to talk to you more about the areas that you were less than satisfied. Can you email us at socialmedia@connectwise.com so we can discuss further?
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
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.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
Recommendations to others considering ConnectWise Sell
Complicated and confusing to learn!
Pros
The interface to distribution is good, real time on hand, pricing works great.
Cons
Adjusting the Quote form is very difficult and requires consulting.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Pros
I like that it's linked to ConnectWise manage, and it automatically created an opportunity and updates it if you update the quote in ConnectWise Sell.
Cons
It's super confusing without a proper training from the person who knows how to use it. It would be nice to have a tutorial for beginners or something like that.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Pros
at the time the customer approves the quote.
Cons
It's very hard to customize the quote forms, or the look and feel of the web portal clients see when they click a quote.
Rating breakdown
Time used: 2+ years
Frequency of use: Weekly
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.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Pros
I love that I can integrate videos into our quotes and proposals.
Cons
It is a bear to setup and sometimes use. It has so much there, but I would not call most of it intuitive.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
I've used Quosal for the past 3 years to generate quotes and proposals and it has led to a vast amount of closed business for me and our entire sales team.
