ConnectWise Sell Reviews

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.

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.

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.

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.

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

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...

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Presentation. We get comments all the time about how great our quotes look. Definitely an improvement from our last quoting tool.

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.

With CWSell formerly Quosal , you have templates to choose from when formatting your quotes, this make building simple quotes easy.

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.

I like the etilize feature to pull in product and descriptions from distributors, as well as the quote format and the ability to approve online.

It seems like I get a lot of random glitches, where the page needs to reload or I get errors, etc. Also, there seems to be a lot of steps/boxes to make sure that are set properly. This can be confusing and frustrating to a user that is new to the software. Sometimes I also have issues with customer comments showing up, etc.

We used to host in country and have since moved to their hosted version on Azure. We have multiple templates that we've customized, dependent on service and partner we use. Tracking is very easy and we can get accurate reporting, if used correctly by the end users. With the clients not having to print any documents, the sales cycle is also closed a lot quicker. The integration is great with ConnecWise Manage

Initial setup is quite difficult, especially with customization. End user input is critical for accurate reporting. Not good as a stand alone option, so quite pricey when taking the complete ConnectWise package.

We use ConnectWise to integrate with our NetSuite business system. The system allows us to add important information to our quotations and give them an extremely professional look than we would get with our business system.

The only thing I did not like was that there are updates made to the product and we aren't always notified of the changes.

Tight integration with Connectwise and Real-time lookups for pricing and product availability make Connectwise Sell very powerful. The entire platform is web-based so you can access it from anywhere making the quoting process seamless and easy no matter where you're working from. It's just as effective from Starbucks as it is from your office.

The UI is a bit outdated. Some of the features are a little hidden in the UI and unless you know where they are at it can take some getting used to. Currently there is a problem with back-end connectivity resetting causing you to lose your work. Be sure to save often because it happens several times throughout the day and can get very frustrating.

TIme saved, ease of use, and professional looking quote that are consistant.

Take a while to come up to speed, also take time to get your inventory items to where they need to be for quotes. Once this is done, you of off to the races.

The Web-based solution enables us to quote from anywhere, and collaborate more easily than a filesystem based solution.

Marketing for ConnectWiseSell... 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. Customizing reports / forms / layouts requires a PhD and or an hourly engagement with Quosal / Sell...

Consistency and predictability of quote and proposal creation and delivery

No cons were added to this review

We could not do business without ConnectWise Sell. We love the workflow aspect and integration with ConnectWise sales orders and procurement.

The Achieve area is useless for us. I would much prefer to be able to customize the notifications are with the notifications that are important to us.

It’s super easy to use Love manage integration

The glitches from time to time. Random updates

Beautiful easy to use web based interface, integrates with other systems. Overall very happy with the product.

New company has rebranded it and slowed down development. Unable to easily customize quoting forms/templates, does not support fixed price proposals.

flexible and customizable, integration with sales process beginning to take off, support is excellent

Sales integration is horrible. This tool could be the best thing since sliced bread if you get that working. I would be happy to be contacted to help with more input on that.

Quotes and order porter are great

A bit clunky to use sometimes. Has issues on iOS.

We now have standardized proposals with up to date pricing and current T&Cs. We no longer worry about custom contracts floating around out there with conditions we all forget about until the client reminds us.

Complex to setup but given what it does and how powerful it is, totally worth it. Once we got it configured it was easier to use.

I really enjoy how it integrates well with ConnectWise Manage on a mostly one-to-one basis. Opportunities in Manage can be converted directly to quotes, retaining all the most relevant customer data and information!

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.

It's integration with ConnectWise

Difficulty of creating new Templates as it relates to customization. Quote Forms are not end user friendly

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.

I am able to navigate easily through the system and connect my tasks to my time entries and updates.

The software can be slow in response at times. Could updates be done after hours? Friday is our slowest day of the week so after 3:00 pm would be the best time for us.

Ease of Use, Templates are very flexible

Errors we encounter are difficult to understand.

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

a bit expensive compared to Quoteworks. Wish I could still have an on-prem version because hosted stuff always costs more.

The interface to distribution is good, real time on hand, pricing works great. Administration capability is strong

The interface to CW Manage is klunky. Adjusting the Quote form is very difficult and requires consulting. Every change is a difficult thing

I like the ease at which you can create forms to send to customers. The template and PDF presentations are a big hit with our clients!

The learning curve is steep and not as user friendly or intuitive as I think it should be. Once you learn your way around it, it feels quite powerful but I wish early on it was more clear how to utilize certain features.