ConnectWise Sell Reviews

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

Likelihood to recommend: 8/10

Pros
Presentation. We get comments all the time about how great our quotes look. 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

Likelihood to recommend: 6/10

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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 8/10

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

Cons
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...

Rating breakdown

Likelihood to recommend: 7/10

Pros
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

Cons
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.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Consistency and predictability of quote and proposal creation and delivery

Rating breakdown

Likelihood to recommend: 10/10

Pros
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.

Cons
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.

Rating breakdown

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

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
It’s super easy to use Love manage integration

Cons
The glitches from time to time. Random updates

Rating breakdown

Likelihood to recommend: 10/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

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

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

Rating breakdown

Likelihood to recommend: 9/10

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

Cons
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.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Quotes and order porter are great

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

Rating breakdown

Likelihood to recommend: 10/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 9/10

Pros
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!

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

Likelihood to recommend: 9/10

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

Likelihood to recommend: 7/10

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

Cons
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.

Rating breakdown

Likelihood to recommend: 8/10

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

Likelihood to recommend: 0/10

Pros
Ease of Use, Templates are very flexible

Cons
Errors we encounter are difficult to understand.

Rating breakdown

Likelihood to recommend: 9/10

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

Likelihood to recommend: 8/10

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

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

Rating breakdown

Likelihood to recommend: 7/10

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

Cons
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.

Rating breakdown

Likelihood to recommend: 9/10

Pros
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!

Cons
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.

Rating breakdown

Likelihood to recommend: 7/10

Pros
Online signature signature is a great feature. We also use templates often. The ability to create a package on the fly is also beneficial

Cons
The integration to connectwise. too many steps and the training is not set up very well. The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with. In addition there is no clear answer on how parts are created within CW or Sell and how those work between the system. The admin functionalities are very weak. It is an all or non scenario. If you don't have admin rights you cannot perform many of the day to day tasks. In addition the reporting is awful. What sale program can show you a report for how many sales were won in a month, week, day...its very frustrating. and as for the sales competition piece. It needs more work.

Rating breakdown