Quoter vs ConnectWise CPQ

Jobber

AutoQuotes

FieldPulse

Jobber is field service management software that helps home service businesses stay organized and deliver great customer experiences. With AI tools like Jobber Copilot and automated marketing features, teams can manage more work while delivering five-star service.

AutoQuotes or AQ is a quoting and data analytics software designed to help businesses in the foodservice and supplies industry manage payments, product information, quotes, projects, and more from within a unified platform. Manufacturers can access a database of stock-keeping units (SKUs), warranty information, spec sheets, and product descriptions.


FieldPulse is a cloud-based field service management software designed for service contractors that helps manage business operations and workflows, including customer management, scheduling, project management, estimates and invoices, timesheets, customer portals, and more.

Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Created by the original developers that built IT Glue, Quoter is lightning fast, friendly to use, and designed to get more people quoting.

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Alerts/Notifications

Approval Process Control

Approval Workflow

Automated Quoting

Automatic Formatting

Billing & Invoicing

Catalog Management

Client Portal

Collaboration Tools

Configuration Management

Contact Database

Contact Management

Content Library

Contract/License Management

Customer History

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Data Synchronization

Discount Management

Document Automation

Document Management

Document Review

Document Storage

Document Templates

Drag & Drop

eCommerce Management

Electronic Payments

Electronic Signature

Email Management

Email Templates

Email Tracking

Estimating

For Internal Use

Knowledge Base Management

Lead Management

Multi-Currency

Opportunity Management

Order Management

Pipeline Management

Pipeline Reports

Price and Cost Calculations

Price/Margin Management

Pricing and Cost Calculations

Pricing Management

Product Catalog

Product Configurator

Proposal Generation

Quotes/Estimates

Real-Time Data

Reminders

Reporting & Statistics

RFP Management

Role-Based Permissions

Rule-based Configuration

Sales Activity Management

Sales Automation

Sales Forecasting

Sales Order Management

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Search/Filter

Segmentation

Self Service Portal

Tagging

Template Management

Templates

Third-Party Integrations

Version Control

Workflow Management

Proprietary

Quoter

Web-based

Windows

Linux

Chromebook

ConnectWise CPQ

QuoteWerks

Quotient

Basic

Standard

Enterprise

Office Administrator

i can make, edit, preview and continue to make edits and preview the document before it publishes.

Window Covering Specialist

I think that Quoter could have more company integration.

Senior Sales

I love the click to accept, no more print, sign, scan and email back requests or trying to overlay docu-sign on existing pdf quotes, this makes it so much faster and easier for my clients to view and accept my quotes.

Finance Manager

In addition, there are certain idiosyncracies that we have had to learn to manage (ex. if you process a quote in a certain way, its integration can fail).

Senior Technology Consultant

We loved the onboarding process for Quoter where their support team built out Quoter forms based on our existing quote and contract proposal templates.  

It is cost-effective, integrates well with our PSA (Autotask) and allows us to quickly and easily generate large volumes of quotes.  

Partner

In a world of online sales there are many companies that work on large proposals through quoting only- thank you Quoter for not forgetting about us!  

Director

I'd like a way to kick out dashboard-like reports that would be meeting-ready (for internal meetings).

We started with SocketApp and that was serving us well. But each time I would have a pain point or wish for an added functionality Quoter added that on!  

The software integrates easily with CRMs, Payment portals and so much more.

VP of Sales

Be nice to sort by date added and modified so older services or items can be purged easily.

We wish we could search and get data on items (sku's) that have been quoted.

Quoter has been become an essential part of our account management and sales process.

Also clients can create their own quotes if we allow them.

Our closing rate went up 60% once we fully implemented the solution.

It is easy to extend validity and make changes to products and quantities.

CRITICAL PRO: The ease of signing up clients for Recurring subscriptions.

Operations Manager

Prior to Quoter we were spending lots of time creating quotes from scratch which was very time consuming and didn't feed into any of our systems.

For example, i can't have text dividers between quote line items to indicate different sections of the quote.  

There is not a great quote search tool to categorize quotes by company, contact or product category.  

IT Sales Account Manager

Quoter's dev team worked with me on all of my suggestions.

IT Service Coordinator

The help that we get from our support rep is worth more than anything.  

Key Account Project Manager

Quoter completely changed our experience and process with quoting which has saved countless amounts of time over the last 2 years.

Managing Director

Also the support is some of the best I've seen - very prompt and personal.

Account Manager

Our rep [SENSITIVE CONTENT] is incredibly responsive and super helpful.

As the business grew we needed something that would be scalable and save us time.

Sales Manager

Been very helpful on support - sent loads of questions, and [SENSITIVE CONTENT HIDDEN] can't answer it she puts it forward as a future suggestion.

The user interface is very easy to use and there is integration with quite a number of third party applications

Quoting Process

Customer Support

Customer Quotes

Customization

Integrations

Proposal Templates

Tracking Features

Recurring Charges

Training and Learning Curve

Business Scalability

Small Business

Large Enterprises

Mid-size Business

Freelancers

ScalePad

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit & view quotes and proposals online

ConnectWise Sell makes it simple to create professional quotes and proposals to help you grow your business. See a live demo today!

Audit Trail

Bills of Material

Content Management

Goal Management

Guided Selling

Performance Management

Renewal Management

Standard 

Premium 

The document storage helps with organization, the templates are minimal, the professionalism in the proposal design is really nice but this is not a tool for highly technical quotes/proposals.

Owner

I was lucky enough to attend a ConnectWise Sell boot camp many years ago and I learned so much at that event.

I also liked the professionalism in the design of the proposals.

You definitely need a consultant to help implement.

Quoting & Procurement

However, it requires knowledge of HTML and/or searching for HTML training every time you make a quote.

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.

Admin Assistant

Our system never worked correctly, I assume that's because the integration was never setup properly.   When asked to review with support we were told we'd be charged to redo it.

Lead Client Experience Manager

When there are upgrades and features stop working with no resolution in site.

VP of Operations

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.  

Hard to get resolutions to multiple issues resolved with support team.  

President

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.

End result is we'd be quoted for support and have to do regular work arounds because of issues.

Inside Sales Support Specialist

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

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.

Sales & Business Maanger

It functions well and has loads of features that have made our quoting experience a lot better for the customer.

It has its pluses to using it and lack of being able to tweak stuff is a total negative.

VP, Sales

Sell saved me so much time in my Quoting and purchasing processes.

The biggest return on the investment has been in improving consistency and efficiency in quoting.

President 

We use sell for all our quotes and proposals.

ConnectWise Sell is a powerful tool and with that power comes the need to know how to operate it.  

Quoter vs ConnectWise CPQ Comparison (2026)

Quoter

ConnectWise CPQ

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives