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QuoteWerks vs ConnectWise Sell Comparison

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Overview

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit...

ConnectWise Sell increases quoting volume and wins. Integrated with top CRMs, automated workflows keep data visible, reporting...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

15

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

ic-pricetag

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

92

5

4

3

2

1

47

35

7

3

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

4.1

63

5

4

3

2

1

28

20

10

4

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
90%
would recommend this app

Pros

The software makes it very easy to copy and paste information as well as edit where appropriate. An easy to understand gauge of cost/sales price and profit% allows for simple cost and profit tracking.
A great tool for up selling and cross selling to clients. This is a very robust and reliable Quoting package and sits perfectly between Autotask (our CRM package) and Sage (our accounting package).
While QuoteValet (web-based) appears more modern, the desktop app feels a bit "Windows XP. Overall, fantastic software, extremely affordable, and highly recommended to anyone in the IT industry.

Pros

Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.
Sell is a wonderful addition to our quoting process. Our customers love it too.
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

I tried to contact several times but each time I am having problem connecting. It may be my machine problem but I am a little disappointed.
Knowledge base sometimes can be though to find information and they send out several updates through out the year, this can be a bit of a problem when trying to stay current.
The item numbers are limited to a certain number of characters which causes the sync to QuickBooks to fail if your part is too long.

Cons

The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with.
Worst of all that we tested; expensive and incompetent.
The QUOTE button on the Opp page still does not work, FYI.
  • Vendor responds to reviews
  • Last review2 days ago
  • Vendor responds to reviews
  • Last review3 months ago

Key features

  • Total features62
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Forecasting
  • Goal Management
  • Guided Selling
  • Knowledge Base Management
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Performance Management
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Projections
  • Proposal Generation
  • Proposal Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Self Service Portal
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Management
  • eCommerce Management
  • Total features37
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Forecasting
  • Goal Management
  • Guided Selling
  • Knowledge Base Management
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Performance Management
  • Pipeline Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Projections
  • Proposal Generation
  • Proposal Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Self Service Portal
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations32
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations13
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

QuoteWerks logo

QuoteWerks

This product has saved me huge amounts of time!

Reviewed 4 years ago
Pros

I like the integration with Autotask as well as Connectwise and its ability to push data to Quickbooks.

Cons

The only con I have so far has been related to getting the vendor integration working but it was no fault of Quotewerks, it is just due to the nature of using the API

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

QuoteWerks logo

QuoteWerks

Good Software, a little clunky

Reviewed 4 years ago

We use it because all quotes flow into ConnectWise, including products and services. This means we don't have to type things over and can greatly reduce the number of transposition errors. It's also nice to have one spot for a common product database. We use it in a terminal server environment and it works well.

Pros

It's really a great quoting tool. It works well with ConnectWise, and its ability to export to Excel is great.

Cons

The ad-ons, such as Etilize, are OK, but not great. It can be a bit buggy and. The Quote Valet fearute seems nice, but I think it's too expensive.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

QuoteWerks logo

QuoteWerks

Really very helpful tool for Quoting

Reviewed 9 months ago
Pros

Really a great tool for Quoting. We can quote very easily using the customisable templates according to the requirement. We can easily integrate with third party software like ConnectWise that saves our time and money. QuoteWorks works well to make our documents look great and clear.

Cons

Actually it is paid tool. Customer support is not good. Except this really a great tool for quoting.

Vendor response

Mohit, Thank you for taking the time to review QuoteWerks. I am sorry that you have not found our customer support to be helpful. Our Technical Support is one of the reasons companies choose to use and stay with QuoteWerks. Our Support Team is one of the highest rated in the industry. If there is anything that we can do to improve the customer experience, please let us know!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

QuoteWerks logo

QuoteWerks

QuoteWerks - Great for Small Business

Reviewed 4 years ago

We use it to sell digital signage and software. We have been a customer for about 13 years and recently upgraded to the 2018 version, version 5.0. I am the admin and manage the users in the system along with their rights and privileges.

Pros

Easy to use. Can manage many product lists and it is very detailed. this includes photos and even linking for easy quote building.

Cons

Lots of areas to get lost, many sub menus. Might take some time to get up to speed if you haven't used it before. Initial training can be lacking. Building a template is not user friendly. Requires database cleanup as it will slow down if you don't.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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ConnectWise Sell logo

ConnectWise Sell

Leader in the industry. Connectwise Sell has all the features you need for MSP Sales.

Reviewed 5 years ago

Connectwise Sell allows us to build and manage quotes online without having to be in the office. It has all the same realtime features as the other major player in the market (Quotewerks) and with tight integration into the Connectwise ecosystem it's a no-brainer for existing Connectwise customers.

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.