ConnectWise CPQ Reviews

Summary: ConnectWise CPQ is an ideal solution for businesses seeking to streamline and enhance their quote and proposal processes. Its integration with ConnectWise Manage, automated pricing features, and analytics tools contribute to a comprehensive solution for managing the sales pipeline.

Positive: ConnectWise CPQ offers a robust solution for managing quotes and proposals. It streamlines the entire quote generation process, from initial creation to final client approval.

Negative: ConnectWise CPQ may have a learning curve, especially for new users. Training and onboarding may be necessary to fully understand the platform's capabilities and make the most of its features.

Summary: Great product that is time saving which allows for quote to invoice to happen much faster allowing for a faster turn around time for quicker revenue.

Positive: Most of the information is automated and is light work to get a quote to a potential / existing customer quickly and easily. This product also allows you to manage suppliers and sales information straight through to invoicing. Great product!

Negative: Possibly a training issue however, certain quotes do not upload.

Summary: All in all, the Sell platform has been an amazing tool for the company. Something I really use is the order porter templates to send out a quote, that's basically a PDF that is generated for an end-user after they look at the detail on the quote inside of order porter.

Positive: ConnectWise Sell helps us to create and handle quotes online. You can set up how people can reach you, what they see on your quotes. The system gives you the ability to upload a signature and helps you look more professional.

Negative: Nothing I can complain about so far. It's been a game-changer.

Summary: Overall good experience. Wish there was a sale coupon, but besides that its fine! It reliably gets the job done.

Positive: I enjoy this software because it is clean, simple to use, and relatively elegant. It suits my needs just fine.

Negative: This product was a bit pricey, however it is justified given its features.

Summary: The cloud based access is wonderful. Access from wherever is a breeze. The electronic underwriting process has condensed our business cycle by weeks. One can make constant explanations and have a good sentiment of continuous stock. When one made our designs, the are so normal to use. This makes dependable refering to basic and clear. In end the compromise with ConnectWise Manage is essential for smooth and straightforward hand-offs to procurement and organization movement.

Positive: It is the best all-in-one, cloud based quoting software for IT Solution Providers and Resellers that creates quotes and proposals anywhere, anytime. It integrates really well with Connectwise which makes product conversions that much easier. The alert system that emails me when a quote is opened and approved is really nice for me since one is often not in the office.

Negative: The software does not show one when you sent the quote to the intended client. Also, Dell import is often messed up which creates a manual entry process that isn't intuitive. This software also never seems to integrate with ConnectWise in terms of updating opportunities. One has also experience some issues with quotes going to historical versions and one can never seem to get it out of that category.

Summary: Overall it's a great product, an asset for your sales team. Also it is agile and adaptive to the changing business needs.

Positive: Saves a lot of time and money.
Prepares professional proposal templates.
User friendly software.
Custom template creation, automated sourcing and seamless PSA integration.

Negative: The integration with other programs does not work seamlessly in all cases.

Summary: I feel like this software helped me to connect with clients and a more streamlined way. I had been spending my wheels before that.

Positive: The thing I liked most were the notifications of when prospective clients interacted with my quotes. Helped me figure out what was working

Negative: There were way more gadgets than I needed, so I just focused on the parts that I used.

Summary: I would highly recommend ConnectWise Sell. It will change the way you do business.

Positive: There are too many pros to list! I am able to create quotes and proposals in minutes, access real time pricing and availability from top distributors, and automate sales orders.

Negative: NONE! The customer service is amazing, any issue I have run into they have been able to solve in minutes. I don't have time to waste with issues and it never feels like I have!

Summary: ConnectWise Sell had increased productivity of our company. Provides very much secure, interactive and professional online quotes. Automation features saves lots of time and energy, within a minute we can create a proposal. It also sends notifications to our sales team.

Positive: ConnectWise Sell helps in creating professional proposals and quotes at anytime. Cloud based all in one software. E signature option is also available. Highly customisable features. User friendly software. Seamlessly integrates with Autotask, Salesforce, NetSuite, Dell, Cisco, hp and many more.

Negative: Readymade templates saves lots of time. Very good software.

Summary: It's a superb cloud-based quoting platform. We are currently using ConnectWise Sell with SalesForce integration. It makes the best proposal & quoting automated.and effortless. Highly recommended.

Positive: Using ConnectWise helps to simplify the complex Quotes building.
Easy to set up and highly customizable.
Best integration with Salesforce.
Workflow automation, gives you sales quotes, invoicing and management easy and automated.

Negative: No cons to share. I will update if I face any bad experience.

Summary: ConnectWise Sell helps us manage with complete control over the quotes and proposals with much ease than before. It allow us to create professional proposals with its predefined template with much ease. It saves a lot of time and resource. It offers workflow automation which is great to use, the workflow automation is completely customisable based on your requirement and can be easily customised on the key factors which you are expecting during any sales flow to trigger the instances. The reporting section is quite intelligent one and can be used to completely e analyse the overall performance and conversion. It can be easily integrated with BI softwares, giving you an upper edge over reporting of sales performance to the management.

Positive: ConnectWise Sell is a multi dimensional sales oriented tool, which is very effective in in managing the workflow and paper works from lead till successful conversion. It offers a centralised dashboard to keep track of status and progress of different quotes and proposals.

Negative: ConnectWise Sell is a great tool to increase the sales and manage the leads. No cons.

Summary: It's an absolutely fantastic platform for quote and proposal solution. It helps to save time, builds proposals and also integrates with Salesforce CRM.

Positive: It comes with useful CRM integration.
Easy client order customizations.
Best integration with Salesforce and ConnectWise manage.
The best solution for quote and proposal.

Negative: I never encountered any problem with this platform.

Summary: The ConnectWise Sell experience has been great. The software is very user-friendly and efficient. The support from the ConnectWise team has been excellent. Overall, I have been very pleased with the software and the support I have received.

Positive: I really enjoy the automation capabilities of ConnectWise Sell. It makes creating quotes and proposals very easy, and helps ensure that all the necessary information is captured. The integration with ConnectWise Manage is also a huge plus, as it allows me to keep all my sales information in one place.

Negative: I found ConnectWise Sell to be clunky and difficult to use. It was not very intuitive and I had a hard time figuring out how to do some of the more basic tasks.

Summary: We use this as our only platform to create quotes for our customers. We are happy with the software works in general.

Positive: If you are looking to prepare professional quotes then this software has a wide range of features.
The integration with the pricing engine works seamlessly
Easy to set up and get it up and running.

Negative: Needs a lot of training to get used to the product.
The servers are sometimes very slow.

Summary: It ties together each department and gives everyone visibility and information at their fingertips. The reports come in handy as well. I use the procurement report almost daily. The service boards and tickets also help to keep everything organized and allow for communication on a particular project all in one place.

Positive: The ability to create custom templates for different types of quotes/projects to quickly create quotes for clients.
The ability to get all the updated pricing from all our vendors without having to search the vendors website

Negative: The ability to change the order porter template should be easier.
It's difficult to search for older quotes created.