ConnectWise CPQ Reviews & Product Details

CPQ is reliable, we're used to it and it just works. Client signs the quote, you get a message, the opportunity can be updated right away and it's connected to all the other tickets in PSA. It's relatively customizable and CPQ Support live chat is quite quick. We use it every day. I like being able to grab prices from our price catalogue and copy tabs from other quotes. You can also lock signature field so that only a specific person in the company can sign. Review collected by and hosted on G2.com.

It's an old, tired system. There really isn't a way to request a feature that won't take ConnectWise ages to add. Formatting the document beyond basics is very hard and options are very limited. Tables take absolute ages to fix due to random bugs and you might have to perform a magic trick. Sometimes they do work though, and it's a great day to be. There is no way to mass export won quotes. The link you copy from the publishing page also requires you to remove a random space from it before it's usable, but this might be just me. Review collected by and hosted on G2.com.

Easy to set up and integrate with CW PSA. Support generally replies accordingly. Review collected by and hosted on G2.com.

Formatting Quotes could be improved. Some modifications require Developer Access and it's not intuitive. It requires Professional Services from CW and it's paid. Review collected by and hosted on G2.com.

Once you understand all the nooks and crannies, and you set it up correctly for success, it's a great product. All about the templates and training your team! It has integrations with ConnectBooster, Wise-Pay, Authorize.Net, and honestly, the PSA integration is the best out of all the quoting tools. Review collected by and hosted on G2.com.

It does have a lot of options, I like it but can be overwhelming for some users. Review collected by and hosted on G2.com.

It is highly flexible and customizable. There are so many great features to help automate your quoting process. I was lucky enough to go to a Sell boot camp many years ago and learned a lot about what the product can do. Review collected by and hosted on G2.com.

It can be complex and overwhelming to set up. Get yourself a consultant who knows what they're doing. Review collected by and hosted on G2.com.

(1) Simple and customizable templates

(2) Pretty quotes/proposals

(3) Integration into ConnectWise Manage

(4) Easy client-approval from web portal

(5) A bit better than QuoteWerks Review collected by and hosted on G2.com.

(1) Difficult to use for a full Managed Services Proposal

(2) May need to pay for professional services to get the exact look and feel (if you are dogmatic about matching your existing Word document quote)

(3) Integration with distributors (Ingram Micro, etc) still needs more polish Review collected by and hosted on G2.com.

The best part about ConnectWise Sell is that it aids in linking with other CRM systems that your company might be using to create connectivity throughout the entire organization. Review collected by and hosted on G2.com.

The hardest part about ConnectWise Sell is that some is getting used to in terms of how it operates as it isn't the most user-friendly system, but with support from the team, adaption is quick. Review collected by and hosted on G2.com.

"The software is very flexible and can be customized according to our needs, it integrated well with the sales task. I am happy with the product and it makes things easier. Review collected by and hosted on G2.com.

The user interface would be better, novice user would feel difficult initially to understand the product. Review collected by and hosted on G2.com.

I like the fact that it ties into our distributors like Tech Data and Ingram to quickly get current prices for products. I can easily search for a product in the Etilize tool and it will show me any and all options from our distributors from one screen. The fact that once the proposal is approved moves directly into ConnectWise and keeps us accountable to purchasing and delivering the product allows us to not miss many items in the process. Review collected by and hosted on G2.com.

It can be cumbersome initially to get the templates the way you want them. We did have to reach out (and pay) for assistance to get our Managed Services to pull over into ConnectWise the correct way. I would also say support leaves something to be desired. It can take days to get any answer on an issue which slows down the sales process at times. Review collected by and hosted on G2.com.

The software is easy to use and has many great features for preparing professional quotes. The pricing engine integrations work seamlessly and are easy to set up. Review collected by and hosted on G2.com.

The support team is one of the worst I have ever worked with. You cannot pick up the phone and speak to anyone; instead, you have to use the Chat service or submit a ticket online. I have a ticket open right now on an issue that has been outstanding for 2 months. Review collected by and hosted on G2.com.

Sell is easy to navigate and support is usually very helpful Review collected by and hosted on G2.com.

Extensive Training required to be knowledgable Review collected by and hosted on G2.com.