# ConnectWise CPQ Reviews **Vendor:** ConnectWise **Category:** [CPQ Software](https://www.g2.com/categories/cpq) **Average Rating:** 4.0/5.0 **Total Reviews:** 142 ## About ConnectWise CPQ Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations. ## ConnectWise CPQ Pros & Cons **What users like:** - Users value the **customization options** of ConnectWise CPQ, enhancing their quoting process and improving efficiency. (3 reviews) - Users value the **quick customer support** of ConnectWise CPQ, enhancing their experience with efficient responses and assistance. (2 reviews) - Users appreciate the **high customizability** of ConnectWise CPQ, enabling tailored solutions and streamlined quoting processes. (2 reviews) - Users value the **flexibility and customization options** of ConnectWise CPQ, enhancing their quoting process significantly. (2 reviews) - Users find **easy integration** with CW PSA to be a significant advantage, enhancing their experience with the product. (2 reviews) - Flexibility (2 reviews) - Users value the **flexible and customizable quoting process** of ConnectWise CPQ, enhancing efficiency through automation. (2 reviews) - Templates (2 reviews) - Users value the **flexible automation** offered by ConnectWise CPQ, streamlining their quoting processes effectively. (1 reviews) - Client Management (1 reviews) **What users dislike:** - Users find **difficult editing** in ConnectWise CPQ frustrating due to limited formatting options and required developer access. (2 reviews) - Users face significant **bug issues** with ConnectWise CPQ, leading to frustrations with document formatting and slow feature updates. (1 reviews) - Users find the **complex features** of ConnectWise CPQ overwhelming, often requiring expert assistance for setup. (1 reviews) - Users find the **complex setup** process overwhelming, suggesting hiring a knowledgeable consultant for assistance. (1 reviews) - Users face **deletion problems** in ConnectWise CPQ, finding the system outdated and inefficient for managing features and exports. (1 reviews) - Difficult Customization (1 reviews) - Editing Difficulties (1 reviews) - Feature Usability (1 reviews) - Users find the **form issues** in ConnectWise CPQ challenging due to the need for paid professional services. (1 reviews) - Users find the **learning curve steep** , making setup complex and overwhelming without proper guidance from a consultant. (1 reviews) ## ConnectWise CPQ Reviews ### 1. Quosal **Rating:** 3.5/5.0 stars **Reviewed by:** Mike H. | VP of Sales and Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2015 **What do you like best about ConnectWise CPQ?** Quosal has some great integration with our main business software Connectwise, and is built specifically for the managed service industry. It has some nice template functions that allow you to quickly produce common quotes, and have them nicely formatted and professional. It also has a function called order porter which allows for seamless online approval of quotes that's quite handy as a sales guy. There is an additional plugin called etilize that will give you real time pricing from many of the large distributors for comparison price shopping. It's a great feature and a real time saver. **What do you dislike about ConnectWise CPQ?** I've had some issues with the connectwise integration over the years having problems. In addition the setup and configuration can be quite complicated. Some of the advanced quoting functions are not intuitive and require quite a bit of training. It is specific to the managed service industry, and might not be a good fit for other types of organizations. **Recommendations to others considering ConnectWise CPQ:** Great product if you are also a Connectwise user and in the managed service industry. Lots of ability to customize the application to meet your specific needs. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Quosal has allowed us to have a quick way to get professional looking price quotes to our customers. We've saved a lot of time and money by having this process be more efficient. In addition built in features for online quote acceptance and live price comparison allow us make it easier for a customer to accept our proposal and eliminate possible objections. ### 2. Quosal is the software I quote all of my products and services to. I use it daily. **Rating:** 3.0/5.0 stars **Reviewed by:** Michelle M. | Regional Territory Manager, Health, Wellness and Fitness, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2015 **What do you like best about ConnectWise CPQ?** The professional look with the thumbnails pictures, the ability to write in your own notes to customize, the new feature of allowing you to copy items from previous proposals. Our admin easily adds new products using excel spreadsheets. **What do you dislike about ConnectWise CPQ?** when I get errors and have to call IT to help troubleshoot..probably every 3 weeks or so a small error. Also I don't like how I have to scroll up and down so much to see different views. I also don't like that you can click on several products at a time to add to the quote, you have to do one at at time. **Recommendations to others considering ConnectWise CPQ:** Have a hands on admin person to continually update pictures and price lists. If you using the thumbmail feature, it is time consuming to add each one each time. **What problems is ConnectWise CPQ solving and how is that benefiting you?** I sell fitness equipment and present my products using this format. ### 3. Comprehensive Quoting Software with Some Clankiness & Slowness **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** All quoting features in one place Electronic quote sending Nice-looking quotes w/ salesperson's photo Connects w/ CW **What do you dislike about ConnectWise CPQ?** Tends to run slowly Navigating the features can feel clanky **Recommendations to others considering ConnectWise CPQ:** I would recommend Quosal as a quoting software to organize your proposals, especially if you also use ConnectWise. There are some kinks to work out but I think they're up to it. **What problems is ConnectWise CPQ solving and how is that benefiting you?** All quotes being searchable in one place has made our account managers be able to work as a team and comprehensively take care of clients needs together. ### 4. Preeeety Good... **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** Quosal is great for doing exactly what it advertises, streamlining the quoting process. With Quosal, you can quote people for their quotes so you can make money while you are making money. Also, the logo makes my employees feel comfortable knowing they don't discriminate against koalas. **What do you dislike about ConnectWise CPQ?** Quosal is not designed for koalas. They are unable to use keyboards effectively, so maybe they can provide smaller keyboards when you sign up? The logo is misleading. **Recommendations to others considering ConnectWise CPQ:** Not for koalas, but great for humans! **What problems is ConnectWise CPQ solving and how is that benefiting you?** My company was losing lots of time writing up quotes for our clients, since our staff is primarily koalas. Now, we only need one human to use Quosal and the koalas can return to their jobs in marketing. ### 5. Love Quosal! Once it's configured **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** I love how fast and easy it is to use, I can quote parts from our vendors soo much faster than before **What do you dislike about ConnectWise CPQ?** Setup and integration with connectwise can be a bit of a bear, but once you have it up and running it is very nice! **Recommendations to others considering ConnectWise CPQ:** Getting it all dialed into connectwise can be a bit of a pain, but once it is set up it is a very powerful tool **What problems is ConnectWise CPQ solving and how is that benefiting you?** Quick and professional looking price quotes generated and to our customers in a fraction of the time it used to take us. Time = money, and using Quosal saves us both! ### 6. My company uses it to quote out projects and parts necessary for network and IT infrastructure deplo **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** Fairly easy to use, and a very encompassing program for our needs **What do you dislike about ConnectWise CPQ?** Speed, it seems to be a resource intensive program. While each installation may be different or incorrect, getting it to work properly can be a challenge. I probably need to re-install it on my current work computer, but if I were to open it, it would completely lock up my workstation for 10+ minutes before allowing task manager to open up and let me kill it. **What problems is ConnectWise CPQ solving and how is that benefiting you?** productivity for the account management team. Keeping track of pricing structures in a quickly changing industry ### 7. Happy with look of quotes and back-end functionality **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2015 **What do you like best about ConnectWise CPQ?** I love that the act of making a quote also provides me with the report data I need to see from the team. I am able to pull all quotes, and report on brands quoted and look for specific items as well. Aside from the look of quotes we are able to produce, which is nice and includes product images, sell sheets and optional videos, the business functionality both quosal provides both within salesforce and especially with quotes pushing directly into quickbooks has helped us streamline our business processes. It took a while to get it all set-up but now we have a good process in place and are happy with our selection. **What do you dislike about ConnectWise CPQ?** we were one of the early adopters of quosal for salesforce, so there were a lot of kinks we had to work out during our launch of the product. We also struggled with thumbnail images, but have upgraded our system to the quosal catalog server and are much happier with that functionality vs. importing price files in. **Recommendations to others considering ConnectWise CPQ:** The CRM tool you use for quosal matters. They are very good at connecting with connectwise and some other CRM systems. They are trying really hard to get fully functional with salesforce and are nearly there. We use salesforce so there were some initial pain-points newer customers won't feel like we did. Quosal has grown significantly, they have more project managers to help with system requirements and launches and more helpdesk people, so all around, quosal gets better for us each year. **What problems is ConnectWise CPQ solving and how is that benefiting you?** the automation of posting quotes into quickbooks has allowed us to maintain one price file in our quote tool vs, needing to maintaining pricing in both quickbooks and quosal and that is no small thing for us. We also have a pool of our quotes that we can report on (through an odbc connection) that means we always know what our reps are trying to sell and to who. It allows for management visibility into what quotes we are winning, what we aren't and potential reasons why. Tie it into salesforce opportunities, and you get to dig even more into customer types, expected close dates and more. ### 8. Always available web quoting tool with comprehensive tools to accurately price product quotes **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2015 **What do you like best about ConnectWise CPQ?** We use Quosal Sell because it's web based and available on any device with a web browser. It integrates with the top three vendors we use (Ingram, D&H, & Synnex) for quick pricing lookup and detailed descriptions provided by the vendor. The web quote has proven to be efficient at getting approvals with the easy to sign interface. **What do you dislike about ConnectWise CPQ?** There is NO UNDO BUTTON for when a part is accidentally modified or deleted. Customization of quote templates requires the ability to write code or send it to their support team to have it updated. The Success List and achievements are more of a distraction and do not produce any productive data. Web tool does not integrate into Outlook so emailed quotes don't sync with your sent messages and there is no way to reference past emails sent to the customer. **Recommendations to others considering ConnectWise CPQ:** Don't depend the local version called Quosal Create. The user interface is abysmal and the software is slow. The preferred tool is the web interface (Quosal Sell) which is more updated and supported by Quosal. The speediness of the tool drops dramatically if you don't have Etilize or the Quosal Catalog to pull up prices and descriptions. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Customers would look at quotes when we used to attach them as PDF's but would never respond to approve. The web quotes with an approve button at the bottom has increased our response rate. The online approval creates a notification so we can round up all the won quotes at the end of the day to place orders in bulk Quick pricing lookup and updating pricing on old quotes is effortless. ### 9. Powerful Software allows professional quote proposals to be made quickly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2015 **What do you like best about ConnectWise CPQ?** Although ive used both, I like Quosal Create (desktop installed version) better than Quosal sell (cloud version). pricing lookups through vendors are great for saving time the ability to copy items and tabs from old quotes to new quotes is great for consistency and time savings **What do you dislike about ConnectWise CPQ?** Order Porter templates are difficult to modify. Proposal delivery forms are difficult to modify through supplied software. This software package is incredibly powerful once you understand how it operates, but it has a high learning curve. **What problems is ConnectWise CPQ solving and how is that benefiting you?** I can create professional quality quotes very quickly and accurately. ### 10. Quoting and Proposals **Rating:** 4.5/5.0 stars **Reviewed by:** Nick B. | CEO, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2015 **What do you like best about ConnectWise CPQ?** Ease of use of the application, and deep integration with our LOB application. Because of the advanced features of Quosal (particularly when compared to our previous vendor), we were able to become more efficient with quoting, and quickly find optimal pricing. Additionally, with the update of Quosal Sell, it is clear that this company is going to continue to innovate and bring new things to this product. **What do you dislike about ConnectWise CPQ?** The desktop application has a longer load time than is optimal. But that's a small price to pay for the huge amount of functionality. This is mitigated with the web based SELL product. **Recommendations to others considering ConnectWise CPQ:** This is clearly the most innovative and progressive company in this market. I expect big things from them in the future. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Creating elegant proposals and quotes...as quickly as we can. We have been able to speed up quoting, give more people the ability to quote, and drive lower costs in sourcing products. ### 11. Peer Review Process is awesome **Rating:** 4.0/5.0 stars **Reviewed by:** Jarrett P. | Service Delivery Supervisor / Systems Engineer, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** Since I only peripherally work with the quoting process, it is nice to have a clear way to provide feedback on a particular quotation. **What do you dislike about ConnectWise CPQ?** I have not found anything that I dislike about the system. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Hardware, software, and licenses for clients. Effortless tracking and search functionality. ### 12. Has been a good way to handle quotes and purchases for clients **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Networking | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** That you can quickly bring up a quote or proposal on our system for quick review. I frequently work with out purchasing agent and it's very convienent for checking on items that we may have missed or that have not been shipped by our supplier. **What do you dislike about ConnectWise CPQ?** At times it's slow to load the document. This is an issue when dealing with clients on the phone. **What problems is ConnectWise CPQ solving and how is that benefiting you?** It's solving getting quick proposals and quotes out to our clients. It streamlines our quoting and ordering procedure. ### 13. Great Product **Rating:** 3.5/5.0 stars **Reviewed by:** Norman B. | Senior Managed Systems Technician, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** I like how detailed the quotes can be made and still very easy to read. **What do you dislike about ConnectWise CPQ?** The learning curve can be steep if someone came from another software. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Things that have been solved is ease of use on the end user who reads them. ### 14. checking quosal **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** how reliable is this product, fast and explicit, I love the way it makes the quote process much better and easy. **What do you dislike about ConnectWise CPQ?** nothing at all. media distribution, colors and content is pretty good. **Recommendations to others considering ConnectWise CPQ:** improve the performance and add features like for example export/import to docx, xlsx, etc, just to make greatest **What problems is ConnectWise CPQ solving and how is that benefiting you?** solving issues with quotes, having an express way to get docs and info sent to clients. ### 15. Excellent Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2015 **What do you like best about ConnectWise CPQ?** It makes preparing quotes quick and easy. **What do you dislike about ConnectWise CPQ?** I can't think of anything that I dislike. **Recommendations to others considering ConnectWise CPQ:** Just do it! **What problems is ConnectWise CPQ solving and how is that benefiting you?** the preparation and presentation of consistent and reliable quotes. ### 16. Use daily at work. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** I like the Quosal Sell better now. Didn't at first. **What do you dislike about ConnectWise CPQ?** Your Quosal Create product is too slow. Although I still use it at times. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Quosal Sell sinks with ConnectWise well. Use that function regularly. ### 17. Very clear and easy to understand **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** I like that Quosal is very clear, concise, and is really user-friendly, not only when creating quotes but also when quotes come across my desk to review. It's very easy to use and read. **What do you dislike about ConnectWise CPQ?** It does occasionally run slowly if there are multiple programs running on the computer, which can be a problem. **What problems is ConnectWise CPQ solving and how is that benefiting you?** We've been able to really streamline our sales process by using Quosal because it is very straight-forward. ### 18. Excellent **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** versatility to work tools help, for example Connect Wise, a great tool that helps support our internal customers and tickets, is great. **What do you dislike about ConnectWise CPQ?** maybe you think it should be a little better the graphics, but in general is very good **Recommendations to others considering ConnectWise CPQ:** All seems good **What problems is ConnectWise CPQ solving and how is that benefiting you?** we used to solve technical problems for businesses, we have experienced a great performance, it is very useful ### 19. Best Quoting Tool for SalesForce.com users, with an awesome support staff! **Rating:** 5.0/5.0 stars **Reviewed by:** Jim S. | Director of Systems & Physical Plant, Telecommunications, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2014 **What do you like best about ConnectWise CPQ?** Quosal has helped make quoting both consistent and fast. With the templates we have built it is easy to send out quotes with a very professional look and feel that is consistent with our branding. Yet, at the same time, it is very easy for each person to customize both the quote, and the order porter, to fit the individual needs of the potential client. With Quosal tying directly into our SalesForce.com price books, it is very easy for our salespeople to prepare a quote quickly, thus cutting the time it takes to close a deal. Quosal also syncs with SalesForce so the opportunity is always updated with the latest info from Quosal. Finally, the Order Porter has been awesome. Our customers have fully embraced the ability to electronically sign off on quotes and proposals, eliminating the time it would take to print, sign, scan, and email a final signed quote. **What do you dislike about ConnectWise CPQ?** Since our users exclusively use Quosal Sell through SalesForce, there is limited formatting functionality with any custom text we include in our quotes. I sure wish there could be tighter integration with Microsoft Office, so templates could be created from Word or Excel, allowing for better formatting functionality. Otherwise, I am completely happy. **Recommendations to others considering ConnectWise CPQ:** Take the time to let the Quosal team know EVERYTHING you want to be able to do with quoting and proposals. This is one of the best teams of people to work with, and they want to make your experience with their tool as positive as possible. **What problems is ConnectWise CPQ solving and how is that benefiting you?** The main business problems we have been able to solve with Quosal is our quote to signoff time, and consistency of branding and up to date info. Before Quosal, we had people creating quotes and proposals from templates they kept on their own computers. This led to an incosistent branding look, as well as using info that was outdated. With Quosal, everyone is pulling from the same templates, ensuring that the branding is consistent and all information in the quote is up to date. Our other problem was how long it would take to create a quote. The sales person had to manually create a quote, email it to others for review, make necessary changes, and email to the customer. The sales person had no idea if the customer actually received the quote until they finally got a signoff, or request for revision. With Quosal, once the quote is created, it can be quickly distributed to others for instant approval. Then, it is sent to the customer electronically. Order Porter contacts the sales person when someone has accessed it, allowing the sales person to keep on top of the situation. Then, all the customer has to do is click a button and fill out a couple lines to approve the quote. The process is so much more efficient with Quosal. ### 20. Online version easy to use. The software counter intuitive. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** The formatting is clear and the online portal is great for getting out quotes to clients **What do you dislike about ConnectWise CPQ?** I dislike the actual software because it's very slow at times and there's too many click throughs. Online is better. **Recommendations to others considering ConnectWise CPQ:** Do you research to find out if Quosal is right for your company needs. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Being able to quicken the pace of getting quotes completed and sent out to clients. ### 21. Quosal **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2016 **What do you like best about ConnectWise CPQ?** Digital signature and professional look of proposals. **What do you dislike about ConnectWise CPQ?** support is slow to respond. This is the only user issue I have come across **What problems is ConnectWise CPQ solving and how is that benefiting you?** professional proposals ### 22. Works great! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** -Very easy to use when it comes to creating and searching for proposals for our clients. **What do you dislike about ConnectWise CPQ?** It might just be related to our set up, but the speed could be something that can be improved. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Just creating proposals for clients to make their lives and their businesses a lot eaiser ### 23. Interesting **Rating:** 4.0/5.0 stars **Reviewed by:** Ernesto L. | Network Manager, Telecommunications, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2015 **What do you like best about ConnectWise CPQ?** INTERFACE **What do you dislike about ConnectWise CPQ?** FONTS **What problems is ConnectWise CPQ solving and how is that benefiting you?** SEO ### 24. Great Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Chris D. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2014 **What do you like best about ConnectWise CPQ?** We have been long time users of a competing product. For the past 3 years we have been searching for a web based tool that allows for our complex quoting process. Quosal was the first tool that met most all of our requirements. However, the quosal team has been instrumental in working with our group to ensure 100% satisfaction. I have never worked with a company so dedicated to making their solution better for their users. Phenomenal group and a great product, I would highly recommend this anyone **What do you dislike about ConnectWise CPQ?** I want to see the product become 100% web based as there are still a few tasks that require locally installed software for converting orders into our accounting system. However, I believe this is changing shortly. **Recommendations to others considering ConnectWise CPQ:** I definitely recommend companies to due their due diligence, demo a few options, and use a collaborative efforts in your review process. We learned a lot about what questions to ask during this process and our product reviews became much greater as we dug into the demos. Quosal was the only company that actively drilled into our specific workflow and social dynamic issues of integrating their solution into our environment. They truly understand the transition process better than the other companies we reviewed. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Our ability to manage highly complex quoting process using a web based platform that seamlessly integrates with our CRM is critical. We reviewed a lot products and CPQ solutions that were unable to manage our specific requirements, they were rigid and inflexible in critical areas of our work flow. Quosal not only met our requirements, but added additional features that we were not even thinking of. We now are looking to integrate Quosal into our proposal process. ### 25. Awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2015 **What do you like best about ConnectWise CPQ?** Ability to create quotes and customize as needed **What do you dislike about ConnectWise CPQ?** I currently don't have any dislikes of the program. **Recommendations to others considering ConnectWise CPQ:** Quosal is a great tool for companies to utilize for creating and sending quotes to their clients. **What problems is ConnectWise CPQ solving and how is that benefiting you?** n/a ### 26. Good quoting tool, easy to use and recommend. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2015 **What do you like best about ConnectWise CPQ?** Etilize. I like that products and pricing are pulled from Tech Data and West Coast. **What do you dislike about ConnectWise CPQ?** I dislike order porter. I believe this is timely to use. **What problems is ConnectWise CPQ solving and how is that benefiting you?** NA ### 27. Good for quick quotes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2014 **What do you like best about ConnectWise CPQ?** The ability to compose quick quotes, order porter notifications, and the peer review functionality. **What do you dislike about ConnectWise CPQ?** There are some clients that miss the PDF link on the right hand side of the order porter, even when I explain where it is in the initial email. I think the full quote/proposal link should be more obvious/accessible. Proposals are difficult to format (Fonts, paragraph spacing, bullets, etc.) and not very customizable. I continually have to go back and forth between preview pdf and composing the proposal to correct spacing and formatting errors. Sometimes it's easier to compose proposals in word, especially for custom proposals and group/packaged pricing. Package pricing - there should be a way to easily hide line item pricing and make it one total price. Today, I either use Microsoft word or try to fit the package in one item.. but usually that one item creates a blank page if it's too long. Customize individual default emails and templates - not sure if there is a way to do this... but it would be nice to have email templates to choose from per user or for the organization. I currently copy and paste from past emails. No way (that I know of) to send a quote/proposal with different options to choose from. For example - We have different contract term options, with different pricing. It would be great if we could send them the three options at once rather than creating separate quotes/proposals for each. We also have times where there are different products/options they are considering.. once they choose their products/options they come back to us and we have to revise the quote/proposal to reflect the chosen option.. it would be great if they could just select the products/options in the order porter. **Recommendations to others considering ConnectWise CPQ:** Great program for quotes. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Easy and quick way to compose professional quotes and proposals. Quotes are quick.. proposals can be time consuming due to formatting errors and custom edits. ### 28. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** I really enjoy using Quosal. I dont use it much but when I have, it is easy to use **What do you dislike about ConnectWise CPQ?** At this time i dont have anything that i dislike **What problems is ConnectWise CPQ solving and how is that benefiting you?** Proposals. increase business revenue ### 29. So much easier than other products we have used. **Rating:** 4.5/5.0 stars **Reviewed by:** Garth G. | VP Professional Services, Broadcast Media, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2014 **What do you like best about ConnectWise CPQ?** There are lots of things I really like but the new Quosal Catalog that we just implemented is awesome. **What do you dislike about ConnectWise CPQ?** It would be nice if a user could create a number of templates to be used when sending quotes out from Quosal. **Recommendations to others considering ConnectWise CPQ:** There are so many options for this product so be careful when configuring as there are going to be a few ways to accomplish the same thing but not all ways will give you the same result. Watch the videos they are awesome. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Time is the biggest saver for me. It takes me about half the time to creat a quote in quosal than it did in Quotewerks. ### 30. I like Quosal, a little complicated though at times. **Rating:** 5.0/5.0 stars **Reviewed by:** Annette B. S. | Senior Consultant, Computer Networking, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2015 **What do you like best about ConnectWise CPQ?** I like how the templates can really be personalized to our company logo. Once the template is created it is very easy to use. Efficient way of sending contracts. **What do you dislike about ConnectWise CPQ?** I find navigating it at times difficult. Ease to create and modify a template also a challenge. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Clean looking contract. ### 31. Perfect for transactional sales, not ideal for consultative sales **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2014 **What do you like best about ConnectWise CPQ?** Very easy to install and integrate into salesforce.com. Can quickly and easily produce canned quotes. Many out the box templates to choose from. Perfect for a business that sells "stuff" with a price and quantity. **What do you dislike about ConnectWise CPQ?** For our business, it just was not the right solution. Our proposals are almost always customer specific with unique commentary each time. Very little of our sales are line items with dollar amount. It just wasn't what we needed for solution selling. **Recommendations to others considering ConnectWise CPQ:** If your business is very cut and dry with you quotes, this product is perfect. If you are a custom solution, consultative business, an out of the box proposal generator just isn't the right fit. **What problems is ConnectWise CPQ solving and how is that benefiting you?** We were attempting to solve version control and approval issues with our quotes. The benefits of this solution for some businesses could be that is really can streamline the proposal and quoting process. For us it just still required customization for each proposal which defeated the purpose. ### 32. Thank you! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** so fast and friendly to the users....... **What do you dislike about ConnectWise CPQ?** Connect ways sometimes have troubles..... **What problems is ConnectWise CPQ solving and how is that benefiting you?** Information Technologies solutions ### 33. Using Quosal saves me time and helps make money **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2015 **What do you like best about ConnectWise CPQ?** The easy to user interface of Quosal Sell. I am able to make multiple quotes daily and it not consume my time. **What do you dislike about ConnectWise CPQ?** Dislike? Not sure there is anything about it I dislike from an end user standpoint. Its intuitive, fast and the application is flexible. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Time Management and Sales funnel management are two of the top things that Quosal helps me in managing. ### 34. Online quoting at its best! **Rating:** 4.5/5.0 stars **Reviewed by:** Brian B. | Sales Ops Team Lead, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2015 **What do you like best about ConnectWise CPQ?** I like the newest functionality in the order porter template. This allows you to use one template and turn on/off the required features for each quote. This flexibility allows quotes to be tailored on the fly for each quote. **What do you dislike about ConnectWise CPQ?** Updates by the Quosal team without notification to the end user community. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Secure quoting platform, flexibility and efficiency with sales team, peer/manager review and approval. Sales cycle is reduced with time to produce, revise and present quotes to clients shortens the time to approval. Post approval processes are also much easier with real-time pricing and ConnectWise integration. ### 35. Quosal has been a strong quoting tool with great company support. **Rating:** 4.5/5.0 stars **Reviewed by:** Kent R. | Director Operations, Computer Networking, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2014 **What do you like best about ConnectWise CPQ?** Access to multiple distribution chains for the same product. Integration with Salesforce as well as the flexibility from Quosal support to accommodate some critical changes that we've had. **What do you dislike about ConnectWise CPQ?** Not yet tied into Cisco's CCW tool to access configurations and existing quotes. **Recommendations to others considering ConnectWise CPQ:** For a professional, complete quoting tools with strong Salesforce integration, this is a great tool. Also, the Quosal team is very responsive and GREAT to work with! **What problems is ConnectWise CPQ solving and how is that benefiting you?** Business tracking of quotes and proposals. Before it was everyone doing it on their own spreadsheet but now everything is captured and tied to an opportunity in Salesforce. ### 36. Stay away from Quosal! **Rating:** 0.0/5.0 stars **Reviewed by:** Joseph G. | CEO, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2015 **What do you like best about ConnectWise CPQ?** NOTHING! STAY AWAY! Waste of time and money! **What do you dislike about ConnectWise CPQ?** Company is horrible to work with. Quosal is not for the service industry and we we screwed. STAY AWAY! They have a 90 day guarantee.. which they didn't honor. **Recommendations to others considering ConnectWise CPQ:** Stay Away from company and its Software. They even keep charging me after I canceled. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Quosal is a waste of time and money. Internally cost me a fortune to try to get it to work.. stay away... go buy Pipedrive and Nifty quoter... in 1 day we implemented what Quosal could not do in 4 months with 4 employees of mine on it. ### 37. Quosal Create **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2015 **What do you like best about ConnectWise CPQ?** I like the rich media provided by etilize and click tracking through order porter as well as real time pricing **What do you dislike about ConnectWise CPQ?** Clunky, resource hog. Clunky, making changes requires to much coding. Not intuitive. Lack of involvement from vendor, no one ever reaches about training to me. **Recommendations to others considering ConnectWise CPQ:** Review all the players. I recently learned support for our version was ending and everything is moving to a cloud version **What problems is ConnectWise CPQ solving and how is that benefiting you?** Speed and consistent quote experience ### 38. Great Support - Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Allison H. | Operational Process Manager, Computer Networking, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2014 **What do you like best about ConnectWise CPQ?** Great app to make all quotes similar - much more professional that everyone creating their own versions. Very user friendly and lots of options for quoting abilities **What do you dislike about ConnectWise CPQ?** a little slower than our onsite software that we had. **What problems is ConnectWise CPQ solving and how is that benefiting you?** tracking all quotes within salesforce, forces the account managers to create opportunities, which helps us with our forcasting. ### 39. Quosal review **Rating:** 3.0/5.0 stars **Reviewed by:** Lora B. | Office Manager/QA, Logistics and Supply Chain **Reviewed Date:** December 15, 2014 **What do you like best about ConnectWise CPQ?** I like the way it organizes information and makes it easy to send the proposal to the client. **What do you dislike about ConnectWise CPQ?** There are times I wish I could take some of the user error out of the equation. **Recommendations to others considering ConnectWise CPQ:** The program has potential **What problems is ConnectWise CPQ solving and how is that benefiting you?** One of the business problems that has been solved is providing a uniform look and feel between the sales team for proposals to clients. ### 40. Quosal is awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2015 **What do you like best about ConnectWise CPQ?** Video capabilities on the quote and electronic customer signature **What do you dislike about ConnectWise CPQ?** Quosal can do a better job of opening up more API's **What problems is ConnectWise CPQ solving and how is that benefiting you?** Streamlined sales process and seamless integrations into CRM ### 41. High Quality, Professional Quoting Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Broadcast Media | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2014 **What do you like best about ConnectWise CPQ?** The most useful feature for my sales team and I is probably the copy quote feature. I also like the feature that allows you to send a quote immediately to the customer via email. **What do you dislike about ConnectWise CPQ?** There are often a lot of formatting issues I have run into. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Transitioning to Quosal has been a smooth process. it has made our quoting practices easy and efficient. Quosal has become a valuable asset to our company, and we look forward to its continued success. ### 42. New Quosal user **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Networking | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2014 **What do you like best about ConnectWise CPQ?** I like Quosal because it is a Web based tool closely integrated with SFDC. **What do you dislike about ConnectWise CPQ?** Sometimes using the web is a bit less responsive than a client-server application. **Recommendations to others considering ConnectWise CPQ:** Very good product to integrate with SFDC. **What problems is ConnectWise CPQ solving and how is that benefiting you?** We need visibility to orders and easier and more integrated tool to use with SFDC and our main business partners. ## ConnectWise CPQ Discussions - [I have 3 PC’s I need to run Quosal on. Must I purchase a copy for each PC?](https://www.g2.com/discussions/multiple-computers) - 1 comment, 1 upvote - [Do my salespeople need a license if we have one admin that prepares quotes for all of them?](https://www.g2.com/discussions/multiple-licenses) - 1 comment, 1 upvote - [How does “named user” licensing work?](https://www.g2.com/discussions/named-user-licensing) - 1 comment, 1 upvote - [View ConnectWise CPQ pricing details and edition comparison](https://www.g2.com/products/connectwise-cpq/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-05-23+01%3A55%3A05+-0500&secure%5Bsession_id%5D=7803d0f3-5687-4f47-a3ef-fc8c8aed288d&secure%5Btoken%5D=fd0a2696c9614fa8da13db19fd4017c263d5955eb4a53f8aecfad72003eee9cb&format=llm_user) ## ConnectWise CPQ Integrations - [Avalara](https://www.g2.com/products/avalara/reviews) - [ConnectBooster](https://www.g2.com/products/connectbooster/reviews) - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) - [Salesforce B2C Commerce](https://www.g2.com/products/salesforce-b2c-commerce/reviews) - [Wise-Pay](https://www.g2.com/products/wise-pay/reviews) ## ConnectWise CPQ Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Customer Requirements** - Quoting - Configuration - Pricing **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Contracts** - Creation - Negotiation - Execution **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts **Analytics** - Proposal Effectiveness Reporting - Reporting and Dashboards **Revenue** - Invoicing - Matching - Recognition **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Channels** - Mobile User Support - Channel Partner Support **Generative AI** - AI Text Generation **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations ## Top ConnectWise CPQ Alternatives - [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) - 4.4/5.0 (182 reviews) - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,312 reviews)