Verified User in Consumer Goods
IC
Verified User in Consumer Goods
Enterprise (> 1000 emp.)
"Best solution provider "
5/5
What do you like best about ConnectWise CPQ?

You can find solution to your problems within one finger tips. It provides the best result within one finger tip. I am glad to be able to find a service with affordable rate and yet, great automation result. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

Sometimes, the wait can be too long to have someone actually estimate and find another agent to resolve. I wish everything can be done with one agent Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Sales"
3.5/5
What do you like best about ConnectWise CPQ?

The sell module is great, the price system, the customize pdf, the client link to approve the quote Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

the system is slow and can be slower in some times, we had some bugs over the years and some bad ones Review collected by and hosted on G2.com.

Laura B.
LB
Laura B.
Owner
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"ConnectWise Sell Review"
3/5
What do you like best about ConnectWise CPQ?

I like that you can customize your own url. Also you can remotely set up from any device. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

I haven't found anything that I haven't liked so far. Review collected by and hosted on G2.com.

Verified User in Business Supplies and Equipment
UB
Verified User in Business Supplies and Equipment
Enterprise (> 1000 emp.)
"Easy to use quoting tool"
4/5
What do you like best about ConnectWise CPQ?

The dashboard that gives you a snapshot of your quotes with the dates. It's easy to keep track of your opportunities and follow up as needed. I enjoy having access to all sales activity is a single platform. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

Still new to ConnectWise so there is a learning curve. Wasn't able to ramp as quickly as I would've liked and it's not as intuitive as some of the other quoting tools that I've used. Review collected by and hosted on G2.com.

Verified User in Retail
CR
Verified User in Retail
Enterprise (> 1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"One of the easiest softwares to sell on"
4.5/5
What do you like best about ConnectWise CPQ?

The most helpful thing about ConnectWise, was how easy it was to use. It had a perfect explanation for first time users, so all you had to do was read the description and you were good to go after that. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

There weren’t many downsides to ConnectWise, I might be biased because it is the first time I used some sort of program for sales. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
GI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
"Connectwise Sell is the best CRM"
5/5
What do you like best about ConnectWise CPQ?

I liked the quoting tools built into connectwise sell. Makes it super easy to find products and will even scrape amazon. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

I didn’t like all the ways it integrates with connectwise manage Review collected by and hosted on G2.com.

Alison H.
AH
Alison H.
Student Assistant
Higher Education
Small-Business (50 or fewer emp.)
"It's okay"
3.5/5
What do you like best about ConnectWise CPQ?

I like being able to open multiple tabs in the same instance. It does a good job of keep track of companies, and you can have multiple people in a company/multiple companies under one person with no problem. The scheduling portion of the calendar also does a good job and it is easy to make appointments in the system. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

I hate that I can't open tabs on everything. For instance, I will be sitting at my desk and a client will call in and give me their name. I open their page, but I can't right click on the "Company" name to open a new tab, even though it's clickable. I realize that they are making improvements all the time, so I hope that they will continue to include helpful quality of life features. It is difficult to sometimes distinguish the difference between an opportunity and an activity. Review collected by and hosted on G2.com.

LeEdna T.
LT
LeEdna T.
Sales Coordinator
Mid-Market (51-1000 emp.)
"I miss quosal...."
4.5/5
What do you like best about ConnectWise CPQ?

It gets the job done and I like the "guided" step by step quote building. Also yoou can create more than just a standard quote in sell. Quosal was simpler and easier to use. It would be nice if you could just select the features relevant to your job and make your own "Sell profile". Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

The space that they give you to enter products in is so tiny. you have to click the little expand screen button to be able to put anything in. its extremely annoying. Also editing the description of the product is allso a pain since sometimes the description wwill show up 2x, Also i have no idea why in the world dell is the only quote you can import. If they get to the point where you can import quotes from tech data, in gram, and the other big vendors that would be a huge step in the right direction. Also the etilize search has so much potential, but its way too slow and crashes often so i rarely use it. Review collected by and hosted on G2.com.

Verified User in Computer & Network Security
UC
Verified User in Computer & Network Security
Small-Business (50 or fewer emp.)
"ConnectWise Sell"
5/5
What do you like best about ConnectWise CPQ?

Professional Statements of Work/Quotes can be generated within minutes. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

Its tricky to format from a WORD doc into a the CW templete. Review collected by and hosted on G2.com.

Karen P.
KP
Karen P.
Provider Enablement - Physician Accounts Manager
Mid-Market (51-1000 emp.)
"Excellent sales tool "
5/5
What do you like best about ConnectWise CPQ?

All you do is load a list of telephone numbers, sir back and wait for a live connection, then start your sales pitch Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

Delay between connection and when you can actually speak to the person who connected via phone Review collected by and hosted on G2.com.