Verified User in Computer & Network Security
UC
Verified User in Computer & Network Security
Mid-Market (51-1000 emp.)
"Connectwise, such an upgrade"
4/5
What do you like best about ConnectWise CPQ?

I love the fact that you can load excel format quotes with ease instead of typing in large BoM's one by one. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

I dislike the fact that you can only see 3-4 lines at a time. I want to be able to see the majority of my products while I am working on the quote, and then see the customer info when needed. i need more access to the product when i am creating a quote. Review collected by and hosted on G2.com.

Larry E.
LE
Larry E.
CoFounder & CEO
Financial Services
Small-Business (50 or fewer emp.)
"A Good Beginning Needs Improvement Everywhere"
2/5
What do you like best about ConnectWise CPQ?

ConnectWise Sell is a portion of an overall suite of products that when properly configured and connected , you can have a whole perspective of your business, from sales to customer service. I liked the promise of what the product could deliver. The expected results where to optimize the proposal tracking process.and gain a reduction time to cash Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

ConnectWise Sell was a horrible user experience (UX) on the version I was using which was rev 2016-2017. ConnectWise where migrating to a HTML structure from a Window Clients..The Product they release was buggy and severely frustrating at times especially on mobile device like iPads. The design was flawed in that they really where not mobile first Review collected by and hosted on G2.com.

Verified User in Retail
AR
Verified User in Retail
Small-Business (50 or fewer emp.)
"Selling clothes and shoes"
3/5
What do you like best about ConnectWise CPQ?

It's really not anything that I like best cause I enjoy doing all of my work the same Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

It's not nothing that I dislike about the software its really helpful 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.)
"Easy to use"
4/5
What do you like best about ConnectWise CPQ?

Very self-explanatory all you have to do is look for the right toggles and you get what you need. Time and Expense reports are very easy to input and get approved. The history that is provided makes it easy to track what is completed and what needs to be addressed. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

It can have multiple places to reach the same information. Every once and awile it won't let you sign in. You have to actually change you settings for you IP address to show that you are not a robot. I haven't found where I can link it with a calendar for any types of reminders. 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.)
"Solid, but not easy to make changes"
3.5/5
What do you like best about ConnectWise CPQ?

Within the quoting tool, you can alter the buy price. This is important because other solutions have fixed buy prices based on material codes / price books uploaded into the program. However, often times manufacturers have special promos or special bids are done, altering the price. This is critical for us to change our buy price so we get more accurate numbers for our margins. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

It can do it a lot, but it's a full time job to try to understand / manage the solution. Not easy for basic users to make changes they may want prefer presenting the quote to the end customer.

Also, it has a tendency to freeze while doing quotes, and when you refresh the page, it brings you back to the main quoting page and you have to go back into the quote. Review collected by and hosted on G2.com.

LD
Lauren D.
Sales Specialist
Pharmaceuticals
Mid-Market (51-1000 emp.)
"Fantastic "
4.5/5
What do you like best about ConnectWise CPQ?

The simplicity of it. Brilliant to work with. Very easy to use. All round great Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

Nothing. Can't fault it really. There is no fault in it Review collected by and hosted on G2.com.

Haley H.
HH
Haley H.
Ms.
Small-Business (50 or fewer emp.)
"Best program I have used"
5/5
What do you like best about ConnectWise CPQ?

This program is so easy to use, and very cheap Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

I don’t dislike anything about this program Review collected by and hosted on G2.com.

AS
Amber S.
VENDOR RELATIONS MANAGER
Enterprise (> 1000 emp.)
"User friendly"
4/5
What do you like best about ConnectWise CPQ?

Integrates with Salesforce and very user friendly. Many reporting and templates options are available Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

Some of the field limitations, many features need to be customized for reporting analytics Review collected by and hosted on G2.com.

MM
Mike M.
Small-Business (50 or fewer emp.)
"ConnectWise Sell makes my sales team more efficient!"
4.5/5
What do you like best about ConnectWise CPQ?

I really like how ConnectWise Sell will search pricing online and will standardize our target margin requirements. This creates consistency in our sales process. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

I can't really think of anything I don't like about the product. It seems to meet the needs of my sales team. Review collected by and hosted on G2.com.

Charles L.
CL
Charles L.
Vice President of Technology
Information Technology and Services
Small-Business (50 or fewer emp.)
"Works well for the basics. Integrates well with Connectwise Manage. Could be more modern."
3.5/5
What do you like best about ConnectWise CPQ?

It is easy to create quotes. The Etilize add-in is a nice addition. I like that it is available over the web from anywhere. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

I wish it was better on mobile devices. The Dell quote import doesn’t work very well. It is buggy and doesn’t always import products correctly into Connectwise Manage. Review collected by and hosted on G2.com.