G2

Aaron G.

Director of Operations

Small-Business (50 or fewer emp.)

Updated 2/11/2021

Originally submitted 1/15/2015

"Quosal has helped us streamline our sales process"

4.5/5

What do you like best about ConnectWise CPQ?

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.

What do you dislike about ConnectWise CPQ?

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.

Recommendations to others considering ConnectWise CPQ:

Just makes sure you look at all options before diving in. That should be a given, but sometimes we get blinded by others opinions and or great sales people. Take the time to test each system out there and make sure it fits your business. Review collected by and hosted on G2.com.

What problems is ConnectWise CPQ solving and how is that benefiting you?

Keeping track of sales and products is a big deal when 20 -25% of your gross revenue is hardware or licensing. Quasal doesn't solve the issue of tracking all aspects of this completely, but it is definitely a useful tool toward that end. Review collected by and hosted on G2.com.

Current UserValidated ReviewerIncentivizedSource: G2 invite