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ConnectWise CPQ (formerly ConnectWise Sell) is a cloud-based quoting solution for IT solution providers, including managed service providers, AV professionals, value added resellers, and more.
All small to medium size businesses, from almost any industry. Basically, anyone who requires a quoting system for creating professional quotes and managing them all in one place.
Our customers love getting to look at different options and the products spelled out. It shows up margins in real time and help do the best quotes possible.
Also, there seems to be a lot of steps/boxes to make sure that are set properly. This can be confusing and frustrating to a user that is new to the software.
The deployment was great and very easy thanks to the team that helped us. It functions well and has loads of features that have made our quoting experience a lot better for the customer.
The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with.
The interface to distribution is good, real time on hand, pricing works great. Administration capability is strong.
Tech support after the training is horrible, seconds to get a auto response and days to get a human being to talk to you.
Beautiful easy to use web based interface, integrates with other systems. Overall very happy with the product.
Currently there is a problem with back-end connectivity resetting causing you to lose your work. Be sure to save often because it happens several times throughout the day and can get very frustrating.
We love the clean and simplistic interface and the support has been excellent. Best of all we can get quotes out fast.
On occasion, quotes were misplaced due to overly aggressive spam filters.
Customer support are amazing and were able to answer any questions with ease, responded very efficiently and were always very friendly.
The import/export is a bit tricky. I'm not sure if the product is limited or it's just my lack of knowledge, but I couldn't get the data I needed to export.
My management updates the pricing in each line item annually and it makes keeping up with price increases super easy. Being able to include photos of what the products look like is so helpful.
Our quotes were bland and boring it took ages to get basic quotes out and literally hours to do more complex quotes. Trying to keep track of when a client accepted a quote was a nightmare.
Not only is the software super easy to use, it is super customizable. I've never used any other proposal generating software so I have nothing to compare it to but I'm very impressed.
Just now I have been working on a start up so I haven't used the product for a while, for some reason I missed the monthly payment emails and my account was suspended rightly so.
ConnectWise CPQ
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