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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.
For sales teams to organize inbound RFQs from marketplaces and plain-text emails. Auto-quoting capable. Legacy ERPs & databases become remotely accessible sources through the web and mobile apps.
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.
Fantastic!!!!! This group of dedicated individuals are experts in the technology and industry and have a proven track record with my company of always going the extra mile to ensure it's done right.
Sometimes it disconnects from server and gives me an error.
Utilizing this software we can efficiently respond to EVERY open RFQ daily helping us to get our information into the hands of decision-makers instantly and win more POs and ROs.
Only downside to VistaQuote is you can't easily use it from your cell phone.
We are very satisfied with our experience with Vista quote, Every time we receive great support from the entire Team.
The setup had a lot of pain points in it due to the scale, training, and specific needs, but is a part of setting up any new system.
Great team, great product, always looking to improve.
ConnectWise CPQ
VistaQuote
Top FeaturesConnectWise CPQ
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VistaQuote
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