# ConnectWise CPQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is ConnectWise CPQ the right Quoting solution for you? Explore 67 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/160314/ConnectWise-Sell/reviews --- ConnectWise CPQ 4.1 (67) [View alternatives](https://www.capterra.com/p/160314/ConnectWise-Sell/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of ConnectWise CPQ Ease of use 3.9 Customer Service 3.8 ## Pros and Cons in Reviews LS Lisa S Sales ManagerTelecommunications, 51 - 200 employeesUsed the software for: Less than 6 months. “Overall, I feel ConnectWise CPQ is a good tool for small-medium sized companies.“ December 4, 2024 LS Lisa S Sales ManagerTelecommunications, 51 - 200 employeesUsed the software for: Less than 6 months. “We had a hard time using the templates and needed customization all the time.“ December 4, 2024 CK Cassie K OwnerInformation Technology and Services, 2 - 10 employeesUsed the software for: More than 2 years. “It has a ton of functionality and it's very powerful if you know how to use it.“ January 6, 2025 CK Cassie K OwnerInformation Technology and Services, 2 - 10 employeesUsed the software for: More than 2 years. “It can be complex and overwhelming to configure.“ January 6, 2025 CK Cassie K OwnerInformation Technology and Services, 2 - 10 employeesUsed the software for: More than 2 years. “I love how customizable and flexible it is.“ January 6, 2025 Pricilla C Inside Sales Support SpecialistInformation Technology and Services, 11 - 50 employeesUsed the software for: 1-2 years. “Complex quotes with complex pricing structures needing complex visual display is nearly impossible and extremely time consuming.“ July 28, 2020 MM Mikel M Senior Account ManagerInformation Technology and Services, 51 - 200 employeesUsed the software for: More than 2 years. “Using this with CW Manage and integrations has made it easier than ever to create quotes and send to clients.“ January 27, 2022 Pricilla C Inside Sales Support SpecialistInformation Technology and Services, 11 - 50 employeesUsed the software for: 1-2 years. “For reference , the issue took 5 min for the person whom didnt work for CW to fix.“ July 28, 2020 ## Showing most helpful reviews Showing 1-25 of 67 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Melissa B. VP, Sales Information Technology and Services Used the software for: 6-12 months ### "Easy to use and it creates beautiful quotes" April 5, 2021 5.0 Sell saved me so much time in my Quoting and purchasing processes. The productivity gain paid for the cost difference between Sell and our old solution. Pros It creates beautiful quotes that look so professional. Cons I don't need support very often but when I do it is not great. Reason for choosing ConnectWise CPQ n/a Switched from [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) QuoteWerks didn't have as much automation and the ConnectWise Manage integration was not as good. Review Source CK Cassie K. Owner Information Technology and Services Used the software for: 2+ years ### "The best CPQ I've ever used" January 6, 2025 5.0 I was lucky enough to attend a ConnectWise Sell boot camp many years ago and I learned so much at that event. You can really automate so much of your quoting process. Pros I love how customizable and flexible it is. It has a ton of functionality and it's very powerful if you know how to use it. Cons It can be complex and overwhelming to configure. There are a ton of fields hidden by default. You definitely need a consultant to help implement. Alternatives considered [Quoter](https://www.capterra.com/p/117768/Socket/) Reason for choosing ConnectWise CPQ Ton of functionality and solid integration into ConnectWise PSA Review Source EW Eileen W. Senior Business Analyst Professional Training & Coaching Used the software for: 2+ years ### "The Best Quoting Integration with CW PSA" March 26, 2026 5.0 Pros Setup is key with this as well, a lot of settings but when setup right, it's amazing. I do love CPQ! Cons Again, like PSA, steep learning curve because the customization available. Suggest getting a consultant to help implement. Review Source LS Lisa S. Sales Manager Telecommunications Used the software for: Less than 6 months ### "Good Quote/Proposal Tool for Small -Medium Business " December 4, 2024 3.0 Overall, I feel ConnectWise CPQ is a good tool for small-medium sized companies. The document storage helps with organization, the templates are minimal, the professionalism in the proposal design is really nice but this is not a tool for highly technical quotes/proposals. Pros The document management was really helpful. I could always find what I was looking for quickly. I also liked the professionalism in the design of the proposals. Cons The quoting/proposal creation really did not work well for our company. We had a hard time using the templates and needed customization all the time. Review Source Morgan F. Outside Sales Computer & Network Security Used the software for: 2+ years ### "Sell" August 22, 2018 5.0 I have been using Sell for almost 3 years Pros It is web-based so you can use it wherever you are at. The design is intuitive and easy to learn, yet complex enough to do very customizable things. It integrates with leasing providers (e.g. Great America) so you can include leasing options. You can create a quote template for common items quote out, this saves A LOT of time! I love this feature. Cons I could never get a Dell quote to import. It might be a training issue, but it would save a lot more time if this feature worked better. Review Source Pricilla C. Inside Sales Support Specialist Information Technology and Services Used the software for: 1-2 years ### "Building Quotes made not so simple " July 28, 2020 4.0 It works fairly well for what it is supposed to accomplish. Pros With CWSell formerly Quosal , you have templates to choose from when formatting your quotes, this make building simple quotes easy. Cons Complex quotes with complex pricing structures needing complex visual display is nearly impossible and extremely time consuming. I had to call another company who was a code specialist who had an integration with our instance to help me fix a issue. Customer server for CW Sell is tier 1 only - If you want to make any basic changes to the function you have to pay extra. For reference , the issue took 5 min for the person whom didnt work for CW to fix. CW wanted to charge us to fix it. Review Source Garry A. Client Relationship Manager Used the software for: Less than 6 months ### "Leader in the industry. Connectwise Sell has all the features you need for MSP Sales. " January 18, 2018 5.0 Connectwise Sell allows us to build and manage quotes online without having to be in the office. It has all the same realtime features as the other major player in the market (Quotewerks) and with tight integration into the Connectwise ecosystem it's a no-brainer for existing Connectwise customers. Pros Tight integration with Connectwise and Real-time lookups for pricing and product availability make Connectwise Sell very powerful. The entire platform is web-based so you can access it from anywhere making the quoting process seamless and easy no matter where you're working from. It's just as effective from Starbucks as it is from your office. Cons The UI is a bit outdated. Some of the features are a little hidden in the UI and unless you know where they are at it can take some getting used to. 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. Review Source Curtis H. President Computer Networking Used the software for: 2+ years ### "Well rounded" April 2, 2021 5.0 Pros We use sell for all our quotes and proposals. Cons I feel that some of their enhancements have made the product more complicated than it needs to be. Review Source Brian A. CEO Information Services Used the software for: 2+ years ### "Clunky at best - hidden hard to get out of contract" September 5, 2019 3.0 When it matters most ConnectWise will put their profits above the customer. We used ConnectWise Sell for over 2 years, and after deciding to switch to another product, we found they had an auto renew clause hidden in a link on the agreement without our knowledge. When asking finance to help, they basically said kick rocks, so we are now stuck with this until contract expires. Pros Feature rich, does a lot of things good, but does nothing great. Cons Very clunky and slow, when you want to bust out a simple quote it takes a long time. Hard to train sales people Review Source Andy L. Co-Founder & Technology Solutions Consultant Information Technology and Services Used the software for: 1-2 years ### "Sell saves so much time!" October 12, 2018 4.0 Pros TIme saved, ease of use, and professional looking quote that are consistant. Cons Take a while to come up to speed, also take time to get your inventory items to where they need to be for quotes. Once this is done, you of off to the races. Review Source SS Scott S. President Information Technology and Services Used the software for: 2+ years ### "Great Features and (with effort) a streamlined sales experience" June 22, 2017 4.0 Streamlined Sales Process, better knowledge of client interest. 24 hour sales approval process. Automation. Pros The Web-based solution enables us to quote from anywhere, and collaborate more easily than a filesystem based solution. Cons Marketing for ConnectWiseSell... I wish we could simply have a masked URL so that we could send out sell.ourdomainname.com for quotes. I don't need or want competitors and clients to see which quoting package I use. Customizing reports / forms / layouts requires a PhD and or an hourly engagement with Quosal / Sell... Review Source AT Adam T. GM Used the software for: 2+ years ### "Great quoting software" June 7, 2017 5.0 Sending multiple quotes out Pros Beautiful easy to use web based interface, integrates with other systems. Overall very happy with the product. Cons New company has rebranded it and slowed down development. Unable to easily customize quoting forms/templates, does not support fixed price proposals. Review Source JS James S. Sales & Business Maanger Information Technology and Services Used the software for: 6-12 months ### "Feature rich, badly supported" March 30, 2021 3.0 Pros 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. Its integration with ConnectWise Manage has made our whole sales process so much less work to manage. Cons Support and development leave a lot to be desired. Review Source AD Alan D. President Information Technology and Services Used the software for: 2+ years ### "Great product." August 31, 2017 5.0 Streamlined our sales process completely Pros We could not do business without ConnectWise Sell. We love the workflow aspect and integration with ConnectWise sales orders and procurement. Cons The Achieve area is useless for us. I would much prefer to be able to customize the notifications are with the notifications that are important to us. Review Source GF Gary F. Account Executive Computer & Network Security Used the software for: 2+ years ### "Connectwise is the rising star of professional services automation and management tools." August 31, 2017 4.0 Pros flexible and customizable, integration with sales process beginning to take off, support is excellent Cons Sales integration is horrible. This tool could be the best thing since sliced bread if you get that working. I would be happy to be contacted to help with more input on that. Review Source NS Nick S. Technical Sales Coordinator Information Technology and Services Used the software for: 1-2 years ### "Quosal Review" February 15, 2017 4.0 Not a bad product though we would prefer the Support Staff have the ability to remote in or CALL in order to better diagnose issues. The QUOTE button on the Opp page still does not work, FYI. :) Pros It's integration with ConnectWise Cons Difficulty of creating new Templates as it relates to customization. Quote Forms are not end user friendly Review Source Response from ConnectWise February 21, 2017 Hi, Nick. Thanks for the valuable feedback. We will make sure to pass it on to the appropriate teams so we can continue to improve and better serve you. jB joshua B. CEO Information Technology and Services Used the software for: 1-2 years ### "Clunky, slow, and ugly" December 1, 2016 3.0 This product could be better if you could actually customize your quotes to look the way you want without paying their design team $$$ to do it for you. Also, it's extremely slow and clunky Pros Makes creating opportunities in connectwise easier, and the XML lookup feature is a nice feature for sure. Cons Very slow and clunky, plus the quotes are not easy for the customer (or us) to read. Review Source PR Phil R. CTO Information Technology and Services Used the software for: 2+ years ### "Been using the software for years, love the integrations" June 22, 2018 4.0 We sell more product for sure, making it easy to send and get quotes approved. Love the features and tight integration with connectwise and our vendors Pros The Etilize feature that shows me pricing from multiple vendors and pulls photos and descriptions of products, the order porter online approval and notifications when clients look at a quote Cons a bit expensive compared to Quoteworks. Wish I could still have an on-prem version because hosted stuff always costs more. Review Source MR Margaret R. Sales Admin Computer & Network Security Used the software for: 6-12 months ### "Lots of capabilities but requires a good bit of training" June 20, 2019 3.0 Lots of capabilities but text is hard to see. Pros The finished products always look great. I like that we are able to highly customize our quotes with ConnectWise Sell. Cons I find some of the text within the program very tiny and hard to read and haven't found a way to increase that on my screen. I would love it if there was a place to change that within the settings. Review Source SO Seamas O. Director Used the software for: ### "Worst of all that we tested; expensive and incompetent" March 24, 2014 1.0 We reviewed a number of proposal generation tools . We signed a contract with Quosal including $1,000 worth of training and customization. After 44 days we pulled the plug on Quosal because they could not get a customized template in place and we couldn't wait any longer for a solution. Their internal team was a complete mess. They changed our account rep (apparently our first rep was fired) but the new rep / designer were no better. It took them days to respond to e-mails and voice mails. Finally the co-founders, Kent McNall and Stephen Yu got involved (after I included them on an angry e-mail) but they decided that their was no way to repair the bad experience we had, so we asked for and got our money back. I would highly recommend that you try Quoteroller before Quosal. Review Source DC Dan C. Account Manager Used the software for: ### "Best Quoting Platform" January 23, 2015 5.0 I Have used Quosal for the 4 years as a sales rep for a INC 500 Software company. Before we had Quosal our quoting process took hours to generate a new quote for a prospect. After Quosal, we were able to get a quote out in minutes. Since upgrading to the newest interface of Quosal (all browser based) the ease and quickness of quoting is even better. I would recommend Quosal for any company that has challenges with Quotes/Proposals, especially if you are in the IT space. Review Source RF Ryan F. President Used the software for: ### "Looks good but needs work" October 26, 2009 2.0 Flashy but stay away Pros Has many of the basic features to provide a quote. Cons Takes too long to open Clunky interface Review Source AV ASHLEY V. Office Manager Information Technology and Services Used the software for: 6-12 months ### "Awesome tool! " February 4, 2025 5.0 I enjoy this platform and was able to get a lot out of it. Pros This platform helped streamline all our needs into one. Cons This platform was a little higher in cost. Review Source TD Tom D. President Information Technology and Services Used the software for: 2+ years ### "A lot to learn" April 8, 2021 4.0 ConnectWise Sell is a great tool as we live, eat, and Breath ConnectWise. If it's not in ConnectWise is hasn't happened is still very alive at TriTech, so we need ConnectWise Sell so the data is all in one place, it make us look smarter than we sometimes are. Pros ConnectWise Sell is a powerful tool and with that power comes the need to know how to operate it. I would like to see more training and even training the trainer so my entire staff can not only learn the power ConnectWise Sell bring to the table, but to have the continuous training they need and a easy tool for training new staff as they come into the admin or sales team. Cons Same as the Pros: Overall ConnectWise Sell is a powerful tool, so there is a lot to learn and stay on top of, we don't do this very well because everyone is busy so some method of training, both initial and ongoing would be helpful, and not that you don't, but could it be easier? Reason for choosing ConnectWise CPQ Is all part of ConnectWise so what better way to go. Review Source SM Sean M. Account Manager Information Technology and Services Used the software for: 1-2 years ### "Connectwise Sell" May 6, 2022 4.0 Overall I like the product but it has a few quirks and I feel that some basic functionality is lacking. Pros Its easy to create a quote and requote a product to a client. Basic quotes can be generated in minutes and you can customise it quite well. Cons Sell gets photos of products from Etilise and not all products are available. When you add a custom product the photo is not automatically added to the product and when asking for basic features it always seems to be add a note to the forum as a new request and we will try to add it later. There are times when it just refuses to work and I have to open an incognito browser in Chrome or another browser to access the software Review Source Similar Products Featured ## Related categories [Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[CPQ](https://www.capterra.com/cpq-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.