# Page 2 | ConnectWise CPQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - 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

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ConnectWise CPQ

4.1 (67)

[View alternatives](https://www.capterra.com/p/160314/ConnectWise-Sell/alternatives/)

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Last updated March 13th, 2026

# Page 2 - Reviews of ConnectWise CPQ

## Showing most helpful reviews

Showing 26-50 of 67 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

DB

Deborah B.  
Quoting & Procurement  
Information Technology and Services  
Used the software for: 2+ years

### "ConnectWise Sell (formerly Quosal)"

July 7, 2022

3.0

Pros

My favorite thing about Sell is its robust integration with Manage. There are also many easy-to-use features that make calculating margins very clear.

Cons

The rich text editor is incredibly problematic. But you can edit text in an HTML editor that's much less wonky. However, it requires knowledge of HTML and/or searching for HTML training every time you make a quote.

Review Source

BB

Brandon B.  
VP of Operations  
Information Services  
Used the software for: 2+ years

### "Sell has plenty of potential and could be great"

March 30, 2021

4.0

Overall Sell has been a good tool, the integration to Manage works well, with some limitations. Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.

Pros

The integration with Connectwise Manage as well as the user friendly web portal for clients are the some of the best features of Sell. The fact that we can pull from our product catalog, feed opportunities etc and give the clients ability to do completely paperless approvals has improved our efficiency.

Cons

There are still some nuances with the Connectwise Manage integration that make some things more difficult, such as how it handles the various description fields for the products. Another feature that would be helpful is a middle-tier review/approval feature for engineering staff without requiring a fully licensed seat to access the application.

Review Source

TB

Tommy B.  
Director  
Information Technology and Services  
Used the software for: 1-2 years

### "Better Options - Avoid"

August 26, 2016

2.0

Just like another reviewer i had to purchase $1200 worth of training along with a $200 monthly payment. Essentially i paid $400 a month for the first year. The trainers were friendly but the training was confusing. After the training your on your own, i had and still do have many problems but i have pretty much given up on this product. There are much better options out there. I would recommend avoiding this product unless you have a dedicated development team that can help you customize it and repair it when it breaks.

Pros

Finished product looks nice. Ability to integrate credit cards into a quote.

Cons

Tech support after the training is horrible, seconds to get a auto response and days to get a human being to talk to you. Every time i did get someone to talk to me they acted like they were doing me a favor, then after a few calls i was told i needed to purchase more training to help me with me product needs which were VERY basic. Im still using Quosal and doubt ill be able to get any money back but the whole operation in my opinion is sloppy, my credit card processing has not worked in months and there is NO PHONE NUMBER to call these people for support. You must open a ticket up and talk them into calling you which is a huge pain. If im paying 200+ a month for something i should be able to pick up the phone and get some support. I feel ripped off and would highly recommend avoiding this company due to bad service after the sale.

Review Source

VR

Verified Reviewer  
Order Processing Lead  
  
Used the software for: 2+ years

### "Great system with a lot of features"

April 16, 2018

4.0

Pros

We use ConnectWise to integrate with our NetSuite business system. The system allows us to add important information to our quotations and give them an extremely professional look than we would get with our business system.

Cons

The only thing I did not like was that there are updates made to the product and we aren't always notified of the changes.

Review Source

DP

Danielle P.  
Admin Assistant  
Information Technology and Services  
Used the software for: 2+ years

### "ConnectWise Sell"

July 22, 2021

3.0

Hard to get resolutions to multiple issues resolved with support team. End result is we'd be quoted for support and have to do regular work arounds because of issues.

Pros

Quotes were easy to get approved by our clients.

Cons

Our system never worked correctly, I assume that's because the integration was never setup properly. When asked to review with support we were told we'd be charged to redo it.

Alternatives considered

[QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/)

Review Source

VR

Verified Reviewer  
Managing Partner  
Information Technology and Services  
Used the software for: 2+ years

### "ConnectWise Sell (Formerly Quosal)"

April 3, 2019

3.0

Pros

Tool makes really good looking quotes quickly. Customer sign off feature is really handy and importing directly into our PSA tool speeds things up.

Cons

It's hard to customize templates and support isn't super helpful. They are definitely interested in selling you time to customize it though.

Review Source

VR

Verified Reviewer  
Project Delivery Manager  
Information Technology and Services  
Used the software for: 1-2 years

### "Once I got over the high learning curve, I found a product in SELL that has transformed our business"

April 5, 2018

5.0

Pros

I really enjoy how it integrates well with ConnectWise Manage on a mostly one-to-one basis. Opportunities in Manage can be converted directly to quotes, retaining all the most relevant customer data and information!

Cons

You wouldn't think so just by glancing at it but the learning curve is steep and it really puts off a lot of our employees at first when they initially gain access to the program.

Review Source

KR

Kevin R.  
Vice President of Sales  
Wireless  
Used the software for: 1-2 years

### "It has made providing quotes easier."

June 22, 2017

4.0

Speed of quotes on a very complex product of WIFI networks for hotels based on construction types and brand standards for acceptable WIFI.

Pros

I like how customers can sign and pay online. However, the signing process is confusing for customers on the steps of what to fill next so the transaction is successful. I sometimes have to guide the customer, because there are no clear Step 1, Step 2, etc., guides.

Cons

I hate the process to make and use template messaging for my quotes. I want a real library of click-easy template messaging I can select after I publish the quote. Also, I find it soooooo frustrating to have an error in Quosal, but will not tell the cause!!! For example, our ConnectWise Admin selected some products to make inactive. The unit sold was the same but the parts to build it where changing. It would have been nice to have Quosal tell us why the mysterious error. This wasted a lot of valuable time.

Review Source

MM

Mikel M.  
Senior Account Manager  
Information Technology and Services  
Used the software for: 2+ years

### "Quality tool for quoting"

January 27, 2022

5.0

Pros

I've been using CW Sell for 4+ years and have had a good experience overall. Using this with CW Manage and integrations has made it easier than ever to create quotes and send to clients.

Cons

Some occasional slowness when working in quotes/adding products.

Review Source

CL

Chris L.  
COO  
  
Used the software for: 1-2 years

### "I think the system is not integrated well with Connectwise. "

August 31, 2017

3.0

Pros

Online signature signature is a great feature. We also use templates often. The ability to create a package on the fly is also beneficial

Cons

The integration to connectwise. too many steps and the training is not set up very well. The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with. In addition there is no clear answer on how parts are created within CW or Sell and how those work between the system. The admin functionalities are very weak. It is an all or non scenario. If you don't have admin rights you cannot perform many of the day to day tasks. In addition the reporting is awful. What sale program can show you a report for how many sales were won in a month, week, day...its very frustrating. and as for the sales competition piece. It needs more work.

Review Source

DB

Dino B.  
Channel Manager  
Information Technology and Services  
Used the software for: 1-2 years

### "Sell, sell, sell"

October 9, 2018

5.0

Pros

We used to host in country and have since moved to their hosted version on Azure. We have multiple templates that we've customized, dependent on service and partner we use. Tracking is very easy and we can get accurate reporting, if used correctly by the end users. With the clients not having to print any documents, the sales cycle is also closed a lot quicker. The integration is great with ConnecWise Manage

Cons

Initial setup is quite difficult, especially with customization. End user input is critical for accurate reporting. Not good as a stand alone option, so quite pricey when taking the complete ConnectWise package.

Review Source

KS

Kristen S.  
Purchasing Manager  
Information Technology and Services  
Used the software for: 2+ years

### "It's ebbed and flowed.. the things that work are great, the things that don't, well, aren't."

July 2, 2018

4.0

The Dell import tool is probably my favorite (when it works - it's spotty). That's definitely been a time saver.

Pros

Presentation. We get comments all the time about how great our quotes look. Definitely an improvement from our last quoting tool.

Cons

It's not very user friendly, not very intuitive, it's hard to import pricing catalogs (mostly because it's hard to get that information from vendors who don't have the integration), the user restrictions aren't what I think they should be, there are a lot of things we should be able to customize on our own that we can't (so we incur extra costs), etc.

Review Source

RM

Roger M.  
VP, COO  
Information Technology and Services  
Used the software for: 2+ years

### "ConnectWise Sell has really improved our sales process"

March 30, 2021

4.0

Pros

ConnectWise Sell is easy to use and we can quickly get a professional quote out the door with Sell. Sell has streamlined the process from customer approval to ordering.

Cons

ConnectWise Sell is run as a Software As A Service and sometimes the performance is effected by the Cloud Provider or by Internet performance.

Reason for choosing ConnectWise CPQ

Integration with Connectwise Manage and Ease of use.

Review Source

JC

Jose C.  
Lead Client Experience Manager  
Information Technology and Services  
Used the software for: 2+ years

### "Great for sending quotes"

August 16, 2021

5.0

Pros

It stores everything you sell or input making it even easier to pull items in the future. Copying quotes is awesome and saves a ton of time.

Cons

When there are upgrades and features stop working with no resolution in site.

Review Source

HF

Heather F.  
Office Manager  
Information Technology and Services  
Used the software for: 2+ years

### "Overall, this works well for us. We've had this in place for about 3-4 years now. "

June 14, 2018

4.0

Ability to get quick approvals through online approvals.

Pros

I like the etilize feature to pull in product and descriptions from distributors, as well as the quote format and the ability to approve online.

Cons

It seems like I get a lot of random glitches, where the page needs to reload or I get errors, etc. 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. Sometimes I also have issues with customer comments showing up, etc.

Review Source

VR

Verified Reviewer  
President  
  
Used the software for: 2+ years

### "If you need to quote... anything, you can't go wrong with this cloud based system. "

February 28, 2018

5.0

Pros

It's 100% web based. No software to install, and it will let you take payment automatically (and bill their card!) at the time the customer approves the quote.

Cons

It's very hard to customize the quote forms, or the look and feel of the web portal clients see when they click a quote.

Review Source

RK

Rich K.  
Account Manager  
Information Technology and Services  
Used the software for: 2+ years

### "ConnectWise Sell"

March 23, 2021

5.0

I have been using this software for over 5 years. Setup was pretty easy and we have been able to modify our templates without a hassle. The integration with our vendors makes setting up quotes a snap.

Pros

I love that it seamlessly integrates with our CRM. Easy to track quotes and keep track of sales stats.

Cons

Sometimes getting help changing features can be tedious.

Review Source

KF

Karen F.  
Account Manager  
Information Technology and Services  
Used the software for: 2+ years

### "50/50 on recommending "

March 30, 2021

3.0

I am 50/50 on my experience. It has its pluses to using it and lack of being able to tweak stuff is a total negative.

Pros

I like the way the product feeds in and pricing when the pricing is correct.

Cons

I can't bundle things the way I would like to and tweak the cover page to reflect what I would like it to say.

Review Source

SC

Scott C.  
VP Operations  
Information Technology and Services  
Used the software for: 6-12 months

### "Quosal Review"

April 13, 2017

2.0

We purchased 12 Quosal seats in August of 2016 to fix the non quoting ability in Connectwise. We still have not been able to setup quosal to use for quoting. Quosal seems to be very limited on how we can display quotes or line items. Everything requires a special form setup, which equals billable time to Quosal . Also, we have no way of calculating commission correctly. Overall the programs not very flexible compared to other quoting tools. I realize that some of the issues come from the Connectwise setup . Connectwise owns quosoal. I would think the two programs could work better together.

Pros

Remote access to quoting

Cons

Not flexible . Forced to buy Quosal because Connectwise does not support quoting natively.

Review Source

Response from ConnectWise

April 27, 2017

Hi Scott, thanks for the feedback. We are sorry to read that you are not completely satisfied with your ConnectWise Sell experience. Can you email us and SocialMedia@ConnectWise.com so we can discuss your concerns further?

AC

Adam C.  
Business Services Manager  
  
Used the software for: 1-2 years

### "Slow to get going"

June 27, 2017

2.0

Pros

Once configured and templates are created it is generally easy and fast to create quotes. Better than standard ConnectWise

Cons

Slow to create templates, software is buggy and temperamental. Very difficult to format professionally. Most support requests are billable. Can't always trust etilize search and pricing. Basic missing functionality.

Review Source

Response from ConnectWise

June 30, 2017

Hi Adam, thanks for taking the time to review ConnectWise Sell. We'd like to talk to you more about the areas that you were less than satisfied. Can you email us at socialmedia@connectwise.com so we can discuss further?

MK

Michael K.  
Chief Executive Officer  
Information Technology and Services  
Used the software for: 2+ years

### "Phenomenal tool - excellent people - quality solution"

December 6, 2016

5.0

I have been in the industry for 30 years. The work, thoughtfulness and technical strength of the Quosal team is unparalleled. This solution has made a massive difference in my business - and I am so appreciative for everything that they have done and continue to do in order to support our efforts. There is no solution that even closely mirrors this one.

Pros

Consistency and predictability of quote and proposal creation and delivery

Review Source

EA

Essa A.  
Senior Account Manager  
Information Technology and Services  
Used the software for: 2+ years

### "Sell is my homepage "

November 9, 2018

5.0

I’d like to see an expansion to the trophies/achievements area. I’m capped at 600! Also, I find myself struggling within the fields if it’s a large quote with a lot of products. The quote takes some time to upload and changes don’t always save on the fly.

Pros

It’s super easy to use Love manage integration

Cons

The glitches from time to time. Random updates

Review Source

CC

Chris C.  
Project Delivery Manager  
Information Technology and Services  
Used the software for: 6-12 months

### "Quosal AKA Sell has changed how our company operates in profound ways and improved our bottom line ."

June 22, 2017

4.0

Easy, flexible, and fancy looking quote delivery to clients

Pros

I like the ease at which you can create forms to send to customers. The template and PDF presentations are a big hit with our clients!

Cons

The learning curve is steep and not as user friendly or intuitive as I think it should be. Once you learn your way around it, it feels quite powerful but I wish early on it was more clear how to utilize certain features.

Review Source

BA

Brian A.  
President  
Information Technology and Services  
Used the software for: 2+ years

### "Quosal is great"

December 2, 2016

4.0

I use sell in the browser on Mac and iPad, its pretty good, there are something that would be nice better subtotals for instance on tabs like I can't see the total cost, margin, net for the hardware tab, which will be different than the service tab

Pros

Quotes and order porter are great

Cons

A bit clunky to use sometimes. Has issues on iOS.

Review Source

DF

Douglas F.  
COO  
Information Technology and Services  
Used the software for: 1-2 years

### "ConnectWise Sell has changed the way we deliver proposals"

June 22, 2017

5.0

Standardized our proposals. Stopped low margin deals. Helped us automate approval process.

Pros

We now have standardized proposals with up to date pricing and current T&Cs. We no longer worry about custom contracts floating around out there with conditions we all forget about until the client reminds us.

Cons

Complex to setup but given what it does and how powerful it is, totally worth it. Once we got it configured it was easier to use.

Review Source

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