# Page 3 | ConnectWise CPQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 3 - Reviews of ConnectWise CPQ

## Showing most helpful reviews

Showing 51-67 of 67 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AC

Alexa C.  
Office Admin  
Information Technology and Services  
Used the software for: 6-12 months

### "Be ready to spend some time learning how to use it "

August 7, 2018

5.0

Pros

I like that it's linked to ConnectWise manage, and it automatically created an opportunity and updates it if you update the quote in ConnectWise Sell.

Cons

It's super confusing without a proper training from the person who knows how to use it. It would be nice to have a tutorial for beginners or something like that.

Review Source

FA

Florence A.  
Sales Account Manager  
Information Technology and Services  
Used the software for: 1-2 years

### "Quick response to my question"

June 26, 2017

5.0

Tracking Customer service and sales. Quoting products and services for New and Existing Dental Offices.

Pros

I am able to navigate easily through the system and connect my tasks to my time entries and updates.

Cons

The software can be slow in response at times. Could updates be done after hours? Friday is our slowest day of the week so after 3:00 pm would be the best time for us.

Review Source

VR

Verified Reviewer  
Founder  
Consumer Services  
Used the software for: Less than 6 months

### "If I was in IT I would use this every day"

January 10, 2018

5.0

Pros

The thing is, I don't do a lot of IT work but when I do, this is the best product! I like that it integrates with everything!

Cons

It's not really the market leader so they don't have as much behind them as some of the other software options on the market.

Review Source

Chris M.  
Founder, Chief Strategist & vCIO - I help law firms with IT  
  
Used the software for: Less than 6 months

### "An easy quoting system that makes it simple to break away from boring proposals"

May 25, 2018

5.0

Pros

I love that I can integrate videos into our quotes and proposals. Being able to offer clients options and let them easily choose their payment terms and options eliminates a MASSIVE amount of back and forth. And the template system means that I don't have to copy and paste each time. It is web-based and that means I always have access to my quotes when I need to review something. And since we use ConnectWise Manage, quotes easily flow back to ConnectWise for the work and the billing.

Cons

It is a bear to setup and sometimes use. It has so much there, but I would not call most of it intuitive.

Review Source

KF

Kyle F.  
Operations Manager  
Information Technology and Services  
Used the software for: 6-12 months

### "Quosal is Awesome!"

April 17, 2017

5.0

Prior to Quosal, we did a lot of manual quoting. This tool practically automates the process. With the ConnectWise integration, we build the opportunity and click one button to generate a well formatted proposal that the client can easily view and accept electronically!

Pros

Easy to use

Cons

Back end can be tricky if you don't know where to look for settings

Review Source

KS

Ken S.  
VP  
  
Used the software for: 1-2 years

### "Hard to get set up and tuned, but works pretty well"

June 22, 2017

4.0

Pros

The interface to distribution is good, real time on hand, pricing works great. Administration capability is strong

Cons

The interface to CW Manage is klunky. Adjusting the Quote form is very difficult and requires consulting. Every change is a difficult thing

Review Source

CT

Casey T.  
Sr network engineer  
Information Technology and Services  
Used the software for: 6-12 months

### "Strong Platform"

December 5, 2016

5.0

We used to create quotes from scratch using MS Word. Since we have moved to Quosal and created custom templates, our productivity has reached new levels. We can quote common products in a matter of minutes which also have accurate pricing. There is some to be desired but it's clear to us that the Quosal team is dedicated to progressing the product.

Pros

Ease of Use, Templates are very flexible

Cons

Errors we encounter are difficult to understand.

Review Source

JL

Justin L.  
Account Manager  
  
Used the software for: 6-12 months

### "Been easy and accessible to work with. "

June 22, 2018

5.0

productivity in work, organization in work, and the job to stay on top of things as much as possible

Pros

I like how simplified it is to stay organized. Keeps me on track and productive throughout the day/week. Also like that everything i do c an be tracked.

Cons

Do not like how hard it is to find a ticket at times when the service ticket has been closed out.

Review Source

CR

Chris R.  
Senior System Engineer  
Information Technology and Services  
Used the software for: 2+ years

### "Part of the complete package"

February 16, 2017

4.0

I love that Quosal is an integrate part of our entire business solution software, pairing with ConnectWise, Labtech and ScreenConnect to give us one unified system. The more these applications continue to integrate the better it will keep getting.

Pros

Simple to use, professional production of quotes and integrates with ConnectWise

Cons

I remember the initial setup to be a little bit time consuming, but that was quite a while ago and I am sure it is much more smooth now.

Review Source

Response from ConnectWise

February 21, 2017

Thanks for the feedback, Chris. We are working to continually expedite the set up and on-boarding process. We are so pleased to hear that you are having success with the integration of ConnectWise Sell and ConnectWise!

LT

Larry T.  
VP of Sales  
  
Used the software for:

### "Game Changer for Business"

February 11, 2015

5.0

I've used Quosal for the past 3 years to generate quotes and proposals and it has led to a vast amount of closed business for me and our entire sales team. I know entering any opportunity that I have an unfair advantage over my competitors. The Quosal team is top notch to work with, the product is very easy to use and it stood up very quickly for us. I saw some reviews that said it wasn't stood up as well and I'd just say that I'd recommend to get the right amount of services. They have "do it yourself" more limited services options, but like any new system, they are the experts and we were busy with our full-time jobs, so was nice that they provided a turnkey solution. Our sales team isn't the most technical and they love using the tool every day. It is very easy to use. If you want to have an unfair advantage over your competitors, you should look into Quosal.

Review Source

JR

Janet R.  
Project Manager  
Information Technology and Services  
Used the software for: 6-12 months

### "Sell is a wonderful addition to our quoting process. Our customers love it too."

July 24, 2018

5.0

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.

Pros

Sell can give options in a quote and reports back to us when a customer has received the quote and when they view it. It is great asset to our sales team.

Cons

The setup is complicated. The customer service wasn't great on helping us set up so we have had to teach ourselves.

Review Source

DM

Dean M.  
BI Analyst  
Computer & Network Security  
Used the software for: Less than 6 months

### "ConnectWise Sell"

April 15, 2019

5.0

Pros

ConnectWise make it very easy to use and understand from the end user's perspective.

Cons

I wish the proposal customization and integration into SFDC was more robust.

Review Source

KJ

Kyle J.  
Regional Sales Director  
Computer Software  
Used the software for:

### "null"

April 19, 2018

5.0

Review Source

RM

Richard M.  
  
  
Used the software for:

### "null"

March 15, 2019

4.0

Review Source

sB

stephan B.  
  
  
Used the software for:

### "Makes quoting easy"

February 15, 2017

4.0

Very useful. Hard to think about using anything else besides Quosal. I like the presentation capabilities.

Review Source

Response from ConnectWise

February 21, 2017

Thanks, Stephen! We are so pleased to hear that you are a loyal ConnectWise Sell user. We greatly appreciate your valuable feedback.

SB

Steve B.  
  
  
Used the software for:

### "Excellent service."

February 21, 2017

5.0

Prompt and expedient. Appreciate the help. I can't believe this needs to be in excess of 100 characters.

Review Source

Response from ConnectWise

February 21, 2017

Thank you, Steve, for the excellent review!

SB

Siyasanga B.  
Shareholder  
  
Used the software for:

### "trucking business proposals"

March 9, 2015

3.0

A very easy and user friendly way of doing business, I like it

Review Source

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