| Product | Rating | Most Used By | Product Summary | Starting Price |
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 ConnectWise CPQ | Score8.5 out of 10 | N/A | ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal solution of the ConnectWise Suite. With ConnectWise Sell, users can create professional technology quotes and proposals that include rich product information, cover letters, and statements of work in minutes and automatically update their sales pipelines accordingly. The vendor says key benefits include: Save time creating IT quotes and proposals through automation … | N/A |
 QuoteWerks | Score9.4 out of 10 | N/A | QuoteWerks is specialized Configuration Pricing Quoting (CPQ) software that can be used in every industry to create sales quotes and proposals. The vendor’s value proposition is that rather than relying on Microsoft Word or Excel to create quotes, users can benefit from a tool that is specialized for the task of creating quotes and proposals. QuoteWerks integrates with the user's existing CRM software and distributors. With QuoteWerks users can also submit orders… | $15 per user/per month |
| ConnectWise CPQ | QuoteWerks | |||||||||||||||
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| Editions & Modules | No answers on this topic |
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| Entry-level Setup Fee | No setup fee | Optional | ||||||||||||||
| Additional Details | — | The QuoteWerks license count is based on concurrent usage so while you may have 5 users using it, you may only need to purchase 2 licenses. The QuoteValet license count is based on daily maximum number of unique users. In addition to monthly and annual subscriptions, one-time, up-front purchasing options for edition and realtime licenses are available which include volume pricing discounts. Invest up-front and pay minor maintenance fees annually. Please contact QuoteWerks Sales at sales@quotewerks.com or 407-248-1481 to answer any questions or to obtain a personalized quote. | ||||||||||||||
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| ConnectWise CPQ | QuoteWerks | |
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| Considered Both Products | Chose ConnectWise CPQ Most likely we are moving to QuoteWerks, they answer the phone when you call them for support. I tested their support last week and within 5 minutes I had a live tech on the phone. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ Matchs our CRM (Manage) AX was too expensive and QuoteWerks had no API to manage. We did a Proof of concept, are members of Microsoft's partner program, and were worried about the scalability of this product versus others in the market. Connectwise has made good on their … Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ We used to use Quotewerks. It also had integration with our PSA tool and the integration was pretty good. The fact that quotewerks was not cloud based meant we had to provide it via terminal services to handle all our locations and remote access. It's installer was difficult … Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ We had used QuoteWerks in the past. It was a good tool, but couldn't give us the flexibility that QuosalOne does. We had to update the software (QuoteWerks) on our systems and run patches on computers that had the full install on it. Now we just open a browser and do business, … Invited by the Vendor A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ Quosal is a far superior product than QuoteWerks. It took some getting used to but after you get comfortable with Quosal and keep an open mind you will see that there is no comparison. It took some people a day to realize it, some people a year (everyone is different and hates … Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ Both tools have a very common feature set. Sell is different primarily in the fact that it is online software-as-a-service based deployment, rather than a local server based deployment. That gives it a major leg up. I can use Sell from anywhere in the world easily. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ We selected Connectwise Sell based on available features, cost and the integration with other products. Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ We decided ultimately that we wanted to remain within the Connectwise Manage/Sell family. It made sense. Invited by TrustRadius (TR) on Vendor's Behalf A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ As I mentioned in my previous responses, this was the only solution that met our requirements across all categories. Many solutions are strong in certain areas, but Quosal provided the most balanced feature set. They also provided an incredible support staff for both the … Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose ConnectWise CPQ We selected Quosal four years ago because of order porter, sharing among teams, repeatability, and integration to ConnectWise. Since then we have not looked back and have adopted the new features Quosal has offered. Our next step with Quosal Sell is already looking to be a … Chose ConnectWise CPQ Quosal is backed by the insight and financial investment of ConnectWise, (an industry leader in PSA software) with heavy hooks into the ConnectWise API set. These API hooks make the task of creating proposals simple and easy with just a few clicks to populate things like … Chose ConnectWise CPQ We used QuoteWerks for 5 years prior to Quosal - the difference is night and day. Quosal provided the scalability needed to grow our business and take on bigger challenges. Simply put, it was like going from using a spreadsheet to a fully-featured quoting tool. Any company that … | Chose QuoteWerks QuoteWerks comes at a much better price. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose QuoteWerks We elected to go with QuoteWerks due to it's lower total cost. ConnectWise Sell would have been markedly more costly for us to allow our entire team to use it when it is uncommon for more than one of us to be using it at a time. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose QuoteWerks QuoteWerks maybe a little less user-friendly than ConnectWise Sell, however, the price is much less and we felt we didn't need anything different. One of the features in ConnectWise Sell was that you could send to a customer for auto approval, but we rarely need to do that for … Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info |
| Key User Insights | ||
| Would buy again | ||
No answers on this topic | No answers on this topic | |
| Delivers good value for the price | ||
No answers on this topic | No answers on this topic | |
| Happy with the feature set | ||
No answers on this topic | No answers on this topic | |
| Lived up to sales and marketing promises | ||
No answers on this topic | No answers on this topic | |
| Implementation went as expected | ||
No answers on this topic | No answers on this topic | |
| ConnectWise CPQ | QuoteWerks | |||||||||||||||||||||||||||||||||||||
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| CPQ |
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| ConnectWise CPQ | QuoteWerks | |
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| Likelihood to Recommend | 10.0 | 9.5 |
| Likelihood to Renew | 1.0 | 10.0 |
| Usability | 9.0 | 9.0 |
| Availability | - | 6.0 |
| Performance | 6.3 | 6.0 |
| Support Rating | 5.9 | 8.9 |
| In-Person Training | - | 5.0 |
| Online Training | - | 6.0 |
| Implementation Rating | 8.8 | 9.0 |
| Configurability | - | 9.7 |
| Ease of integration | - | 9.8 |
| Product Scalability | 8.2 | 9.0 |
| Vendor post-sale | - | 9.9 |
| Vendor pre-sale | - | 9.9 |
