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If you need assistance with creating API members, integration setup, or if you are experiencing application issues please send a note to Help@ConnectWise.com and the ConnectWise support team can assist. 

User Reviews

• Carol Kirsch, Ideal Integrations
  We have been using Quosal for over a year. This product is completely customizable, which works well for our organization. Tech support is great - very responsive and knowledgeable!
  Date: 10/12/2017 1:56 PM
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• Pat Turney, JMark Business Solutions
  Pros: - Integration with ConnectWise - Delivery of quotes and ease of approval - Ability to copy quotes and items Cons: - Latency has increased since becoming ConnectWise Sell - Inability to speak directly with the engineering team. These support issues are routed through 1st level support acting as the middleman - The Real Time Pricing feed does not populate the suggested price field for Synnex, only for Tech Data. It used to work last year (2016). - Unable to copy items from templates
  Date: 10/11/2017 11:34 PM
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• Julien Martel, Authen-TIC Informatique
  Our sell process have been optimize since we use Quosal.
  Date: 10/10/2017 12:32 PM
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• Niki Garland, Expert Computers
  We rely on this for quoting projects and minor repairs for clients. It works as intended and keeps getting better and better each time we use it. Keep up the great work!
  Date: 10/6/2017 10:35 AM
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• Michelle Hendricks, SureHosting Internet Solutions, Inc
  We have been using Sell for over a year now, we started with Sell to a fix a problem of sending out professional quotes, what happened is all the quotes that had been sitting out there with no attention, were getting signed. We paid for Sell 3-4 times over in the first couple signed quotes. Its truly a wonderful product, especially looped in with the rest of the ConnectWise Suite.
  Date: 10/5/2017 2:37 PM
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• Steven Da Silva, Techguides, Inc.
  Quosal is such a wonderful tool! It has accelerated our bidding/quoting/selling process for our MSP 100 fold! The features are constantly being updated, the interface is slick and easy to use, and most of all, it helps us sell, sell, sell! You would be hard pressed to find a solution better than this, as we have tried a couple of others, and they don't compare with the power and flexibility of Quosal.
  Date: 10/5/2017 12:22 PM
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• Ben Stiegler, Snaptech
  CW Sell was a Great Leap Forward from the quote package we used previously. Integration, workflow, and presentation all worked and looked better. Plus baked in e-signature closing lowers the barrier to client final approval- no scan, sign, print tomorrow thinking on their part. Being notified each time the prospect views the quote is excellent! There is a lot of complexity under the hood .. simplifying and further bulletproofing it will add even more value to this powerful tool.
  Date: 10/5/2017 11:41 AM
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• Shaun Burgess, Braver Technology
  I have been using Quosal Sell now for roughly 2 years and it has been great. Not only is it easy to navigate but also great that is is web based as we use to use Quosal Inhouse. They are constantly updating it to have even more great features. They make it very easy and professional to quickly create a quote and send to the client. It is also even easier for the client to approve.
  Date: 10/5/2017 11:00 AM
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• Kris Brown, The KR Group, Inc.
  I think it is great that quosal integrated with our CRM tool connectwise. I like having the ability to build and track quotes right inside the database. I feel that I get lost in the tool, even after the training and previous work with quosal and would appreciate access to some additional training tools.
  Date: 10/5/2017 9:40 AM
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• Kelly Schario, Argentum IT
  Very easy to use. I love how you can copy a previous quote and then customize it for your new quote by changing the quantities/types of products. Making or changing tabs is easy and the learning curve is not difficult. It does take some time setting up how you want your quotes to look in the set-up tables.
  Date: 10/5/2017 8:24 AM
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• Jereme Scheffel, Infinite Solutions
  First and foremost, ConnectWise Support is top notch! From meeting a few team members at DattoCon, I was introduced to the amazing faces behind the program we use on a constant basis. Updates continue to make a huge improvements to my workforce that even I had no idea we can improve on. ConnectWise Sell is a necessity. It integrates seamlessly into our workplace and we constantly hear how nice the reports and ease of access it is from both internal and clients alike! Keep up the great work!
  Date: 10/5/2017 8:07 AM
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• Barry Martin, The Mirazon Group LLC
  We switched to CW Sell from a competing product and it has been a wonderful change. it gives us the power to have everyone do their own quotes and have those quotes go through a QA and approval process. It has been a big help to us.
  Date: 10/4/2017 3:19 PM
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• Alexa McClain, Apex Digital Solutions, Inc.
  ConnectWise has been essential in our team scaling up. It is very easy and intuitive to manage multiple processes from this platform.
  Date: 10/4/2017 3:14 PM
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• Ben Orth, Keystone Solutions, Inc.
  We received many complements on the quality of our proposals, their appearance, logical organization and readability - all elements of a professional proposal. While the outcome delights clients and prospects, our journey has been extremely frustrating - poor support ranging from lack of knowledge by CW Sell support staff for basic support questions to complex. In general, a poorly designed interface, buggy features, and lack of quality support. We're actively searching for a replacement.
  Date: 10/4/2017 2:36 PM
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• Fred Barzycki, BridgePoint Technologies
  Quosal is a great quoting tool! We're finding more and more integration partners that help us streamline our sales process. Everything is integrated with Connectwise so nothing falls through the cracks. Highly recommended!
  Date: 10/4/2017 2:19 PM
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• John Le, The GDR Group
  Great! They sync with ConnectWise, which makes my job so much easier and efficient.
  Date: 10/4/2017 2:18 PM
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• Jeremy Newman, Path Forward IT
  Quosal has been great for our company, giving us the ability to produce professional looking customized quotes in am efficient and timely manner.
  Date: 10/4/2017 2:15 PM
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• Amy Maynard, XP Networking Inc.
  Quosal has been an amazing tool to display professional easy to read quotes to our clients.
  Date: 10/4/2017 1:58 PM
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• Donna Cash, Intrasystems
  CW Sell has great features to allow us to service our customers better, one commonly used feature is to import quotes from distributors and process orders quicker without re-entering data. The quote information is accessible via the CW centralized application to all that have the appropriate permissions.
  Date: 10/4/2017 1:44 PM
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• Randy Smith, Macalogic
  I used to manually create quotes using Word and Excel - whole lot of cutting and pasting. Now I can create quotes so much faster. I have the links to our distributors working so I can see availability as well. The electronic signature and integration with CW: Manage speeds the whole process way up. Great investment!
  Date: 10/4/2017 1:43 PM
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• Jeffrey Franklin, TekTegrity, Inc
  Quosal works great and is easy to use. When quosal sell first came out it was fast, but missing many features from create. I switched to Sell about 8 months ago and haven't had to use create since. Its easy to make quote packages, the vendor integrations for inventory and pricing works great, i like the ability to pull information from previous quotes. The text editor for item notes could be better, I often write service descriptions in Word and copy paste to avoid challenges with formatting
  Date: 10/4/2017 1:39 PM
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• Scott Graning, Wood Networks
  ConnectWise Sell is a great tool with a lot of features. We recently upgraded from Quosal Create. Of course a lot of the features transferred, but they were also improved. It totes a much better user interface and a lot of useful tools for managing the sales process.
  Date: 10/4/2017 1:38 PM
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• Paul Reckas, BlueBird IT Solutions Inc
  Quosal has been a great investment for our team. It has enabled us to deliver professional level quotes while having a great way to track the progress of our sales efforts. We are also CW users and it is great that we can integrate the two in our work flows. The ability to create templates has been a great asset as has allowed us to minimize the time it takes to create a quote proposal to our clients.
  Date: 10/4/2017 1:38 PM
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• Shannon Divers, Darkhorse Technologies
  Quosal has been a great addition to our company. It has increased our efficiency and standardization. The quotes look awesome and very professional, and Quosal makes it easy to track opportunities from start to finish. The integration with Connectwise has been such a time-saver, as when a quote is one it can integrate directly with both invoicing, projects and the service board. The only downside about Quosal is that it takes a while to get to know. But if you have the time, it is worth it.
  Date: 10/4/2017 1:37 PM
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• Chris Milczarek, DKBInnovative
  Quosal/Sell is a fairly robust quoting platform that integrates well into the ConnectWise suite. There are a lot of automated functions contained within Sell for updating 'My Opportunities' which saves users time from manually having to update products and services. With training and practice, the time from a customer request for products and services to a quote in their hand has been improved four fold over. As an example, a proposal we did had +30 items and took about 1 hr from build to send.
  Date: 10/4/2017 1:36 PM
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• Brian Skeen, Real Tek Solutions
  This is the first CRM that I have ever used, and it is very intuitive. It did not take very long to figure out the odds and ends of the software. Overall, I am very pleased with ConnectWise Sell and highly recommend this software.
  Date: 10/4/2017 1:36 PM
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• Shaun Miller, Certified CIO
  We streamline our quoting process utilizing SELL. Our customers enjoy the ease of approval. Because SELL integrates seamlessly with MANAGE our ordering process has became more efficient and cost effective. - Shaun Miller NOC Manager & Engineer II
  Date: 10/4/2017 1:34 PM
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• Jared Brantley, Medicus IT, LLC
  CW Sell integrates nicely with the rest of the product suite. Overall, it does the job and does it reasonably well. The licensing model/costs have changed from what it was when we bought in to the Quosal product several years ago. From that point, we aren't sold on whether or not it is the "best" solution for proposals but it isn't the worst either.
  Date: 10/4/2017 1:34 PM
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• Mario Araujo, LightHouse Business Information Solutions
  Very user-friendly and not too bad to learn. I wish there were more customization templates you could choose from or change yourself because they are too generic. Also sometimes CW and CW sell don't communicate too well. But overall not bad product we use it every day and deliver proposals using CW sell
  Date: 10/4/2017 1:32 PM
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• Jonathan West, Integral Solutions Group
  ConnectWise Sell / Quosal has been a powerful, and very useful tool in our comapny's experience. The ease of use, and quality of the product is second to none. The integration between it and ConnectWise Manage has streamlined our processes, and helped speed up the delivery of the product to our customers. I can't recommend this product enough!
  Date: 10/4/2017 1:32 PM
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• Yau-Kwan Yeung, Kraft & Kennedy, Inc.
  We have used Sell for many years now. It is extremely powerful and fully customization, which makes it intimidating to get started with the product. But with many of the features built in and extremely helpful support team, it should be easy to get going. Once its implement dont stop, go to bootcamp and quotation nation to get the full benefit of your investment in the product.
  Date: 10/4/2017 1:32 PM
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• Matthew Edwards, Interquest Corp
  I have been using Sell for several months now. It took me a few days to get in to it, but the integration of video and PDF files into quotes has helped me create some very slick looking proposals. Templates and copying quotes is also a feature that makes creating new quotes quick and easy. Very polished and professional look.
  Date: 10/4/2017 1:31 PM
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• Michael Tullous, Cana Communications
  I find the support when trying to resolve a problem arises to be pitiful. They are frequently unprofessional. I DO NOT recommend using them unless absolutely necessary. The system seems to be very labor intensive when setting up. Others when using the system have pricing randomly changing for no apparent reason.
  Date: 10/4/2017 1:31 PM
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• Chris Andria, Providence Consulting Group
  We purchased Connectwise to run our professional service consulting business. We use it for Help desk managment, portfolio and project management. It is a very powerfull and easy to use tool. We look foward to continue use of it as we grow our organization.
  Date: 10/4/2017 1:31 PM
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• Brandon Beck, Christo IT Services
  I have been very happy with Connectwise Sell, it is much better then any other quoting tool I've tried to use. It has been a great asset to my work flow.
  Date: 10/4/2017 1:30 PM
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• Christopher Bryant, Shartega Systems, Inc.
  ConnectWise Sell makes it easier for us to quickly get quotes to our clients and prospects. No hassle, no problems.
  Date: 10/4/2017 1:28 PM
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• Dane Vinson, LRC Wireless
  The generated quotes are very clean and customization is great. A bit of a learning curve but well worth the effort especially with the integration into ConnectWise Manage. The ability to access our parts as well as pull from outside sources make this an invaluable tool.
  Date: 10/2/2017 11:23 AM
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• Chris Smith, Everglades Technologies
  Using Quosal for the last year and it has elevated the look and feel of our proposals/quotes. The Order Porter functionality is a great client experience. Payment interface is lacking/limited. This is a web based application and it isn't as fast as a locally hosted solution so if you turn out a ton of proposals be aware. We do ~125/mo across a team of 5 and it can be a bit slow. The end result is polished and professional. Pricing isn't bad and worth the deliverable. CW integration was key!
  Date: 9/29/2017 5:22 PM
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• Jerry Foy, High Plains Technology
  I make a number of changes to each quote and it is difficult to find the latest copy without having to rely on the Version function. Add a date/time stamp that is always printed on quotes so it would be a lot easier to find the most current version of the quote. Jerry
  Date: 9/29/2017 4:23 PM
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• Mary Babiarz, Lloyd Group
  ConnectWise Sell transformed the way we quote projects and product for our clients. The integration with our preferred distributor and Connectwise has improved our procurement process drastically, and they continue to include more and more features which we find valuable. If we run into hiccups, CW support is responsive and helps us resolve them in a timely manner.
  Date: 9/29/2017 2:33 PM
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• Angela Pennington, ISG Technology
  Sell provides a seamless way to integrate our quote process with ConnectWise. We have one place to initiate our sales process and follow through to completion, keeping all financial information intact. The templates are easy to use and order porter is great! It would be nice if we could have different versions of a quote housed in the same overall quote and we could select which option our customers choose (rather than having to create separate opportunities for each different quote).
  Date: 9/29/2017 1:22 PM
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• Chad Haselhorst, Sumner Group, Inc.
  So far this has been one of the easier tools for me to learn. The automation is one of my favorite parts and the fact that I can customize it is another bonus, It is great to finally have a company that is putting in as much effort as we are. I have always been able to find or get help if i have an issue. This has really been a game changer for us.
  Date: 9/29/2017 9:19 AM
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• Kenn West, VLCM
  Out of the various other products I have used over the years ConnectWise Sell makes sense is relatively easy to pick up and explain to new users. Because of this I feel adoption rate of the product in my company has been much higher than others on the market.
  Date: 9/29/2017 1:13 AM
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• Shay Daves, Ardham Technologies, Inc.
  Quosal Sell, now ConnectWise Sell, was a great addition to our organization in early 2014. Quosal integrates with multiple distributors to help our team find costs and descriptions for part numbers. It also seamlessly integrates with ConnectWise Manage, which streamlines our sales process. The quote input and output templates are customization and there are a number of options right out of the box. We're happy with the Quosal Sell system and their tech support.
  Date: 9/28/2017 4:38 PM
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• amy Tamasy, Immedion
  I have been using Quosal for about two years and overall I am pleased. Our quotes look professional and they are easy to approve. They sync with ConnectWise, which makes my job so much easier and efficient.
  Date: 9/28/2017 4:25 PM
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• Robert Hazlett, Lanair Group, LLC
  Quosal Sell has had a tremendous impact on our Sales Team and has been particularly effective for us in speeding up the time a quote is sent to our customer to the time we get the signed quote back. The templating is amazing, Order Porter is great and has been a hit with our customers. I can't say enough good things about Quosal. We are diving into the tool to ensure we get the maximum use out of the tool set and functionality. Quosal Sell is a great tool!
  Date: 9/28/2017 4:19 PM
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• Meredith Collins, Brightworks Computer Consulting
  Connectwise Sell was a minor shift from Quosal. We are a small company, so we do not need all of the available features. What we do use has been consistently reliable. Having tabbed quotes with optional items is very nice. The whole system is fairly customizable. I enjoy the ease of coordination with Connectwise and the ability to convert sales orders to configurations.
  Date: 9/28/2017 3:23 PM
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• Alex Turner, IT
  It's easy to use, ties into Manage easily and has more options than any other solution i've seen.
  Date: 9/28/2017 2:49 PM
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• Larry Graves, Northwest Communications
  Quosal is a definite time and resource saver, the integration with ConnectWise and the ability to quickly send and get approval for quotes makes the "buy now" option a reality. LarryG
  Date: 9/28/2017 1:31 PM
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• Doug Bennington, Heartland Computers, Inc.
  Excellent CRM package, highly recommended. Quosal is great tool with images, auto margin and formula calculations, .pdf conversion and much more. The ONE key drawback and disappointment is Quosal server can be very slow and shut down at times. This needs to be rectified. Otherwise exceptional and scalable application.
  Date: 9/28/2017 1:31 PM
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• Patrick Moore, Cloud Solutions Direct
  To prospective SELL users: I started using Sell within the last 6 months and the design, layout, and finished product is LIGHT YEARS ahead of anything else I have ever used.. In my first 4 months of using Sell, I won $140K (90% of all quotes) in sales approval at 35 pts. margin.. The order portal and customization. WOW With my sales process & the layout of the quote, I believe you will increase sales by 50%. CREATE RAVING FANS, not customers. -Patrick, Cloud Solutions Direct LLC. Kansas City
  Date: 9/28/2017 1:22 PM
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• Patrick Coleman, Dash2 Group (Formerly CN-TEC)
  This thing is amazing! So very easy to use and has helped my team get more done in less time! Thank you so much for such great products!
  Date: 9/28/2017 1:07 PM
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• Jordan Farmer, Dash2 Group
  The connectwise suite has been great for expanding our business, Connectwise Sell is very great and has taken a lot of work off of our plate as we were building invoices by hand and it just makes it that much easier to have everything get done automatically.
  Date: 9/28/2017 1:05 PM
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• Ariel Bright, AMS Retail Solutions
  We evaluated both ConnectWise Sell and the newer version of what was our current software. ConnectWise Sell presented the best opportunity, it was easy to use and customize and Etilize was included in the price!
  Date: 9/28/2017 1:04 PM
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• Kimberly Dickerson, Snap Technology, Inc.
  Quosal /ConnectWise Sell has been the only CPQ tool I have used, but I have been using it for about 5 years now, from Quosal Create to Quosal Sell to the current ConnectWise Sell. I have also had insight into QuoteWerks and can say that the UI has been significantly cleaner and easier to navigate in Quosal. I recently attended a Sell Bootcamp and had my eyes opened to what all Sell is capable of, with tab templates and customizing emails and more. It really does do everything we need.
  Date: 9/28/2017 12:50 PM
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• Ryan Hurbi, Network Design and Management
  ConnectWise works great for ticket management and keeping track of agreements!
  Date: 9/28/2017 12:44 PM
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• Kristen Cassidy, SynchroNet Industries
  Sell has made our quoting process so much faster and streamlined. We love that you can make a quote a template so that you can easily send them out if it is something you sell a lot. I would recommend this to anyone!
  Date: 9/28/2017 12:42 PM
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• Charles Luettchau, LSeven Solutions
  This has been the best tool for sending quotes that I've used. In one place I can review what I've quoted customers in the past. What opportunities I’ve sold and what I’ve lost. Making sure that I maintain consistency in my pricing. Copying items from one quote to another saves valuable time and let me get more done. The fact that it integrates into Connect Wise is the icing on the cake.
  Date: 9/28/2017 12:32 PM
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• Matthew Burakowski, Tech-Keys
  Although Quosal represents a significant upgrade over our previous systems, especially with the direct Connectwise integration, there are some issues. It's a highly complex (and capable) system, but the performance could be better. The learning curve is also pretty steep, but if you're willing to put in the time then the payoff is significant.
  Date: 9/28/2017 12:30 PM
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• Mike Leduc, Measurable Genius Inc.
  As an Inside Sales Rep. for my company, ConnectWise Sell is a integral part of my job. From the smallest quote to the largest hardware as a service deal , the quoting process becomes easy and efficient with ConnectWise Sell. it makes closing deals a lot easier.
  Date: 9/28/2017 12:19 PM
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• Trent Gresh, McLane Intelligent Solutions
  I used Quosal Create previously and converted to CW SELL several months ago... I'm really pleased with SELL so far. It's more intuitive and better integrated with CW MANAGE. There were things in Create that I had to rig or work-around to get the way I wanted them. Now, I've found that SELL has quick buttons or features that accomplish those things in a click or two. (would be nice if there was a way to insert a page break on PDF without doing a new section...maybe there is)
  Date: 9/28/2017 12:17 PM
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• Linda Williams, ProviDyn, Inc.
  I find quosal to be a very effective tool!
  Date: 9/28/2017 12:15 PM
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• Jen Hayden, Hertzler Systems Inc
  ConnectWise Sell is pretty awesome. While we do not take advantage of all it's features yet, it is nice to have a proposal and quote all in one. The ability to add tabs and notes (sections) to the proposal is a life saver. Only working with this for a few months and already feel pretty confident in most basic things it can do. Appreciate the "Optional" buttons as well. Getting signatures online and then converting over to ConnectWise Opportunity helps streamline the process. Thanks.
  Date: 9/28/2017 12:12 PM
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• Ross Bryant, iMedia Technology Inc.
  We've been using Quosal for several years. It produces professional looking quotes that are easily understood by the customer. Approved quotes are easily converted into tickets and activities.
  Date: 9/28/2017 11:47 AM
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• Linda Maffei, AFScott, LLC
  Quosal has been a valuable tool for our sales team. The quotes are easily customized and the finished product is very professional looking. It has streamlined our process of quoting and provides much needed documentation of client approval. Its integration with ConnectWise has made our billing process much more accurate and efficient.
  Date: 9/28/2017 11:46 AM
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• Tyler Musgrave, Bristeeri Technologies, Inc.
  Sell is a very flexible program that allows me to use my internal inventory, my suppliers, and create one off ones for quotes. It is easy to track the status of each job and every quote looks professional and clean. I would recommend this tool for any IT department with many quotes and jobs running constantly as a way to manage and improve the experience for both technician and client.
  Date: 9/28/2017 11:36 AM
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• Erika Harrison, Rouse Consulting Group, Inc.
  Quosal has streamlined our quoting and purchasing process and we couldn't be happier.
  Date: 9/28/2017 11:34 AM
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• Susan Romei, Digitel Corporation
  Quosal has provide me the ability to provide timely and professional proposals to my clients that are consistent with the image my company wishes to present. It is flexible and adaptive to allow me to make changes quickly and effortlessly and share with my colleagues and mangers remotely for collaboration and approvals regardless of their location. The ease of learning it made the transition smooth and a tool I cannot live without to do my job with daily.
  Date: 9/28/2017 11:27 AM
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• Andrew Carter, Northwest Telephone Cooperative Assoc.
  A great quoting tool that has made it easier to get a "yes" , My clients love the quick response when requesting proposals for hardware and services. It's great that they can easily approve by email. If needed, I can also create a great looking proposal to present directly to the client. Love the ease of pulling product information directly from mt vendor of choice!
  Date: 9/28/2017 11:24 AM
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• Larry Warren, Colorado Network Management Inc.
  I used this at my previous company and with a little more training at my new company I am finding out how this tool does so much more when you use it correctly with ConnectWise. Basically the process of Quoting to Sale to Deployment!
  Date: 9/28/2017 11:24 AM
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• Harrison Womack, Velox Services
  The tool has been helpful in sending out quotes and keeping them organized. Extremely complicated to learn but handy. Sell support has not been very impressive when we've had issues and/or questions. Sell and Manage are not on the same page of how you should be managing your quotes and using the tools, so they are competing and doing a few redundant things. I'm hoping that with Connectwise purchasing Sell, they will be able to take it to the next level, but it still has a ways to go.
  Date: 9/28/2017 11:20 AM
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• Ramkumar Arunamoorthy, OTF
  We are very happy with ConnectWise application and does what is required for us.
  Date: 9/28/2017 11:20 AM
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• Hannah Fisher, JDL Technologies
  Quosal helps our department to be on top of our opportunities in a tasteful manner. It integrates the information from our vendors, clients, pricing tools and allows for an easy access to create a customized or standardized quote easily.
  Date: 9/28/2017 11:20 AM
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• Kyle Recanati, Altitude Technologies, LLC
  Quosal has been great for improving our time line on quotes and the look of them can be fully customized which is great. Being able to see everything integrated into Connectwise keeps us all on the same page together.
  Date: 9/28/2017 11:19 AM
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• Stacy Edmond, Network Solutions, Inc.
  ConnectWise Sell has been very helpful. There is definitely a learning curve to get used to how everything flows together, but once you understand the system, it is very helpful. My efficiency has improved as well as my organization of all of our outstanding opportunities. Updating pricing is so easy.
  Date: 9/28/2017 11:17 AM
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• Michael Tullous, Cana Communications
  We have been using Connectwise/Quosal for about 6 months. I have found that the system as far as making quotes is effective. I have had multiple issues with the system that to my knowledge were not resolved. I asked for assistance and received haphazard attention at best. I have since canceled the requests for assistance due to the lack of positive support. I filled out a survey each time the ticket was closed and made note that I requested someone contact me. No one has. Service is terribl
  Date: 9/28/2017 11:16 AM
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• Cheryl Mortenson, Stalwart
  Absolutely love Quosal. So feature-rich and capable of almost anything you can imagine. Knowledgeable staff and excellent integration with Salesforce. Leaps and bounds above the capabilities of NetSuite. Professional quotes with ability to access historical versions for easy rollback. Appreciate the client's access to approve quotes online, as well as view all open quotes and see open promotions we might choose to post for their view.
  Date: 9/28/2017 11:15 AM
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• Emily Anders, TKS Computer Solutions
  Quosal has tons of features but requires little effort on your part to create a professional looking quote. Etilize search is very helpful to find all of the information you will need about the products you wish to sell. YouTube videos to learn Quosal are informative and helpful.
  Date: 9/28/2017 11:13 AM
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• Steven Heinle, SumnerOne
  ConnectWise Sell has provided the ability to standardize & automate our sales process. This has lead to better analytics for reporting and ability to scale our sales activities without hiring additional personnel. The integration with Manage has given our administrative personnel greater control and manageability of our technical support process after the sale. Excellent technology to help us grow our business!
  Date: 9/28/2017 11:12 AM
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• Alexander Ray, Skyline Network Engineering, LLC
  ConnectWise Sell has been extremely helpful in streamlining our sales process. It has saved tons of time now that I can create quotes myself and have them automatically sent for peer review and approval. I love the integration with ConnectWise manage because it creates one smooth pipeline for all my opportunities from start to finish. Some of our departments here are not yet using CW Sell. I am hoping we switch over every department soon to make all of our business processes more efficient.
  Date: 9/28/2017 11:12 AM
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• Ellyn Thern, EDCi
  Quosal has been a big help with my quoting and proposal process.
  Date: 9/28/2017 11:11 AM
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• Chris Williams, Quartet Service Inc.
  The new Connect wise is better for printing quotes, but still has issues uploading opportunities and changing landed costs. I have generated many quotes that were priced below costs because the tool defaults back to a wrong landed cost after I manually adjust it. Even after pressing save. Lately, there have been error messages which force me to reload quotes as well.
  Date: 9/28/2017 11:11 AM
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• Bradley Johnson, BTV Systems
  Sell has been a great investment for our company. We have been able to streamline our quoting process to get professional looking proposals out quickly, which is key. The integration with ConnectWise Mange is really great as well. If you're looking for a good, customizable quoting tool then Sell is a must.
  Date: 9/28/2017 11:10 AM
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• Matthew Coccia, Mindcore, Inc.
  an Excellent tool that meets all our needs!
  Date: 9/28/2017 11:09 AM
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• Tyler Hemingsen, NGTNET
  I am just starting to use this but it has been good so far.
  Date: 9/28/2017 11:07 AM
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• amy Tamasy, Immedion
  I have been using Quosal for about two years and overall I am pleased. Our quotes look professional and they are easy to approve. They sync with ConnectWise, which makes my job so much easier and efficient.
  Date: 9/28/2017 11:07 AM
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• Andrew Owen, The Purple Guys
  I enjoy the seamless integration into Manage. You can easily create and track proposals, which can then be moved through the lifecycle. Big timesaver.
  Date: 9/28/2017 11:06 AM
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• John Kiss, MIS Choice, Inc.
  We have been using Connectwise Sell (Quosal) for over 5 years. We have seen the platform evolve significantly from when we first started. While the platform is solid, functionality fairly robust, we do seem to have a problem with customization abilities, etc to fit the different areas of our business. My main reason for holding back from 4 or 5 stars is support. It has been increasingly more frustrating on dealing with support and getting issues resolved in an adequate and timely manner.
  Date: 9/28/2017 11:06 AM
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• Bill Tobey, Hits Tech
  Quosal Sell helps us produce quotes more quickly and more accurately, and that leads to more sales. Having a full product catalog at our fingertips is essential in building a healthy sales pipeline. Our customers also like electronic delivery of our quotes too, as they are usually doing more with less time.
  Date: 9/28/2017 11:04 AM
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• Todd Smith, Centre Technologies
  Great product that gets better after every update. Usually if there are bugs the support team helps test and get them resolved quickly.
  Date: 9/28/2017 11:04 AM
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• John Brown, Standley Systems
  It integrates with Manage very well, very customizable, sky is the limit!
  Date: 9/28/2017 11:03 AM
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• Jonathan Newstead, ConnectWise
  Fantastic customization, and seamless integration to ConnectWise Manage
  Date: 11/14/2016 6:06 AM
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• Nathan Thompson, Global Storm IT Corporation
  I have experienced all the same problems reported by Alex Huntington and more. When you pay for Quosal, you’re paying for the privilege of being a beta tester. Whenever the bugs get fixed to where we can stand to use the software another update comes out and all our problems come back. - ConnectWise integration needs improvement. When a quote gets approved and updated into ConnectWise the vendor information, cost and SKU does not update if the item already exists in ConnectWise. We have had to come up with a CSV template in Quosal that we then export and manually attach to the opportunity in ConnectWise so that our ordering staff have the vendor, SKU and cost information. - You are reliant on Quosal Support to create the XRPT templates that you need to produce the PDF output of your quotes. - The software does not properly support multiple users – when your co-workers change settings for themselves a lot of those changes will affect you too. These shared settings include changes to the e-mail template and which PDF template is your default when publishing a quote. This has caused me a lot of frustration when I’m publishing a quote only to find out that I have someone else’s personalized e-mail template again! - Some settings require metadata to be re-uploaded to Order Porter. For some reason this is not automatic, and if this step gets skipped which has happened to us on a few occasions then clients can lose access to some or all of your quotes. You may not find out about this until a client calls you to let you know they cannot view your quotes hours later. - Real time pricing is inexplicably intermittent. It sometimes works, but mostly does not. - Information you just entered for a product disappears frequently. This is a recurring problem when Quosal gets updated and happens regardless of what browser you’re using. Trying to save data you’ve entered on a product page will cause the page to re-load with the data missing. This turns a 20 minute quote into a 3 hour quote. It blows my mind that this slips into the production version of the product. Does no one test updates before pushing them to the users?! - Changing from one page to another can just hang on a spinning wheel. This can also result in lost data due to having to manually refresh the browser window, and is just another reason why a 20 minute quote turns into a 3 hour quote. - The software is not intuitive. The settings screens get very complicated, and some features that should be easy to access are buried several layers deep. Automated processes like re-uploading metadata are manual and can be forgotten about which breaks part of the software functionality. Options that should be easy to access like making items on a quote optional, or letting the client set their own quantities are buried.
  Date: 8/21/2015 1:24 PM
  Was this review helpful? Yes No (3/0)
• Alex Huntington, Computer & Network Solutions Ltd
  Unhappy with Quosal: We moved from IT Quoter to Quosal when we found IT Quoter didn't quote have all the features we needed. In the process we also reviewed QuoteWerks. We chose Quosal because of the interface and ConnectWise integration however we have been disappointed in the product to date. Fist Issue: Speed It takes 3-12 seconds (depending on function) for each action to complete which doesn't sound like much but when you have to add/remove edit a few products on each tab as well as create the quote, select the customer, add the contact, preview the quote, update the contents, search for products it becomes a very clunky and frustrating experience. So almost every click within the quote process produces a grey loading tint on the screen. Not what we expected from a Cloud software. Second Issue: Support & Stability In the last 4 months we have had out products all drop out of Quosal 4-5 times and currently we are unable to create any new quotes. Not only is this a regular and reoccurring issue but even after escalating it with our account manager a number of times but haven't heard back for a week or so. We have had other smaller outages and been unable to access the system as well as a few issues after upgrades etc but they are usually fixed within a day or so once we log a case. Third Issue: Single Sign On One of the cool features of Quosal was to link to existing ConnectWise accounts so it automatically signs you in. Unfortunately each time a users password expires or is reset the next time they login it creates a duplicate account and they loose all their quotes. After speak with ConnectWise we were simply told to turn this function off which was disappointing. Forth Issue: Permission Granularity When creating quotes you can publish them with several options e.g. Raido Buttions, Quantity boxes & check boxes. These can be per product group or tab. Unfortunately you HAVE to be an administrator to set these options on each quote. As I'm sure most people can understand there are very powerful options to offer clients when approving quotes to be able to customise them to their requirements. however as we all know no one customer is the same so Sales people need the ability to change on a per customer or per quote basis what check-boxes or other items are displayed and how (per items/tab etc) Quosal catalog which holds all of your supplier feeds so you can quickly search and add products with the latest prices to your quotes is a separate system and requires a separate login, also it is only available to Quosal Administrators so If i wanted a procurement team member to be able to add/remove & edit supplier feeds or products they need to be a full Quosal administrator. There have been a few other small things with the UX/UI that could be improved e.g being able to add more than one product at a time to a quote via the search function. However these are I assume going to be present in most solutions as is the case with most software interfaces its hard to get something that is perfect for everyone. Apart from the the user interface is nice and reasonably well customisable and the price is ok but if given the choice again we would have chosen another provider. AlexH
  Date: 6/27/2015 12:19 AM
  Was this review helpful? Yes No (6/0)
• Josh Kotler, Western Digitech, Inc.
  We have used Quosal for a couple of years now. It represents a huge improvement over the old Excel-based quotes that we used to generate, but it has its weaknesses too. The tool is complex, and takes time to learn. The developers should put time into making the interface more intuitive and more closely integrated with Microsoft Office. Overall, I am quite happy, and I really like the tight integration with CW.
  Date: 12/7/2013 2:28 PM
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• Rishi Patel, Keeran Systems
  Quosal SELL is a night and day difference over Quosal Create. Regardless, both options give you the flexibility to quickly generate quotes and figure out your profit margins. Handy for checking vendor cost and availability on the fly too.
  Date: 12/6/2013 4:46 PM
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• Erika Harrison, Rouse Consulting Group, Inc.
  I have been using Quosal for about a year and overall I am pleased. Our quotes look professional and they are easy to approve. They sync with ConnectWise and Quickbooks, which makes my job and life so much easier and efficient.
  Date: 12/6/2013 3:10 PM
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• Denise Douglas, Advanced Automation
  I'm still learning a lot about the program, but I find it easy to figure out and I love how professional our quotes look.
  Date: 12/6/2013 3:01 PM
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• Edward Aronyk, Keeran Systems
  Works nicely. Can't wait to see what features are coming in the future.
  Date: 12/6/2013 1:55 PM
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• Nancy Barston, AKUITY Technologies
  We have been using Quosal for almost two years now. While we find the interface a bit slow, we are enjoying the quality of the quotes we are able to produce. We are able to setup quoting templates that make it easier for our inside sales team to create professional looking and accurate quotes in an efficient manner. The fact that it links with many of our vendors and with ConnectWise make it a great addition to our toolset.
  Date: 12/6/2013 12:24 PM
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• Rich Anderson, Imagine IT, Inc.
  I seem to be a outlier with only 4 stars, but I can't justify 5 stars due to the complexity, performance (slower than desired), and requisite ramp-up time/investment required to truly leverage this solution. Stated simply...it's overly complex and requires a great deal of training to truly master. I could say the same of MANY really good software solutions - so it isn't a death sentence -- on the contrary, it's a great solution... IF you put in the man-hours to learn/leverage it. IMO, you should haven't to learn so much to use a quoting tool.
  Date: 12/4/2013 11:55 AM
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• Shawn Robison, Datamax, Inc.
  Quosal has dramatically cut the time it takes us to generate our proposals. It has made a tremendous difference in our business.
  Date: 11/29/2013 5:20 PM
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• Ashley Del Net, Smart Owl Solutions
  Quosal is one of those programs you wonder how you lived without once you get it. The ability to pull in real time data on pricing and availability through Etilize, and then have all the data automatically populate your ConnectWise opportunity (and mark it approved once the customer accepts the quote via order porter) is fantastic! It frees up so much of that "Admin Time" for the Account Managers to actually spend on bringing in new customers!
  Date: 11/27/2013 1:27 PM
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• Mark Taylor, Meriplex Solutions
  Let me just say that the past 3 companies I have been a part of has used and been very happy with the Quosal platform (both hosted and on-prem). Not only has the software helped automate our quoting but their integration points with our software applications makes it extremely effective and a must have. Their company staff has always been great to work with which is almost as important as the software itself. Their support team gets back you in a timely manner on support issues, their design team goes above and beyond on your quote design and templates and works with you (with patience I might add), and their executive staff truly cares about their customer relationships. ConnectWise could not have made a better choice in partnering with a company like Quosal.... Mark Taylor Vice President - Meriplex Solutions
  Date: 4/3/2013 4:30 PM
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• Joy Beland, LA IT Girl, LLC
  It is hard to say which of these two main things makes me love Quosal more - the professional and high-tech delivery of my quotes, or the ease with which the process flows now. For years I delivered quotes via Excel spreadsheets and custom pdf's, and I grabbed product photos from vendor websites. The result finally came to look professional, but certainly not high-tech. It was so laborious that I dreaded the quote process. Now, my quotes are easily assembled, easy to replicate for other clients, and definitely represent high-tech! One other benefit to Quosal that I use ALL THE TIME- the Dell Premiere paste in. I frequently complile quotes from Dell Premiere, and being able to use this feature really rocks our IT World. We at LA IT Girl are huge fans of the product, and staff, at Quosal.
  Date: 3/25/2013 1:12 PM
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• Scott Sanford, Healthy IT
  Quosal is one of those AH-HA moments in business. I had been using other products, and had always given very high importance to the quality of our quotes. As a result, we enjoyed a decent conversion of quotes to sales, but we became complacent, and things were moving, but not building. We Purchased Quosal and jumped into the process, customization and game-changing Order Porter solution. Sales shot up, making it like shooting fish in a barrel. Our sales cycle was shortened tremendously. Quosal makes even large purchase IMPULSE PURCHASES... Case in point: One of the first sales made through Quosal was a $50,000 order placed at 2 am via order porter, paid with a credit card.... Boom. Woke up the next morning to e-mails and tickets created in our ConnectWise service boards. No running around trying to close, no running around with our hair on fire after an acceptance... Just a tidy sales process that makes our team look like rock stars.
  Date: 2/28/2013 9:59 AM
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• Mark Essayian, KME Systems, Inc.
  Quosal is not a nice to have for us, it's a must have. If you rely on ConnectWise to run your business, then it's simply not enough without Quosal. Quosal provides us with key performance indicators such margins on every proposal, opportunity creation direct to ConnectWise, etc. There is real-time integration giving price and availability with distributors, ability to customize delivery formats, plus the simplicity of being able to create templates so you don't redo your work every time. Create several templates and then spend time fine tuning, not redoing the same quote time after time. We switched to Quosal years ago and never looked back. Kent and his team had our basic operation going in 1 day as they clearly understood the market and needs of a sales organization. Plus they gave us some excellent ideas to make our proposals look great, easy to read and the ability to know in real time when a client is looking at the quote via Order Porter. Order Porter is worth the cost alone. Finally we just deployed Quosal Sell and are VERY impressed. Our sales staff is even more mobile and faster to react to our clients. It's one thing to have a great product, but to see it genuinely improve it's feature set is phenomenal. If you have 1 salesperson or a room of them, call Quosal, get a demo and listen to their recommendations. You will realize the value quickly and every day. Mark Essayian CEO
  Date: 1/15/2013 1:35 PM
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• Matt Brown, NST's Reliance ManagNetwork Solutions and Training
  Quosal has made our proposal and quoting process much more streamlined and professional
  Date: 1/14/2013 11:42 AM
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• Tom McFarlin, CompuNet Inc
  Quosal provides a tool that is taking our sales teams to the next level. CompuNet, Inc. experienced fast paced growth during the last 3 years and desperately needed a more efficient, professional-looking quoting tool. Using Quosal, our sales force is experiencing new efficiencies and increased quality of quote delivery. The Quosal team is exceptional in their support of CompuNet and our unique processes with our strategic key partners: Cisco, EMC, etc. Quosal allows our sales professionals to import bill-of-materials consisting of several hundred line items into a professional, customized quote and present it to a client within minutes. On large quotes, this process used to take a representative hours and is just one example of the efficiencies gained utilizing Quosal. We are confident the ROI was less that 2 months. Tom McFarlin Operations Manager
  Date: 1/10/2013 1:10 PM
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• Tim Brewer, Anittel Ltd
  Quosal is a thought leading product allowing just about any sales process to be shortened, tightened and accelerated. Investing into your sales process is a key to creating a scalable business and the team a Quosal understand the value of building your companies secret sauce into the Quosal selling framework. My advice is to give implementation and sales process the time it deserves so that you get all the benefits of the Quosal family of products in your business. Don’t cut corners in your top line engine room.
  Date: 1/10/2013 12:10 PM
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• Peter Kardel, Clever Ducks
  We chose Quosal to be the foundation of our sales system. It has become the key system that has cut our quote and proposal time in half, increasing sales velocity. That means more sales, better customer service, more money. It provides an unmatched customer experience while giving our sales team visibility into the sales process, making sales fun for everyone. Quosal is truly a partner in our success. They share our passion for creating streamlined, consistent and automated processes. When we have an idea for a new feature or workflow, they act like they’re part of our team . . . typically finding a clever way to get it done. Quosal was great technology choice for Clever Ducks. Peter K. Kardel, CEO
  Date: 12/12/2012 9:07 PM
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• Matt Jensen, Thrive Networks
  Quosal has changed the way that our Sales and Account Management teams operate. Like other companies, we were frustrated with competitor's products and their lack of a long-term vision. As soon as we spoke with Kent and the team at Quosal, it was clear that they "got it". Since switching to Quosal, the quote creation process has been streamlined. Integration with both ConnectWise and SalesForce has simplified the management of Opportunities for our users. In addition, the ability to have customers and prospects sign quotes online via Order Porter has been a game changer. I can't say enough positive things about Quosal and how this product has helped our business.
  Date: 12/4/2012 9:23 AM
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• Rob Pickering, Anittel Ltd
  Anittel have a team of over 35 sales people across 17 geographical locations and use Quosal for each and every quote that leaves our business. Since implementing Quosal we have seen a marked increase in Gross Margin across all of our product lines and a significant increase in sales compliance across the entire group. The technical support of Quosal (when rarely required) is excellent and their commitment to working with their partners goes above and beyond the very vast majority of technology vendors in the market. I cannot recommend Quosal highly enough for any business seeking to improve gross margin, sales compliance and customer satisfaction (which is everyone!)
  Date: 12/3/2012 11:44 PM
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• Michael Kemps, Innovative Computing Systems, Inc.
  Quosal was one of the best investments we ever made. Automating our quoting and selling process allowed us to scale our business without heavily increasing our sales team. The integration between Quosal and ConnectWise Opportunities is excellent and allows all facets of the business to understand both what's pending and in process. The Order Porter functionality and iPad application are tremendous addition. We will always be extraordinarily appreciative of the opportunity to utilize and support what has been the most influential software decision next to ConnectWise itself.
  Date: 12/3/2012 11:40 PM
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• Nick Bock, Five Nines Technology Group
  Quosal has been a powerful tool for us to add to our sales department. We switched to Quosal from a competing product, and it has revolutionized how we sell. The quality of the proposals is superb. We have been able to customize it to look GREAT (this takes a bit of time and energy) for our clients. The ability to quickly deliver proposals, and get signoff has really shortened our sales cycle with clients, and leaves us with a much more professional interaction with clients. Who EVER wants to have to send pdf's to have clients print out, sign, and send back? With Quosal we have eliminated that. Finally, the tight integration with Connectwise has been phenomenal. it has helped us drastically streamline our process from approval to delivery of product. That in and of itself has paid for the product many times over. NickB
  Date: 12/3/2012 8:40 PM
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