QuoteWerks vs. ConnectWise Sell: Comparing Best CPQ Solutions 2026

Overview: QuoteWerks and ConnectWise Sell as CPQ Category solutions.

QuoteWerks and ConnectWise Sell are two notable CPQ solutions that cater to diverse user needs. QuoteWerks emphasizes integration and data management features, aligning well with IT services and large enterprise sectors. ConnectWise Sell, meanwhile, offers robust customer acquisition capabilities with strong industry penetration in IT services and security sectors. Both provide extensive support options, but each has unique strengths that appeal to different business objectives and operational scales.

QuoteWerks: QuoteWerks is a leading integrated quoting and proposal software solution (CPQ). It seamlessly integrates with CRM and accounting systems to streamline the sales process.

ConnectWise Sell: ConnectWise-Sell offers IT proposal templates and automation software. Users can create IT quotes, automate workflows, and integrate price catalogs to save time and reduce errors.

QuoteWerks ConnectWise Sell
Key Capabilities Supported QuoteWerks excels in sales document and proposal management, focusing on comprehensive product catalogs and engagement tactics for large enterprises. → ConnectWise Sell delivers strong proposal and workflow management, enhancing operational fluidity and supporting digital signatures for seamless transitions. →
Business Goals QuoteWerks targets increasing sales, acquiring new customers, and enhancing relationships, suiting enterprises needing robust sales strategies. → ConnectWise Sell emphasizes acquiring customers and improving return on investment, ideal for businesses seeking efficient growth. →
Core Features QuoteWerks offers standout solutions like custom reports, comprehensive analytics, and seamless integration, appealing to users demanding detailed data handling. → ConnectWise Sell provides powerful analytics and extensive customization, with features like easy data export/import meeting varied business needs. →
Vendor Support QuoteWerks provides around-the-clock support and various contact methods, accommodating diverse user preferences for rapid assistance. → ConnectWise Sell matches QuoteWerks with 24/7 support but includes video channels, appealing to clients who prefer visual communication. →
Segments and Industries QuoteWerks primarily supports IT services and large enterprise sectors, indicating a focus on complex, large-scale operations. → ConnectWise Sell is popular among IT, network security, and transportation industries, with significant use in large enterprises. →
Operational Alignment QuoteWerks integrates smoothly into large enterprises, supporting intricate workflows with features for optimizing sales processes and client management. → ConnectWise Sell fits well in businesses of varying scales, offering tools tailored to enhance customer engagement and operational efficiencies. →
lightning

Applying your context and needs changes the comparison

QuoteWerks and ConnectWise Sell: Best activities based on customer satisfaction

Most deployed common Activities for QuoteWerks and ConnectWise Sell

How can QuoteWerks and ConnectWise Sell enhance your Products & Pricelist Management process?
Quotewerks and Connectwise Sell both offer centralized product and pricing management systems. Quotewerks provides a comprehensive system for managing product lists and pricing information, while Connectwise Sell focuses on real-time pricing and availability through integrations with distributors like Tech Data and West Coast. Quotewerks enables users to customize product lists and pricing models for different clients, while Connectwise Sell leverages existing product lists within ConnectWise Manage. However, Quotewerks lacks the real-time pricing and availability features present in Connectwise Sell.
"...Product information and pricing...." Peer review by User
"...It allows businesses to create proposal presentations from pre-built template where they can enter the product information, pricing, agreements and other details...." Peer review
Why is QuoteWerks and ConnectWise Sell the best choice for Workflow Management?
Both QuoteWerks and Connectwise Sell offer workflow management features. QuoteWerks allows users to customize and build workflows, integrate with other tools, and automate tasks. Connectwise Sell provides built-in workflows, automates sales processes, and integrates with its CRM. However, both tools have limitations. Connectwise Sell can be inflexible for complex workflows, and QuoteWerks struggles with quote creation speed and workflow tracking.
"...It works great stand-alone, or fits very nicely for workflows that go from a CRM system through QuoteWerks to an accounting system...." Peer review by Rob M., Computer Software
"...so it all follows the same workflow...." Peer review by James B., Information Technology and Services
What makes QuoteWerks and ConnectWise Sell ideal for Engagement Management?
Quotewerks and Connectwise Sell both help businesses create quotes, track opportunities, and follow up with customers. Quotewerks allows for automatic integration with CRM systems, while Connectwise Sell requires advanced development engagements for customized features. Both tools offer features that help track customer engagement, but Quotewerks provides more readily available automated features, while Connectwise Sell may require professional services for advanced customization. These summaries are based on the provided comments and may not represent all features of the tools.
"...It pulls from our Connectwise CRM, creates the quote, and then manages the entire process through followup, approval, purchasing, receiving and billing...." Peer review by Brian G., Information Technology and Services
"...More descriptive content ... like those needed for consulting engagements don't always look nice due to pagination issues...." Peer review by Allen Falcon, CEO (Chief Executive Officer), Cumulus Global

QuoteWerks in Action: Unique Activities

How can QuoteWerks optimize your Contact List Management Workflow?
QuoteWerks integrates with popular contact management and accounting software for a seamless data flow. This enables users to quickly access and manage client information, improving sales forecasting and reducing time spent on administrative tasks. QuoteWerks has limitations in its compatibility with niche contact management solutions.
"...Once configured, the tool gives you the capability to quote quickly and like a pro, and you have the quote and customer histories automatically saved for later reference...." Peer review by Eric J, CEO & Principal, Information Technology and Services

ConnectWise Sell in Action: Unique Activities

What benefits does ConnectWise Sell offer for Sales Document Management?
Connectwise Sell facilitates the creation and management of sales documents, including proposals, quotes, and recurring service agreements. It integrates with ConnectWise Manage for seamless fulfillment and provides a streamlined quoting process with customizable templates and online quote approval. The platform may require some time to learn and set up, and its e-signature functionality is limited.
"...ConnectWise Sell does an excellent job of neatly presenting quotes and proposals to the end user...." Peer review by Abraham Ford, Service Manager, Colorado Computer Support
What benefits does ConnectWise Sell offer for Helpdesk Management?
ConnectWise Sell offers comprehensive help desk management capabilities. It provides dedicated technicians and support services for internal customers and tickets. However, the system may require time to learn and users may experience delays in receiving support.
"...Quosal has grown significantly, they have more project managers to help with system requirements and launches and more helpdesk people, so all around, quosal gets better for us each year...." Peer review by Administrator

IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting

QuoteWerks ConnectWise Sell
Peer score 4.4 4.1
Peer insights 5046 4074
Top industries
Information Technology And Services 44.0%
Computer Software 16.0%
Computer & Network Security 12.0%
Information Technology And Services 79.0%
Computer & Network Security 10.0%
Transportation/Trucking/Railroad 6.0%
SMB and Mid-Market 93.0% 97.0%
Enterprise 7.0% 3.0%
Pricing QuoteWerks ConnectWise Sell

News

Latest QuoteWerks news

QuoteWerks Recognized with 14 G2 Summer 2026 Badge Awards Across CPQ ...

QuoteWerks received 14 badge recognitions in the G2 Summer 2026 Reports across CPQ, Proposal, and Quote-to-Cash categories. This recognition highlights QuoteWerks' role in managing quoting and sales workflows, validated by customer feedback on G2. The awards reflect QuoteWerks' market presence and customer satisfaction in complex quoting workflows.

15/06/2026 - source

Latest ConnectWise Sell news

ConnectWise warns of new ScreenConnect flaw without patch - BleepingComputer

ConnectWise has identified a vulnerability in its ScreenConnect Remote Access platform, affecting both cloud and on-premises deployments. The company has issued temporary mitigation steps to block potential attacks while working on a permanent fix. ScreenConnect is widely used by MSPs and IT departments for remote troubleshooting and system maintenance.

06/09/2026 - source