ConnectWise Sell vs QuoteWerks: A Comparison
📝 Introduction: A Reseller’s Perspective
As a long-standing QuoteWerks Reseller and Solutions Partner, we at Hilltops IT have proudly supported businesses across the UK, Europe and Worldwide in streamlining their sales quoting processes. Over the years, we’ve seen first-hand how QuoteWerks empowers teams with flexibility, speed, and reliability.
However, in recent months, we’ve observed a noticeable trend: several of our larger QuoteWerks clients have transitioned to ConnectWise Sell. This shift has prompted us to take a closer look, not just to understand what might be drawing users away from a platform we know and trust, but also to explore how ConnectWise Sell compares in real-world use.
This article is the result of that exploration. It’s a fact-based, unbiased comparison of the two platforms, aimed at helping both our clients and ourselves make more informed decisions in a rapidly evolving quoting landscape. I have predominantly used CoPilot AI to generate this in order to ensure an unbiased comparison. Some of the output CoPilot generated I felt was not completely correct and could have been tweaked, but due to potentially introducing bias I have refrained from doing so.

🔍 Feature Comparison
Category | ConnectWise Sell | QuoteWerks |
Ease of Use | ⭐⭐⭐ (3.9/5) – Some users find the UI unintuitive | ⭐⭐⭐⭐½ (4.5/5) – Generally praised for simplicity |
Functionality | ⭐⭐⭐⭐ (4/5) – Strong quoting & integration features | ⭐⭐⭐⭐½ (4.6/5) – Robust quoting with flexibility |
Quote Design | Web-based editor, real-time preview | Template-based, customizable PDFs and online HTML Templates |
Workflow Automation | Advanced – approvals, notifications | Similar with QuoteValet add-on |
CRM Integration | Deep with ConnectWise Manage, Salesforce | Broad – Autotask, Salesforce, Zoho, etc. |
Distributor Feeds | Yes – Ingram, TechData, D&H | Yes – Similar distributor integrations |
Reporting & Analytics | Basic dashboards | Moderate – Some reporting, limited dashboards |
Deployment Options | Cloud-based (SaaS), mobile-friendly | Desktop (Windows) with some cloud sync options and Web version |
⌚ Implementation Time
Platform | Typical Timeframe | Notes |
ConnectWise Sell | 4–8 weeks | Requires integration with ConnectWise Manage, Automate, and distributor feeds. Setup complexity depends on existing infrastructure |
QuoteWerks | 1–3 weeks | Faster setup due to simpler architecture and fewer dependencies. Ideal for SMBs with standalone quoting needs |
⏳ Key Factors Affecting Implementation Time
- ConnectWise Sell:
- Integration with other ConnectWise tools can extend setup time.
- Custom workflows and approval processes may require training.
- Distributor feed setup (e.g., TechData, Ingram) adds complexity.
- QuoteWerks:
- Easier to deploy for teams not using a full PSA suite.
- Desktop-based setup is quicker but may require manual configuration.
- CRM integration (e.g., Salesforce, Autotask) is generally straightforward.
📞 After-Sales Support Comparison
Support Category | ConnectWise Sell (CPQ) | QuoteWerks |
Direct Vendor Support | ⭐⭐⭐ (3.8/5) – Mixed reviews; some delays reported | ⭐⭐⭐⭐½ (4.6/5) – Highly rated for responsiveness |
Support Channels | Email, phone, live chat, ticketing, training | Email, phone, ticketing, knowledge base |
Partner Network | Extensive – via ConnectWise partners and MSPs | Moderate – Authorized resellers and VARs |
Community Support | Active forums, ConnectWise University, IT Nation | Active user forums, webinars, and training videos |
Onboarding Assistance | Available but often requires partner involvement | Available directly or via resellers |
Training Resources | ConnectWise University, webinars, documentation | Online training, documentation, and live sessions |
Customer Satisfaction | ⭐⭐⭐½ – Some users cite complexity and slow response | ⭐⭐⭐⭐½ – Users praise clarity and helpfulness |
🧭 Strategic Positioning
Here’s a strategic positioning of QuoteWerks, ConnectWise Sell, and SAP CPQ based on business type, company size, and quoting capabilities:
Platform | Ideal Business Type | Business Size | Quoting Features |
QuoteWerks | SMBs, VARs, MSPs, IT resellers | Small to Mid-sized | Fast, template-based quoting, CRM integration, distributor feeds, PDF output |
ConnectWise Sell | MSPs, IT service providers | Mid-sized to Large MSPs | Web-based CPQ, workflow automation, e-signatures, deep PSA/RMM integration |
SAP CPQ | Enterprises, manufacturers, global sales teams | Large to Enterprise | Advanced CPQ, guided selling, pricing rules, multilingual/multicurrency support |
🧩 Final Breakdown Summary
✅ QuoteWerks
- Strengths: Quick to deploy, cost-effective, highly customizable templates, strong CRM and distributor integrations.
- Limitations: Lacks advanced automation and enterprise-grade scalability.
- Best Fit: SMBs and MSPs that need a reliable, standalone quoting tool without the overhead of a full PSA suite.
✅ ConnectWise Sell
- Strengths: Seamless integration with ConnectWise Manage, Automate, and distributor feeds; approval workflows; Order Porter for e-signatures.
- Limitations: Steeper learning curve, best suited for businesses already using ConnectWise.
- Best Fit: Mid-sized MSPs and IT service providers looking for a quoting tool embedded in a broader IT management ecosystem.
🔭 CoPilot’s Final Thoughts
Choose ConnectWise Sell if you’re already embedded in the ConnectWise ecosystem and need a quoting tool that integrates tightly with your PSA, RMM, and distributor feeds.
Choose QuoteWerks if you want a more flexible, cost-effective solution with faster implementation and excellent direct support.
Both platforms are powerful, but the right choice depends on your business size, tech stack, and how much control you want over the quoting process.
🧠 My Conclusions
🔍 Integration Depth Is a Major Driver
- ConnectWise Sell offers deep integration with the broader ConnectWise ecosystem (Manage, Automate, Control), which is highly attractive to MSPs looking for a unified platform.
- Customers already using ConnectWise tools may see Sell as a natural extension, even if it means sacrificing some flexibility.
Takeaway: If clients are expanding into PSA or RMM tools, they may be prioritizing ecosystem alignment over quoting tool simplicity.
🏗️ Perceived Scalability and Automation
- ConnectWise Sell is often seen as more scalable and automation-friendly, especially for growing MSPs with complex workflows.
- QuoteWerks, while powerful, may be perceived as more manual or SMB-focused.
Takeaway: Position QuoteWerks as a scalable solution by highlighting advanced features, integrations, and real-world use cases from larger clients.
💬 Sales Approach Influences Perception
- ConnectWise’s structured, assertive sales process may create a sense of enterprise-grade professionalism and urgency.
- QuoteWerks’ consultative, flexible approach builds trust but may be perceived as less aggressive in demonstrating long-term ROI.
Takeaway: Consider blending our consultative style with more structured ROI messaging and competitive positioning.
⏱️ Implementation and Support Expectations
- Some clients may be drawn to the partner-led onboarding and formal training offered by ConnectWise Sell, even if it’s more expensive or time-consuming.
- QuoteWerks’ faster setup is a strength, but clients may undervalue it if they associate longer onboarding with higher value.
Takeaway: Emphasize the speed-to-value of QuoteWerks and offer optional structured onboarding packages to match expectations.
💡 Brand Perception and Market Momentum
- ConnectWise has strong brand recognition in the MSP space, which can influence decision-makers even if the quoting tool itself isn’t superior.
- QuoteWerks may be seen as a “legacy” tool unless actively positioned as modern, evolving, and competitive.
Takeaway: Reinforce QuoteWerks’ ongoing development, integrations, and relevance through case studies, webinars, and thought leadership.
✅ Strategic Analysis for Hilltops IT
- Reframe QuoteWerks as a modern, scalable solution, not just for SMBs but for growing MSPs.
- Offer hybrid onboarding: combine our consultative style with structured implementation plans.
- Create competitive content: blog posts, webinars, and visuals that directly compare QuoteWerks and ConnectWise Sell – tick!
- Leverage our strengths: personalized support, faster deployment, and flexibility, qualities that larger platforms often lack.
📖 Sources
Here are the main sources CoPilot used to compile the comparison between ConnectWise Sell (CPQ) and QuoteWerks:
- FinancesOnline – Offers a detailed side-by-side comparison of ConnectWise CPQ and QuoteWerks, including features, pricing models, integrations, and supported platforms – https://comparisons.financesonline.com/connectwise-sell-vs-quotewerks
- Software Advice – Provides user-generated reviews and ratings for both platforms, covering ease of use, customer support, value for money, and functionality – https://www.softwareadvice.com/crm/connectwise-sell-profile/vs/quotewerks/
- TrustRadius – Aggregates verified user reviews and ratings, highlighting pros, cons, and support experiences for both tools –
https://www.trustradius.com/compare-products/connectwise-cpq-vs-quotewerks