If you've been running quotes through ConnectWise Sell, you know the friction. Rigid templates. An editor that feels like it was designed before the iPhone existed. A payment and signing flow that's spread across multiple tools and plan tiers. And zero AI at a time when every other part of your business is getting smarter.
ConnectWise Sell (formerly Quosal) has been a fixture in the MSP quoting space for years. But being familiar isn't the same as being good. And for MSPs scaling their MRR, trying to close deals faster, and building a quote-to-cash motion that actually holds together "familiar" is starting to cost real money.
This post breaks down exactly where ConnectWise Sell falls short in 2026, what Zomentum does differently, and why more MSPs are making the switch.
The Editor Problem No One Talks About Enough
Start with the tool you'll use every single day: the proposal editor.
ConnectWise Sell's editor is outdated. It's template-rigid, block-based, and doesn't support the kind of freeform editing that modern proposal design demands. Want to restructure a section mid-proposal? Add a table of contents? Pull in a co-author to review in real time? You're working against the tool, not with it.
Zomentum rebuilt its editor from the ground up. The result:
- Freeform editing not rigid blocks. Move things where you need them.
- Table of content auto-generated, navigable, professional.
- Version history sees exactly what changed and when.
- Internal comments collaborate without leaving the platform.
- Real-time co-authoring two people, one proposal, simultaneously.
- Full undo/redo finally.
- Word import + Google Docs import + PowerPaste bring your existing content in cleanly without reformatting nightmares.
- AI assistance in the editor rewrite sections, improve copy, generate content, right where you're working.
ConnectWise Sell offers Excel import for certain vendor-specific scenarios. That's the comparison point. The gap speaks for itself.
AI That Actually Changes How You Quote
This is where Zomentum pulls ahead most dramatically — and where ConnectWise Sell simply has no answer.
AI Import: Vendor Quote → Quote Line Items in Seconds
Every MSP that deals with distributors knows the pain: you get a vendor quote as a PDF or spreadsheet, and then someone has to manually re-enter every SKU, quantity, and price into your quoting tool. It's tedious, error-prone, and a complete waste of time.
Zomentum's AI Import eliminates this entirely.
Upload a vendor or distributor quote in PDF, DOCX, PPTX, XLSX, CSV, TXT, JPG, PNG, or even a screenshot and Zomentum's AI extracts every product, SKU, quantity, and price directly into clean quote line items. No manual re-entry. No transcription errors. Just a quote ready to review and send.
ConnectWise Sell has no equivalent feature.
AI Writer: Proposals That Sound Like You, at Speed
Zomentum's AI Writer is built into the platform and available across tiers (with tiered limits). Use it to generate proposal sections, rewrite language for a specific client, tighten your executive summary, or produce a full draft from a brief. AI assistance is also woven into the editor itself, so you're never context-switching to get help.
Again: ConnectWise Sell offers no AI writing capability.
Quote → Sign → Pay: A Flow That Actually Works
Closing a deal requires more than a great proposal. It requires a frictionless path from signed quote to collected payment. This is where MSPs using ConnectWise Sell often cobble together multiple tools or discover that the features they need are locked behind a higher plan tier.
Zomentum treats quote-to-cash as a first-class product:
- E-sign is built in, not bolted on.
- Payments are native Stripe, ConnectBooster, and Zomentum Payments are all supported as gateways.
- Collections workflows are included so you're not chasing invoices manually.
- Payments controls let you configure how and when payments are triggered.
The entire quote → eSign → pay flow lives in one platform, without jumping between tools or hitting paywalls for features you assumed were standard.
ConnectWise Sell does offer CPQ, e-sign, and ePayment capabilities but availability varies by plan, and the end-to-end flow lacks the same cohesion.
Workflow Automation: Built for MSP Complexity
MSP sales cycles involve approvals, renewals, routing rules, and exceptions that generic CPQ tools weren't designed to handle. Zomentum's workflow automation is positioned as a core platform capability not an add-on.
What this means in practice:
- Multi-condition approvals with nested logic approvals can trigger based on line-item conditions like margin thresholds, discount levels, or specific product rules.
- Automated renewals quotes going out at the right time, without manual triggers.
- Routing automation the right person sees the right deal at the right stage.
- End-to-end quote→sign→pay automation the workflow doesn't stop at the signed document.
ConnectWise Sell's automation depth is not publicly detailed in comparable terms. For MSPs whose deals involve complexity, multiple stakeholders, layered approvals, variable pricing that ambiguity is a real evaluation risk.
Integrations Built for the MSP Stack
One of the strongest arguments for any MSP quoting platform is how deeply it connects to the tools you already rely on. Zomentum's integrations directory covers every major category:
PSA Integrations ConnectWise Manage, Autotask, HaloPSA, Kaseya, Syncro, RepairShopr, Zapier
Distributor Integrations Ingram Micro, TD Synnex, Techdata, Amazon Business, Dicker Data, Westcoast, Leader System plus Custom Distributor Integration for distributors not on the standard list.
Accounting QuickBooks, Xero (coming soon)
CRM / Marketing HubSpot, Infusionsoft (Keap)
Payment Gateways Stripe, ConnectBooster, Zomentum Payments
That last one matters: Custom Distributor Integration means that if your primary distributor isn't on the list, you're not locked out. Zomentum can build the integration. ConnectWise Sell doesn't offer an equivalent pathway.
Templates and Brand Control
Zomentum includes custom templates by tier, with full proposal and quote template support. Your brand colors, fonts, layout, approved copy travels with every document that leaves your team.
This isn't unique to Zomentum, but it matters that it's included clearly rather than left as an ambiguous feature buried in plan documentation.
The MSP-Specific Depth That Generalist Tools Can't Match
ConnectWise Sell lives in the MSP ecosystem. That's worth acknowledging, it understands distributor pricing structures, PSA sync requirements, and the buying motions that define MSP sales. It's not a generic CPQ tool repurposed for IT services.
But understanding the MSP space and being purpose-built for it aren't the same thing. Zomentum is designed exclusively for MSPs, and every product decision reflects that:
- AI Import built around distributor quote formats
- Payment and collections flows designed for recurring revenue businesses
- An editor built for complex, consultative proposals not transactional orders
- Workflow automation deep enough to handle multi-layered approval chains
- Integrations that span the full MSP toolchain: PSA + distributors + accounting + CRM + payments
ConnectWise Sell is a capable CPQ product. Zomentum is a quote-to-cash platform built to accelerate the full MSP sales motion.
Side-by-Side: Zomentum vs ConnectWise Sell
The Bottom Line
If you're evaluating quoting platforms in 2026, the question isn't whether ConnectWise Sell works. It's whether it keeps up.
MSPs dealing with growing quote volumes, distributor-heavy procurement motions, and pressure to close deals faster need a platform that moves as fast as they do with AI that removes manual work, an editor that produces proposals worth reading, and a payments flow that doesn't require a separate tool for every step.
That's Zomentum.
Book a demo and see the difference for yourself
