Concord vs. ConnectWise CPQ

For my role as a recruiter, this tool is more than sufficient. I am able to quickly draft multiple offer letters, request approval from our legal team, then share directly with candidates to sign. This provides a great, organized candidate experience. I don't necessarily have an idea of a scenario where it would be less appropriate.

Incentivized

ConnectWise Sell is great for Managed Service Providers and smaller IT shops who primarily do computer repairs and maintenance. The tool is generally good at everything it does, but I would not recommend using it for a company that sells IT equipment as its primary business. Quotes take a relatively large amount of time to build in order to get them looking good for the end user.

Incentivized

• Templates are easy to create and utilize.
• Concord has its internal e-signature tool.
• Concord can group by template, active, in progress, etc. and color codes the same.

Incentivized

• It provides our company with a standardized quoting process. Everyone works the same way, uses the same templates, and generates a professional quote. Nothing gets left out or missed.
• Portal provides your sales staff and management with a complete view of their efforts. They see in real time what opportunities are in the pipeline, and how successful their efforts are when these opportunities are won.
• Provides a collaborative platform for our sales team to work on customer quotes. We can now have 2 or 3 members working in the same quote whereas before we had to wait for someone to free up the document before others could access it.
• It allows us to provide much more information in our quotes by attaching documents to the quote. Things like manufacturer specifications or brochures can now be easily attached into the quotes making it a presentation instead of a bunch of line items with numbers.
• ConnectWise Sell is customizable to meet the needs of my company. This is so important to us because similar products only allow you to do what they design it for. Our business changes regularly and we need our software systems to be agile and adaptive to it.

Incentivized

• User management has been and still is, a pain point for us. We operate over a dozen entities and for the most part, anyone with access to Concord on our team has the same permissions across all entities. We must manage users one-by-one so onboarding + offboarding can be tedious.
• The analytics are basic. I wish we could slice and dice and say "Show me only contracts tagged with X tag".

Incentivized

• The first year we were using Quosal, they were consistently posting new 'How to' videos and live training sessions to help users become familiar with the software features and best practices. While those videos are still available, they are becoming less relevant with each software version patch. The help manual documentation should be updated with the software versions as well.

We are in our 4th year with Quosal and fully expect to renew again and again. With their development of additional features such as the Order Porter, Visual Quoting and others, we see the adoption rates continuing to rise while making our time to quoted shorter and shorter. Quosal and ConnecWise's vision of automated quoting is an exciting frontier that we are very happy to be a part of

Concord is extremely user friendly and saves me so much time! How else would I be able to manage all of the contracts for 9 different agencies all by myself?!?

Incentivized

Quosal is a very solid product with a LOT of functionality. Quosal has two main products that they offer, 'Quosal Sell' and 'Quosal Create.' If you are looking for an "out-of-the-box" or "ready to use" quoting software, I would recommend Quosal Sell. If you are interested exploring advanced functionality and integration or have a resource on staff willing to assume an "admin" role, I would highly recommend Quosal Create.

I dont think we use this tool to potential

Incentivized

I gave it a five because it was the closest to a neutral response. I have not had issues with Concord and have not had a reason to contact support, so I don't have an accurate opinion here. From my conversations with our legal team, it seems they have been able to work with the support team at Concord to get any potential issues resolved in a timely manner.

Incentivized

I have been in business for 30 years, we have about 30 vendors we have worked with or more. Connectwise is on the bottom, if you ask any MSP how you loose clients the fastest, it's all about response and support. Connectwise has not found that out yet.

Great implementation, the Quosal team has a smart and well planned process to guide your team through the process. More importantly, they understand the challenges with change and user adoption.

Incentivized

Concord is more user friendly and gives the user the power to change settings, change workflows, and customize to meet their own needs without having to wait on customer service or support to make the changes for them. In fact, I was able to do most of our implementation myself just the way I wanted it, and it was easy! There aren't any hidden costs or fees- you simply pay for the number of licenses you need and get all the support you need for free (if you ever need it!). And by the way, the storage is unlimited so there are no worries about maxing out on how many contract or documents you can have!

Incentivized

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.

Incentivized

Connectwise Sell is listening and building their software to fit the needs of their customers. Sell is consistently looking to us for feedback and making sure their product is working for us as partners/customers. We feel we are generally behind on getting to know their updates and software upgrades. They are a great vendor and wonderful corporation.

Incentivized

• Excellent ROI
• Concord has had positive impact on your overall business objectives.
• Faster overall conversions.
• Increased employee efficiency.
• Probable better customer service.

Incentivized

• Customer satisfaction improvement. It's an impressive and professional way to present information that our customers appreciate. They not only have a clear way of knowing exactly what is being proposed, but now have another method they can use to easily track and organize approved/ not-approved quotes.
• Improved brand consistency. We have a reputable, trusted image that projects across our client portfolio (not to mention within our community) and this system helps to promote and maintain our transparency and professional image.
• Following up and referencing past quotes is made easy and quickly, which has benefited us from a time-cost savings perspective.

Incentivized