ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal
solution of the ConnectWise Suite. With
ConnectWise Sell, users can create professional technology quotes and proposals
that include rich product information, cover letters, and statements of work in
minutes and automatically update their sales pipelines accordingly.
The vendor says key benefits include:
Save time creating IT quotes
and proposals through automation
…
N/A
PandaDoc
Score 9.0 out of 10
N/A
PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
$35
per month per seat
Pricing
ConnectWise CPQ
PandaDoc
Editions & Modules
No answers on this topic
Starter
$35
per month per seat
Business
$65
per month per seat
Enterprise
Contact Sales
Offerings
Pricing Offerings
ConnectWise CPQ
PandaDoc
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
Optional
Additional Details
—
PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial. Up to a 46% discount for annual pricing.
More Pricing Information
Community Pulse
ConnectWise CPQ
PandaDoc
Features
ConnectWise CPQ
PandaDoc
CPQ
Comparison of CPQ features of Product A and Product B
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.
As an alternative to other electronic signature mechanisms, I can't recommend PandaDoc more highly. It works, plain and simple. It is less costly - by a lot - than most alternatives, stores signed documents online for easy access, is simple to use by both our staff and our clients, and makes our lives far easier.
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.
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
We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it
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.
Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely.
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.
Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.
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.
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.
PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out.
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.
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.
