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
…
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VisibleThread VT Docs
Score 10.0 out of 10
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VT Docs is RFP Software for Government Contracting. It supports small businesses to mid-market and large enterprises. VisibleThread's flagship RFP solution, VT Docs, is leveraged across key sectors, including Defense & Space, IT Services, Healthcare, and Engineering & Construction.
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Pricing
ConnectWise CPQ
VisibleThread VT Docs
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Pricing Offerings
ConnectWise CPQ
VisibleThread VT Docs
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
ConnectWise CPQ
VisibleThread VT Docs
Features
ConnectWise CPQ
VisibleThread VT Docs
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.
VT is fabulous to proposal writing as it created for that. It can also be used for ANY type of persuasive or technical writing. If you can write it, VT can help to make the writing better. BUT!!! if you are writing news articles or descriptive writing, this is NOT the software for you. VT works to eliminate fluff, ambiguous words, exaggerations, run-on sentences, improper grammar, misspelled words, sentence fragments, etc. VT also works to eliminate passive writing. As with any software, use it for what it was created - and find something else for the rest.
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.
Acronym finder - the best acronym finder I have used! This creates an Excel spreadsheet with the acronyms and their definitions in an alphabetically sorted worksheet ... AND this worksheet includes actual sentences from the document showing how and where the acronym was used.
Compare documents - WOW! what a wonderful update! You get an Excel worksheet with the 2 compared documents side-by-side showing differences in red and statements with no changes in blue.
Starter compliance matrix (SCM) - again, one of the best SCM-creators I have used. This choice is quick, concise, and the resulting Excel worksheet is easy to manipulate and change.
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.
Dictionaries - I would like to see more "canned" dictionaries. We create our own, but I know that VT has more that they can supply, giving us more quick turnaround changes (versus always having to start from scratch).
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
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 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.
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.
We reviewed many other products but found all of them did not have the extent of tasks that VT had. These searches were over 5 years ago and many of the products reviewed are no longer available. In addition, some software still in existence have merit, just not to the extent we need. I do not want to give anyone a bad rating just because we did not choose them. Again, choose the right software for the right job!
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.
We reduced proposal writing time and output. By reducing time, we gained time for work in other areas of proposal handling. I used to need 3-5 DAYS to create an acronym list. Now, with VT, I do the same work in 1-2 hours!
VT is for proposal WRITING and not for proposal HANDLING. Our proposal managers and coordinators do the handling part.
