ConnectWise CPQ vs. Workday Contract Lifecycle Management, powered by Evisort AI

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

Evisort is best when you already have all your contracts fully cleaned, designated, ordered, managed, linked, collated, titled and termed. It is not good if you expect the platform to help you go through a repository of contracts that you want the system to extract all the info you need and then you can decide easily what to keep and not etc - the sales team will tell you that the platform can do all of this. In my opinion, this isn't true.

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

• Houses Contracts centrally
• Info display is pretty straight forward
• Terms Search function is solid

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.

• Platform Implementation
• AI intake of documents
• How contracts are linked

Incentivized

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.

It is clunkier than needs to be but it's not as bad as some of the other platforms we reviewed. The interface is pretty spartan, almost like reading a page and some color and segregation could help users segregate the UI by function and task. This is pretty straight forward but doubt they would implement

Incentivized

I dont think we use this tool to potential

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.

For all of the reasons listed above, essentially, once the platform is implemented it has its value, however, knowing what you get before implementation, might give ppl pause. The cost is a bit misleading and the sales team over promises and under delivers in my opinion. This is not cool and creates issues inevitably, down the line.

Incentivized

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

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

Evisort is just getting in the game. Implementation is not as robust as Coupa and Adobe is more of a contract execution platform so it is not apples to apples to compare there. Essentially, Evisort is a a somewhat cheaper solution that is not a complete solution and needs more of an upfront lift than they would suggest.

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

• 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

• better Contract visibility
• centralized ownership
• contract alerts

Incentivized