Conga CLM vs. ConnectWise CPQ

With having all of our contracting through the Salesforce system, the ability to allow our legal teams to do more with generating documents, have controls over redlines, etc is ideal. When sales needs to make additional revisions to the underlying data, however, it can be lacking in strong tools.

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

• Unified Storage. All contracts are stored in a single, centralized repository, providing a comprehensive view of the entire contract lifecycle, including versions, negotiations, approval history, and metrics.
• Easy Search. Advanced search capabilities, including natural language search, allow users to quickly find specific contracts or clauses.
• Dynamic Approvals: Automate approval workflows to speed up the contract approval process and ensure compliance with company policies.

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

• X-author for Word can be improved as it does not maintain a stable connection and the org gets disconnected frequently.
• It does not support grandparent relationship for merge field population.
• A separate package needs to be installed for the integration of CPQ and CLM tools from Conga.

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.

Simple and easy to use for the legal team to creates contracts in Salesforce and with the help of conga contract attaches the different clauses through the bundle and sends them for negotiation and for signature. This is the primary work they do from Conga contracts. We had solution which is build using conga contracts, conga composer and conga sign

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

The current version is probably about a five. The new version, I have not used it a lot. I've only done some testing around in it, not a lot. I'd say it's probably a seven or eight.

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.

Conga CLM’s availability has been solid in my experience as for a logistics company like ours that needs access across time zones and departments, Conga CLM is a great solution.

Incentivized

Conga CLM performs reliably across our organization. It handles large volumes of contracts without lag, keeps workflows flowing smoothly, and processes automation tasks efficiently. The system remains responsive, even during busy days, no performance lag.

Incentivized

I dont think we use this tool to potential

Incentivized

Very very difficult to get support. The support team is great for simple, general questions. If we ran into anything complex, we usually would figure it out before they could help us. We often were bounced around from rep to rep

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.

Conga University is very well made. Loved it!

Incentivized

Conga University is the best! loved it. The courses are very well designed which makes learning easy and great. I have taken courses for conga contracts, composer, conga sign, and conga batch. Courses are beneficial if you want to implement Conga products for your clients or for your organization. Highly recommended to sign up for Conga university and start learning

Incentivized

The process involved Salesforce object creation and fields with installing conga contracts and conga composer and setting up security for the users

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

Conga CLM capabilities and speed is very good compared to other CLM solutions and also scalable and easy to configure and manage the enhancements. Conga CLm is also great for multiple verticals and users from various departments can easily adopt to the CLM applications or tool. The eas of use is also a factor

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

Based on my experience using Conga CLM across a growing logistics operation with varied departments, I’d confidently rate its overall scalability a 9 out of 10. Provides multi site support, has proven ready for the long haul and provides a secure environment.

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

• Vendor onboarding process has been so much faster and better, resulting in more buisness and revenue. It's a bit costly but has also increased our overall ROI.
• Conga’s version control and clause consistency helped us to reduce the post signing disputes. That’s saved us a few awkward calls and trouble.
• Better resource optimization buisness decisions with the live dashboard, also leading to increased revenue and growth.

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