ConnectWise CPQ vs. Revv

Revv

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
ConnectWise CPQ	Score 8.5 out of 10	N/A	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
Revv	Score 9.0 out of 10	N/A	Revv, an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF…	N/A

Pricing

ConnectWise CPQ

Revv

Editions & Modules

No answers on this topic

Offerings

Pricing Offerings
ConnectWise CPQ	Revv
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

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Make your workplace insanely productive with our all-in-one document automation solution! Let's connect! We offer customized plans for your needs and business goals. POWERFUL TEMPLATE COMPOSER: Create your own template, or convert a Word document into a powerful form template to fill, share, and sign SIMPLIFY DATA COLLECTION: Use forms to collect information, images, and other assets from vendors, partners, customers, employees, and more FLEXIBLE FORM FILLS: Automate form fill and document generation, allow recipients to review and fill data, extract filled data for downstream workflows PUBLISH FORMS ONLINE: Share or publish form URLs, gather customer information, registrations, and applications at scale ACTIVITY TRACKING: Get real-time activity on email and chat (Slack, Google) notifications when documents are opened and signed KANBAN DASHBOARD: Set document stages and jobs to be done, track document lifecycle in a Kanban dashboard TAMPER PROOF ESIGNATURE: ESIGN Act & UETA compliant eSignatures with Bank-grade security, protected by Public Key Infrastructure (PKI) MULTIPLE CONSENT OPTIONS: Support for clickwrap, electronic signatures, and video consent, choose the best option for your business process AUTOMATE SENDER-SIDE SIGN: Authorize once and automate sender-side signatures when signing documents in bulk. Revoke consent anytime to prevent misuse CUSTOM BRANDING: Customize the eSign emails with your logo, text, language, and domain to personalize the eSign experience TEXT THE ESIGN LINK: Send the link to sign document over email and text message, add flexibility for your document recipients TWO-FACTOR AUTHENTICATION: Add a verification and assurance layer by sharing a PIN/password over text message, secure your eSign process DATA STUDIO: Easily setup relationship between your Salesforce, HubSpot fields or Spreadsheet columns and form fields, transform data as it moves from one system to another BULK SEND: Send thousands of documents in one go for eSign. Use spreadhseets, Zapier, and our APIs to select, fill, and schedule documents delivery DOCUMENT LIFECYCLE: Define the document lifecycle stages (lanes), configure the lane transitions, and select pre-defined tasks completed in each lane DOCUMENT EXPORT: Setup automatic document export to Salesforce, Hubspot and other CRMs, or storage such as Box once the document is signed. Store along the evidence summary, attachments, and metadata SCHEDULE REMINDERS: Configure reminders for document actions such as eSign & approval. Send reminder notifications over email, SMS, or chat ROBUST APIs: Use our rich and robust APIs to trigger document creation from your system of records. Collect signed documents, document status, and metadata back JOBS TO BE DONE: Define tasks and actions (such as email notifications) for each stage of a document. Define separate stages and tasks for each template as needed DOCUMENT APPROVALS: Configure serial or parallel approvals, define approval groups. Set up alerts via email, SMS, or chat, and track using the Kanban Dashboard AUTOMATED APPROVALS: Configure approvals for specific field values and selections. Pre-define approval guidelines to reduce unnecessary document flow SOC2 COMPLIANCE: Our app and infrastructure is SOC2 certified. We follow the highest standards for industry practices to keep our customer data safe and secure SINGLE SIGN-ON (SSO): OAuth and SAML2.0 support for one login access between your business apps and Revv. Use Revv seamlessly within your enterprise environment CERTIFIED ELECTRONIC SIGNATURES: Electronic signatures are certified using the Public Key Infrastructure (PKI) for tamper-proof documents to comply with eSignature laws worldwide BEST AND TOP-RATED SUPPORT: Round the clock support over email, chat, phone, and Zoom. We are consistently rated high on G2 and Capterra for our support DEDICATED ACCOUNT MANAGER: Go-live superfast with our dedicated onboarding and implementation team. Get a designated account manager for all your queries and reports PERFORMANCE REPORTS: Custom reports designed for your business to measure impact and team performance

More Pricing Information

Community Pulse
	ConnectWise CPQ	Revv
Considered Both Products	ConnectWise CPQ SS Steve Schulte COO (Chief Operating Officer) Chose ConnectWise CPQ Most likely we are moving to QuoteWerks, they answer the phone when you call them for support. I tested their support last week and within 5 minutes I had a live tech on the phone. Incentivized Helpful? AS AMBER SCHOENHERR Sales Manager Chose ConnectWise CPQ ConnectWise Sell better meets our needs vs QuoteWerks, better customization and automation features were readily available. Incentivized Helpful? Verified User Anonymous Chose ConnectWise CPQ We were using D-Tools for proposal creation and that application is far better. The only reason we moved to Sell is that it has leasing capability. Incentivized Helpful? Verified User Anonymous Chose ConnectWise CPQ We were using D-Tools and that application is much better. Its actually 10x better. The only reason we move to Sell is because Sell have the leasing capability. Incentivized Helpful? John Trevino Director of IT Chose ConnectWise CPQ When it comes to the quoting layout Sell gives you so many more customization options. The item inventory is also easier to maintain. Sell is by far the best selling module that I have used thus far and it has helped keep us more organized. Incentivized Helpful? Nick Newbould IT Consultant Chose ConnectWise CPQ I have not used any other quoting platforms like ConnectWise Sell except for the integrated estimates and invoicing in Freshbooks. These softwares are wildly different, however, since I use Freshbooks as a financial platform for another business I have. I would say in terms of … Incentivized Helpful? Mike Markham Director of Business Technology Solutions Chose ConnectWise CPQ We have previously used Excel and templates for quoting. We also have used Salesforce to generate quotes. Neither method was as clean as ConnectWise Sell and they were not geared specifically to how we work. We still use Salesforce for our main CRM and ConnectWise Sell … Incentivized Helpful? David McCoy Provisioning Engineer Chose ConnectWise CPQ Salesforce is the main competitor but this is easier to keep up with and I highly recommend any businesses to use this just for the convenience factor. Other programs and suites are also more expensive so you know that you are saving money using this service. Highly … Incentivized Helpful? Garry Adams Client Relationship Manager Chose ConnectWise CPQ 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 Helpful? Mike Herrington VP of Sales and Marketing Chose ConnectWise CPQ We've also had some experience with quotewerks in the past. Quotewerks has some pretty solid functionality for the basic quoting features that we need, but didn't have the tight integration that we wanted. Incentivized Helpful? Alissa Levanway Purchasing Agent Chose ConnectWise CPQ We prefer having access to it inside our connectwise versus it being a separate program. Quosal took a long time to load or it would glitch. Sell is much quicker to use. Incentivized Helpful? Trent Kenelly, DTM Enterprise Applications Manager Chose ConnectWise CPQ Matchs our CRM (Manage) AX was too expensive and Quotewerks had no API to manage. We did a Proof of concept, are members of Microsoft's partner program, and were worried about the scalability of this product versus others in the market. Connectwise has made good on their … Incentivized Helpful? Chris Michalec Founder, Chief Strategist & vCIO - I help law firms with IT Chose ConnectWise CPQ We did not evaluate any other solutions, except to compare it against our current QuickBooks estimate and Word document proposal method. Incentivized Helpful? Kevin Rountree Vice President of Sales Chose ConnectWise CPQ Infusionsoft - It is made more for an internet store, and it never answered our needs for effective quoting. Microsoft Excel - It was nice to create algorithms for speedy quotes but moving around products, or sharing quotes with co-workers was hard. Google Sheets did not come … Incentivized Helpful? Ronald Deeds Client Advocate Manager and Cisco CSE6 Chose ConnectWise CPQ Quotewerx was previously the product of choice for our company. When CW purchased Quosal, CW ceased providing Integration to Quotewerx which forced our company to migrate to Quosal. At that particular time, it would have just been better if CW had admitted to us right from … Incentivized Helpful? Ken Smith Vice President Chose ConnectWise CPQ Bought it because of the integration to ConnectWise Manage. Did not review other products. Incentivized Helpful? Jim Hartz IT Ninja Chose ConnectWise CPQ I haven't used a competitor in a while, but I am also not interested in looking. Other systems we used export to ugly and confusing Excel sheets. The Quosal system creates professional, customizable quotes and the customers love how easy it is to interact with them. Incentivized Helpful? Tabby Stoeppel Service Operations Manager Chose ConnectWise CPQ This is the first quoting tool we have used that I am aware of. Incentivized Helpful? David Landry Owner Chose ConnectWise CPQ We looked at Salesforce.com as an option but it just wasn't the right fit. It didn't integrate well into our system, and to close the gap was costly. We needed a comprehensive sales tool to handle every aspect of our business. Data needed to systematically flow into all company … Incentivized Helpful? Karl Bickmore CEO Chose ConnectWise CPQ We used to use Quotewerks. It also had integration with our PSA tool and the integration was pretty good. The fact that quotewerks was not cloud based meant we had to provide it via terminal services to handle all our locations and remote access. It's installer was difficult … Incentivized Helpful? Tammy M. Randall Account Management Coordinator Chose ConnectWise CPQ We selected Connectwise Sell based on available features, cost and the integration with other products. Incentivized Helpful? Eduard Lavilla CTO and Co-Founder Chose ConnectWise CPQ QuickBooks and Excel - and there is no comparison. Incentivized Helpful? Dawn Swagger Admininstrative Coordinator Chose ConnectWise CPQ We decided ultimately that we wanted to remain within the Connectwise Manage/Sell family. It made sense. Incentivized Helpful? Verified User Anonymous Chose ConnectWise CPQ We selected Sell due to its integration with ConnectWise and the notable improvements over Create. The GUI on the quote creation page has streamlined the quoting process with the ability to make changes and moves between tabs and line items like I would with a Word document. … Incentivized Helpful? Kyle Forward IT/Managed Service Operations Manager Chose ConnectWise CPQ We saw Quosal and ran with it. Other apps just don't compare. Incentivized Helpful?	Revv BS Brett Suarez Account Executive Chose Revv Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options. Incentivized Helpful?

Features

ConnectWise CPQ

Revv

CPQ

Comparison of CPQ features of Product A and Product B
	ConnectWise CPQ 9.4 Ratings 8% above category average	Revv - Ratings
Quote sharing/sending	10.00 Ratings	00 Ratings
Product configuration	10.00 Ratings	00 Ratings
Configuration options	10.00 Ratings	00 Ratings
Pricing rules	10.00 Ratings	00 Ratings
Price adjustment	10.00 Ratings	00 Ratings
Purchase history and open contracts	10.00 Ratings	00 Ratings
Guided selling/Sales portal	8.00 Ratings	00 Ratings
CPQ reporting & analytics	6.00 Ratings	00 Ratings
CPQ-CRM integration	10.00 Ratings	00 Ratings
Attachments to quotes	10.00 Ratings	00 Ratings

Best Alternatives
	ConnectWise CPQ	Revv
Small Businesses	QuoteWerks Score 9.4 out of 10	Foxit eSign Score 9.8 out of 10
Medium-sized Companies	QuoteWerks Score 9.4 out of 10	MSB Docs Score 9.4 out of 10
Enterprises	SAP Sales Cloud Score 8.3 out of 10	DocuSign Score 8.3 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	ConnectWise CPQ	Revv
Likelihood to Recommend	10.0 (0 ratings)	9.0 (0 ratings)
Likelihood to Renew	1.0 (0 ratings)	- (0 ratings)
Usability	9.0 (0 ratings)	- (0 ratings)
Performance	6.3 (0 ratings)	- (0 ratings)
Support Rating	5.9 (0 ratings)	- (0 ratings)
Implementation Rating	8.8 (0 ratings)	- (0 ratings)
Product Scalability	8.2 (0 ratings)	- (0 ratings)

User Testimonials
	ConnectWise CPQ	Revv
Likelihood to Recommend	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 Abraham Ford Service Manager Read full review	[Revv] is great in providing a template for sales documents for a team. Particularly proposals. Incentivized BS Brett Suarez Account Executive Read full review
Pros	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 David Landry Owner Read full review	Creating templates for sales documents Allows ability to see when client has opened up document Ability to give client access to document through several methods Incentivized BS Brett Suarez Account Executive Read full review
Cons	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. Jared Connell Manager of Sales Support Read full review	It is not intuitive as far as creating a new document from a previously created template Incentivized BS Brett Suarez Account Executive Read full review
Likelihood to Renew	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 Bill McCord Manager of Information Systems Read full review	No answers on this topic
Usability	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. Jared Connell Manager of Sales Support Read full review	No answers on this topic
Performance	I dont think we use this tool to potential Incentivized Tabby Stoeppel Service Operations Manager Read full review	No answers on this topic
Support Rating	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. SS Steve Schulte COO (Chief Operating Officer) Read full review	No answers on this topic
Implementation Rating	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 Chris Drynan VP, Operations Read full review	No answers on this topic
Alternatives Considered	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 Garry Adams Client Relationship Manager Read full review	Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options. Incentivized BS Brett Suarez Account Executive Read full review
Scalability	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 Dawn Swagger Admininstrative Coordinator Read full review	No answers on this topic
Return on Investment	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 Nadia Varallo Purchasing Specialist Read full review	It has saved the sales team time from having to create a proposal for each client. Incentivized BS Brett Suarez Account Executive Read full review
ScreenShots	ConnectWise CPQ Screenshots	Revv Screenshots