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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SAP Ariba
Score 7.6 out of 10
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With advanced tools to automate manual processes and support close collaboration with suppliers, SAP Ariba helps streamline source-to-pay processes across organizations.
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.
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.
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.
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 …
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 …
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 …
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'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.
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.
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 …
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 …
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 …
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.
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 …
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 …
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. …
SAP Ariba offers the most out of the box features that fit our needs compared to others. No solution offers this much. while still lacking, it is the best option. We've reached that conclusion many times and its been verified by several different groups.
SAP Ariba faciltates the procurmemntprocess enabling businesses to source and purchase goods from suppliers through Purchase requisitions and integration with ERP systems. It automates the entire procurement process froy identifying suppliers to paying supplies and is very …
For PR and PO process, we do in SAP ECC and we want after completion of RFP request PR will be generate automatically. So we find a tool which is compatible with SAP ECC to automate PR activity. In Oracle Procurement tool, it is not possible. So we don't have another option …
Since we adopted S/4HANA it's a great match in interfaces and user experience + we're an implementation partner itself so the entire project was a bit of a learning ground for us as well
CMS system has less functionalities for the contract management and is not so flexible and user friendy. No SAP Solution, which is in contradiction of our company IT strategy. Full compliance with Internal company security requirements.
SAP procurement solutions provide tools, services, and expertise to reduce financial and operational disruptions, meet workforce and customer needs, and lower supplier risk and market uncertainty.
It's important to note that user experiences may vary, and the perceived areas for improvement depend on the specific needs and expectations of each organization. Frequent updates and feedback from users often guide software developers in addressing these areas to enhance the …
It improves over all vendor management system of an organization by providing less costly ways of procurement and making business simple. AribaSAP Ariba digitally transforms your supply chain, procurement and contract management process. acts as supply chain, procurement …
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.
SAP Ariba is pivotal for our organization's supply chain requirements. The purchasing department needs it for vendor purchase order issuance and vendor order management. We can check procurement history for the last purchased price, standard price, price breaks, lead time for products, vendor, and alternate vendor details.
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.
Complete Procurement of Inventory step easy through GUI-Ariba integration once Purchase order is created and it is sent to the SAP Ariba Supplier Network. Vendor confirms the order and sends notification of Inbound Delivery to the warehouse through ASN and the Inbound process, Goods Receipt Process, Unloading, Put away process easy.
SAP Ariba integrates the different SAP Sourcing platforms, services and their tools in order to optimize operations, saves cost and meeting customer requirements through its easy to use tools. Such as integration with SAP S/4 HANA, SAP EWM using Idocs for End to End sourcing and Procurement coverage.
As a part of the SAP Direct Sourcing suite, it helps allow customer manage their direct materials in the single dashboard and helping customer to have view of the comprehensive info about BoM and the structure. Based on requirements, buyers can run materials and/or entire Bill of Materials. When these are sent from ERP to SAP Ariba, managers can manage them in the direct spend dashboard. Can search for desired items in the dashboard and view details of BoM or deeper view of information of the material. Buyers can run sourcing, run details for materials, create material quotes, and create pricing using book quotes.
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.
Integration with other tools is not very good. The APIs provided are not scheduled within the Ariba process and must use a middleware to send information back and forth between tools
Customer support for configuration questions. The response time can be weeks or months waiting time and the response back is often unhelpful.
Flexibility with company entities. With a large company with so many entities it is hard to structure and customize your suppliers into many entities. You often have to duplicate.
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.
While its great at usability. I would love ut have it more simplified. I would like to advocate for some personas who are non tech savvy or who have less or no experience in procurement. I sometimes feel that the valley of user learning fir such personas is quite steep and it may take them long time of learning to get adept to the platform.
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.
Customer support has always been top notch. From small configuration changes to overall process changes, support has the teammates in place with excellent knowledge and is able to provide solutions based on business challenges quickly. Their customer support through their Account teams continues to be hands on and very responsive to needs in a timely fashion.
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.
It's important to note that user experiences may vary, and the perceived areas for improvement depend on the specific needs and expectations of each organization. Frequent updates and feedback from users often guide software developers in addressing these areas to enhance the overall user satisfaction with the platform
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 saved nearly 10% of planned costs due to the large database of vendors we created within the company as a whole.
Saving in time due to shortening of procurement cycles. Procurement activities were never on the critical path and were accomplished with less Supply Chain resources than originally planned.
In the process we created a huge database of Vendors and Pricing which well be beneficial in our future projects.
It is an excellent tool and just what are business required and could afford.