Acquirell vs. Conga CLM vs. ConnectWise CPQ

It is most appropriate to utilize Acquirell for processing the purchase orders with vendors. If you don't want to onboard the vendors into the system you may easily generate the POs in PDF. Acquirell includes amazing capabilities for running RFI, RFQ, and RFP events. It is very easy to manage purchase requisitions in a single system. Also, the tool is a good fit to manage the complex approval workflow. It is less appropriate to utilize Acquirell for managing contracts because instead of simply editing the text of the contract you should play with the configurations of the contract in the system and fill out various fields

And I mean that wholeheartedly, only because my experience has been so wonderful, and one of the things that I was warned against moving to Conga CLM was support. "Oh, their support's not that great." Absolutely wrong. I have received nothing but top-notch service support and there have been a lot of service requests for me only because of my gap in knowledge and every single person, one person in particular, always was jumped right in, very quick to respond, didn't just throw a knowledge article at me, actually said, "Hey, let's get on a Zoom together. Let's figure out what the issue is, and let's figure out what the solution is. " And it's that game changer for me. I'm very big on customer service, and Conga's support staff is amazing. I give a 12 on that. The product itself is just easy, and the team loves it. It works great. I work directly with sales, and we're actually wanting to get more of our documents into Conga CLM. Right now, we just have our master service agreement and some of our order forms, but we have other amendments and addendums and other business lines that we're trying to get into the system. It's just finding time.

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The most powerful features are the fact that you can see when your clients have viewed your quote, and that it can pull in real-time information about the products you are selling. It is all online-based, so you can use it from anywhere which is a big advantage over other quoting tools that I have used. We don't use the procurement capabilities, but for quoting pricing and customer visibility it works fantastically.

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• Robust sourcing module with very flexible configurations is a great tool for running RFPs
• We can easily send POs to the suppliers via Acquirell
• The great Contract Management module lets us administrate the contracts easily
• We can easily handle the supplier database

• Template driven contract creation: when sales team needs to generate multiple contracts per day, instead of manually drafting each contract , by Conga CLM we can select pre approved template and system auto fills pricing details , customer name, legal terms etc
• Renewal and obligation tracking: Conga CLM sends automated alerts when renewal noticed needs to be send 30days before expiry. It also flags upcoming renewals.
• Audit trail and compliance: Conga CLM logs every action automatically and supports regulatory compliance like SOX audit.

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• ConnectWise Sell does an excellent job of neatly presenting quotes and proposals to the end user. There are multiple different options for the look and function of the quotes. There are also options for custom quote templates that are designed directly for your organization.
• ConnectWise Sell does a reasonably good job of connecting to and working with Autotask. It took our organization about 6 months to figure out the correct way to flow from quote to invoice with our systems. Sell will easily pull in your customer information from Autotask into a quote and allow you to send the quote direct from your email.

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• Cannot edit the text of the contracts in the Contract Management module just like we were editing it in MS Word
• Accounts Payable is out of scope
• The Supplier Management module is "just okay". Acquirell team should develop features

• 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.

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• I'd like to see ConnectWise Sell develop a more user-friendly environment for advanced form and template design that doesn't require developer skills or consulting engagements. in order for us to develop these forms makes us reliant on consultants. These engagements are worth the cost, but sometimes we just don't have time to wait for them to be delivered.
• I'd like to see ConnectWise Sell automatically generate a quote for items such as warranties or services that are expiring in ConnectWise Manage. This would save us a tremendous amount of time preparing quotes.
• I'd like to see a new version automatically created when changes are made to a quote with the ability to reverse or revert back to a particular version. Sometimes people make mistakes and delete or change something they shouldn't have. Or customers want a change to version 1 only to change their minds when you send them the updated one, and want to go back to the original one.

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It really helps us to handle almost all our procurement activities (except the CLM process)

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

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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

I would give it a 10 because it's easy. The way that we've set it up and the process, you know, when you're working with a sales team, which is what I work with, they need something easy to learn and quick because they need to concentrate on making sales. So you got to give them that. And that's exactly what Conga CLM has offered to us, a very easy platform that they can get their contracts out the door, we can get to clients and then they can move on to their next sale.

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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.

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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.

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I dont think we use this tool to potential

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Acquirell team has conducted the Zoom sessions with us to explain and clarify all the details. Their manager Olivia and their product manager Dimitri were really approachable If there arise any issues related to working in the system the Acquirell team is always trying to respond ASAP

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

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Have to wait till 11pm EST time to get someone knowledgeable. That sucks truly. Almost half my day is gone. They need to provide premium support, where I can contact a "real" Quosal rep, anytime of the day or night 24/7

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Conga University is very well made. Loved it!

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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

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

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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.

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I haven't evaluated any other procurement solutions. Before implementing Acquirell we were using emails, Word, and Excel in our procurement processes. Overall, it is much more convenient to conduct procurement activities in Acquirell rather than to collect the bids via email and keep a bunch of Word or Excel files.

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

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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.

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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.

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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.

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• Now the purchasing team saves a lot of time
• The number of errors has been reduced due to elimination of manual workflow
• Now we do not have to keep a lot of Word, Excel, or PDF files since most of the procurement data is stored in Acquirell. Therefore the data does not get lost

• The time saved for our Legal team to generate and go through redlining for customers allows us to process the create the multitude of contracts that come through the system daily quickly and correctly.
• Sales is able to get accurate information relatively quickly and get contracts in customers hands faster due to the tools available. This provides our business a much more sustainable and quick ability to grow.

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• 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.

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