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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Pricing
AIR CRE Contracts
ConnectWise CPQ
Editions & Modules
Basic
$600
one-time fee
No answers on this topic
Offerings
Pricing Offerings
AIR CRE Contracts
ConnectWise CPQ
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
AIR CRE Contracts
ConnectWise CPQ
Features
AIR CRE Contracts
ConnectWise CPQ
Contract Authoring
Comparison of Contract Authoring features of Product A and Product B
AIR CRE Contracts
7.5
1 Ratings
7% below category average
ConnectWise CPQ
-
Ratings
Contract creation
8.01 Ratings
00 Ratings
Contract templates
8.01 Ratings
00 Ratings
Clause library/saved fields
7.01 Ratings
00 Ratings
Guided logic
7.01 Ratings
00 Ratings
Contract Collaboration
Comparison of Contract Collaboration features of Product A and Product B
AIR CRE Contracts
5.0
1 Ratings
48% below category average
ConnectWise CPQ
-
Ratings
Contract editing
5.01 Ratings
00 Ratings
Contract Monitoring
Comparison of Contract Monitoring features of Product A and Product B
AIR CRE Contracts
8.0
1 Ratings
3% below category average
ConnectWise CPQ
-
Ratings
Contract search
10.01 Ratings
00 Ratings
CPQ
Comparison of CPQ features of Product A and Product B
Personally, I feel AIR CRE Contracts are great for NNN leases. They get the point across and offer the language we need without much addition or revision. The lease offers extensive language that helps with future potential disputes and covers questions that may occur from the tenants end well. Example, who maintains what or who is responsible for certain items.
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.
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.
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.
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 think I would rate AIR CRE Contracts has a pretty good usability rating. It is easy to use and simple to utilize, whether it comes down to leases, agency agreements, purchasing agreements, estoppels, or even just purchasing credits to create more agreements. I like that it is fillable, editable, and easy to find certain items when needed.
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.
I believe I called in for AIR CRE Contracts support one time in the past. The program was not working and it turned out we needed to have both AIR CRE Contracts support and our Information technology (IT) department both work on it to get it working. While I did not fully interact with them, they were able to fix the issues with our IT department relatively smoothly
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
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.
I think AIR CRE Contracts offers more of what we need for commerical real estate than Legal Templates. I feel there was more language qith the AIR CRE Contracts that protect the landlord and offer support, where as Legal Templates offered a broader scope of legal language. Obviously, having an attorney draft a specific lease template for a building is the best way to go but if you need something that can fit more types of leases/buildings AIR CRE Contracts seems to work the best for us.
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.
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.