What users are saying about
Top Rated
80 Ratings
3 Ratings
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Score 9 out of 100
Top Rated
80 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.7 out of 100

Likelihood to Recommend

CIS Configurator

I like it when we are looking to see which patient is on which prescriptions and when a note is needed to be sent to the doctor we can mark it urgent. Sometimes this backfires and the note can be overlooked and an urgent message can be sitting in a file for a while.
Kelly Ferriter | TrustRadius Reviewer

ConnectWise Sell

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.
Garry Adams | TrustRadius Reviewer

Feature Rating Comparison

Proposal Creation & Organization

CIS Configurator
6.6
ConnectWise Sell
Proposal branding
CIS Configurator
6.0
ConnectWise Sell
Proposal templates
CIS Configurator
7.0
ConnectWise Sell
Proposal content library updates
CIS Configurator
7.0
ConnectWise Sell
Guided proposal creation
CIS Configurator
6.0
ConnectWise Sell
Searchable proposal database
CIS Configurator
7.0
ConnectWise Sell

Proposal Collaboration & Workflow

CIS Configurator
7.0
ConnectWise Sell
Proposal collaboration & approval
CIS Configurator
7.0
ConnectWise Sell
User permissions/proposal editing controls
CIS Configurator
7.0
ConnectWise Sell
Proposal automation user interface
CIS Configurator
7.0
ConnectWise Sell

Proposal Delivery

CIS Configurator
7.0
ConnectWise Sell
Proposal distribution
CIS Configurator
7.0
ConnectWise Sell
Proposal content tracking
CIS Configurator
7.0
ConnectWise Sell

CPQ

CIS Configurator
ConnectWise Sell
6.9
Quote sharing/sending
CIS Configurator
ConnectWise Sell
7.7
Product configuration
CIS Configurator
ConnectWise Sell
7.5
Configuration options
CIS Configurator
ConnectWise Sell
6.6
Pricing rules
CIS Configurator
ConnectWise Sell
8.2
Price adjustment
CIS Configurator
ConnectWise Sell
7.6
Purchase history and open contracts
CIS Configurator
ConnectWise Sell
6.2
Guided selling/Sales portal
CIS Configurator
ConnectWise Sell
5.9
CPQ reporting & analytics
CIS Configurator
ConnectWise Sell
2.8
CPQ-CRM integration
CIS Configurator
ConnectWise Sell
7.4
Attachments to quotes
CIS Configurator
ConnectWise Sell
9.2

Pros

CIS Configurator

  • Confidentiality with health records
  • Communications between work and the doctors
  • Areas to send prescriptions
Kelly Ferriter | TrustRadius Reviewer

ConnectWise Sell

  • 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.
Abraham Ford | TrustRadius Reviewer

Cons

CIS Configurator

  • Sometimes the site is down for a period of time and this disrupts the workflow
  • Pulling up multiple patients can sometimes get confusing
Kelly Ferriter | TrustRadius Reviewer

ConnectWise Sell

  • 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.
David Landry | TrustRadius Reviewer

Likelihood to Renew

CIS Configurator

No score
No answers yet
No answers on this topic

ConnectWise Sell

ConnectWise Sell 1.0
Based on 10 answers
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 | TrustRadius Reviewer

Usability

CIS Configurator

No score
No answers yet
No answers on this topic

ConnectWise Sell

ConnectWise Sell 8.4
Based on 5 answers
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 | TrustRadius Reviewer

Performance

CIS Configurator

No score
No answers yet
No answers on this topic

ConnectWise Sell

ConnectWise Sell 6.3
Based on 5 answers
I dont think we use this tool to potential
Tabby Stoeppel | TrustRadius Reviewer

Support Rating

CIS Configurator

No score
No answers yet
No answers on this topic

ConnectWise Sell

ConnectWise Sell 8.3
Based on 7 answers
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
Matt Lehotsky | TrustRadius Reviewer

Implementation Rating

CIS Configurator

No score
No answers yet
No answers on this topic

ConnectWise Sell

ConnectWise Sell 8.8
Based on 4 answers
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.
Chris Drynan | TrustRadius Reviewer

Alternatives Considered

CIS Configurator

I have not used many products but I am very fond of CIS
Kelly Ferriter | TrustRadius Reviewer

ConnectWise Sell

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.
John Trevino | TrustRadius Reviewer

Scalability

CIS Configurator

No score
No answers yet
No answers on this topic

ConnectWise Sell

ConnectWise Sell 8.2
Based on 5 answers
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.
Dawn Swagger | TrustRadius Reviewer

Return on Investment

CIS Configurator

  • We are able to work faster and bring in more clients with an electronic system
Kelly Ferriter | TrustRadius Reviewer

ConnectWise Sell

  • 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.
Nadia Varallo | TrustRadius Reviewer

Screenshots

Pricing Details

CIS Configurator

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$700*

* $60 per user (minimum 10 users)

CIS Configurator Editions & Modules

On-premise Edition
CIS Configurator - On Premise$16,5001
  1. 5 users included
SaaS Edition
CIS Configurator - Cloud$6,0001
  1. 5 users included
Additional Pricing Details
Additional fees apply fro setup to On Premise and SaaS $750 Training - 16 hours is recommended $2,800 Integration's are additional, price on request First year fees paid in advance and then quarterly

ConnectWise Sell

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

ConnectWise Sell Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

CIS Configurator
10.0
ConnectWise Sell
7.9

Likelihood to Renew

CIS Configurator
ConnectWise Sell
1.0

Usability

CIS Configurator
ConnectWise Sell
8.4

Performance

CIS Configurator
ConnectWise Sell
6.3

Support Rating

CIS Configurator
ConnectWise Sell
8.3

Implementation Rating

CIS Configurator
ConnectWise Sell
8.8

Scalability

CIS Configurator
ConnectWise Sell
8.2

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