Concord vs. ConnectWise CPQ vs. DocMagic eSign

Concord is honestly suited for all types of organizations because the software is flexible in its application and very easy to implement. In addition, Concord offers exceptional customer service with professionals who will work with you to ensure success, whether it be through training, problem-solving, or even finding ways to engage employees to maximize the benefit of the software. Most appreciated about Concord is their willingness to listen to their users to constantly evolve with new features or added functionality based on customer feedback.

Incentivized

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.

Incentivized

• Templates are easy to create and utilize.
• Concord has its internal e-signature tool.
• Concord can group by template, active, in progress, etc. and color codes the same.

Incentivized

• 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.

Incentivized

• Make it easier to find the templates from any page
• Improve the search function--it's sometimes difficult to find specific documents when searching
• Change back to "limited editor" and "no editing rights" when sharing documents; the new term of "viewer" makes it seem like nothing can be edited at all

Incentivized

• 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.

Incentivized

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

Concord is extremely user friendly and saves me so much time! How else would I be able to manage all of the contracts for 9 different agencies all by myself?!?

Incentivized

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 dont think we use this tool to potential

Incentivized

I gave it a five because it was the closest to a neutral response. I have not had issues with Concord and have not had a reason to contact support, so I don't have an accurate opinion here. From my conversations with our legal team, it seems they have been able to work with the support team at Concord to get any potential issues resolved in a timely manner.

Incentivized

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

Incentivized

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

I would rather not compare apples and apples nor apples and oranges, and just share Concord has been an excellent Contract Management System for current organization.

Incentivized

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

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

• Since our implementation, I am saving a few hours a month in managing our IC contracts.
• When people have questions about contracts, now it's clear "Hey, look in Concord" versus "Hey, does John or Sally have this contract?".

Incentivized

• 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