Likelihood to Recommend CLM is best suited for Medium to Large size corporations, in my opinion. Organizations need to be informed in order to be successful; they must have a team prepared to own and manage the CLM tool once implementation is complete. Great for B2B and B2C. Highly recommend it to those in question about purchasing for their organization.
Read full review 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.
Read full review Pros You don't have to worry about different clauses. You can just create them and bundle them based on your Contract. Conga contracts come with great redline and true-up features which makes the negotiation process way easy. You can integrate it with Conga composer to generate the Contract document and also can integrate it with Conga sign to send the generated contract for signature. Read full review 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. Read full review Cons 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. Read full review 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. Read full review Likelihood to Renew 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
Read full review 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
Read full review Usability For users, the software is very intuitive. For admins, there's a learning curve.
Read full review 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.
Read full review Reliability and Availability We never faced any issue till date
Read full review Performance Everything is perfect
Read full review I dont think we use this tool to potential
Read full review Support Rating 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
Read full review 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
Read full review In-Person Training Conga University is very well made. Loved it!
Read full review Online Training Conga university is best! loved it. The courses are very well designed which made learning easy and great.
Read full review Implementation Rating The process involved Salesforce object creation and fields with installing conga contracts and conga composer and setting up security for the users
Read full review 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.
Read full review Alternatives Considered Features and Functionality: Conga CLM offers a range of features such as contract authoring, automated workflows, collaboration, version control, reporting, and analytics. It is designed to streamline the entire contract lifecycle. When comparing against other solutions, organizations should assess the specific features and functionalities they require and evaluate how well Conga CLM meets those needs.Scalability: Conga CLM is suitable for large enterprises and organizations dealing with high contract volumes and complex contract processes. It provides the scalability to handle a significant number of contracts, multiple users, and integration with other systems. Organizations should consider the scalability of Conga CLM in relation to their own contract management needs.
Read full review 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.
Read full review Scalability We are fully satisfied with the over all experience using conga contract
Read full review 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.
Read full review Return on Investment We really never saw a great ROI. We installed and then were left alone for many years despite many calls for help. We were able to get out of a spreadsheet. We did have an approval flow that allowed us to view where in the process each contract was, but the approval flow was also very difficult to manage and was not able to handle complex approval flows. Read full review 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. Read full review ScreenShots ConnectWise CPQ Screenshots