ConnectWise CPQ vs. Corcentric Source-to-Pay Platform vs. ProcurementExpress.com

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

It is well suited for applications which has centralized data system. For desperate databases, big performance hit could be unavoidable.Web based Sales solutions which could be easily unplugged from big infrastructure and to be used in field with no need of network connectivity or front office availability would be ideal candidates for CPQ

ProcurementExpress.com works well for simple budget tracking (under 100~ different budget areas). Their customer service is phenomenal, which allows for quick turnarounds on questions regarding a process or a capability. This setup works well for smaller companies that aren't bound by some of the more restrictive reporting tools. Most of the issues come from non-finance and non-purchasing employees who may not understand the needs of the company.

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

• Pricing engine is a big plus in CPQ.
• The flex modeling supported in CPQ increases the model efficiency by eliminating unwanted options
• Integrating external tools into selectica by exporting out xmls make it easier

• The software is extremely easy to use and since I was a first time user I was able to load my PO's easily.
• There are not a lot of things you need to go through before being able to work on the platform which makes it simple to use.
• It saves me a lot of time by tracking my spent/income without me having to do any major calculations - Very accurate!

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

• Model builder's sluggishness.

• Creating reports.
• Have options on the input section with more details.
• Exclude the remaining budget section of the email sent with PDF of PO.

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

Unless CPQ is available on cloud or available as platform as service, I am less likely to consider it again. The initial cost involved is high and also the time required for that.

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

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 program for any small business in my opinion. I use it daily and recommend it for anyone who is having trouble with keeping track of outgoing purchase money. They make it easy for someone like me who is busy on all ends to have one less thing to worry about running a company.

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

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

I used Saleslogix.

I was not the person to select ProcurementExpress but my company has been using it for all 5 years I have been here. We all love it and find it very easy to use and navigate. All 250 plus people use it and use it very often as we order on our own.

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

• 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

• yes, faster lead conversion as Field sales team rely less on main office
• reduced sales cycle.
• Reduced Sales overheads, deal closure can happen at client location.

• I think our CEO will be able to provide a good answer to this.
• As a Creative Director, I focus on simply keeping projects on a budget, in an effective way.

Incentivized