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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Coveo Qubit
Score6 out of 10
Enterprise companies (1,001+ employees)
Qubit, now from Coveo (acquired October 2021) uses visitor history data to understand different user segments and serve personalized messages to segments using JavaScript. It is available as either a managed or self-service model. Data is collected using Qubit's own Universal Variable data model, or by integrating the user's existing model via our API. It combines quantitative data with qualitative visitor feedback to give Qubit users the ability to detect areas for optimization.
Using…
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Pricing
ConnectWise CPQ
Coveo Qubit
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ConnectWise CPQ
Coveo Qubit
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Features
ConnectWise CPQ
Coveo Qubit
CPQ
Comparison of CPQ features of ConnectWise CPQ and Coveo Qubit
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Coveo Qubit is a very helpful platform mainly for organizations that need to provide a solid business model before carrying out any implementation or new functionality. In addition, it is a very good tool to generate changes and show different content to different types of clients, with their personalization and segmentation criteria.It is ideal for simultaneous testing and customization, only one of these activities individually is not recommended.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Qubit platform uses solid testing algorithms and delivers reliable reporting and analytics of testing campaigns. The dashboard section is easy to use and provides a good high level overview of the core campaign metric performances.
On-boarding and implementation of Qubit technology was painless and well handed throughout the entire process even with more complicated platforms.
Turn-around time for development and testing of campaigns is extremely fast. This enables the business to have a much higher throughput of tests and allows for quick validation of ideas rather than having to wait for months before a test is ready to go live on production site.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
While they do work very closely with us, especially our success manager, more involvement on a technical level or a dedicated engineer, would be a great advantage. We develop a lot of experiences in house and, like all companies that dev in house, we have our own way of working. A dedicated engineer that got to know us better as well and understood how we work could only help. Sometimes, a few errors can get through QA due to this.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
Qubit is currently providing resources and support we do not have internally. Our relationship managers are exceptional and I feel well informed and well supported by their team. The tool is nice, but our contacts from the company are the real reason to maintain our relationship. They work hard for clarity and continue to help us push for additional opportunities.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Very simple user interface, built on top of advanced functionality, makes the platform easy to use. The team at Qubit are also very open to feedback and introduce new and useful features fairly often. On the reporting side, the inbuilt dashboard reports are good for a top-level view of test results, and Qubit have made a lot of their output data available should you wish to run your own analysis
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I would say that the Qubit account managers are always available for any request. We have a lot of different promotions that could always do with last minute optimizing or changes and Qubit can be relied on to get this changes up and running in an impressive amount of time, so that we don't need to patch live or wait for the next IT sprint. Invaluable to our business.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Technology is good for A/B testing and personalisation - allowing any team with a dedicated developer to create test relatively easily and to report/analyse them in a fair amount of details. Some advanced features, especially on the set up of test cells, are dearly missing. Unfortunately, new features are often not free of bugs... Also, support is sub-par, which means new features are realised without proper documentation, example or training (but of our Qubit counterparts and internally).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Qubit are supportive and flexible in providing support. They are happy working out of usual hours, even on weekends and if I have any doubts about the set up of an experience they’re quick to respond and willing to check my work. On particularly big revenue days they monitor our account and they’re quick to identify and problem solve any issues.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The training was great, but would be great to have a script or PDF with some explanations of the qubit JS layer. Without the script you can just try to learn on your own, so the training is not as powerfull as it could be. On the other hand - would be great to have training related to reading statistics or personalisation.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Implementation couldn't be easier. All we needed to do was insert the tag. (easy) and set up the data layer. (dev required) This was pretty smooth in comparison to some of the other tools we use on our site, and was done in less than a day. Note : Data needs to be collected for a set period of time before you can accurately rely on the data that you are receiving. This is normal though with everyone else that we have used
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
At the time of taking the product, we found no comparable alternatives. Since then, the product has only grown from strength to strength, so it still does not have any comparable competitors that offer both the technical product and business knowledge that Qubit can. Google appear to offering a competing product which may be one to watch in future, and something for Qubit to keep an eye on
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Our requirements change throughout the year like most E Commerce retailers. At Christmas and Peak we're dealing with around ten times the usual traffic on the site. Qubit had no problems with this at all, tests continued to fire, and stats were still reported accurately. I don't think that it is the most server intensive .js anyway, but we have seen no issues at all.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
