ConnectWise CPQ vs. Document Plus vs. Foxit PDF Editor

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

Great for marking up depositions or pleadings with highlights, comments, and notes during case review.
Supports Bates stamping, password protection, and other features often required for electronic filing.

Built-in tools allow for quick and secure redaction of privileged or confidential information before sharing or filing. Less appropriate if you needed to work on real time collaboration or building complex form templates from scratch.

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

• FoxitPhantom carries superior editing tools over Adobe Acrobat and similar products. It allows you to modify text, images, & objects in a more robust fashion
• Integrates well with Microsoft Office products such as Word, PPT, & Excel
• Allows you to work in a nearly paperless environment

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

• I have a dual monitor setup at work and there are times when I wish that I could view pdf documents on both monitors at the same time. I have not yet figured out how to do that with FoxitPhantom as it appears to limit the user to displaying multiple pdf documents as separate tabs on the same screen. If dual screen is an option in the software, it needs to be more apparent.
• I can't think of any other desired improvements. This software really does everything that I need it to do.

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

Because very few editors are so easy to use and deploy backed by speed and performance. Foxit PDF is known for its speed and performance, allowing users to open and work with PDF files quickly and efficiently

Foxit's user-friendly interface is easy to navigate and use, making it a popular choice for users who are new to PDF software.

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.

Foxit PDF Editor works the way my brain works, so everything is where I expect it intuitively and that makes me hugely efficient. I love how all of the various features are laid out logically in tabs such as Fill & Sign, Organize, Form, etc. with the tools I expect to find where I expect to find them.

Incentivized

I dont think we use this tool to potential

Incentivized

FoxitPhantom PDF integrates very well with the Microsoft Office products, which is where I found I use this the most. It performs about as well as can be expected, without any out of place latency. Whether it be merging, deleting, editing or rearranging pages, its performance holds up even with larger documents.

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

I haven't personally had interaction with the customer support from FoxitPhantom, however based on conversations I have had with members in the organization, I was given positive feedback. Their website has a lot of information and tutorials. If you need to contact them, they are quick to respond. User manuals are readily available.

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 would say that when you want to get a bigger share of the market and take business from long time consolidated applications like Acrobat, you really need to try harder and give something more to the user to be able to change their mind and switch to Foxit. In our case licensing was an important factor and at the beginning we had a small learning curve with users asking how to open PDF files and what was that orange icon. The truth is that we as users accepted the new software happily because simply said: it does the job. After using Foxit I would not go back to Acrobat, I like better the connectivity, the simplicity and the way it manages the tabs.

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

• We have cut our mailed AR by over 60% by exporting to foxit and emailing.
• We have cleared an entire room to be used as additional office space by scanning in old documents.
• The feature that allows you to directly type onto PDFs has increased our quality control by allowing us to highlight or add notes to important info.

Incentivized