ConnectWise CPQ vs. DocuSign vs. Dropbox Sign

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

This product is well suited in the use case that I provided before: when it comes to onboarding employees and providing a clear channel for decision making for human resources, this is an excellent tool to accomplish that. I would say the weak points is when you have back and forth communication with users that it might seem a little redundant to have that back and forth communication in that scenario.

Incentivized

Someone who has never used Dropbox Sign before could quickly figure it out without needing a tutorial or guide. It is very useful in instantly collecting signatures and keeping others in the loop as well, even if they aren't signers. I love that there's an option to cc someone in basically and they'll be able to see the documents and when it's signed. It's also impossible to miss a document not being signed because it automatically sends reminders to signers if they do not sign and emails reminders daily, letting me know how many documents are pending signatures.

• 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

• Ease of sending the same document out to multiple recipients, at multiple locations, for multiple signatures
• Quick turnaround - once the recipient signs the document, we receive notification and the document back immediately
• Can resend, alter, change, and/or add to the email and/or document that is sent out very easily
• The recipient can save the document after signing, so they too have their own electronic copy for their records

Incentivized

• Allows customization for each client.
• Gives us all the room we need to create a thorough contract.
• Allows us to save each executed contract as a PDF.
• Looks like a pricey, professionally drawn-up contract.
• The ability to send a new customer a professional-looking contract like this makes us look "bigger" than we are.

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

• Tracking, particularly when collecting signatures through connected applications, such as an ATS, is not always clean or easily traceable.
• Formatting documents to handle electronic signature types (signatures, initials, etc.) is not always easy, and highly dependent on the partner's technology.
• It is not convenient to have to use DocuSign as a stand alone product if the signatures are required for 3rd party applications. It definitely excels on its own, but the scope of that usage, at least for us, is slim.

Incentivized

• It would be nice to be able to build a template for just the location of the signature boxes that would allow me to upload a document, and the boxes could be basically replaced. I have the exact same doc for each of my clients, but there are small changes here and there, and I have to fill in their personal info through another program, so it would be nice to be able to do a template this way instead of just tying a template to one document.

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

I can't imagine doing business without DocuSign now. I would never want to go back to the way we used to do things. The "new way" is "the way" is "the right way." We can honestly be proud of a "one right way" process and not have to suffer through "5 ways for 5 days."

Incentivized

Because this product has been affordable which is so important for a non profit however it is also of good quality so its not like you get a cheap version of this you get a quality product at an affordable price and that is so important for a non profit

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.

Generally user-friendly once you have command of the basics, but also has a lot of nuances that can make it difficult to train others on. DocuSign University is a helpful tool, but understandably a lot of content to get through to become a well-versed user. A lot of different functionalities but only a few I use on a weekly basis.

Incentivized

I found this to be super user-friendly and easy to teach other teammates how to use in 5 minutes. I use it frequently, and there was little to no learning curve with this product. I also find that document signers have no problem navigating the documents we need them to review.

Incentivized

It does not go down. I have had zero issues with DocuSign, approaching 4 years.

Incentivized

I have not encountered this because it was so easy to use however just seeing how they created a community is great and shows that they are here for their users. I am going to say I am sure they are available and ready to assist when needed. The fact that we have not yet experienced an outage and issues says a lot though :)

Incentivized

I dont think we use this tool to potential

Incentivized

Everything loads quickly. Reports are generated in a reasonable time. No noticeable difference in integrated software processing speeds.

Incentivized

Again I cannot say it is enough this app is simple. We are preparing to be able to integrate with Salesforce and Sharepoint at a very small cost per user (these are the platforms we use) and it is great that they have the option to integrate these apps. We love this app

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'd give them a 10, but there has been 1 or 2 small cases that seemed to fall to the wayside, but I was able to call them up and get them resolved. We were having a bad implementation night (after midnight) and we needed assistance from Docusign. They were able to get an engineer to help us in the early morning hours

Incentivized

Support is limited to email only (for our subscription level), which might be OK for a e-signing platform if support was relatively rapid. This is not the case with HelloSign. Since the issues first arose a week ago, we have made no discernible progress in solving the problem. No matter how quickly I respond to a follow-up email, we receive only 1 email a day from the support. The other issue, which is a true edge case situation, is their insistence on receiving email from the same email account as the HelloSign registration. We changed our organizational email recently, and I was still logging into HS using our old email address. This became a hard stop on further support, which doesn't make sense on a practical level. Why would someone write in for support with specific issues if they weren't a customer? And if they did, wouldn't that be a miniscule proportion of the support requests? So if you adopt a policy that stops providing support to anyone who isn't verified, regardless of the situation, isn't that using a blunt instrument to solve a very rare issue? Reflects the overall organizational values, in my opinion, which is not to value the small customer.

Docusign is super easy to use, and apart from a few administration details, there was really nothing to train on. Post implementation, there were issues with configuration of auto-filled documents with the integrating 3rd party. That training required some time, because the DocuSign expert took the time to walk me through the 3rd party's configuration (how often does that happen?) so I could see how DocuSign should be best used to overcome weaknesses in the 3rd party platform. 10/10 expert care.

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

Until you get the hang of it, I recommend doing several internal tests before sending a document to a client. As I mentioned earlier, you have to go through a bit of trial and error at first to verify that the workflow works as expected.

I can not say it enough - this was the easiest implementation we have had with an application. I became an admin, I added the person who would be the back up admin, we moved forward with adding accounts and that was it. All the users we have were self sufficient enough to move forward with very little guidance and the guidance they received was in house.

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

There has never been anything that we could really compare to Docusign. We have tried sending documents in a PDF version, but that was not nearly as efficient. DocuSign saves your signature in the system and uses that as it goes through your documents.

Incentivized

Dropbox Sign seems a little more intuitive and user-friendly than DocuSign. DocuSign also has a limit to the number of documents that you can send for signature over a period of time. Dropbox Sign integrates with just as many applications and software as DocuSign does. I also think the amount of templates that they give you to use is more than adequate for most business applications and more than other services seem to give you.

Incentivized

The appropriate price for the system.

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

In my years of using DocuSign, I have never had an outage. I haven't even encountered a bug.

Incentivized

Between the easy to use app, the pricing, and the team at dropbox. This app is hands down great! Easy to use. Anyone can start using it and if not I am sure the team at dropbox will guide you to implement. The cost especially for us as a nonprofit is sustainable which is great.

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

• Less paper use, faster signature times, less time standing at the printer/scanner to send documents to yourself
• Security over your signature! Security over your company's signature and authorization to approve projects, cash flow etc
• Love audit trails and the seamless tracking of the status of the document

Incentivized

• Faster time to contract signature-less overthinking because they sign with their finger on the phone with the sales rep.
• Reduction of paper waste and organization.
• Ease for sales reps to quickly choose and alter any agreement they need while on a call.

Incentivized