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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Dropbox Business
Score8.6 out of 10
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Dropbox Business expands on the company's cloud storage service by providing additional features, such as lost file recovery for an extended period, integration with popular office suites (e.g. Office 365), the Dropbox Paper collaboration extension, two-factor authentication (2FA) and single sign-on (SSO), tiered administrator controls and granular permission sharing, remote device wipe, API, and other features of use to larger groups and businesses.
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
Everywhere as aforementioned it is well suited ... The largest and most appropriate... A business can never ever have too many locations of its data stored. This option allows my company to have our data stored in one location and everyone works it in real time whereas the updates go in "Real time" no matter who is working that file. This is the most awesome trick of the entire program not to mention that I can see everything that Bobbiesue is working on out west at the same time pull another activity report to see if indeed Peggy logged in for work from home at 2p yesterday as she stated she did. Its a check and balance for small businesses such as ours that runs on the honor system for telework employees. At this time, there just is not any less appropriate!
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
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
I deeply dislike the navigation. I find it very clunky and hard and not intuitive. A few years ago Dropbox redesigned its navigation and I'm frequently at a loss to figure out where to access the option I need.
It should be quicker and easier to figure out how to send a file. I wish I could do that from the drop-down menu in my taskbar under the Dropbox logo.
I wish I had the option under the same drop-down menu in my taskbar under the Dropbox logo to go to where the files are on my laptop, which I find much easier to navigate.
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
Dropbox is very expensive and its price is not as competitive as it was. We are looking for an alternative that will enable as to subscribe more users at a more affordable cost. Also, we did not like Dropbox customer service, and felt that they should have found a way to compensate us for some of the damage they were responsible for when restoring our data.
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.
Well-designed, smart, packed with functionality without being overwhelming—Dropbox knows what they are doing and they do it well. They know what users want from the service and they make sure that all the normal use cases are intuitive and at your fingertips. I have never had a hard time finding things with Dropbox and I think their usability is excellent.
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 least once a week the app crashes on my computer and causes files to stop syncing. It is an easy fix to re-open the app, however I have to notice the app stopped working to realize it needs to be reopened.
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
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 Dropbox site and tools load in a reasonable amount of time. I don't feel like their site and app performance is any better or worse than any other paid product that I've seen offered by any other large company. Compared to a competing product like Google Drive, the performance is probably about the same.
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
I give it a nine because I haven't ever had to use the support or help. I would give it a ten but since I've never had to use them, I can't really give a full review of how their support works. I've talked to market research teams from Dropbox about new features, but have not had to get any assistance with a problem yet.
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
The implementation was actually very simple. Again, as stated previously, the most intriguing part of the entire exercise was the implementation of the directory structure for each account. Once you design and implement it for one, it becomes quite simple to replicate for each account you implement thereafter. You just really need to take time to ensure you implement the first perfectly and those that follow on will be likewise work efficiently and easily.
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
Dropbox Business is dependable, adaptable, and cost-effective for our businesses. On the inside, it’s comparable to other file-sharing and storage. Also, file access and navigation are much faster. We use it to share documents and store data and files for our business purposes. And I’ve never been convinced of other tools’ integrity or dependability. Dropbox Business has good connectivity and is smooth to use.
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
We've used this when we were 2 users and when we were 20. It did not make any difference. Even when we've had to scale down and fire 10 employees, it was still easy to salvage all the material and keep it organized within Dropbox.
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
Improved risk mitigation - know our files are encrypted.
Expiring Shared Links are a must have.
Positive impact from Happy Customers. No more trying to send cumbersome encrypted emails that customers struggle with. Dropbox makes it easy for them to retrieve their files.
Collaboration makes it faster for us to complete plan documents with our customers.
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
