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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Epicor Eagle
Score7.9 out of 10
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The Epicor Eagle N Series is Epicor's present comprehensive retail software system built around features such as multichannel sales, a point-of-sale system, and inventory and merchandising management.
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Pricing
ConnectWise CPQ
Epicor Eagle
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ConnectWise CPQ
Epicor Eagle
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
Epicor Eagle
CPQ
Comparison of CPQ features of ConnectWise CPQ and Epicor Eagle
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
My area covers our general ledger accounting. Let me tell you how much I appreciate that Eagle will fully track the entire journal entry of a sales transaction! Our previous ERP provider did not track the Cost of Goods Sold and Sales Tax portion of a sales. It was really labor-intensive to fill the missing gaps. Switching to Eagle N Series has saved the company up to 40% in various labor costs because the reporting is accurate and detailed.
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
Mobile applications like Mobile Manager, Mobile Lookup, and Pricing Planner put resources in the palm of your hand to use in the store, at trade shows, or at your competition.
Eagle N has powerful promotional tools with Dynamic Promotions to keep your Marketing fresh and current.
By combining Compass Analytics with Eagle N you can create almost any query, simple of difficult. This powerful tool lets you simplify difficult research, you can easily find a customer's receipt from ten years ago.
Functions like ITR (Inventory Tracking Record) ICL (Inventory Change Log) let you quickly determine the electronic history of a sku. It allows you to see what, why, how and who changed a record.
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
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
Eagle N series is a great tool. It really compliments the Eagle 4 Windows. The additional features are really nice to have. You can never have too much information. It helps me make better, wiser decisions. Eagle N allows compass functions without having to leave what function I'm in and see the additional information. GREAT TOOL!
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.
There is a lot of information provided in Epicor. From Simple viewers to detailed information for the owner of the company, there is a lot of information. Also, let me mention, the Audit information. From a simple sku change to deletions, everything is recorded in an audit trail. It really helps to stop a thief or simply help you see what you did so you can undo it. Epicor also has a great security system. Their security bits allow you to decide who can perform what function. There are a lot of options to the funtions. This allows you to customize functions to your operation. We are not all alike!
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
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
When I call in for support, they connect to my problem, view my computer with me and walk me through a solution and fixing the problem. They educate you and explain in simple terms what they are doing, how and why they fix it. This way, you understand and feel more confident moving forward and I am more efficient using the functions next time. They really are very patient.
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 process, from my point of view, was handled very well. It was a smooth transaction with lots of support both on site and by phone. All questions were answered and everything was explained each step of the way. A lot of information and support were provided including decisions on options and securities.
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
We were already Eagle customers when a guru from our parent company recommended we switch some of the computers on the system over to N Series. Now that I primarily use N Series, it is especially when I find myself on a computer that does not have it, that I realize how much more intuitive N Series seems to be set up.
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
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
Epicor does provide almost a real time reporting dashboard so we have insight into our sales data and numbers necessary to make price changes if needed that have affected our bottom line and GM.
Our insight into certain products and the cost drivers continues to improve with the GM detail capabilities in business advisor.
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
