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
…
N/A
FirstSpirt CMS
Score7.2 out of 10
Enterprise companies (1,001+ employees)
FirstSpirit CMS is an enterprise Content Management platform for creating, governing, and publishing digital content across websites, applications, and other delivery channels. It combines visual authoring, developer tooling, workflow controls, and content-delivery options for organizations managing multilingual and multisite digital estates.
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
Crownpeak DXM is a great solution if you are looking for a flexible platform that allows engineers to quickly develop while also making it easy for content authors to work especially in scenarios where you need multi-language support. It is also good for scenarios where you want a cloud-based solution and are looking for just one vendor to handle hosting and offer the CMS.
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
Build & manage digital experiences without dependency on your IT team
Built-in Digital Quality tool (DQM) tool allows you to check the quality of content and any accessibility issues and immediately flag any issues before publishing.
Build websites with the component-based technology and spend less effort in creating the best user experience for the end-user
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
Crownpeak moved to a web browser admin tool in 2018, which has made the admin experience much better, but there are still a couple of features missing from the browser version that won't arrive until later in 2019.
Integration with 3rd party digital asset management tools would be great.
Smoother integration with source control would be nice.
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
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.
Crownpeak DXM is a flexible easy to use CMS platform speaking to the most challenging localization scenarios. Crownpeak users have the freedom to integrate DXM platform with their existing technology at no cost. Moving from legacy systems to the Saas platform is painless and cost-effective. Extensive targeting and personalization options are something that users will benefit from.
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
Pages load very fast on production (assuming you develop with basic SEO practices in place) due to Crownpeak's publishing architecture. The slide downside is that publishing can be a bit slow at times.
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
Crownpeak DXM's service and support are outstanding. We have immediate access to both the tech support team and the software engineering team. We can get a support person on the phone whenever needed, and we can schedule impromptu training sessions at any time. Best support I have ever received from a platform provider in 20 years of software and application development.
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 received on-site training from Crownpeak, the trainer had touched upon every possible scenario and provided great insights about the product & ease of implementation.
My team left training with a solid understanding of how to use the product and the developer training ended with a test to ensure the ability to properly develop was learned properly. Recently, Crownpeak has added a self-paced training option which makes it extremely flexible to on-board new developers.
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
SaaS model is perfect for us to avoid slow and costly version updates to get access to new features and functions. Crownpeak is a true SaaS model, so we get all the good new stuff without the need to invest in effort, time or money. this frees our teams to focus on content creation and deployment, which is pretty fast because the DXM publishes straight to html through the headless model.
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
I was not at this team within my organization during the evaluation period of Crownpeak. However, my previous team used Sitecore. Crownpeak is a bit easier to use from a UI perspective and has more creative options within the tool. Sitecore's clunky UI also was a reason I found out later why we ended up using Crownpeak as our DXM.
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. TR verified that a representative sample of customers was invited. 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
In some recent projects we have delivered to our clients, we were able to roll out sites in shorter time period due the scalability of the Crownpeak's DXM solution.
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
I'm pretty sure it raises our back-end development costs by making the development process (of creating input forms and producing outputs from the content) more complicated and painful than it needs to be.
It helps lock our clients in to us because not a whole lot of agencies have Crownpeak expertise.
It helps our clients not have to deal with their own IT teams, which they tend to dislike working with.
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
