ConnectWise CPQ vs. Formstack Sign vs. Outlaw

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

I like how fast the process is to send and receive my signed and completed paperwork. Certain companies that I do business with require a "wet signature" so it cannot be used every single time in my business

Incentivized

Outlaw is great for companies that use contracts on a regular basis. Outlaw keeps all of your contracts in one place and is fairly user-friendly. If you do not use the contract on a regular basis I would not see a use for the software. Overall it is a great program once you learn how to use it internally. End-to-end I have not seen much better.

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.

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• Exceptionally easy to use
• Intuitive - even users who aren't familiar with electronic signing have, with rare exception, had no difficulty using InsureSign
• Convenient

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• Templates. This allows us to create one document and just edit the contact details.
• Simplicity. It's easy to use.
• Tracking. We can see who did what when and who has viewed it.

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.

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• It would be nice to add our own words or describe what is needed in the free form text box. This was a feature in a past version.

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• Export function to be more easily used.
• Ability to access fully executed documents more easily (the different version histories results in the wrong version being downloaded a lot).
• Notifications for when a contract is fully executed if you aren't the signee but do need to be notified.

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

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.

Outlaw is a great system to use and I think a few small improvements (creating a consultant/vendor list, allowing more people to have accounts without a significant jump in price, etc.) could get it to a 10.

Incentivized

I dont think we use this tool to potential

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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

We had a dedicated rep assigned to our account. She was fantastic. She helped with the setup/implementation of the software to start. Gave our sales team training and if there was ever a unique scenario where something wasn't going as expected, she was very quick to respond and help resolve the issue

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.

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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.

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Better functionality at a much more acceptable price. With Formstack, if we have issues (very rare) we can actually get a hold of someone - not so much with DocuSign.

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Outlaw was selected based on simplicity and price, but we had to move away from Outlaw due to lack of integration.

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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.

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• I've used Insuresign just 15 times in the last 30 days and saved 150 pages of paper and ink. I've also saved countless hours faxing, emailing , mailing and waiting and trying to get the client to sign and return the paperwork.

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• Increased employee efficiency.
• Quicker execution of contracts.
• Digital signatures are the best.
• Dashboard is confusing for those that do not use Outlaw on a regular basis.
• Time saver.

Incentivized