ConnectWise CPQ vs. Foxit PDF Editor vs. Thinkeo

ConnectWise Sell is great for Managed Service Providers and smaller IT shops who primarily do computer repairs and maintenance. The tool is generally good at everything it does, but I would not recommend using it for a company that sells IT equipment as its primary business. Quotes take a relatively large amount of time to build in order to get them looking good for the end user.

Incentivized

Great for marking up depositions or pleadings with highlights, comments, and notes during case review.
Supports Bates stamping, password protection, and other features often required for electronic filing.

Built-in tools allow for quick and secure redaction of privileged or confidential information before sharing or filing. Less appropriate if you needed to work on real time collaboration or building complex form templates from scratch.

Incentivized

• It provides our company with a standardized quoting process. Everyone works the same way, uses the same templates, and generates a professional quote. Nothing gets left out or missed.
• Portal provides your sales staff and management with a complete view of their efforts. They see in real time what opportunities are in the pipeline, and how successful their efforts are when these opportunities are won.
• Provides a collaborative platform for our sales team to work on customer quotes. We can now have 2 or 3 members working in the same quote whereas before we had to wait for someone to free up the document before others could access it.
• It allows us to provide much more information in our quotes by attaching documents to the quote. Things like manufacturer specifications or brochures can now be easily attached into the quotes making it a presentation instead of a bunch of line items with numbers.
• ConnectWise Sell is customizable to meet the needs of my company. This is so important to us because similar products only allow you to do what they design it for. Our business changes regularly and we need our software systems to be agile and adaptive to it.

Incentivized

• FoxitPhantom carries superior editing tools over Adobe Acrobat and similar products. It allows you to modify text, images, & objects in a more robust fashion
• Integrates well with Microsoft Office products such as Word, PPT, & Excel
• Allows you to work in a nearly paperless environment

Incentivized

• The first year we were using Quosal, they were consistently posting new 'How to' videos and live training sessions to help users become familiar with the software features and best practices. While those videos are still available, they are becoming less relevant with each software version patch. The help manual documentation should be updated with the software versions as well.

• I have a dual monitor setup at work and there are times when I wish that I could view pdf documents on both monitors at the same time. I have not yet figured out how to do that with FoxitPhantom as it appears to limit the user to displaying multiple pdf documents as separate tabs on the same screen. If dual screen is an option in the software, it needs to be more apparent.
• I can't think of any other desired improvements. This software really does everything that I need it to do.

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

Because very few editors are so easy to use and deploy backed by speed and performance. Foxit PDF is known for its speed and performance, allowing users to open and work with PDF files quickly and efficiently

Foxit's user-friendly interface is easy to navigate and use, making it a popular choice for users who are new to PDF software.

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.

Functionality and features it has as well as being quiet user friendly. It would be nice though if it wasn't laggy as often and had better page organizational tools. It often bogs down when this is being done or doesn't work properly when moving pages around and needed

Incentivized

I dont think we use this tool to potential

Incentivized

FoxitPhantom PDF integrates very well with the Microsoft Office products, which is where I found I use this the most. It performs about as well as can be expected, without any out of place latency. Whether it be merging, deleting, editing or rearranging pages, its performance holds up even with larger documents.

Incentivized

I have been in business for 30 years, we have about 30 vendors we have worked with or more. Connectwise is on the bottom, if you ask any MSP how you loose clients the fastest, it's all about response and support. Connectwise has not found that out yet.

I haven't personally had interaction with the customer support from FoxitPhantom, however based on conversations I have had with members in the organization, I was given positive feedback. Their website has a lot of information and tutorials. If you need to contact them, they are quick to respond. User manuals are readily available.

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

Both tools have a very common feature set. Sell is different primarily in the fact that it is online software-as-a-service based deployment, rather than a local server based deployment. That gives it a major leg up. I can use Sell from anywhere in the world easily.

Incentivized

1. In Kofax the functionality of the component is limited in that it cannot process
PDF files larger than 2 GB due to the technological constraints of
LeadTools. To process large PDF documents, it is advisable to use
compression as a workaround. 2. In Kofax the black and white images must be created with at least 200 dpi resolution for reading new item number barcodes as we deploy in our news room.

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.

Incentivized

• For a PDF software in a our company is difficult to translate the software performance into financial results. With a PDF software is a lot less obvious than an ERP of a Payroll System, but one advantage could be the savings that a lower cost of licensing would bring when it is used by a bigger number of users.
• A positive impact is the ease of use when creating and filing new hired employees, but once again, it is hard to say that it is faster than a different PDF software and even if that was the case the savings in time would be probably unnoticeable. At least one would be having a process with no hassles when creating and saving your PDF documents for your employees.
• So far no crashes. I have never heard a complain about Foxit crashing even when you have dozens of documents opened at the same time. We can't say the same when using other applications like Excel... This brings peace of mind and less frustrated users.

Incentivized