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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Gatekeeper
Score 7.5 out of 10
Mid-Size Companies (51-1,000 employees)
Gatekeeper is a Contract and Vendor Management Solution that brings visibility and transparency to contract and vendor sets, used to create a single source of truth with a central data repository, and to develop robust, scalable processes using automation.
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.
One of the things I appreciate about Gatekeeper, is that all of the documents are housed in one place. I no longer have to chase department people down for contracts. Having all the terms of the contracts entered into the system helps with keeping track of each of the contracts, and having the ability to monitor them in one place. Coming from a place where there was no system in place, it was a given that auto-renewals would happen regularly. Our Accounting Dept. has also benefited greatly using Gatekeeper. Before, they would have to rely on other departments to get the contracts and terms, which would create a backlog for them, especially if they didn't get it in time before the invoices from the vendors started to come in. Gatekeeper isn't a tool that is specific to one team/department, Gatekeeper can assist everyone that needs to access contract terms/information
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.
Customer service/support, they're always responsive and eager to jump on calls whenever we need their support. They've never once treated us as "paid invoice" and moved on. They build relationships there at Gatekeeper.
They're innovative, improving on their product, when it is already a fantastic resource tool.
They have the ability to customize features to fit your needs, that was one feature important to us.
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.
This might be more of a personal thing to me, rather than an issue for anyone else, but when I'm working on a specific vendor, with multiple contracts, I have to click the back arrow to get back out to the other contracts within that vendor. It would be helpful to have a feature that you could click on to take you back to that vendor where the other contracts are kept.
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.
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
Whenever I've reached out to Gatekeepers customer service and/or support team, they've always been prompt in getting back to me, whether it's via an email, text or setting up a zoom call, Gatekeeper's support is impeccable.
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.
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.
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.
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.
Since using Gatekeeper we have a better understanding of what contracts we have, and with the customized Workflow they created for us, the contracts flow through the Pipeline based on our DOA. It's a smooth process from the start of redlining and finalizing to finishing it up with Gatekeepers digital e-signature feature.
Contracts are not flying all over the place with no structure.
