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
Impact
Score 7.8 out of 10
N/A
Impact Radius is a partner management platform from the company of the same name in Santa Barbara, California. The platform touts tag management without technical assistance for marketers, tracking of all media channels for multi-channel and mobile marketing, call tracking for inbound calls, and affiliate / partner program management capabilities. Central to the platform is the Partner Manager, with its pay-for-performance affiliate management capabilities.
N/A
Pricing
ConnectWise CPQ
Impact
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ConnectWise CPQ
Impact
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
—
—
More Pricing Information
Community Pulse
ConnectWise CPQ
Impact
Features
ConnectWise CPQ
Impact
CPQ
Comparison of CPQ features of Product A and Product B
ConnectWise CPQ
9.3
44 Ratings
6% above category average
Impact
-
Ratings
Quote sharing/sending
10.044 Ratings
00 Ratings
Product configuration
10.042 Ratings
00 Ratings
Configuration options
10.042 Ratings
00 Ratings
Pricing rules
8.243 Ratings
00 Ratings
Price adjustment
10.044 Ratings
00 Ratings
Purchase history and open contracts
10.038 Ratings
00 Ratings
Guided selling/Sales portal
8.638 Ratings
00 Ratings
CPQ reporting & analytics
6.035 Ratings
00 Ratings
CPQ-CRM integration
10.041 Ratings
00 Ratings
Attachments to quotes
10.041 Ratings
00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
ConnectWise CPQ
-
Ratings
Impact
6.9
2 Ratings
2% below category average
Dashboards
00 Ratings
7.02 Ratings
Standard reports
00 Ratings
6.92 Ratings
Custom reports
00 Ratings
6.92 Ratings
Partner performance analytics
00 Ratings
7.02 Ratings
Content Management Capabilties
Comparison of Content Management Capabilties features of Product A and Product B
ConnectWise CPQ
-
Ratings
Impact
6.6
2 Ratings
3% below category average
Content management
00 Ratings
5.92 Ratings
Content sharing
00 Ratings
6.92 Ratings
Partner collaboration tools
00 Ratings
6.92 Ratings
Partner Lifecycle Management
Comparison of Partner Lifecycle Management features of Product A and Product B
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.
Any publisher looking to monetize their blogs would be a great fit. The size of the publisher probably doesn't matter. They have a wide selection of advertisers and publishers can sign up for free. Advertisers that are looking for great partners for their affiliate programs would be good fits. One of the benefits is that Impact really focuses on recruiting high-quality publishers.
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.
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.
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.
Impact has had a major impact on our business. It is pretty easy to use if you don't have multiple accounts with them, so be sure you keep things streamlined. Otherwise, it can be confusing if you have to bounce between different accounts you've applied to. While they are managed under a single login, they can be difficult to distinguish between when trying to see how successful your campaigns are.
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
We've been reaching out requesting support for two months and no one has responded. They completely ghosted us. We've emailed the original sales rep, our account manager, our sales rep and account manager's bosses, and others. Still no response, though I can see the emails have been opened multiple times. I've never experienced worse support.
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.
First promoter has been a phenomenal affiliate platform to use. It has everything I need from a reporting perspective. It has everything I need from a payout perspective. It has all the links, tips, and tools I need for promoting products. Overall it is a far better tool to use
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.