TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    ConnectWise CPQ

    Score9.1 out of 10
    N/AConnectWise 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

    Jedox

    Score8.8 out of 10
    N/AJedox is a Business Intelligence and Corporate Performance Management solution. According to the vendor, their solution’s unified planning, analysis and reporting empowers decision makers from finance, sales, purchasing and marketing. Additionally, the vendor says this solution helps business users work smarter, streamline business collaboration, and make insight-based decisions with confidence. The vendor also says 1,900 organizations in 127 countries are using Jedox for real-time planning…N/A
    Pricing
    ConnectWise CPQJedox
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    ConnectWise CPQJedox
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Features
    ConnectWise CPQJedox
    CPQ
    Comparison of CPQ features of ConnectWise CPQ and Jedox
    Feature
    ConnectWise CPQ
    9.2
    44 Ratings
    5% above category average
    Jedox
    -
    Ratings
    Quote sharing/sending10.044 Ratings00 Ratings
    Product configuration10.042 Ratings00 Ratings
    Configuration options10.042 Ratings00 Ratings
    Pricing rules7.743 Ratings00 Ratings
    Price adjustment10.044 Ratings00 Ratings
    Purchase history and open contracts10.038 Ratings00 Ratings
    Guided selling/Sales portal8.838 Ratings00 Ratings
    CPQ reporting & analytics6.035 Ratings00 Ratings
    CPQ-CRM integration10.041 Ratings00 Ratings
    Attachments to quotes10.041 Ratings00 Ratings
    BI Standard Reporting
    Comparison of BI Standard Reporting features of ConnectWise CPQ and Jedox
    Feature
    ConnectWise CPQ
    -
    Ratings
    Jedox
    9.1
    4 Ratings
    19% above category average
    Pixel Perfect reports00 Ratings9.14 Ratings
    Customizable dashboards00 Ratings9.14 Ratings
    Report Formatting Templates00 Ratings9.14 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of ConnectWise CPQ and Jedox
    Feature
    ConnectWise CPQ
    -
    Ratings
    Jedox
    8.3
    3 Ratings
    7% above category average
    Drill-down analysis00 Ratings8.23 Ratings
    Formatting capabilities00 Ratings8.23 Ratings
    Integration with R or other statistical packages00 Ratings8.53 Ratings
    Report sharing and collaboration00 Ratings8.53 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of ConnectWise CPQ and Jedox
    Feature
    ConnectWise CPQ
    -
    Ratings
    Jedox
    7.9
    3 Ratings
    0% below category average
    Publish to Web00 Ratings8.53 Ratings
    Publish to PDF00 Ratings7.93 Ratings
    Report Versioning00 Ratings7.03 Ratings
    Report Delivery Scheduling00 Ratings8.23 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of ConnectWise CPQ and Jedox
    Feature
    ConnectWise CPQ
    -
    Ratings
    Jedox
    5.6
    3 Ratings
    27% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings5.93 Ratings
    Location Analytics / Geographic Visualization00 Ratings5.53 Ratings
    Predictive Analytics00 Ratings5.63 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of ConnectWise CPQ and Jedox
    Feature
    ConnectWise CPQ
    -
    Ratings
    Jedox
    8.8
    3 Ratings
    5% above category average
    Multi-User Support (named login)00 Ratings8.83 Ratings
    Role-Based Security Model00 Ratings8.83 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.83 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of ConnectWise CPQ and Jedox
    Feature
    ConnectWise CPQ
    -
    Ratings
    Jedox
    7.4
    3 Ratings
    1% above category average
    Responsive Design for Web Access00 Ratings8.53 Ratings
    Mobile Application00 Ratings7.03 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile00 Ratings7.03 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of ConnectWise CPQ and Jedox
    Feature
    ConnectWise CPQ
    -
    Ratings
    Jedox
    8.4
    4 Ratings
    4% above category average
    Long-term financial planning00 Ratings7.04 Ratings
    Financial budgeting00 Ratings9.04 Ratings
    Forecasting00 Ratings9.04 Ratings
    Scenario modeling00 Ratings7.04 Ratings
    Management reporting00 Ratings10.04 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of ConnectWise CPQ and Jedox
    Feature
    ConnectWise CPQ
    -
    Ratings
    Jedox
    9.5
    3 Ratings
    20% above category average
    Financial data consolidation00 Ratings10.03 Ratings
    Journal entries and reports00 Ratings7.02 Ratings
    Multi-currency management00 Ratings10.02 Ratings
    Intercompany Eliminations00 Ratings10.03 Ratings
    Local and consolidated reporting00 Ratings10.02 Ratings
    Detailed Audit Trails00 Ratings10.02 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of ConnectWise CPQ and Jedox
    Feature
    ConnectWise CPQ
    -
    Ratings
    Jedox
    9.3
    4 Ratings
    13% above category average
    Financial Statement Reporting00 Ratings9.04 Ratings
    Management Reporting00 Ratings9.04 Ratings
    Excel-based Reporting00 Ratings10.04 Ratings
    Automated board and financial reporting00 Ratings9.04 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of ConnectWise CPQ and Jedox
    Feature
    ConnectWise CPQ
    -
    Ratings
    Jedox
    9.7
    4 Ratings
    25% above category average
    Personalized dashboards00 Ratings9.04 Ratings
    Color-coded scorecards00 Ratings10.03 Ratings
    KPIs00 Ratings9.03 Ratings
    Cost and profitability analysis00 Ratings10.03 Ratings
    Key Performance Indicator setting00 Ratings10.03 Ratings
    Benchmarking with external data00 Ratings10.02 Ratings
    Integration
    Comparison of Integration features of ConnectWise CPQ and Jedox
    Feature
    ConnectWise CPQ
    -
    Ratings
    Jedox
    9.0
    4 Ratings
    11% above category average
    Flat file integration00 Ratings9.04 Ratings
    Excel data integration00 Ratings9.04 Ratings
    Direct links to 3rd-party data sources00 Ratings9.04 Ratings
    Best Alternatives
    ConnectWise CPQJedox
    Small Businesses
    QuoteWerks
    Score9.8 out of 10
    No answers on this topic
    Medium-sized Companies
    QuoteWerks
    Score9.8 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Agentforce Revenue Management
    Score8.6 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    ConnectWise CPQJedox
    Likelihood to Recommend
    10.0
    (50 ratings)
    9.0
    (8 ratings)
    Likelihood to Renew
    1.0
    (10 ratings)
    9.0
    (3 ratings)
    Usability
    9.8
    (8 ratings)
    9.0
    (2 ratings)
    Availability
    -
    (0 ratings)
    8.0
    (2 ratings)
    Performance
    6.3
    (5 ratings)
    7.0
    (2 ratings)
    Support Rating
    5.9
    (8 ratings)
    9.0
    (3 ratings)
    Online Training
    -
    (0 ratings)
    8.0
    (1 ratings)
    Implementation Rating
    8.8
    (4 ratings)
    9.0
    (2 ratings)
    Configurability
    -
    (0 ratings)
    9.0
    (2 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    6.7
    (7 ratings)
    Data Sources
    -
    (0 ratings)
    8.9
    (7 ratings)
    Ease of integration
    -
    (0 ratings)
    9.0
    (1 ratings)
    Product Scalability
    8.2
    (5 ratings)
    4.0
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    ConnectWise CPQJedox
    Likelihood to Recommend
    ConnectWise
    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
    Read full review
    Jedox AG
    Best suited for financial consolidation and / or as a highly customized and compact EPM / BI solution (up to 100 CCU) with individual workflows, planning and reporting functionalities, with moderate number of users (no restrictions for any industry, all industries are covered well). It also has advanced reporting & data analysis requirements and provides an integration and reporting layer of imported data from different external systems (via ETL). It can help with migrating your legacy Excel-based business models to the Web. It is not well suited for Enterprise BI applications with expecting >500 CCU (users at the same time working with the system) - this may cause serious performance issues, as all data is kept in RAM. Jedox is also less suited for applications with heavy document management requirements (document management is not an out of the box functionality in Jedox and rather requires custom development through custom widgets etc.).
    Read full review
    Pros
    ConnectWise
    • 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.
    Incentivized
    Read full review
    Jedox AG
    • Using the Excel add-in means that our team was almost instantly productive, being able to use a familiar interface to present and manipulate data.
    • Allows us to quickly do analysis and comparison of current and historic data.
    • Really good to produce meaningful management reporting that can be adapted responsively to business requirements.
    • Implementing Jedox in our budget cycle dramatically reduced the time and complexity of the process, while making it more transparent.
    Incentivized
    Read full review
    Cons
    ConnectWise
    • 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.
    Incentivized
    Read full review
    Jedox AG
    • Diversity. Jedox can be applied to many different use cases from small to large deployments and from budgeting to enterprise class BI solutions. But rarely is one tool able to fulfill all of these requirements in one organisation. This value proposition can be complicated for prospective users.
    • Awareness. Jedox punches above its weight in capability and scalability, but not enough people have heard about it and therefore procurement processes can be drawn out as a result.
    Read full review
    Likelihood to Renew
    ConnectWise
    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
    Read full review
    Jedox AG
    For a period of 5 years all our customers using Jedox have renewed their licenses.
    Read full review
    Usability
    ConnectWise
    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.
    Read full review
    Jedox AG
    To me Jedox deserves 10/10 because it is a consistent one-in-all platform with a modern look and feel. It is intuitive to use and allows you to make intuitive applications integrating traditional business intelligence with performance management functionality. It certainly has a short
    learning curve, especially for those that are familiar with MS Excel. An example: I've lost count but Jedox it is available in more than 25 languages. Another: Jedox does not require programming skills... it is developed to be used by the business.
    Read full review
    Reliability and Availability
    ConnectWise
    No answers on this topic
    Jedox AG
    Jedox has
    very few bugs. Reports are available through an Excel add-in, the web and/or
    mobile device (IOS/Android). In my opinion, availability also means high
    performance, not having to wait for the system to give you the required reports,
    analysis, dashboards instantly.
    Read full review
    Performance
    ConnectWise
    I dont think we use this tool to potential
    Incentivized
    Read full review
    Jedox AG
    Jedox is the fastest OLAP tool on the market. It can use GPU cards to increase performance even more
    Read full review
    Support Rating
    ConnectWise
    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
    Read full review
    Jedox AG
    Jedox support in general is a professional and fast responding team. An easy-to-use ticketing system is in place. Bug-related questions are solved fast (responses come usually in a few hours after the question), but some questions / tickets, that are not Jedox-related bugs (for example some advanced questions about Jedox functionality), may be forwarded to Application Management team for further processing and then it may take several days or even weeks to get a response here -> there is room for improvement here.
    Read full review
    Implementation Rating
    ConnectWise
    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
    Read full review
    Jedox AG
    The implementation of SSO, SAML Authentication, HTTPS, Server splitting (Frontend / Backend servers) could be more standardized and made more user friendly to set up (e.g. via setup guide). Otherwise the implementation of Jedox is quick and simple when compared to other similar technologies.
    Read full review
    Alternatives Considered
    ConnectWise
    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.
    Incentivized
    Read full review
    Jedox AG
    Calumo is similar product to Jedox. I have used it extensively in my previous role. It was a major contender when we evaluated a BI platform for NIDA. Calumo is a great product as well and it was a very close call. Where we found Jedox to be a better fit for NIDA was the ability to prepare dynamic reports with ease without the need to learn MDX which was used extensively by Calumo to make dynamic reports which expand or shrink based on the underlying data. Another major benefit we saw in Jedox was the whole ETL process could be managed within Jedox instead of doing it in SQL server which negates having a dedicated SQL specialist role when the scale expands.
    Incentivized
    Read full review
    Scalability
    ConnectWise
    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
    Read full review
    Jedox AG
    Scalability is often another word for speed. Given enough data, enough users or enough calculations, the tool becomes slower and slower. You will find that Jedox has a very high performance that can even be increased by the use of grafical cards. Other thaen that it does not only offer BI (looking back based on historical ERP data) but also allows you to look forward through integrated budgetting, planning, forecasting, workflow and collaboration. Not easy to find a tool that can support so much business functionality. So, also pretty scalable in that respect.
    Read full review
    Return on Investment
    ConnectWise
    • 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
    Read full review
    Jedox AG
    • Financial budgeting and Forecasting are done in a centralized fashion in Jedox now instead of a decentralized excel based approach. A lot of cost savings and improved reliability
    • Easy to use self-help Dashboards and detailed reports
    • Web-based reporting instead of excel based
    Incentivized
    Read full review
    ScreenShots

    ConnectWise CPQ Screenshots

    Screenshot of Sell DashboardScreenshot of Sell EtilizeScreenshot of Sell IntelScreenshot of Sell Order Porter E-SignatureScreenshot of Sell Place Order

    Jedox Screenshots

    Screenshot of Management Dashboard with Google Maps WidgetScreenshot of ABC Analysis (Procurement)Screenshot of Executive Sales ReviewScreenshot of Finance DashboardScreenshot of Sales DashboardScreenshot of Start