ConnectWise CPQ vs. Jive-x (Discontinued)

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.

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Jive-x is great for external communities for support deflection or customer communication and document sharing/editing. If you spend the money on the available add-ons and integrations, you could use it for customer education/learning. It's less appropriate for use as a revenue -generating tool or a lead-generating platform.

• 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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• I write these from the perspective of the Community Manager - You can choose your level of moderation on Jive to match the policies of your organisation. From full on content pre-moderation to to completely reactive moderation, you can take your pick. We chose the latter end of the spectrum, trust your colleagues to be professional and you will be rewarded with professional content.
• The ability for users to set up their own groups very easily with out the need to revert to developers is great as this allows individuality. This allows for organic growth with out impact on the budgets of departments and teams to get their work done on Jive. The option is always there to get 'someone in to fancy it up a bit' however you will find that your own people will develop those skills themselves. Your users will also learn from each other and you should actively encourage stealing of best practice from across your organisation.
• The knowledge repository or Question and Answer features are the most value-adding for me. Having searchable history that allows your to get answers quickly so the next question can be asked is the reason why you should have a collaboration platform in the first place, Jive makes that easy.
• Single Sign On has been a excellent addition for us, if Jive does not make your colleagues lives easier then they won't use it.
• You can customize and brand Jive to reflect your company identity.

• 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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• No QA environment. It's cloud-based so you need to purchase another instance to set up a QA environment.
• The gamification system is not as user intuitive as you'd expect. The admin spends more time setting up opportunities than they should need to.
• Jive-x was bought out by three different companies in the last 2 years. There is an uncertainty of how long it will be supported and updated.

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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

For a large company the cost can quickly escalate so this must taken into account when renewing. For me, the decision to review will be taken with upgrading to the cloud version in mind as well. My power users love Jive for it versatility but it is important to note that you must be prepared to constantly train and coach the non-power users

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.

The end user should be able to find what they need. They don't even need to be logged in to search for content.

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I dont think we use this tool to potential

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It works wonders. My only gripe would be that there are some customizations you can't make without hiring a vendor with coding experience to implement them.

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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

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The support has been fantastic when we have been trying to code our own apps. Jive have went above and beyond what was required to help us out. Bugs fixes are generally very good and they are upfront when they are unable to help or a 'problem' is actually in need of Professional Services

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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For the money, it just happens to fit best with our original use case. Now that it's been sold to Aurea, which essentially halted any support or dev for the product before selling it off to Lithium, we will have to eventually move off of it (this assumes Lithium won't hire devs for code they didn't build, and that's not a bad assumption). So, while I recommend it, it's with the caveat that it's been sold and will be evolving in the near future.

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.

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• 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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• Hard to quantify the results...but I also left the company before we had built a mature instance of Jive in-house so the final results/impact were yet to be fully realized and measured.
• The use of Jive brought together multiple-departments for the first time in our 50+ year old company to truly build an "end-to-end" approach to our marketing/sales/fulfillment/customer service engine. It was truly phenomenal to watch how the internal life-cycle of a prospect-turned-customer literally transformed and unified our inter-departmental teams through the use of Jive Engage.

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