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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OCI
Score8.3 out of 10
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Oracle Cloud Infrastructure (OCI) is Oracles's infrastructure-as-a-service (IaaS) platform which combines the utility of public cloud with the granular control, security, and predictability of on-premises infrastructure.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
As per our usage Oracle Cloud Infrastructure for almost 6 years hosting 500 + customers I can say its well suited application for any small scale to larger scale application as it can handle that capacity and provide more reliable cloud service only if you need any messaging service like pub/sub or sqs better to consider other services.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Oracle Cloud Infrastructure has a generous free tier, moreso than other hyperscalers, with an always-free tier that guarantees certain products are always free
Oracle Cloud Infrastructure allows you to size VMs with differing combinations of CPU and RAM, which is contrary to other hyperscalers that have specific pre-defined combinations only
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Navigating the UI takes lots of getting used to. It reminds me of older GCP (just to get used to where everything is).
Permission for different things always seemed to be more difficult than it really needed to be. Once you got them set up you were good but updating anything or creating new permissions for just about anything took longer than I thought it should.
Based on how the buttons were laid out, it was pretty easy to delete all of your DNS records, and backing them up was not as intuitive as I'd like with the UI, but it was easy to do using a script.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
Reliability: Very dependable and stable OCI services have been for the business operations.Performance: The speed and efficiency of OCI in meeting their computing and storage needs.Scalability: The ease and effectiveness of scaling resources up or down to accommodate changing demands.Security: The robustness and effectiveness of OCI's security features in protecting their data and applications.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 services & products in Oracle Cloud Infrastructure needs more improvement to beat other Cloud service providers. The price is good & Security processes are good. We are requiring to put more effort in supporting this Oracle Cloud Infrastructure than other Cloud service providers. Probably better ways are there but is not super easy to find or not super available
Yeah sometimes we had to face unplanned outages due to underlying infrastructure issues, so not every time,e but once in a while we face issues with availability. But the good thing is we have redundancy with DR setup and multi region so we can manage.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
From the start, I was surprised by response times and image quality accessing windows VMs with RDP. GCP, Azure and -many offerings in AWS- don't perform this speed. Also, that's evident in the quality of Infrastructure Management Team, because I just received one warning regarding a region failure, what confirms that's a mature platform.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Overall it is amazing, there is always room for improvement. We have weekly updates that tend to slow the program used more and more. We had to change some reports within Oracle because the others wouldn’t load. This is tied to our payroll and the delays are causing many time constraint issues and panic. We have to create a new report when one breaks. Otherwise awesome!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We used Microsoft Azure and Docker earlier and faced some difficulties like Microsoft Azure and Docker. Occasionally, the generation of large images can delay deployment. It is also necessary for me to admit that Microsoft Azure and Docker have a somewhat steep learning curve. Proper paperwork needs to be there. Docker has issues with performance on a number of platforms. On the other hand, OCI is easy to deploy and easy to understand.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
was not part of initial purchase team. Anyways, i think unit pricing and billing frequency is good compared to other Cloud service providers, when it comes to Cloud Capital expenditure & Operational expenditure. Would be more interested in exploring more options where customers can get more cost relaxations on trying out new cloud services in Oracle Cloud Infrastructure for example a new App or a feature
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We have hosted around 500 + customers on this cloud so till day not faced any major issues, so we can use it for any kind of products and it can hold the load and easily scale based on need.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Services & Infra wise is ok to use & host applications & services. Security wise also good for a Cloud service provider. It is a interesting area to explore & using it for day to day needs can be further improvised in future probably. Modern day Services like AI and Machine learning could be improved
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
