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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Oracle E-Business Suite
Score6.3 out of 10
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Oracle E-Business Suite is a comprehensive suite of integrated, global business applications. The suite includes cross-industry capabilities spanning ERP, CRM and supply chain planning.
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
Oracle Cash and Treasury Management fill the gaps in treasury management with features that are very helpful in building the modern financial system that we so desperately need. It may not be the most intuitive tool on the treasury market, but with a little more practice time, important expense analysis can be achieved. I am confident in this treasury tool for this year 2022 and I would like to recommend it to other companies so that they can also have a better administration.
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
The EBS Oracle Order Management and Shipping Execution solution allows the creation of an integrated, seamless order-to-cash process and accurately capture of customer orders across multiple channels.
Orchestration of order details for seamless fulfillment execution.
Efficient shipment planning and confirmation.
Communication of order status information to customers throughout the order lifecycle.
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
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
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
After almost 5 years, we have a full control of this ERP System. We are able to implement new functionalities and modules without any major "consulting" expenses. As of today we are making almost 90% of the personalization/customization and implementation all in house. Once [it] is tuned, [it] keeps running very well with no major issues.
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 various forms - like order entry forms that allow the uses to enter sales orders and the ability to personalize the views based on end user needs - are easy to use and follow standard business processes. The new release has a big focus on usability and forms now have a familiar web look and feel which has increased usability considerably.
Because of the transactional nature of the system this software is available 24 X 7, and IT is responsible for making sure the system is available during normal business hours.
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
The performance of the product is very good. Given the transactional nature of the system one of the key focus areas for IT is to make sure performance is not affected for internal reasons. This can also depend on the server configuration and setup. For example, performance on Exadata machine is far superior to other Linux custom systems that companies choose to deploy. In general though, as already pointed out, the platform is now very stable and has few bugs. Whenever there are any issues, the cause is usually customizations that we have made to the platform, rather than out-of-the-box standard functionality.
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
In general, support has not been great - particularly standard (non premium) support . The main issue is that our IT staff has been using this platform for years and is very knowledgeable Whenever something goes wrong, we usually have a very precise idea of what the problem is. We are skilled at problem diagnosis. But the Oracle support process is very rigid and slow. Typically, we are required to go through a lengthy diagnosis process where they ask us multiple questions sometimes over several days and we are obliged to talk to different people with differing levels of knowledge. Since we already know what the problem is, we really just want a patch or a bug fix, but it takes days to get there instead of minutes. This can be very frustrating. This is a big part of the reason why we pay for premium support. But it's still a bit disappointing.
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
The key success factors for the implementation was project management, in-house expertise in IT and time. The implementation process started with the initial evaluation with the initial upgrade on a test system and mapping out the gaps and requirements. We did work with Oracle to understand the new functionality R12 had to offer and did another upgrade and researched solutions. With the use of software development cycle procedures there were conference room pilots with IT, business users. We then refined the project plan to the core key details, performed mock go-live implementations and finally upgraded the software. Overall, this was a very successful process.
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
Oracle e-business suite is better than any other ERP because it is more user-friendly and can be operated by anyone even those who don't know how to run it. Also it has better APS, allowing you to better track costs and allocate resources more efficiently. Also, it has better event management, tracking, and Reporting.
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 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
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
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
We recently implemented Supplier Portal and Invoice Imaging Solution. This has reduced manual effort and increased speed and accuracy. There is no need for people to key in invoices manually now. Suppliers can flip a purchase order into invoice and Oracle will do all the validations and put the invoice on hold in case of any discrepancy.
Suppliers are very happy with the supplier portal as they can track the entire lifecycle of the invoice online.
With automation, we could bill all our customers on time. Oracle collects all the possible costs like payroll and expenses, adds markup, and bills our customers. We could track profitability and margins by project.
The period close and reporting has become easier and faster with this software. 3 people can close the periods now as opposed to 10 before.
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
