ConnectWise CPQ vs. Tacton Design Automation

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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For design automation for SOLIDWORKS, I feel Tacton Design Automation is the best solution out there. It's simple to develop and implement for the design/engineering department. But can be implemented within the sales team as well with Tacton CPQ. When a company has products that are modular and/or have many sizing updates, this is where Tacton excels. If you have products that are completely customized, then Tacton or even design automation isn't the best suited for that.

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• 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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• Tacton has a non-linear solver, meaning it can solve lots of equations without them being is a particular order. This enables the software to be incredibly flexible.
• Tacton has a great interface to set up configurators for people to use. No knowledge of programming languages is required. The configurator uses equations similar to Excel equations to control what the users options are.
• Tacton has the ability to easily add lists of data like product lists, beam or pipe sizes that because available for user selections or for calculations.
• The Tacton configurator also automatically builds the user interface as you set up user inputs making it much easier to set up then competitor software.

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• 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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• Layout mode is probably the most lacking aspect of the software (within Tacon Design Automation Engineer). Something so powerful as having modular parts should be more heavily supported. Although, I've heard Tacton is focusing on updating this with better functionality.
• The constraint editor does not display complex/lengthy constraints very well. I end up using Excel to visually break out in cells the different aspects of the constraint.

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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

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.

I dont think we use this tool to potential

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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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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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Drive Works is the main competitor for the TactonWorks module of Tacton. We actually discovered DriveWorks and purchased it before we discovered Tacton and started to use it. Once we discovered Tacton we liked it so much better we dropped using DriveWorks and switched to Tacton. I think you could accomplish what you need to in DriveWorks, but it is easier to setup in Tacton and Tacton has alot of features that really can make your product configurators nice

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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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• Time to produce submittals went from 1-2 weeks down to a couple of days. Then, once approved, normally to produce the fabrication drawings (70+ unique parts) it would take from 4-6 weeks. We can get it down to as little as a few days.

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