ConnectWise CPQ vs. Winshuttle

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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Winshuttle is well suited to help any company who has data that needs to move from SAP to 'somewhere'. The output file can be Excel, Text, or Access. Query has been greatly expanded in its ability to use SQL statements directly in the product at the 'pre-download' point. For example, you want to have one column do calculations on the data that is being pulled out of SAP via the Query and placed in a specific cell - this can be done - right in the Query script and the result will be produced in your receiving Excel file. I have another small scenario I call 'On the fly" uses. When our asset team had to change their depreciation on a very large number of assets mid-year, Winshuttle Transaction was very helpful. The update would have taken DAYS and lots of shredded nerves to update.

• 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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• "Training" I feel Winshuttle was extremely easy to learn' my team and I went to a week long training class on the uses of the software upon finishing the course we all became internal (company) support as well as expert functional users.
• "Ease of use" once a user learns the basics processes of the software it is functionally very easy to use and if there are problems with in the processing that cannot be supported internally Winshuttle community and support quickly helped clear up those issues, "if they occurred"
• "Processes data FAST" once the transaction is mapped and recorded the user can move through (process) large amounts of data very quickly, saving lots of time by eliminating manual steps.
• "Data Error Correction" through the transactional processing of large amounts of data, nothing is ever perfect, usually during data migration process if a single line fails the process stops, the correction is made to the data and the process starts all over again. Winshuttle data migration process doesn't stop it will provide a list of exceptions upon completion of the data load. It does this by only processing the "good" data and when bad data is encountered it is skipped and an error message is created and added to the data sheet. With this process the user now only has to worry about exceptions that didn't load and also knows why the line failed so making correction are easier and faster.

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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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• The use of Winshuttle is particularly helpful with systems where data volumes are always very high. If data volumes are not an issue, the use of Winshuttle for cut-over activities might not result in a significant perceivable difference in time savings.
• For businesses and sectors that rely on business processes that are complex and tedious with a lot of manual interventions, Winshuttle comes in real handy. However, in situations of fairly straightforward business cases, it would be hard to see perceivable gains from the use of Winshuttle.
• At times, the use of complex business process with multiple fields from one transaction needs to be fed into the next for further processing, if the screen sequence changes based on each set of information, the processing could fail. However, these could be overcome by grouping similar screened transactions into one chunk and others into another.

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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

Fantastic tool and honestly the best out there for the particular need. I cannot think of any reason we wouldn't renew as it truly offers the perfect solution to what is often a supremely difficult process. Also, I believe that from a cost perspective it is quite agreeable given the amount of benefit/ROI received

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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 have used Winshuttle Transaction and Direct and the interface is simple, intuitive and easy to understand. - Not much technical knowledge of SAP is required before loading the data. - Data can be loaded for any sheet of an Excel spreadsheet - Output messages from Winshuttle are very clear and can be used to as an input to other data loads that use these output data

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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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The winshuttle staff are some of the best in the business. I have been working with them for several years and always have had a positive interaction. There support staff are very knowledgeable. There product managers are very supportive as well and always open to hear feedback on how you like the product and any gaps that you would like to find a solution to better improve the products.

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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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No, I do not have it.

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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Winshuttle works better with SAP than UiPath does in terms of performance and stability. The time to deploy a Process in Winshuttle is faster and less complex. It doesn't require coding skills as much as for UiPath. Winshuttle excels in batch input operations and also has a useful query reporting tool.

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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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• We've been able to automate several time consuming, high volume tasks so that our analysts could focus on actual data quality and not data entry.
• We've been able to create reports and forego custom IT configuration by using Query and Transaction to come up with our own solutions.
• We've been able to pivot our strategy more quickly by easily adjusting and updating master data when processes change.