What users are saying about
Top Rated
78 Ratings
Top Rated
78 Ratings
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Score 6.7 out of 100
2 Ratings
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Score 8 out of 100

Likelihood to Recommend

ConnectWise Sell

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.
Garry Adams | TrustRadius Reviewer

DealHub (formerly Valooto)

Valooto is well suited and can act as a replacement (or brand new) quote to cash tool for any organization. Coming from basic quoting functionality within Salesforce, we had some idea of what we wanted and were already leaps beyond quoting out of Word documents / Excel sheets (as many still do).
Philip Chowaniec | TrustRadius Reviewer

Feature Rating Comparison

CPQ

ConnectWise Sell
6.4
DealHub (formerly Valooto)
9.0
Quote sharing/sending
ConnectWise Sell
7.1
DealHub (formerly Valooto)
9.0
Product configuration
ConnectWise Sell
6.4
DealHub (formerly Valooto)
9.0
Configuration options
ConnectWise Sell
5.8
DealHub (formerly Valooto)
9.0
Pricing rules
ConnectWise Sell
6.4
DealHub (formerly Valooto)
9.0
Price adjustment
ConnectWise Sell
6.7
DealHub (formerly Valooto)
9.0
Purchase history and open contracts
ConnectWise Sell
7.1
DealHub (formerly Valooto)
9.0
Guided selling/Sales portal
ConnectWise Sell
6.1
DealHub (formerly Valooto)
9.0
CPQ reporting & analytics
ConnectWise Sell
5.4
DealHub (formerly Valooto)
9.0
CPQ-CRM integration
ConnectWise Sell
5.9
DealHub (formerly Valooto)
9.0
Attachments to quotes
ConnectWise Sell
7.0
DealHub (formerly Valooto)
9.0

Pros

ConnectWise Sell

  • 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.
Abraham Ford | TrustRadius Reviewer

DealHub (formerly Valooto)

  • Flexible product line items.
  • Transparent step-by-step walkthrough.
  • Easy sync to Salesforce and contracts look clean.
Philip Chowaniec | TrustRadius Reviewer

Cons

ConnectWise Sell

  • 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.
David Landry | TrustRadius Reviewer

DealHub (formerly Valooto)

  • Implementation takes a long time.
  • More U.S.-based support staff.
  • Further flexibility around product line items.
Philip Chowaniec | TrustRadius Reviewer

Likelihood to Renew

ConnectWise Sell

ConnectWise Sell 1.0
Based on 10 answers
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
Bill McCord | TrustRadius Reviewer

DealHub (formerly Valooto)

No score
No answers yet
No answers on this topic

Usability

ConnectWise Sell

ConnectWise Sell 1.0
Based on 4 answers
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.
Jared Connell | TrustRadius Reviewer

DealHub (formerly Valooto)

No score
No answers yet
No answers on this topic

Performance

ConnectWise Sell

ConnectWise Sell 6.3
Based on 5 answers
I dont think we use this tool to potential
Tabby Stoeppel | TrustRadius Reviewer

DealHub (formerly Valooto)

No score
No answers yet
No answers on this topic

Support Rating

ConnectWise Sell

ConnectWise Sell 1.5
Based on 6 answers
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
Matt Lehotsky | TrustRadius Reviewer

DealHub (formerly Valooto)

No score
No answers yet
No answers on this topic

Implementation Rating

ConnectWise Sell

ConnectWise Sell 8.8
Based on 4 answers
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.
Chris Drynan | TrustRadius Reviewer

DealHub (formerly Valooto)

No score
No answers yet
No answers on this topic

Alternatives Considered

ConnectWise Sell

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.
John Trevino | TrustRadius Reviewer

DealHub (formerly Valooto)

We had the basic quoting functionality within Salesforce but were quickly outgrowing that as our deals grew in size, structure and complexity. The primary competitor we evaluated against Valooto was SteelBrick and we chose Valooto due to the promised faster implementation, lower cost and it being a more streamlined solution.
Philip Chowaniec | TrustRadius Reviewer

Scalability

ConnectWise Sell

ConnectWise Sell 8.2
Based on 5 answers
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.
Dawn Swagger | TrustRadius Reviewer

DealHub (formerly Valooto)

No score
No answers yet
No answers on this topic

Return on Investment

ConnectWise Sell

  • 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.
Nadia Varallo | TrustRadius Reviewer

DealHub (formerly Valooto)

  • Ease of use for AEs/CSMs.
  • Transparency to Controller/CFO.
  • Accuracy within Salesforce forecasting.
Philip Chowaniec | TrustRadius Reviewer

Screenshots

Pricing Details

ConnectWise Sell

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

DealHub (formerly Valooto)

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

ConnectWise Sell
6.1
DealHub (formerly Valooto)
8.0

Likelihood to Renew

ConnectWise Sell
1.0
DealHub (formerly Valooto)

Usability

ConnectWise Sell
1.0
DealHub (formerly Valooto)

Performance

ConnectWise Sell
6.3
DealHub (formerly Valooto)

Support Rating

ConnectWise Sell
1.5
DealHub (formerly Valooto)

Implementation Rating

ConnectWise Sell
8.8
DealHub (formerly Valooto)

Scalability

ConnectWise Sell
8.2
DealHub (formerly Valooto)

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