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Top Rated
62 Ratings
87 Ratings
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Score 7.8 out of 100

DocuSign CLM (formerly SpringCM)

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Top Rated
62 Ratings
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Score 8.6 out of 100

Feature Set Ratings

    CPQ

    7.2

    ConnectWise Sell

    72%

    DocuSign CLM (formerly SpringCM)

    Feature Set Not Supported
    N/A
    ConnectWise Sell (formerly Quosal) ranks higher in 10/10 features

    Quote sharing/sending

    8.0
    80%
    42 Ratings
    N/A
    0 Ratings

    Product configuration

    7.9
    79%
    41 Ratings
    N/A
    0 Ratings

    Configuration options

    7.0
    70%
    40 Ratings
    N/A
    0 Ratings

    Pricing rules

    8.9
    89%
    41 Ratings
    N/A
    0 Ratings

    Price adjustment

    8.0
    80%
    42 Ratings
    N/A
    0 Ratings

    Purchase history and open contracts

    6.0
    60%
    37 Ratings
    N/A
    0 Ratings

    Guided selling/Sales portal

    6.0
    60%
    36 Ratings
    N/A
    0 Ratings

    CPQ reporting & analytics

    2.0
    20%
    34 Ratings
    N/A
    0 Ratings

    CPQ-CRM integration

    7.9
    79%
    39 Ratings
    N/A
    0 Ratings

    Attachments to quotes

    9.9
    99%
    39 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • ConnectWise Sell (formerly Quosal) is rated higher in 1 area: Support Rating
    • DocuSign CLM (formerly SpringCM) is rated higher in 1 area: Likelihood to Renew
    • ConnectWise Sell (formerly Quosal) and DocuSign CLM (formerly SpringCM) are tied in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    8.8

    ConnectWise Sell

    88%
    48 Ratings
    8.8

    DocuSign CLM (formerly SpringCM)

    88%
    36 Ratings

    Likelihood to Renew

    1.0

    ConnectWise Sell

    10%
    10 Ratings
    9.0

    DocuSign CLM (formerly SpringCM)

    90%
    1 Rating

    Usability

    6.7

    ConnectWise Sell

    67%
    6 Ratings

    DocuSign CLM (formerly SpringCM)

    N/A
    0 Ratings

    Performance

    6.3

    ConnectWise Sell

    63%
    10 Ratings

    DocuSign CLM (formerly SpringCM)

    N/A
    0 Ratings

    Support Rating

    8.8

    ConnectWise Sell

    88%
    14 Ratings
    1.0

    DocuSign CLM (formerly SpringCM)

    10%
    2 Ratings

    Implementation Rating

    8.8

    ConnectWise Sell

    88%
    8 Ratings

    DocuSign CLM (formerly SpringCM)

    N/A
    0 Ratings

    Product Scalability

    8.2

    ConnectWise Sell

    82%
    5 Ratings

    DocuSign CLM (formerly SpringCM)

    N/A
    0 Ratings

    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

    DocuSign CLM (formerly SpringCM)

    DocuSign is useful for collecting electronic signatures on isolated documents and packets that are administered separately or integrated into another system. DocuSign is integrated into our onboarding system, Paylocity, which is where the employee completes all onboarding tasks required for employment. Integrating DocuSign with Paylocity allows us to send documents that require more than one signature along with other onboarding tasks, which makes for a less confusing onboarding experience for the worker. DocuSign also allows us to automatically run E-Verify from the integrated Form I-9 Document, which saves us lots of time onboarding each employee.
    Mallory Fuller | TrustRadius Reviewer

    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

    DocuSign CLM (formerly SpringCM)

    • Sending many documents in one email
    • Allowing multiple signers in one email
    • Allowing clients to download documents
    • Allowing editing of previously sent emails
    • Allowing us to see if the client has opened but not signed an email
    Anonymous | 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

    DocuSign CLM (formerly SpringCM)

    • Increase sending limit for initial plans
    • Faster return for client service requests
    • When correcting a document, no new email is sent for notification of an update. The clients have to go back to the old document, and it feels uncomfortable for them.
    Faruk Aydin | TrustRadius Reviewer

    Pricing Details

    ConnectWise Sell

    General

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

    Starting Price

    ConnectWise Sell Editions & Modules

    Additional Pricing Details

    DocuSign CLM (formerly SpringCM)

    General

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

    Starting Price

    $0

    DocuSign CLM (formerly SpringCM) Editions & Modules

    Edition
    Personal$151
    Standard$402
    Business Pro$602
    Advanced SolutionsContact sales team
    Real Estate Starter$154
    DocuSign for Realtors$355
    Real Estate Plus, Broker EditionContact sales team
    Sandbox AccountFree
    Starter$757
    Intermediate$4507
    Enterprise OfferingsContact sales team
    1. per month
    2. per user/per month
    3. none
    4. per month
    5. per user/per month
    6. none
    7. per month
    8. none
    Additional Pricing Details

    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

    DocuSign CLM (formerly SpringCM)

    DocuSign CLM (formerly SpringCM) 9.0
    Based on 1 answer
    Currently, we see no better alternative to DocuSign CLM. We hope that they keep improving the software so that it remains competitive with other options.
    Anonymous | TrustRadius Reviewer

    Usability

    ConnectWise Sell

    ConnectWise Sell 6.7
    Based on 6 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

    DocuSign CLM (formerly SpringCM)

    No score
    No answers yet
    No answers on this topic

    Performance

    ConnectWise Sell

    ConnectWise Sell 6.3
    Based on 10 answers
    I dont think we use this tool to potential
    Tabby Stoeppel | TrustRadius Reviewer

    DocuSign CLM (formerly SpringCM)

    No score
    No answers yet
    No answers on this topic

    Support Rating

    ConnectWise Sell

    ConnectWise Sell 8.8
    Based on 14 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

    DocuSign CLM (formerly SpringCM)

    DocuSign CLM (formerly SpringCM) 1.0
    Based on 2 answers
    I am constantly experiencing issues with SpringCM.
    Anonymous | TrustRadius Reviewer

    Implementation Rating

    ConnectWise Sell

    ConnectWise Sell 8.8
    Based on 8 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

    DocuSign CLM (formerly SpringCM)

    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

    DocuSign CLM (formerly SpringCM)

    Adobe Acrobat Sign was a more confusing process compared to DocuSign CLM. Acrobat presented signature abilities, yet sometimes this was electronic and sometimes this was done manually. Additionally, it is difficult to send and track the document when it goes to more than one signatory.
    Anonymous | 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

    DocuSign CLM (formerly SpringCM)

    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

    DocuSign CLM (formerly SpringCM)

    • Positive - has helped us track renewals which allows us to get out of "bad" contracts or renew "good" ones.
    • Negative - we had hoped for it to help us determine which terms and conditions we have agreed to in other contracts. This has made contract review remain a lengthy process.
    • Positive - We are now able to find all of our contracts which has helped us get out of unnecessary contracts (which positively impacts finances).
    Larry Lueck | TrustRadius Reviewer

    Screenshots

    DocuSign CLM (formerly SpringCM)

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