ConnectWise Sell vs Ironclad

• 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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• Very flexible workflow design tool.
• Functions are fine-tuned but not too much.
• Easily understandable product which user can handle.

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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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• Once you add someone into a workflow there is no way to remove them. It would be nice to be able to get out of a workflow or remove someone.
• The "assignment" function could be more clear for those individuals who don't regularly use Ironclad. Perhaps prompting them on how to upload a signed agreement if they are not the owner of the workflow.

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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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• Positive - Increased efficiency, as all work into the legal department flows into Ironclad. We can see where resources are being spent and which internal business partners are utilizing the legal department the most.
• Positing - Better internal business partner service. We are able to communicate directly with our internal partners as to the status of their request and keep them apprised where we are in the negotiation process, etc.

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