What users are saying about
Top Rated
80 Ratings
1 Rating
Top Rated
80 Ratings
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Score 7.6 out of 100
1 Rating
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Score 10 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

Ironclad

Specific scenarios that we use Ironclad for are: Request for NDAs, request for contract review, insurance request such as Certificates of Insurance, proof of E&O and also for any general legal requests. These requests are then assigned to the appropriate person best suited to handle the request. The entire process from initiation to finalization happens in the Ironclad workflow
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

CPQ

ConnectWise Sell
6.8
Ironclad
Quote sharing/sending
ConnectWise Sell
7.6
Ironclad
Product configuration
ConnectWise Sell
7.4
Ironclad
Configuration options
ConnectWise Sell
6.5
Ironclad
Pricing rules
ConnectWise Sell
8.0
Ironclad
Price adjustment
ConnectWise Sell
7.5
Ironclad
Purchase history and open contracts
ConnectWise Sell
6.3
Ironclad
Guided selling/Sales portal
ConnectWise Sell
5.9
Ironclad
CPQ reporting & analytics
ConnectWise Sell
3.0
Ironclad
CPQ-CRM integration
ConnectWise Sell
7.2
Ironclad
Attachments to quotes
ConnectWise Sell
8.9
Ironclad

Contract Authoring

ConnectWise Sell
Ironclad
10.0
Contract templates
ConnectWise Sell
Ironclad
10.0
Clause library/saved fields
ConnectWise Sell
Ironclad
10.0

Contract Collaboration

ConnectWise Sell
Ironclad
10.0
Contract sharing
ConnectWise Sell
Ironclad
10.0
Contract editing
ConnectWise Sell
Ironclad
10.0
Collaborating on contracts
ConnectWise Sell
Ironclad
10.0
Approval process
ConnectWise Sell
Ironclad
10.0
Interdepartmental workflows
ConnectWise Sell
Ironclad
10.0

Contract Monitoring

ConnectWise Sell
Ironclad
10.0
Legacy contracts
ConnectWise Sell
Ironclad
10.0
Contract search
ConnectWise Sell
Ironclad
10.0

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

Ironclad

  • Ironclad is extremely easy to use, without providing much specific direction to new users.
  • It's wonderful to be able to capture the progress of contracts and requests as well as the notes regarding the status.
  • It's easy to tag another colleague into a workflow for their input and approvals as necessary.
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

Ironclad

  • 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.
Anonymous | 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

Ironclad

No score
No answers yet
No answers on this topic

Usability

ConnectWise Sell

ConnectWise Sell 8.2
Based on 5 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

Ironclad

Ironclad 9.0
Based on 1 answer
Ironclad is the best tool I have used to date, to manage workflow and tickets. It was very easy to use and navigate from the very first time I used it. My time is very valuable and I don't have time to sit in training sessions, simply to use a new product. I'm happy to say that I was never formally trained on Ironclad as it simply wasn't necessary.
Anonymous | TrustRadius Reviewer

Performance

ConnectWise Sell

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

Ironclad

No score
No answers yet
No answers on this topic

Support Rating

ConnectWise Sell

ConnectWise Sell 8.1
Based on 7 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

Ironclad

Ironclad 10.0
Based on 1 answer
I have only had to use the support function one time and after calling the support team, they immediately made the fix on their side and we were back in business.
Anonymous | TrustRadius Reviewer

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

Ironclad

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

Ironclad

No answers on this topic

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

Ironclad

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

Ironclad

  • 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.
Anonymous | 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

Ironclad

General

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

Rating Summary

Likelihood to Recommend

ConnectWise Sell
7.6
Ironclad
10.0

Likelihood to Renew

ConnectWise Sell
1.0
Ironclad

Usability

ConnectWise Sell
8.2
Ironclad
9.0

Performance

ConnectWise Sell
6.3
Ironclad

Support Rating

ConnectWise Sell
8.1
Ironclad
10.0

Implementation Rating

ConnectWise Sell
8.8
Ironclad

Scalability

ConnectWise Sell
8.2
Ironclad

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