What users are saying about
Top Rated
80 Ratings
5 Ratings
Top Rated
80 Ratings
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Score 7.6 out of 100
5 Ratings
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Score 8.3 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

Loopio

I use Loopio specifically for RFP's mostly. I think it is a great and adequate tool for this and much of what I think that needs to improve are not large needle movers for me since the software as a whole is fantastic. It is very easy to upload an RFP into Loopio and begin answering those questions or pulling from previously answered questions. I also will use Loopio for large client proposals and I often use the "search functionality within Loopio to see if I can find answers to clients questions. I like that I can also pull images from Loopio as well and often use those visualizations in my proposals.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

CPQ

ConnectWise Sell
6.8
Loopio
Quote sharing/sending
ConnectWise Sell
7.6
Loopio
Product configuration
ConnectWise Sell
7.3
Loopio
Configuration options
ConnectWise Sell
6.5
Loopio
Pricing rules
ConnectWise Sell
8.0
Loopio
Price adjustment
ConnectWise Sell
7.4
Loopio
Purchase history and open contracts
ConnectWise Sell
6.3
Loopio
Guided selling/Sales portal
ConnectWise Sell
5.9
Loopio
CPQ reporting & analytics
ConnectWise Sell
3.1
Loopio
CPQ-CRM integration
ConnectWise Sell
7.1
Loopio
Attachments to quotes
ConnectWise Sell
8.9
Loopio

Proposal Creation & Organization

ConnectWise Sell
Loopio
8.2
Proposal branding
ConnectWise Sell
Loopio
8.3
Proposal templates
ConnectWise Sell
Loopio
8.0
Proposal content library updates
ConnectWise Sell
Loopio
8.0
Guided proposal creation
ConnectWise Sell
Loopio
8.7
Searchable proposal database
ConnectWise Sell
Loopio
8.0

Proposal Collaboration & Workflow

ConnectWise Sell
Loopio
8.4
RFP management & response
ConnectWise Sell
Loopio
8.3
Proposal collaboration & approval
ConnectWise Sell
Loopio
9.0
User permissions/proposal editing controls
ConnectWise Sell
Loopio
8.7
Sales proposal workflow
ConnectWise Sell
Loopio
7.7
Proposal automation user interface
ConnectWise Sell
Loopio
8.3

Proposal Delivery

ConnectWise Sell
Loopio
7.3
Proposal distribution
ConnectWise Sell
Loopio
8.0
Interactive proposals
ConnectWise Sell
Loopio
7.0
Proposal content tracking
ConnectWise Sell
Loopio
7.0

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

Loopio

  • Ease of use - a few minutes' tutorial is enough for a newcomer to start using the tool.
  • Handy options - i.e. support in searching for the right answer
  • Often meaningful & useful releases
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

Loopio

  • The interface could be a little faster.
  • I'd like to see even more pattern matching.
  • Support for additional file formats
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

Loopio

No score
No answers yet
No answers on this topic

Usability

ConnectWise Sell

ConnectWise Sell 8.1
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

Loopio

Loopio 8.0
Based on 2 answers
After some training it's intuitive to use it
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

Loopio

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

Loopio

Loopio 8.5
Based on 2 answers
We have used their support a few times, but not what I would call often. So far our experience has been positive. Their engineers know the product well and when we have a specific detailed question that requires some level of research, they get back to us in a timely manner.
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

Loopio

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

Loopio

I haven't used any other similar products
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

Loopio

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

Loopio

  • I have saved hundreds of hours working in Loopio instead of answering RFP's on my own. This has allowed me to spend other hours elsewhere. Having an RFP management tool has been an incredible timesaver
  • The creation and management of questions has also saved me hours of time in searching out tough questions to answer and has also saved my colleagues time as well since we don't need to collaborate to find answers.
  • Have had some issues with downloading the proposal in a readable format for clients to view. I've sometimes had to go back and figure out what went wrong when exporting which can be frustrating- especially when dealing with very tight deadlines.
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

Loopio

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

Likelihood to Recommend

ConnectWise Sell
7.6
Loopio
8.3

Likelihood to Renew

ConnectWise Sell
1.0
Loopio

Usability

ConnectWise Sell
8.1
Loopio
8.0

Performance

ConnectWise Sell
6.3
Loopio

Support Rating

ConnectWise Sell
8.1
Loopio
8.5

Implementation Rating

ConnectWise Sell
8.8
Loopio

Scalability

ConnectWise Sell
8.2
Loopio

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