What users are saying about
13 Ratings
87 Ratings
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Score 7.8 out of 100
13 Ratings
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Score 9.1 out of 100

Feature Set Ratings

    CPQ

    7.2

    ConnectWise Sell

    72%

    Loopio

    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

    Proposal Creation & Organization

    ConnectWise Sell

    Feature Set Not Supported
    N/A
    8.6

    Loopio

    86%
    Loopio ranks higher in 5/5 features

    Proposal branding

    N/A
    0 Ratings
    8.4
    84%
    6 Ratings

    Proposal templates

    N/A
    0 Ratings
    8.1
    81%
    6 Ratings

    Proposal content library updates

    N/A
    0 Ratings
    8.9
    89%
    6 Ratings

    Guided proposal creation

    N/A
    0 Ratings
    8.4
    84%
    5 Ratings

    Searchable proposal database

    N/A
    0 Ratings
    9.1
    91%
    6 Ratings

    Proposal Collaboration & Workflow

    ConnectWise Sell

    Feature Set Not Supported
    N/A
    8.3

    Loopio

    83%
    Loopio ranks higher in 5/5 features

    RFP management & response

    N/A
    0 Ratings
    9.0
    90%
    6 Ratings

    Proposal collaboration & approval

    N/A
    0 Ratings
    8.4
    84%
    6 Ratings

    User permissions/proposal editing controls

    N/A
    0 Ratings
    8.8
    88%
    6 Ratings

    Sales proposal workflow

    N/A
    0 Ratings
    7.0
    70%
    5 Ratings

    Proposal automation user interface

    N/A
    0 Ratings
    8.4
    84%
    5 Ratings

    Proposal Delivery

    ConnectWise Sell

    Feature Set Not Supported
    N/A
    7.4

    Loopio

    74%
    Loopio ranks higher in 3/3 features

    Proposal distribution

    N/A
    0 Ratings
    8.0
    80%
    4 Ratings

    Interactive proposals

    N/A
    0 Ratings
    7.3
    73%
    4 Ratings

    Proposal content tracking

    N/A
    0 Ratings
    7.0
    70%
    4 Ratings

    Attribute Ratings

    • ConnectWise Sell (formerly Quosal) is rated higher in 1 area: Support Rating
    • Loopio is rated higher in 2 areas: Likelihood to Recommend, Usability

    Likelihood to Recommend

    8.8

    ConnectWise Sell

    88%
    48 Ratings
    9.2

    Loopio

    92%
    7 Ratings

    Likelihood to Renew

    1.0

    ConnectWise Sell

    10%
    10 Ratings

    Loopio

    N/A
    0 Ratings

    Usability

    6.6

    ConnectWise Sell

    66%
    6 Ratings
    8.1

    Loopio

    81%
    2 Ratings

    Performance

    6.3

    ConnectWise Sell

    63%
    10 Ratings

    Loopio

    N/A
    0 Ratings

    Support Rating

    8.8

    ConnectWise Sell

    88%
    14 Ratings
    8.4

    Loopio

    84%
    2 Ratings

    Implementation Rating

    8.8

    ConnectWise Sell

    88%
    8 Ratings

    Loopio

    N/A
    0 Ratings

    Product Scalability

    8.2

    ConnectWise Sell

    82%
    5 Ratings

    Loopio

    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

    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

    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

    • Adding new answers to the library was easier and better with the "close the loop" functionality. Now, it seems like it is easier to miss questions to add to the library.
    Anonymous | 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

    Loopio

    General

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

    Starting Price

    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 6.6
    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

    Loopio

    Loopio 8.1
    Based on 2 answers
    Usability is good but falls short of excellent. The interface is clean and well organized. They clearly spent some time working on the UI and took some feedback from focus groups to help keep it tidy. On a few occasions, we have experienced a little bit of lag while updating the question database. I'd like to see just a little faster response time on a consistent basis.
    Anonymous | TrustRadius Reviewer

    Performance

    ConnectWise Sell

    ConnectWise Sell 6.3
    Based on 10 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 8.8
    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

    Loopio

    Loopio 8.4
    Based on 2 answers
    They're very supportive and reply in a timely manner. Whenever I contacted the support I received a helpful reply that actually solved my issue. Quite often when my team suggested an improvement that would simplify and speed up our work it happened not long after which is perfect for us.
    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

    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

    • User friendly--very simple
    • Reviews of libraries can be assigned
    • Non-named user licenses can be used by various people
    • Close Loop--changes can be added to library with just a few clicks
    • View text in library and can copy content
    • Reporting on reviews and usage and projects
    • Help center and assigned representative
    • Library duplicates functionality
    Sandrine Bastian | 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

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