Likelihood to Recommend 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.
Read full review Really in this hybrid environment, being up in the cloud and being able to securely access the data and work from anywhere, I think it's a real game changer for my team. So I really like the fact that NetSuite keeps up with security features and allows users to access it from anywhere.
Read full review Pros 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. Read full review NetSuite does analytics very well. They do reporting very well. I love the ability to have control over how the information flows through my NetSuite, my user roles, and my responsibilities. I can assign certain tasks to certain people, and they do that and then also have the control to approve that and make sure it's done correctly. Just being able to drill down into a particular GL account or into a particular line item and see what really makes that up and what's driving our certain costs. Read full review Cons 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. Read full review Honestly, right now, my biggest pain point is kind of our own doing, but I would appreciate a little bit more support and help in the area of performance management and kind of understanding how our application is built, what are the best choices for customizing or solving a problem in terms of performance, because our company is rather large, we have a lot of data coming in and out, and that has been an issue for us recently. Read full review Likelihood to Renew 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
Read full review NetSuite is able to cover all of our needs, spanning multiple departments and managerial levels. We use it daily for a multitude of functions, including creating promotions, estimating inventory, pulling historical reports, forecasting sales, and more. Overall, we're very satisfied with NetSuite as an ERP solution and recommend it to medium to large businesses.
Read full review Usability 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.
Read full review I have given this rating due to below use cases: - Order Management - Advanced Revenue Management - Invoicing - Automated Billing - Inbound and Outbound Integrations with applications such as
Salesforce , Zip, Stripe, Mavenlink, Avalara, Floquast - Project management and billing - Training -Customer Support - Knowledge Article Support
Read full review Reliability and Availability It has been very reliable. I can only think of 1-2 times in 4.5 years that we have had issues getting in, and in each case were able to get back in within 1 hour. There has not been a major downtime
Read full review Performance I dont think we use this tool to potential
Read full review Most of the time the performance is very good. Pages load in a few seconds; financial reports take less than 5 seconds; basic searches take a few seconds. But performance can be sporadic throughout the day and cause the run time to triple.
Read full review Support Rating 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
Read full review The account rep changes quite often, which requires restarting. Suite Answers is a very good tool but can be hard to use for somebody who is not fully confident with Netsuite. Asking questions that are not already answered in Suite Answers can be rough. Training is readily available, but most of the time stays on the surface and doesn't answer medium to more advanced questions.
Read full review In-Person Training I had in person training for a day when first got the software. The training was good. The challenge was that there was a large gap between training and when we went live so we forgot quite a lot
Read full review Online Training Online training is quite strong. I have used for specific pieces of functionality.However it is not sufficient in all areas.
Read full review Implementation Rating 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.
Read full review I felt NetSuite Professional Services did an excellent job of guiding us in the implementation. I also felt our internal teams were a little resistant to the change and engagement of new software. Had we performed better engaging and buying into the new software, I would be able to rate the implementation better. Therefore, the lower number should not be viewed as a deficiency with the software or the professional services teams, but as an reminder of how important complete buy-in from the local users is.
Read full review Alternatives Considered 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.
Read full review Well, the reason why I'm with NetSuite is because obviously it beats out those other options quite considerably. It gave us the whole ecosystem that gave us everything we needed. I didn't need a dedicated administrator whose full-time job is to deal with it like our current system would need to really be useful. I can find people or train people how to use it right away. So for us, that really beats it out compared to the Sage and QuickBooks where we were looking at it from a perspective of, yeah, we can find people who are experts in those fields. They don't scale up to the size that we need as we're going to really quickly go from R&D company into doing tens of millions of dollars a year in revenue and activities. So that's where it beats us out over say Sage or QuickBooks is it's got that complete scalability. We can go to multiple subsidiaries, foreign currency, not a problem. It's got that full functionality.
Read full review Scalability 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.
Read full review We have been able to scale our business 25X without any major overhaul with Netsuite. Its dashboard setup makes onboarding new employees very easy and allows data to be shared across multiple offices. Its cloud setup does not put any pressure on IT to scale servers or other infrastructure. We have been able to become much more efficient in all aspects of the business.
Read full review Return on Investment 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. Read full review Positive impact, again, it's our source of truth, so we are able to not have questions about how much money we have in the bank or do we have enough material to build this job. Being able to know those things immediately is super valuable. I mean it's the grease that skids the wheels that gets us to accomplish the things that we do in our business. Read full review ScreenShots ConnectWise CPQ Screenshots