What users are saying about
Top Rated
78 Ratings
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Top Rated
106 Ratings
Top Rated
78 Ratings
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Score 6.7 out of 100

PandaDoc

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Top Rated
106 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.5 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

PandaDoc

Very easy to set up and fill contract templates with the dynamic fields. Easy to manage from a legal or business controller standpoint, and easy to use for the sales/legal/HR teams. The built-in theme editor makes it possible to design great templates by our design team. All in all a great solution for us. We're currently considering to move to the Enterprise offering to get more workspaces and then onboard our HR department.
Carl Thaisen | TrustRadius Reviewer

Feature Rating Comparison

CPQ

ConnectWise Sell
6.4
PandaDoc
Quote sharing/sending
ConnectWise Sell
7.0
PandaDoc
Product configuration
ConnectWise Sell
6.3
PandaDoc
Configuration options
ConnectWise Sell
5.8
PandaDoc
Pricing rules
ConnectWise Sell
6.4
PandaDoc
Price adjustment
ConnectWise Sell
6.7
PandaDoc
Purchase history and open contracts
ConnectWise Sell
7.0
PandaDoc
Guided selling/Sales portal
ConnectWise Sell
6.1
PandaDoc
CPQ reporting & analytics
ConnectWise Sell
5.4
PandaDoc
CPQ-CRM integration
ConnectWise Sell
5.9
PandaDoc
Attachments to quotes
ConnectWise Sell
7.0
PandaDoc

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

PandaDoc

  • PandaDoc has a user-friendly option for online quote acceptance. It takes the paperwork out of getting sign-off from busy CEO's!
  • PandaDoc notifies my entire team when a quote is accepted, in -real-time, which lets them get to work wherever they are in the world.
Johan van Zyl | 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

PandaDoc

  • The file management system is quite clunky. Proposals go into the root directory by default and we often find ourselves having to do a major cleanup of proposals into folders after-the-fact. Would be nice if folder selection could have a default defined for each user.
  • Lack of proper two-way data sync from Salesforce is a bit of a pain. In order to push data back into Salesforce when it's changed in a proposal, you have to set up a Zapier integration which isn't ideal.
  • PandaDoc's proposal structure isn't well-suited to multi-year proposals. We often have to create proposals with static tables instead of summary fields in order to provide pricing on a per-year basis. This is annoying and error-prone, but necessary until they enable us to create pricing table sections.
  • If you accidentally drag a module into the proposal, you have to manually delete every component in the erroneous section one-by-one. This is a HUGE pain, especially if you accidentally drag a multi-page appendix into your proposal by accident. This will almost assuredly happen at some point.
Garrett Genest | 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

PandaDoc

PandaDoc 9.2
Based on 5 answers
PandaDoc has significantly streamlined our RFP/RFI response time from months and weeks to days, allowing us to utilize corporate messaging and personalize the response to the customer/prospect as needed
Romy Ribitzky | TrustRadius Reviewer

Usability

ConnectWise Sell

ConnectWise Sell 1.0
Based on 4 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

PandaDoc

PandaDoc 8.1
Based on 5 answers
As mentioned previously, 90 percent of the time I have been successful with using PandaDocs. Once in a while I run into glitches and have to resend documents.
Linda Stefani | 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

PandaDoc

PandaDoc 7.3
Based on 2 answers
No answer on this topic is available.

Support Rating

ConnectWise Sell

ConnectWise Sell 1.5
Based on 6 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

PandaDoc

PandaDoc 9.0
Based on 9 answers
They are quick at fixing any problems that we have had which mainly came about when we were setting up the system ready to use. They also ran through some training with the team at no additional charge and we now have a team member responsible for passing that knowledge on.
Jamie Wilkinson | 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

PandaDoc

PandaDoc 8.2
Based on 4 answers
Very easy, web based tool that requires little to no technical knowledge.
Anonymous | TrustRadius Reviewer

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

PandaDoc

I have used DocuSign and HelloSign. I felt that they were too basic and even harder to set up new documents with. The formatting tools in PandaDoc are a bit clunky, but I got used to them after a few months, and am okay sacrificing a bit of usability for the versatility of the fields and tokens I can use in PandaDoc.I am sticking with PandaDoc mainly because of the templates and product catalog features. I haven't done an extensive review of other options, but these two features have saved us thousands of hours at this point, and PandaDoc's downsides are vastly outweighed by the benefits I get from it.
Andrew Pagels | 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

PandaDoc

PandaDoc 7.3
Based on 1 answer
No answer on this topic is available.

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

PandaDoc

  • Over their first 12 months since implementing PandaDoc, Revenue River realized some amazing lift across all metrics within the sales cycle:
  • 223% increase in closed-won revenue
  • 45% increase in the number of deals closed
  • 56% increase in the number of deals created
Eric Pratt | 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

ConnectWise Sell Editions & Modules

Additional Pricing Details

PandaDoc

General

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

PandaDoc Editions & Modules

Edition
Free eSign$0
Essentials$192
Business$492
EnterpriseRequest a quote
APIRequest a quote
  1. user/ month
Additional Pricing Details
PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation starting at $19 per month per user. All plans include unlimited documents, eSignatures, and users. Start your evaluation with a free 14-day trial. Talk to our sales team to find the best pricing solution for you and your team.

Rating Summary

Likelihood to Recommend

ConnectWise Sell
6.1
PandaDoc
8.6

Likelihood to Renew

ConnectWise Sell
1.0
PandaDoc
9.2

Usability

ConnectWise Sell
1.0
PandaDoc
8.1

Reliability and Availability

ConnectWise Sell
PandaDoc
8.2

Performance

ConnectWise Sell
6.3
PandaDoc
7.3

Support Rating

ConnectWise Sell
1.5
PandaDoc
9.0

Implementation Rating

ConnectWise Sell
8.8
PandaDoc
8.2

Scalability

ConnectWise Sell
8.2
PandaDoc
7.3

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