What users are saying about
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Top Rated
317 Ratings
87 Ratings
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Score 7.8 out of 100

PandaDoc

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Top Rated
317 Ratings
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Score 8.9 out of 100

Feature Set Ratings

    CPQ

    7.2

    ConnectWise Sell

    72%

    PandaDoc

    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

    Attribute Ratings

    • ConnectWise Sell (formerly Quosal) is rated higher in 2 areas: Support Rating, Implementation Rating
    • PandaDoc is rated higher in 5 areas: Likelihood to Recommend, Likelihood to Renew, Usability, Performance, Product Scalability

    Likelihood to Recommend

    8.8

    ConnectWise Sell

    88%
    48 Ratings
    9.0

    PandaDoc

    90%
    194 Ratings

    Likelihood to Renew

    1.0

    ConnectWise Sell

    10%
    10 Ratings
    8.0

    PandaDoc

    80%
    14 Ratings

    Usability

    6.7

    ConnectWise Sell

    67%
    6 Ratings
    8.4

    PandaDoc

    84%
    18 Ratings

    Availability

    ConnectWise Sell

    N/A
    0 Ratings
    9.0

    PandaDoc

    90%
    3 Ratings

    Performance

    6.3

    ConnectWise Sell

    63%
    10 Ratings
    7.3

    PandaDoc

    73%
    17 Ratings

    Support Rating

    8.8

    ConnectWise Sell

    88%
    14 Ratings
    7.7

    PandaDoc

    77%
    20 Ratings

    Implementation Rating

    8.8

    ConnectWise Sell

    88%
    8 Ratings
    8.2

    PandaDoc

    82%
    4 Ratings

    Product Scalability

    8.2

    ConnectWise Sell

    82%
    5 Ratings
    9.0

    PandaDoc

    90%
    2 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

    PandaDoc

    PandaDoc is a great document management tool for sales and marketing teams, but not for HR. If you have a CRM that integrates with PandaDoc, that makes it even more valuable. Our company really only needs about 10 licenses and we've invested in premium features that we need, but the HR team needs its own workspace to keep sensitive information confidential, which is another spend on top of what we're already spending. With a clunky UI, it didn't make sense to invest in a tool that will slow down our work, rather than speed it up.
    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

    PandaDoc

    • Complete or modified access to the platform which reduces contract errors.
    • Incentivize accuracy and empowers team members to help during spikes.
    • Overcome obstacles by valid modification of contract.
    • Reduces number of stalled or failed deals and increases CSI
    • Provides accurate take of the tape for sales review post completion
    Jeff Keeney | 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

    • Analytics: some of the analytics are only available at the document level, i.e., which page someone looked at. I wish it was easier to see analytics on page views across documents
    • User experience: not fully intuitive - as someone who has trained many people to use, it does require some initial learning curve
    • Formatting: some of the numbering and lettering, especially subclauses in contracts, can be tricky or nonexistent
    Aviva Rosman | 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

    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

    Starting Price

    $0

    PandaDoc Editions & Modules

    Edition
    Free eSignFree
    Essentials$192
    Business$492
    EnterpriseContact sales team
    1. none
    2. per user/per month
    3. none
    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.

    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 8.0
    Based on 14 answers
    The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new
    Anonymous | TrustRadius Reviewer

    Usability

    ConnectWise Sell

    ConnectWise Sell 6.7
    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

    PandaDoc

    PandaDoc 8.4
    Based on 18 answers
    Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system.The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously.Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
    Carl Thaisen | TrustRadius Reviewer

    Reliability and Availability

    ConnectWise Sell

    No score
    No answers yet
    No answers on this topic

    PandaDoc

    PandaDoc 9.0
    Based on 3 answers
    We haven't had any real issues regarding downtime as of yet.
    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

    PandaDoc

    PandaDoc 7.3
    Based on 17 answers
    The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.
    Anonymous | TrustRadius Reviewer

    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

    PandaDoc

    PandaDoc 7.7
    Based on 20 answers
    Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.
    Melissa Veinotte | 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

    PandaDoc

    PandaDoc 8.2
    Based on 4 answers
    good and straight forward
    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

    PandaDoc is cheaper, and that is probably the main benefit I can think of compared to DocuSign. DocuSign is a better-designed platform that, in our experience, does not cause as much frustration to our users. However, the price is the only off-putting part, hence why we have chosen PandaDoc.
    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

    PandaDoc

    PandaDoc 9.0
    Based on 2 answers
    It's fully scalable as we have been using it more and more for complex documents and onboarding procedures.
    Anonymous | TrustRadius Reviewer

    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

    • PandaDoc has significantly improved our close rate. Before we would lose clients because the signature process wasn't clean enough.
    • As the Senior Account Manager, I have saved hours and hours troubleshooting the contract signature process since using PandaDoc.
    • TwentyThree.Five's customer experience has improved significantly due to the ease of PandaDoc's use.
    Gage Milligan | TrustRadius Reviewer

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