What users are saying about
Top Rated
78 Ratings
30 Ratings
Top Rated
78 Ratings
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Score 6.7 out of 100
30 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

Proposify

Proposify is best suited for freelancers, entrepreneurs, and businesses of any size who want to professionally create and send project proposals to potential and current clients. This helps you stand out from the crowd with the look of how you present your services and lets you see if and when they open the proposals.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

CPQ

ConnectWise Sell
6.4
Proposify
Quote sharing/sending
ConnectWise Sell
7.1
Proposify
Product configuration
ConnectWise Sell
6.4
Proposify
Configuration options
ConnectWise Sell
5.8
Proposify
Pricing rules
ConnectWise Sell
6.4
Proposify
Price adjustment
ConnectWise Sell
6.7
Proposify
Purchase history and open contracts
ConnectWise Sell
7.1
Proposify
Guided selling/Sales portal
ConnectWise Sell
6.1
Proposify
CPQ reporting & analytics
ConnectWise Sell
5.4
Proposify
CPQ-CRM integration
ConnectWise Sell
5.9
Proposify
Attachments to quotes
ConnectWise Sell
7.0
Proposify

Proposal Creation & Organization

ConnectWise Sell
Proposify
8.4
Proposal branding
ConnectWise Sell
Proposify
9.0
Proposal templates
ConnectWise Sell
Proposify
8.2
Proposal content library updates
ConnectWise Sell
Proposify
8.2
Searchable proposal database
ConnectWise Sell
Proposify
8.4

Proposal Collaboration & Workflow

ConnectWise Sell
Proposify
7.9
Proposal collaboration & approval
ConnectWise Sell
Proposify
7.3
User permissions/proposal editing controls
ConnectWise Sell
Proposify
7.6
Sales proposal workflow
ConnectWise Sell
Proposify
8.8

Proposal Delivery

ConnectWise Sell
Proposify
9.2
Proposal distribution
ConnectWise Sell
Proposify
9.6
Interactive proposals
ConnectWise Sell
Proposify
8.5
Proposal content tracking
ConnectWise Sell
Proposify
9.6

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

Proposify

  • So our favorite feature is the huge time savings. If anybody's ever done proposals on Word or Excel; it’s a head wreck. Proposify is great because there are beautiful templates there ready to go, it saves you a ton of time, and they are visually appealing. We get lots of feedback from our clients when we send them out proposals that our proposals look amazing.
  • There are great, sneaky metrics that we absolutely love. You get notifications on your phone via the app when somebody opens the proposal and when they've signed off on it. But you can also go into the app and see how much time people are actually spending looking at your proposal.
  • Because you send out the proposals and you can have automated reminder emails, there’s communication back and forth within the proposal that you can have-- the clients can actually write notes back and forth. It just makes the whole thing super smooth and it integrates with most of your CRMs out there.
Aislinn Kenyon | 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

Proposify

  • Export into Word would be useful
  • SFDC integration sometimes doesn’t seem to search/find contacts/opps perfectly
  • Some of controls (editing proposals and templates) could be more clear/intuitive
  • Difficult for businesses where redlined contracts/proposals may find this software does not support client/vendor collaboration
Will Goad | 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

Proposify

Proposify 1.2
Based on 2 answers
We require a fair amount of back and forth of editing so this tool while helpful is not ideal for us
Will Goad | 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

Proposify

Proposify 8.3
Based on 3 answers
Overall it's great. There's definitely a learning curve, and I wish that some things were easier to use. For example, changing images isn't the easiest thing to do in it, but I'd love to be able to quickly add and change header images in my proposals. So far I've figured it out, but each time I do it I forget how it's done since it's not intuitive.
Natalie C. Winslow | 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

Proposify

No score
No answers yet
No answers on this topic

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

Proposify

Proposify 8.1
Based on 5 answers
I've actually never used Proposify support, so I'm unable to speak about it. I suppose that's a good thing. If I did need to use it, I would hope that they'd be responsive and intelligent, but, again, since everything has worked smoothly I don't really know how the support functions or how good it is.
Natalie C. Winslow | 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

Proposify

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

Proposify

We prefer the user interface and design more compared to Bidsketch. Probably the best advantage of Proposify is the detailed reporting and notifications of the actions by the recipients - we have a detailed breakdown of who has viewed our proposals, how many time it has been open and other metrics.
Adam Farrell | 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

Proposify

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

Proposify

  • The detailed proposal has saved me time explaining a game plan to potential clients.
  • They have customizable tables where the client can choose how many of a certain item they desire. For instance, if they want to buy graphics from you, they can choose how many. This allows for increasing profits by putting the choice in the customer's hand.
  • When you send a contract you are alerted when a customer views the proposal. This has saved me time and money trying to go back and forth with my customers.
Brie Goumaz | 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

Proposify

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Proposify Editions & Modules

Edition
Tall$191
Grande$491
VentiPlease Contact2
  1. /user per month
  2. Billed annually
Additional Pricing Details
Try Proposify FREE for 14 days. No credit card required. No contracts. Cancel anytime.

Rating Summary

Likelihood to Recommend

ConnectWise Sell
6.1
Proposify
8.1

Likelihood to Renew

ConnectWise Sell
1.0
Proposify
1.2

Usability

ConnectWise Sell
1.0
Proposify
8.3

Performance

ConnectWise Sell
6.3
Proposify

Support Rating

ConnectWise Sell
1.5
Proposify
8.1

Implementation Rating

ConnectWise Sell
8.8
Proposify

Scalability

ConnectWise Sell
8.2
Proposify

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