What users are saying about
43 Ratings
87 Ratings
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Score 7.8 out of 100
43 Ratings
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Score 8.6 out of 100

Feature Set Ratings

    CPQ

    7.2

    ConnectWise Sell

    72%

    Proposify

    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
    8.3

    Proposify

    83%
    Proposify ranks higher in 4/4 features

    Proposal branding

    N/A
    0 Ratings
    9.3
    93%
    20 Ratings

    Proposal templates

    N/A
    0 Ratings
    8.8
    88%
    20 Ratings

    Proposal content library updates

    N/A
    0 Ratings
    7.6
    76%
    17 Ratings

    Searchable proposal database

    N/A
    0 Ratings
    7.6
    76%
    20 Ratings

    Proposal Collaboration & Workflow

    ConnectWise Sell

    Feature Set Not Supported
    N/A
    7.8

    Proposify

    78%
    Proposify ranks higher in 3/3 features

    Proposal collaboration & approval

    N/A
    0 Ratings
    7.2
    72%
    18 Ratings

    User permissions/proposal editing controls

    N/A
    0 Ratings
    7.9
    79%
    17 Ratings

    Sales proposal workflow

    N/A
    0 Ratings
    8.4
    84%
    17 Ratings

    Proposal Delivery

    ConnectWise Sell

    Feature Set Not Supported
    N/A
    8.3

    Proposify

    83%
    Proposify ranks higher in 3/3 features

    Proposal distribution

    N/A
    0 Ratings
    8.7
    87%
    18 Ratings

    Interactive proposals

    N/A
    0 Ratings
    7.1
    71%
    19 Ratings

    Proposal content tracking

    N/A
    0 Ratings
    9.0
    90%
    19 Ratings

    Attribute Ratings

    • ConnectWise Sell (formerly Quosal) is rated higher in 2 areas: Likelihood to Recommend, Support Rating
    • Proposify is rated higher in 1 area: Usability
    • ConnectWise Sell (formerly Quosal) and Proposify are tied in 1 area: Likelihood to Renew

    Likelihood to Recommend

    8.8

    ConnectWise Sell

    88%
    48 Ratings
    8.0

    Proposify

    80%
    20 Ratings

    Likelihood to Renew

    1.0

    ConnectWise Sell

    10%
    10 Ratings
    1.0

    Proposify

    10%
    2 Ratings

    Usability

    6.7

    ConnectWise Sell

    67%
    6 Ratings
    8.3

    Proposify

    83%
    3 Ratings

    Performance

    6.3

    ConnectWise Sell

    63%
    10 Ratings

    Proposify

    N/A
    0 Ratings

    Support Rating

    8.8

    ConnectWise Sell

    88%
    14 Ratings
    7.7

    Proposify

    77%
    7 Ratings

    Implementation Rating

    8.8

    ConnectWise Sell

    88%
    8 Ratings

    Proposify

    N/A
    0 Ratings

    Product Scalability

    8.2

    ConnectWise Sell

    82%
    5 Ratings

    Proposify

    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

    Proposify

    It is costly to properly set up Proposify and retain its use ongoing. If you have a plan to implement your proposals you can get some good cost-saving use from it. I cannot stress enough to have your assets, graphics, and snippets ready before you start. I also recommend that you fully understand templates and asset library or you will quickly be overwriting templates and themes with client-specific verbiage.
    Dwight Zähringer | 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

    Proposify

    • TEMPLATES: The ability to work from customizable yet standardized templates allow for a consistent end-user experience for our clients, and elevates the perceived professionalism of our sales team.
    • ANALYTICS: Unlike merely sending estimates or proposals via email, the tracking analytics available within Proposify's dashboard not only enables our project managers to more strategically engage with clients, but also gives our upper management an objective way to track the effectiveness of our sales team.
    • EASE-OF-USE: Overall, Proposify's platform is easy to use and the UX is intuitive enough that the learning curve to use it is minimal.
    Zach Yokum | 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

    Pricing Details

    ConnectWise Sell

    General

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

    Starting Price

    Proposify

    General

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

    Starting Price

    $0 per month

    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 1.0
    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 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

    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 10 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 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

    Proposify

    Proposify 7.7
    Based on 7 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 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

    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

    Proposify stacks up well against its competitors. We tested all of these platforms. We found Proposify to be amongst the leaders in the look and feel of the software as well as the quality of the documents. Where Proposify lacked in comparison to Conga and PandaDoc was in its integration into Salesforce CPQ.
    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

    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

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