Top Rated
78 Ratings
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Score 6.7 out of 100
37 Ratings
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Score 9.4 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

Qvidian RFP & Proposal Automation

This software is very well-suited to companies who find themselves expanding their footprint, the number of their Sales representatives, their territories, and/or their products and services and need to maximize their ability to both keep up with those demands whilst streamlining their proposal resources.Further, this is a very powerful tool with a lot of features and functionality including CRM plug-in and reporting. Thus, it may be less appropriate for a very small organization with only one product and that is also blessed with lengthy cradle-to-grave turnaround windows.In addition, to better the odds for success an investment in upfront personnel training and either a dedicated periodic window of time and/or dedicated person(s) for content upkeep are prudent.Finally, working with the vendor is a delight as they make every effort to maintain and deliver a product that both meets your needs and on which you can rely.
Gerald Thompson | TrustRadius Reviewer

Feature Rating Comparison

CPQ

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

Proposal Creation & Organization

ConnectWise Sell
Qvidian RFP & Proposal Automation
10.0
Proposal branding
ConnectWise Sell
Qvidian RFP & Proposal Automation
10.0
Proposal templates
ConnectWise Sell
Qvidian RFP & Proposal Automation
10.0
Proposal content library updates
ConnectWise Sell
Qvidian RFP & Proposal Automation
10.0
Guided proposal creation
ConnectWise Sell
Qvidian RFP & Proposal Automation
10.0
Searchable proposal database
ConnectWise Sell
Qvidian RFP & Proposal Automation
10.0

Proposal Collaboration & Workflow

ConnectWise Sell
Qvidian RFP & Proposal Automation
10.0
RFP management & response
ConnectWise Sell
Qvidian RFP & Proposal Automation
10.0
Proposal collaboration & approval
ConnectWise Sell
Qvidian RFP & Proposal Automation
10.0
User permissions/proposal editing controls
ConnectWise Sell
Qvidian RFP & Proposal Automation
10.0
Sales proposal workflow
ConnectWise Sell
Qvidian RFP & Proposal Automation
10.0
Proposal automation user interface
ConnectWise Sell
Qvidian RFP & Proposal Automation
10.0

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

Qvidian RFP & Proposal Automation

  • Using Qvidian as an RFP tool has made a difference in our RFP process, turn-around time, and content development. It's helped us streamline our RFP process so that we are able to produce the majority of the document before the kick-off meeting, which means we have more time to customize and refine the document before it goes to print.
  • Additionally, it took several hours before to gather all of the basic data we needed for an RFP, but now we can have the majority of the response ready in under 15 minutes in most cases. We are also able to start projects from our phones (iPhone thru Safari) or on an iPad. This has been extremely helpful while traveling.
  • Finally, our content is centrally located on a searchable database. Previously we had used several free tools to aid in content storage that would allow us access easily via search. It never seemed to do what we wanted, and when we did find something, we weren't sure if it was the most current or usable. The library functions in Qvidian have been a huge help, and has changes the way we collect data, and retrieve it.
Lauren Whiteaker | 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

Qvidian RFP & Proposal Automation

  • One area where Qvidian occasionally struggles is feature regression. For instance, the editing option that puts multiple records into one document had always been present in Qvidian; however, when the multi-edit feature that only allows editing one record at a time was released in version 9.1, the original editing functionality was removed. This caused me a lot of frustration, as it severely slowed down my work flow since I could now only see and edit one record at a time. It wasn't until a year later when version 10 was released that the old editing functionality was added back. However, one bright spot of version 9.1 was an added feature that allowed organizing records by simply dragging and dropping them into different categories. This was much easier than having to right click on a record, select Move, then right click on a folder and select paste. However, with version 10, this feature was removed and I'm now back to having to right click on records instead of dragging and dropping. It seems that with each release, I never know if something I like will be taken away or if something I don't like will be added -- sometimes it's both.
  • A recent change that was added in version 10.1 that I personally view as a negative is that Qvidian now handles all requests server side instead of on the user's computer. This means that if a user wants to export or edit a large number of records, they have to wait for Qvidian's server to generate a report of those records. Depending on the number of records, this can be very quick (a few seconds) or very long (I've waited up to 20 minutes before) depending on how taxed Qvidian's servers currently are. I understand the reasoning behind the move, in that it takes the load off of a user's computer so that other applications they currently have open aren't affected by added memory usage, but in practice I find that it only slows down my workflow. Any somewhat modern PC shouldn't have any trouble handling a large report request from Qvidian.
  • Although Qvidian is certified for use in several different browsers (Internet Explorer, Firefox, and Chrome for Windows), it doesn't offer the same functionality in each one. For instance, in Explorer, when a record is selected for editing or export, it will automatically open in Word. In Firefox, a pop-up dialog appears and a user has to click Open in order for the record to appear in Word. And in Chrome, the file is added to the download bar and a user must click on the file there for it to open, unless they add an exception to .docx file types to automatically open in Word (which I had to do, since I prefer using Chrome). Other simple features such as right clicking on a folder or record to bring up Qvidian's context menu are hit or miss depending on the browser. In Explorer, everything is generally smooth, though the browser itself is slower than the other choice. In Firefox, right clicking generally works but sometimes has some hiccups, and in Chrome, more often than not right clicking brings up Chrome's context menu instead of Qvidian's, which often leads to having to first select a folder and then click the dedicated Actions button in Qvidian to perform the desired action. No matter which browser you use, there will be some sort of functionality that doesn't quite work as expected.
Brian Kravitz | 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

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 8.0
Based on 32 answers
The tool provides us with the functionality we need to perform more efficiently and we have not identified another product that offers enough "nice to haves" in addition to the "must haves" to warrant a compelling reason for changing tools.
Michelle Palasek, CF APMP | 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

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 9.0
Based on 8 answers
The shift they made in architecting documents from content to outline, is now reversed allowing outline creation first, then content which is more natural. But, due to the fact that we went through a migration of content to get to the new version, it feels less optimized than if we would have re-implemented.

End users having to configure settings more often than desired
Anonymous | TrustRadius Reviewer

Reliability and Availability

ConnectWise Sell

No score
No answers yet
No answers on this topic

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 10.0
Based on 1 answer
Qvidian system maintenance is performed on weekends, usually at odd hours, and advanced notice is given so that teams can plan accordingly.
Gerald Thompson | 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

Qvidian RFP & Proposal Automation

No score
No answers yet
Remote or VPN employees seem to have somewhat slower access time. Server maintenance has improved performance.

Finding occasional recurring prompts to update settings in Microsoft (Explorer, Word, Excel, Powerpoint)
Anonymous | TrustRadius Reviewer

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

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 10.0
Based on 6 answers
They are very much in support of great customer service. They respond quickly with emails and in some cases phone calls to resolve any issues and often times user questions in the past when I could not figure something out.
Nancy Bergantzel CF APMP | TrustRadius Reviewer

In-Person Training

ConnectWise Sell

No score
No answers yet
No answers on this topic

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 6.0
Based on 1 answer
Live instructor training is expensive, though we have had instructors come to our offices for a ‘refresher’ before. The refresher was more of a “let us fix that for you” than a training on how to do it ourselves.
Anonymous | TrustRadius Reviewer

Online Training

ConnectWise Sell

No score
No answers yet
No answers on this topic

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 9.0
Based on 2 answers
Online training is limited in my opinion.
Anonymous | 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

Qvidian RFP & Proposal Automation

Qvidian RFP & Proposal Automation 10.0
Based on 4 answers
IT works great. UPgrades are handled automatically. I was not involved in setup but I know they are there when we need them
Nancy Bergantzel CF APMP | 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

Qvidian RFP & Proposal Automation

We have been using Qvidian for years, when Compass was introduced in our company. Having spent over a year using Compass, I would not recommend it for writing proposals. In all fairness, that is not Compass' strength.Compass is ok for general document sharing for informational purposes. It does have a Presentation Builder function for creating PowerPoint presentations, but it is cumbersome and not very flexible. Specifically, the linkage is awkward and files may have to be re-linked when they are updated. In addition, the architecture only allows you to create a couple of levels of content. The search function is very limited. Compass is a newer project and has not fully matured.
Susan Madden | 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

Qvidian RFP & Proposal Automation

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

Qvidian RFP & Proposal Automation

  • The positive impact has been to know we have a system that can house legally-approved responses to questionnaires. The good about this is that if we have a simple RFI that does not require a lot of response customization, we can draw upon previously-approved responses and create output MUCH quicker, without the need of laborious and time-consuming legal reviews of RFIs or DDQs we produce for prospective clients. Quicker, easier output with less internal review = efficient RFI process and quicker turnaround time to respond to our client/prospective client base.
  • The negative impact has only been the time it takes to orient oneself with the program, and REMAIN oriented. As we do not do RFIs on a daily basis, it is easy for us to become rusty, or to take short-cuts because we do not have time to re-train on the program. Those shortcuts and workarounds tend to cause us not to use the program to its full potential and lead to counter-productivity in some cases.
Megan J. | 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

Qvidian RFP & Proposal Automation

General

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

Rating Summary

Likelihood to Recommend

ConnectWise Sell
6.1
Qvidian RFP & Proposal Automation
10.0

Likelihood to Renew

ConnectWise Sell
1.0
Qvidian RFP & Proposal Automation
8.0

Usability

ConnectWise Sell
1.0
Qvidian RFP & Proposal Automation
9.0

Reliability and Availability

ConnectWise Sell
Qvidian RFP & Proposal Automation
10.0

Performance

ConnectWise Sell
6.3
Qvidian RFP & Proposal Automation

Support Rating

ConnectWise Sell
1.5
Qvidian RFP & Proposal Automation
10.0

In-Person Training

ConnectWise Sell
Qvidian RFP & Proposal Automation
6.0

Online Training

ConnectWise Sell
Qvidian RFP & Proposal Automation
9.0

Implementation Rating

ConnectWise Sell
8.8
Qvidian RFP & Proposal Automation
10.0

Scalability

ConnectWise Sell
8.2
Qvidian RFP & Proposal Automation

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