87 Ratings
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Score 7.8 out of 100
39 Ratings
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Score 7.5 out of 100

Feature Set Ratings

    CPQ

    7.2

    ConnectWise Sell

    72%

    Qvidian RFP & Proposal Automation

    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
    7.6

    Qvidian RFP & Proposal Automation

    76%
    Qvidian RFP & Proposal Automation ranks higher in 5/5 features

    Proposal branding

    N/A
    0 Ratings
    7.5
    75%
    3 Ratings

    Proposal templates

    N/A
    0 Ratings
    8.0
    80%
    3 Ratings

    Proposal content library updates

    N/A
    0 Ratings
    8.0
    80%
    3 Ratings

    Guided proposal creation

    N/A
    0 Ratings
    7.5
    75%
    3 Ratings

    Searchable proposal database

    N/A
    0 Ratings
    7.0
    70%
    3 Ratings

    Proposal Collaboration & Workflow

    ConnectWise Sell

    Feature Set Not Supported
    N/A
    7.7

    Qvidian RFP & Proposal Automation

    77%
    Qvidian RFP & Proposal Automation ranks higher in 5/5 features

    RFP management & response

    N/A
    0 Ratings
    7.5
    75%
    3 Ratings

    Proposal collaboration & approval

    N/A
    0 Ratings
    8.0
    80%
    3 Ratings

    User permissions/proposal editing controls

    N/A
    0 Ratings
    7.0
    70%
    3 Ratings

    Sales proposal workflow

    N/A
    0 Ratings
    8.4
    84%
    3 Ratings

    Proposal automation user interface

    N/A
    0 Ratings
    7.4
    74%
    3 Ratings

    Attribute Ratings

    • ConnectWise Sell (formerly Quosal) is rated higher in 1 area: Likelihood to Recommend
    • Qvidian RFP & Proposal Automation is rated higher in 4 areas: Likelihood to Renew, Usability, Support Rating, Implementation Rating

    Likelihood to Recommend

    8.8

    ConnectWise Sell

    88%
    48 Ratings
    7.5

    Qvidian RFP & Proposal Automation

    75%
    34 Ratings

    Likelihood to Renew

    1.0

    ConnectWise Sell

    10%
    10 Ratings
    8.0

    Qvidian RFP & Proposal Automation

    80%
    32 Ratings

    Usability

    6.7

    ConnectWise Sell

    67%
    6 Ratings
    9.0

    Qvidian RFP & Proposal Automation

    90%
    8 Ratings

    Availability

    ConnectWise Sell

    N/A
    0 Ratings
    10.0

    Qvidian RFP & Proposal Automation

    100%
    2 Ratings

    Performance

    6.3

    ConnectWise Sell

    63%
    10 Ratings

    Qvidian RFP & Proposal Automation

    N/A
    0 Ratings

    Support Rating

    8.8

    ConnectWise Sell

    88%
    14 Ratings
    10.0

    Qvidian RFP & Proposal Automation

    100%
    12 Ratings

    In-Person Training

    ConnectWise Sell

    N/A
    0 Ratings
    6.0

    Qvidian RFP & Proposal Automation

    60%
    1 Rating

    Online Training

    ConnectWise Sell

    N/A
    0 Ratings
    9.0

    Qvidian RFP & Proposal Automation

    90%
    2 Ratings

    Implementation Rating

    8.8

    ConnectWise Sell

    88%
    8 Ratings
    10.0

    Qvidian RFP & Proposal Automation

    100%
    8 Ratings

    Product Scalability

    8.2

    ConnectWise Sell

    82%
    5 Ratings

    Qvidian RFP & Proposal Automation

    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

    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

    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

    Pricing Details

    ConnectWise Sell

    General

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

    Starting Price

    Qvidian RFP & Proposal Automation

    General

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

    Starting Price

    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 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

    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 2 answers
    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 10 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 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

    Qvidian RFP & Proposal Automation

    Qvidian RFP & Proposal Automation 10.0
    Based on 12 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 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

    Qvidian RFP & Proposal Automation

    Qvidian RFP & Proposal Automation 10.0
    Based on 8 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

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