ConnectWise CPQ vs. Revv

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ConnectWise CPQ
Score 9.7 out of 10
N/A
ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal solution of the ConnectWise Suite. With ConnectWise Sell, users can create professional technology quotes and proposals that include rich product information, cover letters, and statements of work in minutes and automatically update their sales pipelines accordingly. The vendor says key benefits include: Save time creating IT quotes and proposals through automation …N/A
Revv
Score 9.0 out of 10
N/A
Revv, an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF…N/A
Pricing
ConnectWise CPQRevv
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ConnectWise CPQRevv
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsMake your workplace insanely productive with our all-in-one document automation solution! Let's connect! We offer customized plans for your needs and business goals. POWERFUL TEMPLATE COMPOSER: Create your own template, or convert a Word document into a powerful form template to fill, share, and sign SIMPLIFY DATA COLLECTION: Use forms to collect information, images, and other assets from vendors, partners, customers, employees, and more FLEXIBLE FORM FILLS: Automate form fill and document generation, allow recipients to review and fill data, extract filled data for downstream workflows PUBLISH FORMS ONLINE: Share or publish form URLs, gather customer information, registrations, and applications at scale ACTIVITY TRACKING: Get real-time activity on email and chat (Slack, Google) notifications when documents are opened and signed KANBAN DASHBOARD: Set document stages and jobs to be done, track document lifecycle in a Kanban dashboard TAMPER PROOF ESIGNATURE: ESIGN Act & UETA compliant eSignatures with Bank-grade security, protected by Public Key Infrastructure (PKI) MULTIPLE CONSENT OPTIONS: Support for clickwrap, electronic signatures, and video consent, choose the best option for your business process AUTOMATE SENDER-SIDE SIGN: Authorize once and automate sender-side signatures when signing documents in bulk. Revoke consent anytime to prevent misuse CUSTOM BRANDING: Customize the eSign emails with your logo, text, language, and domain to personalize the eSign experience TEXT THE ESIGN LINK: Send the link to sign document over email and text message, add flexibility for your document recipients TWO-FACTOR AUTHENTICATION: Add a verification and assurance layer by sharing a PIN/password over text message, secure your eSign process DATA STUDIO: Easily setup relationship between your Salesforce, HubSpot fields or Spreadsheet columns and form fields, transform data as it moves from one system to another BULK SEND: Send thousands of documents in one go for eSign. Use spreadhseets, Zapier, and our APIs to select, fill, and schedule documents delivery DOCUMENT LIFECYCLE: Define the document lifecycle stages (lanes), configure the lane transitions, and select pre-defined tasks completed in each lane DOCUMENT EXPORT: Setup automatic document export to Salesforce, Hubspot and other CRMs, or storage such as Box once the document is signed. Store along the evidence summary, attachments, and metadata SCHEDULE REMINDERS: Configure reminders for document actions such as eSign & approval. Send reminder notifications over email, SMS, or chat ROBUST APIs: Use our rich and robust APIs to trigger document creation from your system of records. Collect signed documents, document status, and metadata back JOBS TO BE DONE: Define tasks and actions (such as email notifications) for each stage of a document. Define separate stages and tasks for each template as needed DOCUMENT APPROVALS: Configure serial or parallel approvals, define approval groups. Set up alerts via email, SMS, or chat, and track using the Kanban Dashboard AUTOMATED APPROVALS: Configure approvals for specific field values and selections. Pre-define approval guidelines to reduce unnecessary document flow SOC2 COMPLIANCE: Our app and infrastructure is SOC2 certified. We follow the highest standards for industry practices to keep our customer data safe and secure SINGLE SIGN-ON (SSO): OAuth and SAML2.0 support for one login access between your business apps and Revv. Use Revv seamlessly within your enterprise environment CERTIFIED ELECTRONIC SIGNATURES: Electronic signatures are certified using the Public Key Infrastructure (PKI) for tamper-proof documents to comply with eSignature laws worldwide BEST AND TOP-RATED SUPPORT: Round the clock support over email, chat, phone, and Zoom. We are consistently rated high on G2 and Capterra for our support DEDICATED ACCOUNT MANAGER: Go-live superfast with our dedicated onboarding and implementation team. Get a designated account manager for all your queries and reports PERFORMANCE REPORTS: Custom reports designed for your business to measure impact and team performance
More Pricing Information
Features
ConnectWise CPQRevv
CPQ
Comparison of CPQ features of Product A and Product B
ConnectWise CPQ
6.6
42 Ratings
26% below category average
Revv
-
Ratings
Quote sharing/sending7.442 Ratings00 Ratings
Product configuration6.841 Ratings00 Ratings
Configuration options7.140 Ratings00 Ratings
Pricing rules8.441 Ratings00 Ratings
Price adjustment7.742 Ratings00 Ratings
Purchase history and open contracts6.037 Ratings00 Ratings
Guided selling/Sales portal6.036 Ratings00 Ratings
CPQ reporting & analytics2.034 Ratings00 Ratings
CPQ-CRM integration6.839 Ratings00 Ratings
Attachments to quotes8.039 Ratings00 Ratings
Best Alternatives
ConnectWise CPQRevv
Small Businesses
QuoteWerks
QuoteWerks
Score 9.1 out of 10
PDFfiller
PDFfiller
Score 9.0 out of 10
Medium-sized Companies
QuoteWerks
QuoteWerks
Score 9.1 out of 10
MSB Docs
MSB Docs
Score 9.7 out of 10
Enterprises
SAP Sales Cloud
SAP Sales Cloud
Score 8.2 out of 10
Box
Box
Score 8.5 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ConnectWise CPQRevv
Likelihood to Recommend
6.1
(48 ratings)
9.0
(1 ratings)
Likelihood to Renew
1.0
(10 ratings)
-
(0 ratings)
Usability
4.6
(6 ratings)
-
(0 ratings)
Performance
6.3
(5 ratings)
-
(0 ratings)
Support Rating
6.1
(8 ratings)
-
(0 ratings)
Implementation Rating
8.8
(4 ratings)
-
(0 ratings)
Product Scalability
8.2
(5 ratings)
-
(0 ratings)
User Testimonials
ConnectWise CPQRevv
Likelihood to Recommend
ConnectWise
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.
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Revvsales, Inc.
[Revv] is great in providing a template for sales documents for a team. Particularly proposals.
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Pros
ConnectWise
  • 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.
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Revvsales, Inc.
  • Creating templates for sales documents
  • Allows ability to see when client has opened up document
  • Ability to give client access to document through several methods
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Cons
ConnectWise
  • 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.
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Revvsales, Inc.
  • It is not intuitive as far as creating a new document from a previously created template
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Likelihood to Renew
ConnectWise
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
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Revvsales, Inc.
No answers on this topic
Usability
ConnectWise
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.
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Revvsales, Inc.
No answers on this topic
Performance
ConnectWise
I dont think we use this tool to potential
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Revvsales, Inc.
No answers on this topic
Support Rating
ConnectWise
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
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Revvsales, Inc.
No answers on this topic
Implementation Rating
ConnectWise
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.
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Revvsales, Inc.
No answers on this topic
Alternatives Considered
ConnectWise
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.
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Revvsales, Inc.
Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options.
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Scalability
ConnectWise
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.
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Revvsales, Inc.
No answers on this topic
Return on Investment
ConnectWise
  • 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.
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Revvsales, Inc.
  • It has saved the sales team time from having to create a proposal for each client.
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ScreenShots

ConnectWise CPQ Screenshots

Screenshot of Sell DashboardScreenshot of Sell EtilizeScreenshot of Sell IntelScreenshot of Sell Order Porter E-SignatureScreenshot of Sell Place Order

Revv Screenshots

Screenshot of ELECTRONIC SIGNATURES - Add signature blocks and signer details to request eSignatures on your documents. Recipients get notified via email to fill and sign documents from their mobile or desktop.Screenshot of FASTER & EASY COLLABORATION - Have threaded conversations with all stakeholders on the document itself. Annotate text and add private comments for teammates. Switch to public notes to share with recipients. You can even add attachments with every note.Screenshot of TRACK DOCUMENT ACTIVITY - All actions taken on the document get recorded along with a timestamp. Keep a track of how recipients are interacting with your documents - who opened the email, who viewed the document, and who signed it.Screenshot of EASY SHARING - Multiple choices to share documents online via email, magic links (for live view of documents), snap links, and web forms.Screenshot of READY-TO-USE TEMPLATES - Get access to thousands of legally vetted, pre-formatted, and beautiful templates for every business need.Screenshot of RICH EDITOR - Creating professional-looking documents is easy with the drag & drop editor. Add text, images, tables, page breaks, signature blocks, and more. Personalize further with rich formatting options, customizable cover page themes, & backgrounds.