What users are saying about
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
35 Ratings
87 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.8 out of 100

RFPIO

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
35 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.1 out of 100

Feature Set Ratings

    CPQ

    7.2

    ConnectWise Sell

    72%

    RFPIO

    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
    9.2

    RFPIO

    92%
    RFPIO ranks higher in 5/5 features

    Proposal branding

    N/A
    0 Ratings
    8.8
    88%
    10 Ratings

    Proposal templates

    N/A
    0 Ratings
    8.9
    89%
    13 Ratings

    Proposal content library updates

    N/A
    0 Ratings
    9.6
    96%
    16 Ratings

    Guided proposal creation

    N/A
    0 Ratings
    9.1
    91%
    8 Ratings

    Searchable proposal database

    N/A
    0 Ratings
    9.6
    96%
    16 Ratings

    Proposal Collaboration & Workflow

    ConnectWise Sell

    Feature Set Not Supported
    N/A
    9.3

    RFPIO

    93%
    RFPIO ranks higher in 5/5 features

    RFP management & response

    N/A
    0 Ratings
    9.5
    95%
    16 Ratings

    Proposal collaboration & approval

    N/A
    0 Ratings
    9.6
    96%
    15 Ratings

    User permissions/proposal editing controls

    N/A
    0 Ratings
    9.6
    96%
    15 Ratings

    Sales proposal workflow

    N/A
    0 Ratings
    8.5
    85%
    10 Ratings

    Proposal automation user interface

    N/A
    0 Ratings
    9.2
    92%
    15 Ratings

    Proposal Delivery

    ConnectWise Sell

    Feature Set Not Supported
    N/A
    9.6

    RFPIO

    96%
    RFPIO ranks higher in 3/3 features

    Proposal distribution

    N/A
    0 Ratings
    9.5
    95%
    9 Ratings

    Interactive proposals

    N/A
    0 Ratings
    9.5
    95%
    6 Ratings

    Proposal content tracking

    N/A
    0 Ratings
    9.6
    96%
    10 Ratings

    Attribute Ratings

    • RFPIO is rated higher in 4 areas: Likelihood to Recommend, Likelihood to Renew, Support Rating, Implementation Rating

    Likelihood to Recommend

    8.8

    ConnectWise Sell

    88%
    48 Ratings
    9.5

    RFPIO

    95%
    17 Ratings

    Likelihood to Renew

    1.0

    ConnectWise Sell

    10%
    10 Ratings
    8.6

    RFPIO

    86%
    16 Ratings

    Usability

    6.6

    ConnectWise Sell

    66%
    6 Ratings

    RFPIO

    N/A
    0 Ratings

    Performance

    6.3

    ConnectWise Sell

    63%
    10 Ratings

    RFPIO

    N/A
    0 Ratings

    Support Rating

    8.8

    ConnectWise Sell

    88%
    14 Ratings
    9.6

    RFPIO

    96%
    17 Ratings

    Implementation Rating

    8.8

    ConnectWise Sell

    88%
    8 Ratings
    10.0

    RFPIO

    100%
    2 Ratings

    Product Scalability

    8.2

    ConnectWise Sell

    82%
    5 Ratings

    RFPIO

    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

    RFPIO

    1. RFPIO is perfect for searching for specific information when you are responding to an RFP. Search engine is powerful. We narrow our search using several customized filters and know we are getting a thorough search.2. Excel responses work very well in RFPIO.3. Typical RFPs that are formatted in Word are challenging to run via RFPIO. We struggle with this. 4. We have yet to master the template.
    Anonymous | 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

    RFPIO

    • Live collaboration - the ability for multiple experts to simultaneously work on the same RFP.
    • Artificial intelligence - the ability for the product to continually learn what the best answers are and serve them up to our teams.
    • Dynamic branding - the ability for custom brand different templates by vertical, line of business, local branding, etc. with seamless transition.
    • Content review & moderation - the ability for our national content team to bulk review, edit and share content with our teams in a methodical way.
    Hope Henderson | 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

    RFPIO

    • Reporting and Analytics is basic, you can purchase advanced analytics though
    • It would have been nice to have a set structure in mind or a example/case study to structure our responses in the most appropriate way, but we are working through that with their stellar support team
    • Really great new features, but expensive
    Brendan Blok | 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

    RFPIO

    General

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

    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

    RFPIO

    RFPIO 8.6
    Based on 16 answers
    UI is friendly. Basically that alone is enough to renew because it is easy to use and gives accurate and fast results. The effective cross collaboration from other colleagues in my organization also makes for this tool to be extremely effective. Now that I understand how to use it, I can also easily train others on how to use it effectively.
    Jeffrey Serra | TrustRadius Reviewer

    Usability

    ConnectWise Sell

    ConnectWise Sell 6.6
    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

    RFPIO

    No score
    No answers yet
    No answers on this topic

    Performance

    ConnectWise Sell

    ConnectWise Sell 6.3
    Based on 10 answers
    I dont think we use this tool to potential
    Tabby Stoeppel | TrustRadius Reviewer

    RFPIO

    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

    RFPIO

    RFPIO 9.6
    Based on 17 answers
    The team at RFPIO is extremely responsive. If I email our account manager or report a bug, I usually hear back within two hours. Additionally, they are quick to make software adjustments based on customer requests and needs. We had a really complicated Excel sheet that their team ended up having to upload for me because of the amount of manual work I was doing. Based on that, they updated the software within two release cycles to make the process more automated, so that future Excel uploads would be more streamlined. I have also had several suggestions implemented rather quickly, and they don't hesitate to reach out for clarification when needed.
    Carah Counts | 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

    RFPIO

    RFPIO 10.0
    Based on 2 answers
    We were able to complete an RFP during our free trial. We were already leaning toward RFPIO but that pushed us over the edge.
    Carah Counts | 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

    RFPIO

    RFPIO has outstanding, responsive, helpful customer support located in the US in Oregon. Support techs go the extra mile to help with basic issues and functionality training. Same-day support response and problem resolution are the norms. The system is also very user-friendly and very easy to navigate. Their Answer library is simple and far less complex than Qvidian/Inland. Little to no learning curve.
    Brian Zielinski, MBA | 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

    RFPIO

    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

    RFPIO

    • I don't have access to the actual ROI data, but we would continue to invest in RFPIO as a company only if it were providing us with the results to win RFPs.
    • RFPIO makes the task of filling out RFP responses much faster for me.
    • RFPIO helps our team be able to divide out RFP chores easily, because we know we all have access to the same high-quality source for information.
    Anonymous | TrustRadius Reviewer

    Screenshots

    Add comparison