What users are saying about
Top Rated
78 Ratings
3 Ratings
Top Rated
78 Ratings
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Score 6.7 out of 100
3 Ratings
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Score 9.3 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

RFPIO

RFPIO has helped us take our RFP response process to the next level. Our first level of RFP management was a searchable Google doc, then we migrated to an online RFP response tool. After three great years, we inevitably outgrew that tool and migrated to RFPIO. It has really been a game-changer for us. I would say RFPIO is appropriate for anyone who writes or reviews RFP responses or security questionnaires.
Carah Counts | TrustRadius Reviewer

Feature Rating Comparison

CPQ

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

Proposal Creation & Organization

ConnectWise Sell
RFPIO
8.8
Proposal branding
ConnectWise Sell
RFPIO
9.0
Proposal templates
ConnectWise Sell
RFPIO
9.0
Proposal content library updates
ConnectWise Sell
RFPIO
7.0
Searchable proposal database
ConnectWise Sell
RFPIO
10.0

Proposal Collaboration & Workflow

ConnectWise Sell
RFPIO
8.4
RFP management & response
ConnectWise Sell
RFPIO
10.0
Proposal collaboration & approval
ConnectWise Sell
RFPIO
10.0
User permissions/proposal editing controls
ConnectWise Sell
RFPIO
7.0
Sales proposal workflow
ConnectWise Sell
RFPIO
7.0
Proposal automation user interface
ConnectWise Sell
RFPIO
8.0

Proposal Delivery

ConnectWise Sell
RFPIO
8.0
Proposal distribution
ConnectWise Sell
RFPIO
8.0
Proposal content tracking
ConnectWise Sell
RFPIO
8.0

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

RFPIO

  • Import/export - the configurations during import and export are invaluable. This saves us so much time during export with the amount of things we have pre-formatted. Additionally, this tool can handle export into native formats OR customized templates for Word, Excel, and PDF. This means we can export into Excel from outside tools, as well as utilize client/broker formats when needed - without minimal copy/paste (RFP friends... can I get an amen??)
  • Auto-response - once a questionnaire is uploaded, the system can auto-respond based on past responses. It gets smarter over time as more responses are in the system. We find this picks up 25-40% on the low end and 90% on the high end (especially when we are responding to the same broker or consultant who has their preferred template)
  • Keyword Field Mapping - the system allows you to map fields into your export template as well as your responses. The system auto maps these when exporting. We use this feature a lot to map salesperson info (custom fields for the stuff we want on the cover sheet/letter), client name, client nickname (the company, the client, the City, the County, etc.). This makes it easy to have customized responses without extra effort on our side.
  • Guest Question Authors - the system allows you to send single questions to guest users easily so that they can answer via a web browser on a computer or laptop without signing in. I also particularly like that I can track it as a comment which helps me go back later and find my open items.
Carah Counts | 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

  • Answer library creates unique records for each Q&A for each RFP. This means if you use an auto-generated answer from an exact matching RFP you end up with two records. This creates some unnecessary admin time on the back-end to merge duplicates. And during high-volume RFP seasons this work likely just isn't getting done.
  • Salesforce integrations only available for SF Enterprise users, which wasn't made clear during initial sign-up so we had to get a refund after the fact.
  • No custom roles settings which would be extremely helpful for our team, as a sales user doesn't need to see the same things as an RFP team user or a SME.
Carah Counts | 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

RFPIO

No score
No answers yet
No answers on this topic

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

RFPIO

No score
No answers yet
No answers on this topic

Performance

ConnectWise Sell

ConnectWise Sell 6.3
Based on 5 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 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

RFPIO

RFPIO 10.0
Based on 1 answer
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 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

RFPIO

RFPIO 10.0
Based on 1 answer
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

  • RFP360 - We used this tool for three years and it was a great first step/upgrade from a searchable Google doc. We decided to start evaluating other systems for a couple of reasons:
    • RFP360 is an end-to-end tool for RFP requestors and responders. We felt they were more focused on growing the request side and we needed something focused on the response side.
    • The assignees for author/reviewer are limited to one user and we frequently needed the ability to have multiple users assigned.
    • Too much copy/paste during export.
  • Loopio - This tool was our #2 during evaluations. We really loved the clean user interface, auto answer ability, and "close-the-loop" post-RFP process for keeping the answer library clean. Our main hiccup was the amount of copy/paste.
We actually did a free trial of both Loopio and RFPIO. The plan was to upload, respond to, and export an active RFP project during that timeframe. We even uploaded our past answer library to both systems. Due to the amount of copy/paste for the Loopio import process, we ended up completing both projects in RFPIO. The fact that we were able to do all of this during a two-week free trial made it a no-brainer.
Carah Counts | 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

  • Reduced time spent per RFP response.
  • Increased efficiency of RFP and sales team.
  • Increased # of finalist presentations earned from RFPs.
Carah Counts | 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

RFPIO

General

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

Rating Summary

Likelihood to Recommend

ConnectWise Sell
6.1
RFPIO
10.0

Likelihood to Renew

ConnectWise Sell
1.0
RFPIO

Usability

ConnectWise Sell
1.0
RFPIO

Performance

ConnectWise Sell
6.3
RFPIO

Support Rating

ConnectWise Sell
1.5
RFPIO
10.0

Implementation Rating

ConnectWise Sell
8.8
RFPIO
10.0

Scalability

ConnectWise Sell
8.2
RFPIO

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