What users are saying about
Top Rated
78 Ratings
256 Ratings
Top Rated
78 Ratings
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Score 6.7 out of 100
256 Ratings
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Score 5.9 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

Zuora

In terms of managing a subscription business, there is nothing better. For more complex businesses, with multiple locations and multiple products, Zuora can still fit your needs, however, please give consideration to setting up your product catalog first before progressing. This will save you time and money and will allow you to get the most out of Zuora. Zuora has a large amount of flexibility once you understand the product and a sound understanding of the product catalog is crucial to the success of your business. Zuora pushes you to simplify your business and focus on what matters for your customers.
Dirk Miller | TrustRadius Reviewer

Feature Rating Comparison

CPQ

ConnectWise Sell
6.4
Zuora
Quote sharing/sending
ConnectWise Sell
7.0
Zuora
Product configuration
ConnectWise Sell
6.3
Zuora
Configuration options
ConnectWise Sell
5.8
Zuora
Pricing rules
ConnectWise Sell
6.4
Zuora
Price adjustment
ConnectWise Sell
6.7
Zuora
Purchase history and open contracts
ConnectWise Sell
7.0
Zuora
Guided selling/Sales portal
ConnectWise Sell
6.1
Zuora
CPQ reporting & analytics
ConnectWise Sell
5.4
Zuora
CPQ-CRM integration
ConnectWise Sell
5.9
Zuora
Attachments to quotes
ConnectWise Sell
7.0
Zuora

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

Zuora

  • The CPQ quote engine makes our quoting much simpler and allows us to configure quotes quickly. The added advantage is it allows to turn the quotes in to subscriptions at the click of a button when the business is won.
  • One of the great things is the one you least think about. It simply sits in the background and does its job. Each subscription is configured to be invoiced and payments collected on daily schedules. We only know when things aren't right - which is rare.
  • Having the subscription information in Salesforce is a godsend. We have used the power of Salesforce workflows, formulas, reporting etc to make this data work for our customer-facing teams.
Anthony Hewitt | 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

Zuora

  • The user interface is a disaster. There are many things that make no sense, such as clicking on a hyperlinked Subscription number that takes you to an invoice instead of the subscription.
  • Extremely limited customization capability to improve poor UI
  • Searching/reporting is very weak and difficult to use. The format of exported data is at least different than what many other systems tend to use. I find it unintuitive and difficult to manipulate or perform tasks such as vlookups and filtering; perhaps it's really smart and I just don't get it
  • The concept of a credit memo does not exist...yet. They keep promising it but have not delivered. Their solution has been Invoice Adjustments and Invoice Item Adjustments, which at least don't make sense for my business.
Joshua Henke | 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

Zuora

Zuora 8.6
Based on 13 answers
Our business is now, more than ever, focused on our core business rather than homegrown support tools for quoting, contracts, billing, invoicing, payments and the rest of the subscription economy. We evaluated other solutions and found this the best and most viable solution given the strong ties to Salesforce and it's integration. Zuora works, and it works well.
Rob Sherman | 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

Zuora

Zuora 7.6
Based on 17 answers
I had 20+ years of accounting experience before taking on the revenue role. I had several things to [learn] but was able to easily master the software in a matter of weeks. Zuora is our preferred billing platform that we currently use - very efficient and much more automated than our other platform/process.
Cynthia Freeman, CPA | TrustRadius Reviewer

Reliability and Availability

ConnectWise Sell

No score
No answers yet
No answers on this topic

Zuora

Zuora 9.3
Based on 2 answers
It has been a useful tool.
RINKU SINGH | 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

Zuora

Zuora 9.7
Based on 3 answers
No answer on this topic is available.

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

Zuora

Zuora 7.2
Based on 12 answers
While responsiveness is great, sometimes it can take some time for them to tell us what's going on, even if the problem is not really a Zuora issue, but rather an issue on our side.
Sri Rajan | TrustRadius Reviewer

In-Person Training

ConnectWise Sell

No score
No answers yet
No answers on this topic

Zuora

Zuora 9.3
Based on 2 answers
It is useful.
RINKU SINGH | TrustRadius Reviewer

Online Training

ConnectWise Sell

No score
No answers yet
No answers on this topic

Zuora

Zuora 7.0
Based on 2 answers
It was reliable.
RINKU SINGH | 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

Zuora

Zuora 7.4
Based on 9 answers
I think Zuora did a great job. However, they could have provided more guidance on how to deal with out Payment Gateway and Processor provider, as well as guidance around providing a Mobile Responsive experience for sites using the Zuora HPM.
Sri Rajan | 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

Zuora

We had attempted to move away from Zuora last year due to the high cost, but were unable to because: Intacct did not support our payment gateway or have SalesForce quoting Recurly does not have usage tiers in their SalesForce quoting QuickBooks does not have the bells and whistles. Essentially Zuora has everything we need to run our business, it is just very expensively, which would be the only reason we would leave in the future.
Andrew Keith | 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

Zuora

Zuora 10.0
Based on 2 answers
No answer on this topic is available.

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

Zuora

  • We've been able to close deals faster with the implementation of Z-Force Quotes and DocuSign within Salesforce. Plus, this puts the tools in the hands of sales to do the work, not support staff. Added bonus of having better information within Salesforce in regards to previous quote history and current subscription numbers.
  • Our finance team is better able to act like gatekeepers in some instances when it comes to the kinds of deals that get created because the product catalog and pricing plans are more standardized. A plus in transparency between sales and finance.
  • Standardizing your product catalog into a model that works within Zuora can be challenging IF, as a business you've not already formalized your catalog and you do a lot of non-standard things like packaged deals or 'bundling' as some people call it. Having a successful Zuora implementation may mean being flexible in how you sell, but the good news is that making that standardization is good for the entire company, not just sales and finance.
  • There is a real sense that you need to find the ROI in Zuora, especially in the early stages but I don't think most people will. When you have to migrate part of your accounting & business to Zuora it shines a very bright light on a lot of flaws you may already have. It takes time to adjust and normalize data in Zuora and in many cases you may not get the kind of accurate business reporting (churn, MRR, ARR) you were hoping for in the first year if your subscription business is based on annual or multi-year deals. If you're monthly, you should have none of these issues.
  • Customer service has greatly improved. Our team has better transparency into the subscriptions of our customers and it makes it easier and faster for our CSA staff to zero in on the products and services our customers are using.
  • Sales has much better information at their fingertips in Salesforce to help them make better sales.
  • Making the migration from wherever you are into Zuora can be very challenging. In our case we had a homegrown solution so the migration was a bit difficult. Post-migration we felt a bit like we got kicked out of the nest with some rising frustration. This has since changed with added account management and increased support.
Rob Sherman | 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

Zuora

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
Zuora
5.7

Likelihood to Renew

ConnectWise Sell
1.0
Zuora
8.6

Usability

ConnectWise Sell
1.0
Zuora
7.6

Reliability and Availability

ConnectWise Sell
Zuora
9.3

Performance

ConnectWise Sell
6.3
Zuora
9.7

Support Rating

ConnectWise Sell
1.5
Zuora
7.2

In-Person Training

ConnectWise Sell
Zuora
9.3

Online Training

ConnectWise Sell
Zuora
7.0

Implementation Rating

ConnectWise Sell
8.8
Zuora
7.4

Scalability

ConnectWise Sell
8.2
Zuora
10.0

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