CPQ Software - Reviews

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Reviews (1-25 of 226)

Garry Adams profile photo
Score 7 out of 10
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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 hav...

Angela Heid profile photo
October 15, 2019

Works well until updates

Score 7 out of 10
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It is being used by the sales team and by purchasing. We got it because we moved to ConnectWise and wanted a quoting solution that integrated with ConnectWise so we would have to enter the same information multiple times. We also use it to create proposals on projects as we are able to use templa...

Tim Berman profile photo
Score 9 out of 10
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We are using QuoteWerks on the sales team for quoting equipment package deals. QuoteWerks is powerful in that it not only can quote all different combinations of items and build proposals, but it walks the sales rep through complicated configure/price/quote steps, maximizing profitability on deal...

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Score 9 out of 10
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Oracle CPQ Cloud is well suited for companies that have customizable/configurable products to sell. If your products come with options such as a choice of colors, models, upgrades, accessories, etc., I believe that CPQ would benefit you greatly. But conversely, if you only sell standard products ...

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September 17, 2019

Oracle CPQ Review

Score 8 out of 10
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September 17, 2019

CPQ -- On Prem Combo

Score 8 out of 10
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Score 1 out of 10
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ConnectWise Sell is probably well suited for a company with very basic proposal needs and plans on using ConnectWise Manage for CRM needs. If a company has anything beyond basic proposal needs and uses a CRM system other than ConnectWise Manage, that company should proceed with caution.

Sue Scott profile photo
Score 9 out of 10
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We use QuoteWerks for all of our quoting services to our customers. It allows us to integrate into ConnectWise and pull information and pricing from our distributors, Ingram Micro and Tech Data. We use QuoteWerks across departments within our company, the only ones not using it are engineers

Catherine Foti profile photo
Score 9 out of 10
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We use it through the entire process from quoting to ordering to procurement and billing. We have it tied into our CRM program as well as our accounting software for a full sales experience. I can send customer a quote, collect payment online through Quote Valet, track modifications and revisions...

Brian Hall profile photo
Score 9 out of 10
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We use ConnectWise Sell to create managed services proposals, project proposals as well as simple hardware and software quotes for all our clients. It allows us to quickly and efficiently create quotes and get updated pricing from all our vendors. This allows for accurate profit margins and we kn...

John Trevino profile photo
Score 10 out of 10
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We use it to provide quotes to our clients and keep track of the orders. It gives us the ability to make our quotes look very clean and professional. It also comes with the ability to tie it into our IT vendor and automatically add items based on their catalog.

Nick Newbould profile photo
Score 9 out of 10
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ConnectWise is honestly well suited for anything. This is the best software I have ever used for quoting. It is easy to search quotes by clients, to easily manage what has been sold in the past. I love the functionality of searching by active quotes so that I can see what quotes I have outstandin...

Mike Markham profile photo
Score 9 out of 10
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ConnectWise Sell is particularly suited for companies that are resellers. Access to the latest product information is critical for resellers in a buy-sell environment. Salespeople need access to the latest information and the ability to compare pricing across multiple distributors. ConnectWise Se...

David McCoy profile photo
January 16, 2019

Highly recommended

Score 8 out of 10
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ConnectWise Sell is a great program built into ConnectWise itself. It is very easy to navigate and keep up with new sales that have been made recently. You can search very specific parts of the order which allows you to keep up-to-date on all of the orders and what process they are being implemen...

Cameron Walker profile photo
Score 7 out of 10
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The Apttus tool is great for managing the contract management lifecycle. It integrates nicely into the Salesforce.com platform. It has eliminated a lot of manual steps required to generate contracts, reduced the QA process, and enabled us to decrease the time it takes to craft and execute a contr...