CPQ Software - Reviews

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Reviews (1-25 of 240)

Garry Adams profile photo
July 02, 2019

Great SaaS option for IT integrators and resellers

Score 7 out of 10
Vetted Review
Verified User
Review Source

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...

    Garrett Genest profile photo
    May 24, 2019

    Great Software for Sales with Great Support

    Score 10 out of 10
    Vetted Review
    Verified User
    Review Source

    Any business where proposals need to be sent to potential clients will find PandaDoc useful. It's especially handy and useful if your proposals follow the typical proposal format offered by PandaDoc and don't require any weirdness like multi-year proposals or proposals with multiple pricing scena...

      Sue Scott profile photo
      March 06, 2019

      Quotewerks offers a productive, time saving approach to quoting

      Score 9 out of 10
      Vetted Review
      Verified User
      Review Source

      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

        Tim Berman profile photo
        March 19, 2019

        The most powerful CPQ on the market

        Score 10 out of 10
        Vetted Review
        Verified User
        Review Source

        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...

          Catherine Foti profile photo
          March 08, 2019

          QuoteWerks is sold software for any sales rep

          Score 9 out of 10
          Vetted Review
          Verified User
          Review Source

          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...

            Angela Heid profile photo
            March 05, 2019

            Works well until updates

            Score 6 out of 10
            Vetted Review
            Verified User
            Review Source

            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...

              Brian Hall profile photo
              March 01, 2019

              Great Quoting tool for any IT Company!

              Score 9 out of 10
              Vetted Review
              Verified User
              Review Source

              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...

                Mirzet Kadric profile photo
                February 19, 2019

                Save your team, management, and customers TIME

                Score 8 out of 10
                Vetted Review
                Verified User
                Review Source

                PandaDoc does a great job for small businesses with a small set of templates that don't require too much customization. However, it is limited when you have a complex environment with multiple currencies, price ranges, localization and so on. With PandaDoc it's easy to send documents to prospecti...

                  No photo available
                  March 21, 2019

                  Oracle CPQ Review

                  Score 8 out of 10
                  Vetted Review
                  Verified User
                  Review Source

                  It's used by a Business segment. It manages the Pricing and Quoting solution. We create and renew quotes, agreements, renew those, revise those, copy those, manage pricing, discounts, manage approvals through use of workflows, send notifications, create outputs, use reports, use multiple interfac...

                    No photo available
                    March 09, 2019

                    Oracle CPQ Cloud : Powerful CPQ Application, A Great Acquisition by Oracle

                    Score 8 out of 10
                    Vetted Review
                    Verified User
                    Review Source

                    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 ...

                      No photo available
                      May 17, 2019

                      Integration issues and bugs

                      Score 1 out of 10
                      Vetted Review
                      Verified User
                      Review Source

                      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.

                        No photo available
                        March 28, 2019

                        Think again on ConnectWise Sell & Dynamics 365 integration.

                        Score 1 out of 10
                        Vetted Review
                        Verified User
                        Review Source

                        We are using CW Sell with Dynamics 365 in our organization. The integration with Dynamics 365 has been a nightmare. When we had our first demo with the account rep and their engineers, we were promised the world and that everything was going to work. They answered yes to every question we had. We...

                          No photo available
                          March 20, 2019

                          Review

                          Score 4 out of 10
                          Vetted Review
                          Verified User
                          Review Source

                          Oracle CPQ is currently being used by the three largest sales groups. It allows the sales team to manage pricing within the constraints required by finance.

                            No photo available
                            March 13, 2019

                            Create professional quotes in minutes

                            Score 7 out of 10
                            Vetted Review
                            Verified User
                            Review Source

                            QuoteWerks is being used within a single department to send quotes to customers and manage the quote status (quoted, approved, rejected, etc). Quotes are sent and approvals are received back via email. We also generate invoices, but those are not sent to the customer. They are only generated as a...

                              No photo available
                              April 11, 2019

                              QuoteWerks Review

                              Score 6 out of 10
                              Vetted Review
                              Verified User
                              Review Source

                              Anyone in any sort of quoting business can utilize QuoteWerks. It can be difficult to navigate sometimes so not an easy interface for new hires and would require a decent amount of training.

                                No photo available
                                March 21, 2019

                                My review with Oracle CPQ

                                Score 8 out of 10
                                Vetted Review
                                Verified User
                                Review Source

                                CPQ is our pricing engine and all our applications use cpq to derive final sale price.

                                  No photo available
                                  March 06, 2019

                                  THIS PRODUCT Really WERKS!!

                                  Score 9 out of 10
                                  Vetted Review
                                  Verified User
                                  Review Source

                                  It works well with keeping track and maintaining the cost and markups of items.

                                    Andrew Pagels profile photo
                                    February 09, 2019

                                    Save 10 hours a week/salesperson with PandaDoc. Not kidding.

                                    Score 10 out of 10
                                    Vetted Review
                                    Verified User
                                    Review Source

                                    Great use case: If you have multiple salespeople, PandaDoc makes it really easy to share and handoff documents/agreements so the whole team can collaborate on drafting, approving, and executing sales documents. Generally, we find it drastically increases how fast we move from "decision-maker boug...