Item: ConnectWise CPQ
Rating: 10
Author: Nadia Varallo

Overall Satisfaction with Quosal

Use Cases and Deployment Scope

We use Quosal as our primary quoting service, used by the purchasing, marketing and executive management teams for all services related to reselling technology requested by our clients for hardware/software sales and services, generating new contracts for prospective partners or customers in addition to all forms of contract renewals, as well as quoting new technology to upgrade services, hardware, software or to propose the implementation of various projects.

Pros and Cons

Pros

Seamless integration with ConnectWise
Simplistic way in which to build a professional, clean quote that can be made as extensive or as concise as you choose
Auto populating fields for thumbnails when adding products to quotes
Live, up-to-date pricing for a list of vendors that populates for a selection of your choice simply by inputting the product ID
Detailed reporting and analytics functions that tracks quoting progress and displays success rates
Has integrated within the system a clever sales team/individual recognition program that can be utilized to create internal contests that promote healthy competition and camaraderie

Cons

Would prefer to have the option to archive and organize accumulated (past) quotes in customized groups/folders
Would prefer to have a less complicated setup process to customize the templates and set up the administrators/users upon upgrading to Quosal Sell

Return on Investment

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.

Other Software Used

ConnectWise, LabTech, Dropbox for Business, MS SharePoint, Skype for Business

Likelihood to Recommend

It is appropriate for any company in any industry that needs to present information using a professional, modern resource/tool to quote products/services on a regular basis. It would not be appropriate for companies who do not need a quoting service, such as if their business model is not set up to present the information of services/products to customers.

ConnectWise CPQ Feature Ratings

Quosal Reliability

Scalability

Quosal was great at maintaining excessive document quantities, housing over a decade of quoting documents, both large and complicated or single line, low volume quotes. I could scale back and reference information archived with ease and speed.

Comments

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