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ConnectWise Sell: Reviews, Testimonials and Expert Opinions
(4074)Quoting and Proposal Software | ConnectWise Sell
Top 28 ConnectWise Sell Alternatives : 2025
eSign PDF
Innovation Beyond eSignatures
eSign Genie is a legally binding electronic and digital signature solution for e-signing documents. It helps to improve digital and social presence and establish thought leadership. eSign Genie ...
Its features include reusable templates to save time, ability to send one or more documents together, audit trail, bulk sending for e-signatures, generating a document link to email and to integrate into applications already in use and much more.
Competera
Pricing software for online and omnichannel retailers
Competera is a pricing platform for online and omnichannel retailers. It helps enhance strategy and increase revenue through advanced technology and smart pricing approaches.
Formstack Documents
Document Generation & Automation | Formstack
Formstack transforms data into documents that can be sent anywhere. Document automation tools are offered for efficient document generation.
Dealhub
A complete end-to-end Deal Acceleration Platform managing every sales engagement touchpoint.
Dealhub is a sales proposals and contract management platform for sales teams to close deals faster and increase revenue. Dealhub helps teams to streamline quoting process by building and ...
Dealhub comes with intuitive and configurable wizard that walks
teams step-by-step through each customer engagement and content generation activity. It provides tools which helps in automating the workflows that streamline workflows and business processes, it comes with prebuilt templates, dynamic content and CRM integrated data for automating document creation process.
Conga CPQ
CPQ tools to empower sales, partners, and customers to configure complex products
Conga CPQ (Configure Price Quote) is the multi-channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily. This process helps customers increase sales, save time and increase revenue yield. ...
AConga CPQ uses artificial intelligence (AI) and machine learning to measure the actions of the sales reps across the entire sales organization. With Apttus CPQ, sales reps quote complex products and services faster and more accurately, ultimately closing bigger deals at a higher win rate and impacting companies’ revenue growth rates.
Conga CPQ provides ability to add hundreds of line items without adding to quote complexity and user controlled split of large quotes. It supports synchronized processes for complex pricing, guided selling wizards for complex products. It provides product visibility and availability rules based on location, channel and user. It supports extending product catalog to to e-commerce users, partners and direct sales channels. It comes with CPQ intelligence with predictive CPQ. It can provide separate quotes for product and service combinations. It provides intelligent and collaborative solution built on single data model that helps in end-to-end quote to cash process.
ResponsiBid
The selling system for service companies.
ResponsiBid is a bidding and sales tool including follow-up automation and keep the focus on making the best bidding and sales tool to maximize the profit and revenue and also acquire customers. ...
ResponsiBid provides customers quotes in person or over the phone and gives them access to accurately get a quote from the website, follow-up emails, texts, voice mail bombs, postcard mailings flawlessly, and lets the customers schedule themselves based on the availability of the best crew with the best drive times.
ResponsiBid includes features like video integration, instant online purchase options, and auto follow-up leading to a lot of the sales process that happens automatically, systematizes the quoting process to provide accurate quotes, systems and automation drive the sales where people get it and respect it, they upsell themselves, and closing just happens.
Docparser
Powerful Data Capture And Workflow Automation Features
Docparser is a data capture solution that fetches documents from various sources and extracts needed data. It automates workflows by moving data to its designated location in real-time.
Agiloft Contract Management Suite
Automates the workflows associated with initiating, executing, and monitoring contractual agreements
Agiloft Contract Management Suite is an adaptable and rapidly deployed enterprise software for Contract and Commerce Lifecycle Management. It helps to improve ROI and enhance customer relationships. ...
Agiloft automates the workflows by initiating, executing, and monitoring contractual agreements. Implementing a contract management system helps companies in purchase savings, enables more efficient sales cycles and drastically lowers compliance risk.
Agiloft's CLM comes with fully customizable functionality for buy and sell-side contract management including repository and templates, clause library, flexible approval workflows, built-in AI, security and compliance safeguards, automated notifications and seamless integration with existing systems.
Yagna iQ
Revenue Acceleration and channel CPQ platform
Yagna iQ is an Install Base Driven Sales Acceleration and configure price quote platform that allows users to generate quotes and proposals. It also provides a lead generation platform that uses historical sales transactions data for lead generation of new cross-sell and upsell leads. It helps product manufacturers (vendors), distributors, channel partners, and service providers to generate new sales opportunities through contract management and renewal automation, and also reduce their time-to-proposal, which increases revenue and profitability. ...
With Yagna’s Smart Renewals and Smart XSUS products, tap into huge recurring and incremental revenue from existing customers’ installed base. Yagna identifies these renewal opportunities and sends automatic quotes to the customers with the payment links. Yana Chatbot leverages chat mediums from various social messaging platforms like Facebook and Slack to receive and respond to messages. With Yagna’s unique Predictive Site Survey predicts the actual number of Access Points, location and expected heatmap in customer’s location.
Some of its features include identifying new cross-sell/ upsell opportunities, multi vendor support, identifying dormant customer accounts, zero touch renewal, renewal aided by machine learning and AI, quick and cost effective solution, deal registration with vendors, and more.
Experlogix CPQ
Experlogix CPQ - Enterprise CPQ, Powerfully Simple
Experlogix is an Enterprise CPQ platform which can be deployed in industries such as Hardware & Software, Telecom, Manufacturing, Heavy Equipment and so on. It can be integrated seamlessly with ERP and CRM solutions such as Microsoft Dynamics, Netsuite and Salesforce. ...
Experlogix for CRM, ERP users integrates seamlessly with those applications and provides a similar looking user interface eliminating the need for user training. Experlogix’s Rules Engine enables engineering and pricing guidance for sales teams enabling validating of options and providing real-time feedback for optimising on choices.
Experlogix’s rules engine for pricing and discounting assists in complex calculations to arrive at the pricing and margins ensuring accuracy and speed and wherever needed, enabling integrations into external systems for working out the price. Experlogix features also include advanced manufacturing capabilities and automated workflows.
Zuora CPQ
The only solution purpose built for subscription business
Zuora CPQ is a configure price quote solution built specifically for enterprises which are on a subscription based business model. It can be deployed in industries such as Healthcare, Education, Communication, B2C organizations, Media and other industries. ...
Zuora CPQ assists sales teams in closing complex deals that involve different charge models, contract durations, billing frequencies and more. Zuora provides all the configuration details on one screen, flexibility with swapping products and allowing variations in quantity or price.
Zuora CPQ comes with a configurable rules engine that can add, modify or remove products based on business needs. It also supports bundling, such as grouping of popular features and saving it as editions. Zuora enables sales reps with the tools and information that can be used for providing the correct advice to customers and support cross-sell and up-sell opportunities. The customer behaviour data is synced up with Salesforce enabling sales reps to be aware of customer requirements in advance. Zuora also provides tools for measuring sales and cash flow dynamics, revenues - billed and unbilled, valuation of customer commitments, to enable accuracy in booking forecast and sales performance analysis.
Configure One Cloud
CPQ to accelerate sales cycles, streamline processes, and drive digital transformation.
ConnectWise Sell and Configure One, both leaders in the CPQ solutions market, have their unique strengths. ConnectWise Sell excels in serving large enterprises, especially in IT and network security, with robust capabilities in sales document and proposal management, supported by comprehensive 24/7 support options. Configure One, on the other hand, is valued in manufacturing and consumer goods sectors, offering customizable reporting and integration features that meet the needs of mid-sized to large enterprises, with a preference for phone support. ...
Tacton CPQ software
Tacton intelligent CPQ software for sales productivity in ...
Tacton CPQ Software for Manufacturers is a cloud based multi-channel software and integrates seamlessly with Salesforce, Microsoft Dynamics or any of the CRM ERP software in use. Tacton CPQ enables ...
Tacton CPQ features include automated generation of proposals along with the supporting documentation, thus quickening the quotation process. Tacton is available on iOS.
Quoter
Quoting Softwar
Quoter a CPQ Software is a cloud-based sales quoting platform that helps technology service providers deliver more quotes, eliminate bottlenecks, and get paid faster. It helps to enhance customer relationships and increase sales and revenue. ...
Quoter helps to easily standardize the product, pricing, and quotation details, allowing to create and send comprehensive proposals with just a few clicks. Its seamless integrations help reduce data entry and streamline the quote-to-order process.
Some of its features create beautiful, professional sales proposals in seconds, automate pricing with configurable products and services, minimize data entry with smart, reusable templates, Close deals faster with electronic quote acceptance and payments, and many more.
Unleashed
Inventory Management System - Unleashed Software
Unleashed streamlines inventory management, enhancing efficiency and accuracy. Customers report improved decision-making and reduced operational costs.
Verenia CPQ
Verenia | CRM, CPQ, and Ecommerce Sales Acceleration Software
Verenia CPQ is a full-featured, cloud-based integrated eCommerce, CPQ, and self-service solution designed to help companies in multiple industries boost their revenue by enhancing the efficiency of their sales process. ...
Verenia CPQ is designed to handle simple to highly complex product and pricing configurations across all sales channels. With its robust rules engine, it provides guided selling and helps sellers cross-sell and up-sell different products and services to increase sales and improve customer relations. Managing product margins, discounts and quote prices for different products and services, across all channels is effortless with Verenia.
Verenia CPQ interface is designed in such a way that the product team can view sales activities, enter price quotes, send sales proposals, and confirm product orders using any device. The interface allows product managers to edit product data and make changes to the pricing details. Verenia CPQ has user access controls that allow role-based access to product designs and pricing details. The tool provides a drag and drop configuration designing tool for eCommerce players that allows customers to personalize the product as per their requirements.
Epicor CPQ (formerly KBMax)
Powerful CPQ Configurator
KBMax is a Visual CPQ and Product Configuration software. It can be used in Manufacturing, B2B eCommerce, BioTech Sales and Design Automation. It supports Complex product configuration, and CAD automation and rules-driven visualization for Sales CPQ. ...
KBMax provides tools for rules based product configuration and integration with other business processes enabling manufacturing teams with consistency and control over the business systems. Automated proposals feature enables control over the look-and-feel of the quote document with facility to include product images and logos and other information.
KBMax can also be implemented on the Cloud enabling scaling. It can be deployed on the Cloud without any additional hardware requirements, and is provided with the Security features for enabling safety of Intellectual property.
servicePath
servicepath | CPQ for complex technology sales
servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. ServicePath’s automated workflows ensure your customer’s needs are accurately captured and matched with appropriate solution components. ...
servicePath is a modular platform and each module addresses a specific aspect of the commercial service lifecycle: cost management, product management, sales management and solution management. It helps to deliver accurate quotes to customers faster, providing them with the tools to reach them before competition does.
ServicePath offers more than the standard CPQ solution. It tracks and manages client contracts, configurations and renewals all in one place. ServicePath’s powerful quote engine merges product information, pricing, customer requirements and other relevant content into a professional proposal document. With ServicePath, get a 360° view of financial details including revenue and margin for any quote at any time. It is managed through configuration, no developers are required.
3D Product Configurator
3D Configuration to deliver the product experiences
Threekit combines the product catalog with 3D artistry so to show millions or even billions of potential configurations in real-time. 3D product configurator is a 3D, Augmented Reality and Virtual Photography for eCommerce Platforms. It gives the shoppers ownership of the product so they are more likely to buy a product and make the team better while making the product experience better. It helps to build a better customer experience, increases the conversation rate with more interactive 3D and AR experiences. ...
It lets the customers turn, spin, and zoom in and out of the product, build beautiful and fast 3D configurators that work and implement from 3D model creation to final website integration. It Stores the product data as individual models, materials and textures to enable wide-scale repurposing and automatically generate bill-of-materials, assembly instructions, CAD files, cut patterns and more.
Some of its features include ERP integration for accuracy and instant updates, generate a complete list of parts for even the most highly-customized products, 360-degree product viewer, dynamic product assembly, parametric product configuration, enable 3D artists and merchandisers to easily store and retrieve what they need out of the system and many more.
QuoteWerks
Sales Quoting Software and Proposal Solution | CPQ
QuoteWerks is a Sales Quoting and Proposal software solution provided with seamless integration into CRM/PSA and other accounting systems, payment gateways, shipping systems and other sales process software. ...
Quotewerks leverages data already available from the other applications in use, in whatever format, and eliminates the need for manual entries. It comes with real-time bundling features based on items commonly sold together, auto-population of ‘essential-to-add’ items into the quote, and allows for comparison of earlier prices, before arriving at the final price.
The review feature enables eliminating errors before the quote reaches the customer. The look-and-feel of the quote document can be chosen from existing templates. The quote delivery can be chosen by the customer with options for on-line electronically delivered signed documents and payments system enabled.
CloudSense
Industry omnichannel commerce software
CloudSense is a CPQ Software. CloudSense is the proven Commerce and Subscriber Management platform, built for high-volume or complex ongoing services on Salesforce. Its comprehensive configure price quote platform is designed for a variety of industries which include communications, media, government, data center, energy, and logistics. ...
CloudSense provides commerce cloud app that empowers subscription-based industries to launch, sell and fulfil the entire customer journey on Salesforce B2C commerce. CloudSense helps to get quick and accurate quotes out to the customers. User can configure large deals and multi-product solutions in one guided user journey by closing larger orders in record time.
With CloudSense, users will be able to bring new products and services to the market and implement pricing changes faster. Cloudsense, moreover, is built on Salesforce. As a result, users can access the CPQ platform within Salesforce and utilize any data in Salesforce. The CPQ platform also offers user interfaces that are designed for different roles as well as functionalities built for specific industries.
Atlatl Visual
Visual configuration allows you to show interested prospects what even the most complex products and systems would look like in real, physical space to inspire confidence and make the sale.
ATLATL Visual is a 3D Visual Product Configuration software with the ability to configure even complex products into a true-to-scale visual representation of the product in physical space, enabling customers to see what they will be purchasing. The software can be deployed in industries such as Industrial Automation, Speciality vehicles, Tech & Electrical, Material Handling and more. ...
The software features include 3D Product Configurations, Augmented Reality, bCommerce, Rules Engine and Dynamic Drawings. The 3D Product configuration tool is a rules-based guided process to visually configure, price and quote, with facility for customers to view the product in 3D in real-time.
The Augmented Reality feature enables showing custom configurations for complex products instead of explaining them, enabling a faster quote process. The bCommerce feature enables visual configuration on the customer facing website, creating a branded experience.
Powertrak CPQ
Configure Price Quote (CPQ) Software
Powertrak CPQ suite is a bunch of solutions built for enhancing Sales Performance by automating the sales quoting, pricing, ordering and product configuration processes. It is cloud-based and mobile friendly and can be used in high tech, manufacturing and health-care industries. ...
Powertrak CPQ tools enable automation and creation of the quotes, pricing and services from one location ensuring speed and accuracy in the processes. Deal cycles are reduced by supporting sales reps with automated suggestions on products and pricing and for up-sell, cross-sell opportunities.
Powertrak also includes tools that support dealer networks, in addition to secure access for omni-channel selling. It integrates with the leading ERP/CRM systems such as Microsoft Dynamics, Salesforce, Netsuite and more.
The Powertrak CPQ suite includes Visual Product configurators 2D and 3D,Guided Selling, Virtual Reality Configurator, Quoting and Pricing management, and Recurring Revenue management and portals.
DigiFabster
Quote Automation Solution for Job Shop Manufacturers
DigiFabster is a SaaS company providing tools for RFQ for the Manufacturing industry. DigiFabster provides tools online for managing quotes, orders and customers online on the same platform. It ...
DigiFabster’s Quoting tool enables routing of customers all the way from quote to checkout, using automated triggers. It provides data science powered tools for analysing the CAD files and assessing and providing instant feedback on manufacturability. The platform also provides generation of invoices, purchase orders and packing lists and enables online payment.
DigiFabster’s CRM tool enables customer and project management and communication with clients and keeps them updated all through the quote to order and delivery process.
Wowza Streaming Engine
Wowza Streaming Engine
Wowza Streaming Engine powers unparalleled live streaming with high-quality content delivery globally. Reliability is unmatched, ensuring powerful streaming experiences.
Salesforce Revenue Cloud
Revenue management solution to streamline revenue lifecycle
Salesforce Revenue Cloud is a unified quote-to-cash solution. It can be used by Sales, Channel Sales, Finance and Operations teams in industries such as Manufacturing, Media, Health & Life Sciences, and High-tech. ...
Salesforce Revenue Cloud enables configuring complex deals and enabling direct and channel partner sales teams with a scalable process. Streamlining and ensuring compliance with product rules and quoting approvals, pre-configured customized bundles, branded quotes and pricing optimization are some of the features available.
The software also enables automated contract amendments, usage pricing and renewals and centralized visibility of subscriptions and entitlements. Salesforce CPQ & Billing enables syncing up of data between the front and back office teams, enabling one unified invoice per customer, by flowing the sales order acceptance details to the billing and finance teams.
Netformx Sales Xpert
SalesXpert - Netformx
Netformx SalesXpert™ enables Cisco partners to swiftly generate accurate multi-vendor proposals. Validated configurations are easily created, ensuring completeness and precision.
ConnectWise Manage
Business Management Software | ConnectWise Manage Business ...
ConnectWise Manage helps users manage customer service agreements, automate recurring invoices and document agreements in a central storage location. It caters to small and midsize businesses and can also be deployed on-premises. ...
The workflow rules defined in ConnectWise Manage cover all areas of the business, from sending targeted marketing campaigns, to tracking service delivery through service level agreements, to invoice creation and financial management. The app can be used for help desk and ticket management, project management, time tracking, customer relationship management, cloud application management, monitoring and billing, technician dispatching, asset tracking, billing and invoicing, procurement, inventory management and more.
ConnectWise Manage offers a solution to streamline IT, with automation options for incident management, availability management, request management, service-level management, service reporting, service asset and configuration management, and knowledge management. The customizable dashboards and reporting tools give detailed insight into all your most critical KPIs. ConnectWise Manage also comes as a mobile app for dealing with service requests and access data on-the-go.
