ChannelOnline vs. ITQuoter Comparison Chart

ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.

The Most Powerful CPQ to Accelerate Sales Cycles, Optimize Processes, and Drive Operational Efficiency—Backed by More Than 20 Years of Industry Experience. Empowering manufacturers with an advanced solution, Configure One Cloud customers report: • Enabled dealers to generate 40% of product configurations and 25% of sales orders, facilitating growth without increasing internal staff. • Reduced quote generation time by 50% and achieved 100% error reduction, streamlining the sales process and building customer trust. • Scalable environment for expansion, supporting a 400% growth rate and market diversification without compromising on quality or customer satisfaction. Some of Configure One Cloud Top Features: • Intuitive Advanced Rules Engine • Automated Multi-level BOM Generation • Dynamic Pricing Models • User-friendly Web Administration Interface • Seamless ERP/CRM Integration • Real-Time 3D Visualization Ready to transform your manufacturing process? Let's Talk!

Our AI Docs contract automation software empowers small and midsized businesses to efficiently create, execute, and manage their contracts and sales documents with simple rules. These organizations rely on AI Docs to help them save labor, improve quality, and increase revenue. One of the features that sets AI Docs apart from other contract management solutions is its ability to capture your unique document and business rules through traditional logic and artificial intelligence. This enables your less contract-savvy users such as salespeople to generate customer agreements fast and error-free. AI Docs also provides a frictionless native electronic signature process and easy access to your contract data in a secure cloud environment hosted at Amazon Web Services (AWS). AI Docs, Inc. is a veteran-owned company based in the Chicago area which makes every effort to be the most accommodating vendor in the contract lifecycle management (CLM), proposal, and ROI software space.

EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA.

Crafted by industry-savvy print experts, P3Source uses the latest SaaS technology, to automate the conventional 'Bid and Buy' RFQ process commonly used in the Printing and Marketing Services Industry. P3Source acts as a project management and collaboration hub, where users manage dozens of simultaneous projects, bringing together all the details, files, approvals, notes, and historical data in one easy-to-search place. It archives completed projects for future access and detailed reporting. The P3Source web Customer and Supplier portals tie together the entire supply chain. Customers submit requests, upload production files and approve projects. Suppliers submit quotes, accept orders, exchange files, post shipments and present invoices. This streamlined approach ensures quick, hassle-free transactions for all parties. Celebrate the future of print management with P3Source - easy, efficient, and made with you in mind.

SalesNOW helps your business find a synergistic balance between team members and their sales workflow, with the user of an award-winning mobile CRM solution. Built to be robust, easy to use, and the most affordable customer relationship management and sales force automation solution. SalesNOW allows sales teams, management, and executives to manage all aspects of the sales cycle including contact management, company tracking, lead management, deal management, case management, activity, and sales reporting. Highly mobile individuals can access all customer and prospect data, track contacts, companies, leads, deals, events, and e-mail all from a single platform.

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why we drive the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.