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ConnectWise Sell vs DocGen Comparison

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Overview

ConnectWise Sell increases quoting volume and wins. Integrated with top CRMs, automated workflows keep data visible, reporting...

DocGen - formerly Drawloop - is a document generation software designed to automate document processes in Salesforce with...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$12.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.1

(50)

5

4

3

2

1

23

16

6

4

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
86%
would recommend this app

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

Pros

The interface to distribution is good, real time on hand, pricing works great. Administration capability is strong.
Sell is a wonderful addition to our quoting process. Our customers love it too.
I like that it's linked to ConnectWise manage, and it automatically created an opportunity and updates it if you update the quote in ConnectWise Sell.

Pros

Not enoughreviews yet

Cons

The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with.
Tech support after the training is horrible, seconds to get a auto response and days to get a human being to talk to you.
Currently there is a problem with back-end connectivity resetting causing you to lose your work. Be sure to save often because it happens several times throughout the day and can get very frustrating.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review6 months ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features14
  • API
  • Bills of Material
  • CRM Integration
  • Database Integration
  • Digital Signature
  • Document Automation
  • Document Storage
  • Drag & Drop Interface
  • Email Integration
  • Gamification
  • Multiple Data Sources
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Purchase Order Management
  • Quote Management
  • Real Time Data
  • Receiving
  • Sales Reporting
  • Third Party Integration
  • Video Management
  • Workflow Management
  • Total features10
  • API
  • Bills of Material
  • CRM Integration
  • Database Integration
  • Digital Signature
  • Document Automation
  • Document Storage
  • Drag & Drop Interface
  • Email Integration
  • Gamification
  • Multiple Data Sources
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Purchase Order Management
  • Quote Management
  • Real Time Data
  • Receiving
  • Sales Reporting
  • Third Party Integration
  • Video Management
  • Workflow Management

Integrations

  • Total integrations5
  • Facebook
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations11
  • Facebook
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

ConnectWise Sell vs. DocGen

See how ConnectWise Sell and DocGen stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.

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