AI Docs

AI Docs

AI Docs, Inc.
ConnectWise CPQ

ConnectWise CPQ

ConnectWise
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About

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.

About

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small and midsized businesses interested in contract automation software

Audience

IT solution providers, including managed service providers, AV professionals, value added resellers, and more.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free Plan Available
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.9 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.5 / 5
ease 4.6 / 5
features 4.3 / 5
design 4.5 / 5
support 4.3 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AI Docs, Inc.
Founded: 2018
United States
www.aidocs.com

Company Information

ConnectWise
Founded: 1982
United States
www.connectwise.com/platform/business-management/cpq

Alternatives

Alternatives

AI Docs

AI Docs

AI Docs, Inc.
MaxAgreement

MaxAgreement

CellarStone
servicePath CPQ

servicePath CPQ

servicePath
Experlogix CPQ

Experlogix CPQ

Experlogix
ArcContract

ArcContract

Archarina
QuoteWerks

QuoteWerks

Aspire Technologies, Inc

Categories

Categories

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Contract Management Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Salesforce
3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
ChatGPT
CloudRadial
ConnectBooster
ConnectWise PSA
DeskDirector
FAT FINGER
Formstack
GfK Etilize
Jotform
Microsoft Dynamics 365
NetSuite
Teamwork.com
Wise-Pay

Integrations

Salesforce
3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
ChatGPT
CloudRadial
ConnectBooster
ConnectWise PSA
DeskDirector
FAT FINGER
Formstack
GfK Etilize
Jotform
Microsoft Dynamics 365
NetSuite
Teamwork.com
Wise-Pay
Claim ConnectWise CPQ and update features and information
Claim ConnectWise CPQ and update features and information