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What is Legalesign?

Legalesign is an enterprise software solution based in the UK that enables users to send, sign, and manage contracts digitally. This platform is adopted by various companies to enhance their efficiency and financial performance, boost customer satisfaction, minimize reliance on printing, facilitate signing from any location, and ultimately alleviate the heavy workload of paperwork that often burdens employees. By streamlining the contract management process, Legalesign not only saves time but also contributes to a more environmentally friendly approach to business operations.

What is ConnectWise CPQ?

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQâ„¢, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

Media

Media

Integrations Supported

Salesforce
Basecamp
Proclaim
Recruitly
Voyager Infinity
eBoss

Integrations Supported

Salesforce
3CX
Asio by ConnectWise
AtcomCloud
CloudRadial
ConnectBooster
Datto RMM
FAT FINGER
Formstack
Microsoft Dynamics 365
NetSuite
T-Max Phone Systems
Teamwork.com
TurboDocx
Wise-Pay

API Availability

Has API

API Availability

Pricing Information

£6.00 ($9.00)
Web App pricing is on a per licence basis with monthly rates starting from £6.00. The four Web App plans (Spring, Rapids, Surge & Waterfall) differentiate in terms of features and include unlimited uploads and sends
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Legalesign

Date Founded

2012

Company Location

United Kingdom

Company Website

legalesign.com

Company Facts

Organization Name

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

www.connectwise.com/platform/business-management/cpq

Categories and Features

Applicant Tracking

Background Screening
Onboarding
Reference Checking
Workflow Management

Billing and Invoicing

Customizable Invoices
Dunning Management
Invoice History
Online Invoicing

Contact Management

Activity Management
Contact History
Contact Import/Export
Customer Pipeline
Interaction Tracking
Search / Filter

Contract Management

Completion Tracking
Compliance Tracking
Electronic Signature
Pre-built Templates
Workflow Management

CPQ

Approval Workflow
Quotes / Estimates

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Print Management

eSignature APIs

Not specified

Forms Automation

Approval Process Control
Archiving & Retention
Document Indexing
Drag & Drop
Rules-Based Workflow
Text Editing

Human Resources

360 Degree Feedback
Applicant Tracking
Onboarding
Timesheets

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging

Onboarding

Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature

Proposal Management

Document Management
Electronic Signature
Templates

Quoting

Customizable Branding
Forms Creation

Sales

Not specified

Sales Enablement

Contact Management
Document Management

Sales Engagement

CRM Integration
Email Sequences
Email Tracking / Automation
Reporting / Analytics
Search
Templates
Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
Third Party Integrations
Workflow Configuration

Categories and Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Order-to-Cash

Not specified

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Revision Management
Templates
Version Control

Quote-to-Cash

Not specified

Quoting

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

Sales Enablement

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

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

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