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Overview
ConnectWise CPQ streamlines quote and proposal automation for faster sales cycles and pipeline visibility with CRM synchronization. Despite some users finding setup and editing challenging, many praise its customization and integration strength. Its automation and real-time pricing capabilities improve accuracy and efficiency, making it a strong choice for sales teams.
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Starting Price
Custom
ConnectWise CPQ Specifications
Sales Pipeline Management
Sales Automation
Activity Tracking
Reporting and Analytics
What Is ConnectWise CPQ?
ConnectWise CPQ is cloud-based configure, price, quote software that helps businesses generate professional quotes and proposals with automated workflows, customizable templates, and CRM integration to reduce manual effort and errors. It supports product sourcing with real-time distributor pricing and workflow automation to speed up deal closures, helping teams boost productivity and revenue generation.
ConnectWise CPQ Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
ConnectWise CPQ Integrations
The software supports integration with its in-built ConnectWise PSA systems, along with various platforms, such as:
- Salesforce CRM
- NetSuite
- Autotask PSA
- Avalara
- Microsoft Dynamics
Who Is ConnectWise CPQ For?
ConnectWise CPQ is ideal for a wide range of industries and sectors, including:
- Information Technology
- Managed Services
- Telecommunications
- Computer Networking
- Software Resellers
- VARs (Value Added Resellers)
- MSPs (Managed Service Providers)
Is ConnectWise CPQ Right For You?
If your organization needs a scalable quoting and sales automation solution with strong security compliance and integration capabilities, ConnectWise CPQ could be a compelling choice. The platform is purpose-built for MSPs and IT service teams and runs on a cloud environment that supports growth and remote sales operations. ConnectWise meets strict compliance and privacy standards to protect data and operations across workflows. Its robust automation and distributor pricing make it ideal for complex sales environments seeking consistency and accuracy.
Still doubtful if ConnectWise CPQ is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
ConnectWise CPQ Features
ConnectWise CPQ offers customizable quote and proposal templates that let users quickly generate professional documents with real-time pricing and brand consistency. This increases productivity by eliminating repetitive formatting work and helps sales teams present polished proposals that drive faster customer responses.
The platform includes sales workflow automation to guide teams through key steps of the sales process with time-stamped visibility and automated notifications. This ensures tasks are executed consistently and reduces the chance of missed follow-ups, improving overall sales performance.
ConnectWise CPQ pulls live pricing and availability from major distributors, helping teams compare options and build accurate quotes. This reduces manual lookup time and ensures pricing data is up to date, supporting smarter purchasing decisions.
Built-in e-signature capability lets customers sign quotes electronically, shortening the approval cycle and accelerating deal closes. This simplifies customer interactions and reduces reliance on separate signing tools.#fnCRM Integration#fd#The software syncs with CRM systems to pull customer data and update opportunities directly, which helps maintain a single source of truth across sales and operations. This unified approach streamlines data management and reduces duplicate entry.
