Last Updated
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.
ConnectWise CPQ Specifications
- Sales Pipeline Management
- Sales Automation
- Activity Tracking
- Reporting and Analytics
ConnectWise CPQ Features
Quoting And Proposal Templates
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.
Sales Workflow Automation
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.
Real-Time Distributor Pricing
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.
E-Signature Support
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.
Pros And Cons of ConnectWise CPQ
Pros
Users appreciate its responsive customer support
Offers flexible and customizable quoting process
Automation speeds proposal generation
Cons
Editing documents can be difficult
Setup complexity may be overwhelming
ConnectWise CPQ Reviews
Total 4 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars75%
4
Stars0%
3
Stars25%
2
Stars0%
1
Stars0%
Share your experience
Eileen W.
Professional Training & Coaching, 11-50 employees
More than a year
“Shines when configured right”
Pros
There are a lot of settings to work through so the setup really matters but once everything is configured properly, it's amazing. I genuinely love using this.
Cons
Just like PSA, the learning curve is pretty steep because of how much customization it offers. I'd definitely recommend bringing in a consultant to help with the implementation.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
8
Functionality
10
ASHLEY V.
Information Technology and Services, 11-50 employees
Less than a year
“All in one workflow boost”
Pros
Having everything consolidated in one platform really helped us organize all of our needs.
Cons
The only downside was that the platform was a bit more expensive.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
9
Functionality
10
Cassie K.
Information Technology and Services, 1-10 employees
More than a year
“powerful and highly customizable”
Pros
What really stands out is how customizable and flexible this software is. It offers a huge amount of functionality and once you understand how to use it, it becomes an incredibly powerful tool.
Cons
Getting everything set up can feel pretty complex and overwhelming. A lot of fields are hidden by default which adds to the confusion and you'll most likely need a consultant to help with the implementation.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
8
Functionality
10
Frequently Asked Questions
Who are the typical users of ConnectWise CPQ?
Typical users include businesses in IT, managed services, telecommunications, and networking sectors.
Does ConnectWise CPQ offer an API?
No, ConnectWise CPQ does not offer a public API.
What language does ConnectWise CPQ support?
ConnectWise software CPQ is primarily available in English.
What other apps does ConnectWise CPQ integrate with?
ConnectWise CPQ integrates with built-in PSA tools such as ConnectWise PSA, along with CRM tools such as Salesforce CRM, NetSuite, Autotask PSA, and Avalara.
What types of pricing plans does ConnectWise CPQ offer?
price falls in the range of $500 to $1000 based on user needs and requirements. Get a tailored ConnectWise CPQ pricing for your business now.
Does ConnectWise CPQ have a mobile app?
ConnectWise CPQ offers web access on mobile devices but does not list a dedicated mobile app on the official site.
What level of support does ConnectWise CPQ offer?
Support options include email, phone support, chat, knowledge base, and forums.