ConnectWise CPQ

ConnectWise CPQ

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.

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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.

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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.

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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.

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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

Stars

75%

4

Stars

0%

3

Stars

25%

2

Stars

0%

1

Stars

0%

Share your experience

EW

Eileen W.

Professional Training & Coaching, 11-50 employees

More than a year

5.0
March 2026

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

AV

ASHLEY V.

Information Technology and Services, 11-50 employees

Less than a year

5.0
February 2025

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

CK

Cassie K.

Information Technology and Services, 1-10 employees

More than a year

5.0
January 2025

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.