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ConnectWise CPQ Logo

ConnectWise CPQ

4.1
(63)

Write a review

Quote. Propose. Close.

(16)

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ConnectWise CPQ Pricing, Features, Reviews and Alternatives

ConnectWise CPQ FAQs

Q. Who are the typical users of ConnectWise CPQ?

ConnectWise CPQ has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

These products have better value for money


Q. What languages does ConnectWise CPQ support?

ConnectWise CPQ supports the following languages:
English


Q. Does ConnectWise CPQ offer an API?

No, ConnectWise CPQ does not have an API available.


Q. What other apps does ConnectWise CPQ integrate with?

ConnectWise CPQ integrates with the following applications:
Avalara, NetSuite, Salesforce for Retail, Autotask PSA


Q. What level of support does ConnectWise CPQ offer?

ConnectWise CPQ offers the following support options:
FAQs/Forum, Phone Support, 24/7 (Live rep), Email/Help Desk, Chat, Knowledge Base

ConnectWise CPQ product overview

What is ConnectWise CPQ?

ConnectWise CPQ (formerly ConnectWise Sell) offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generate quotes, follow up on them, and turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise PSA provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.

Key benefits of using ConnectWise CPQ

• Save time creating IT quotes and proposals through automation
• Create visually appealing and presentable quotes that promote your brand
• Build and unify a consistent sales structure
• Easily import bill of material and deal registration documents
• Access real-time pricing and availability from major distributors
• Keep your sales information in sync with integrations to CRM platforms such as Salesforce, Microsoft Dynamics, Autotask, and of course, ConnectWise PSA!

Additionally, with ConnectWise CPQ's online, interactive quote delivery system, clients can customize their order and accept their quote with built-in e-signature capabilities.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Phone Support
24/7 (Live rep)
Email/Help Desk
Chat
Knowledge Base

Training options

Webinars
In Person
Documentation
Videos
Live Online

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ConnectWise CPQ features

Functionality

4.0

/5

63

Total features

36

5 categories

Most valued features by users

Third-Party Integrations
Contact Management
CRM
Workflow Management
Real Time Data
Collaboration Tools
Customizable Branding
Approval Workflow

Functionality contenders

ConnectWise CPQ users reviews

Overall Rating

4.1

/5

63

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.78/10
Rating distribution

5

4

3

2

1

28

20

10

4

1

Pros
Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.
Sell is a wonderful addition to our quoting process. Our customers love it too.
The fact that we can pull from our product catalog, feed opportunities etc and give the clients ability to do completely paperless approvals has improved our efficiency.
Cons
The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with.
Worst of all that we tested; expensive and incompetent.
The QUOTE button on the Opp page still does not work, FYI.

Overall rating contenders

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