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ConnectWise CPQ Pricing, Features, Reviews and Alternatives

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

ConnectWise CPQ features

Functionality

4.0

/5

63

Total features

36

5 categories

Most valued features by users

Third Party Integrations
Contact Management
CRM
Collaboration Tools
Workflow Management
Real Time Data
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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Melissa B.

Information Technology and Services, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Easy to use and it creates beautiful quotes

Reviewed 3 years ago

Sell saved me so much time in my Quoting and purchasing processes. The productivity gain paid for the cost difference between Sell and our old solution.

Pros

It creates beautiful quotes that look so professional.

Cons

I don't need support very often but when I do it is not great.

BB
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Brandon B.

Information Services, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Sell has plenty of potential and could be great

Reviewed 3 years ago

Overall Sell has been a good tool, the integration to Manage works well, with some limitations. Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.

Pros

The integration with Connectwise Manage as well as the user friendly web portal for clients are the some of the best features of Sell. 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

There are still some nuances with the Connectwise Manage integration that make some things more difficult, such as how it handles the various description fields for the products. Another feature that would be helpful is a middle-tier review/approval feature for engineering staff without requiring a fully licensed seat to access the application.

TB
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Tommy B.

Information Technology and Services, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Better Options - Avoid

Reviewed 7 years ago

Just like another reviewer i had to purchase $1200 worth of training along with a $200 monthly payment. Essentially i paid $400 a month for the first year. The trainers were friendly but the training was confusing. After the training your on your own, i had and still do have many problems but i have pretty much given up on this product. There are much better options out there. I would recommend avoiding this product unless you have a dedicated development team that can help you customize it and repair it when it breaks.

Pros

Finished product looks nice. Ability to integrate credit cards into a quote.

Cons

Tech support after the training is horrible, seconds to get a auto response and days to get a human being to talk to you. Every time i did get someone to talk to me they acted like they were doing me a favor, then after a few calls i was told i needed to purchase more training to help me with me product needs which were VERY basic. Im still using Quosal and doubt ill be able to get any money back...

TD
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Tom D.

Information Technology and Services, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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A lot to learn

Reviewed 3 years ago

ConnectWise Sell is a great tool as we live, eat, and Breath ConnectWise. If it's not in ConnectWise is hasn't happened is still very alive at TriTech, so we need ConnectWise Sell so the data is all in one place, it make us look smarter than we sometimes are.

Pros

ConnectWise Sell is a powerful tool and with that power comes the need to know how to operate it. I would like to see more training and even training the trainer so my entire staff can not only learn the power ConnectWise Sell bring to the table, but to have the continuous training they need and a easy tool for training new staff as they come into the admin or sales team.

Cons

Same as the Pros: Overall ConnectWise Sell is a powerful tool, so there is a lot to learn and stay on top of, we don't do this very well because everyone is busy so some method of training, both initial and ongoing would be helpful, and not that you don't, but could it be easier?

KR
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Kevin R.

Wireless, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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It has made providing quotes easier.

Reviewed 6 years ago

Speed of quotes on a very complex product of WIFI networks for hotels based on construction types and brand standards for acceptable WIFI.

Pros

I like how customers can sign and pay online. However, the signing process is confusing for customers on the steps of what to fill next so the transaction is successful. I sometimes have to guide the customer, because there are no clear Step 1, Step 2, etc., guides.

Cons

I hate the process to make and use template messaging for my quotes. I want a real library of click-easy template messaging I can select after I publish the quote. Also, I find it soooooo frustrating to have an error in Quosal, but will not tell the cause!!! For example, our ConnectWise Admin selected some products to make inactive. The unit sold was the same but the parts to build it where changing. It would have been nice to have Quosal tell us why the mysterious error. This wasted a lot of valuable time.

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


Q. What languages does ConnectWise CPQ support?

ConnectWise CPQ supports the following languages:
English

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Q. Does ConnectWise CPQ offer an API?

No, ConnectWise CPQ does not have an API available.

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Q. What other apps does ConnectWise CPQ integrate with?

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

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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

See alternatives

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