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ConnectWise CPQ Logo

Quote. Propose. Close.

Last updated: January 2025

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Table of Contents

ConnectWise CPQ - 2025 Pricing, Features, Reviews & Alternatives

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.

ConnectWise was named a Niche Player in the 2018 Gartner Magic Quadrant for Configure, Price, Quote Application Suites. Ninety percent of reference customers for ConnectWise said they would recommend its product without qualification. ConnectWise achieved the highest rating for technical support of any of the vendors in this report. The full report can be accessed here. (https://info.connectwise.com/corporate/announcements/gartner-magic-quadrant)

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.

Starting from

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No pricing info

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ConnectWise CPQ's key features

Most critical features, based on insights from ConnectWise CPQ users:

Quotes/Estimates
Electronic Signature
Catalog Management
Discount Management
Client Portal
Product Configurator

All ConnectWise CPQ features

Features rating:

Pipeline Management
Price and Cost Calculations
Opportunity Management
Pricing Management
Customizable Branding
Content Management
Content Library
Contact Management
Collaboration Tools
Templates
Billing & Invoicing
Third-Party Integrations
Self Service Portal
Renewal Management
Real-Time Data
Version Control
Workflow Management
Performance Management
Guided Selling
Goal Management
Document Management
CRM
Bills of Material
Automated Quoting
Audit Trail
Approval Workflow

ConnectWise CPQ alternatives

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ConnectWise CPQ integrations (20)

Integrations rated by users

We looked through 66 user reviews, to identify which products are mentioned as ConnectWise CPQ integrations, and what is the users perception.

Integration rating: 4.0 (1)

ConnectWise Manage is used for opportunities, sales reporting and invoicing

SM

Sean McGree

Account Manager

ConnectWise CPQ support options

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 reviews

Overall rating

4.1

/5

66

Positive reviews

76

%

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

5

4

3

2

1

30

20

11

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.
Beautiful easy to use web based interface, integrates with other systems. Overall very happy with the product.
Cons
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 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.

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


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

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