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ConnectWise CPQ™ Review
What is ConnectWise CPQ™?
ConnectWise CPQ™ is a cloud-based quote and proposal automation software for IT solution providers. The platform streamlines the quote-to-cash processes to enable sales teams to quickly create accurate quote and proposals on any device (desktop or mobile). It also empowers users to amend quotes in real-time and finish documents with legally-binding esignatures.
ConnectWise CPQ™ provides robust features that enable fast-paced IT firms to generate and follow up on quotes to generate revenue easily. It provides a limited but highly effective set of features which include: Quote & proposal, workflow automation, sales reporting, Pricing rules, product search customization, Item management, real-time preview, standalone form designer, and product outsourcing.
Show MoreOverview of ConnectWise CPQ™ Benefits
ConnectWise CPQ™ provides robust tools that help technology firms generate quotes faster. The system is built in the cloud to save you time and hassle. Its cloud-based deployment frees the quote and proposal process from the traditional on-premises limitations. It helps companies benefit from shorter sales cycles and decreased quoting backlog. Also, with the solution, sales managers get the ability to pinpoint key happenings in the workflow structure while maintaining far-reaching visibility into their quoting process.
The application makes it easy to impress your customers with professional looking quotes. It provides professional templates which can be customized with simple clicks to create intuitive quotes and proposals. It makes it easy to create a positive first impression and give you the opportunity to deliver interactive presentation through a personalized URL. The built-in esignature capabilities boost the purchasing experience of your customer and drive a positive impact on overall sales. You just set the “use Esignature” mode after filling out the configuration information to activate the digital signature.
Additionally, with the real-time distributor pricing, it becomes easier for sales teams to transmit accurate proposals and quotes. The distributor pricing feature uses real-time data feeds and downloadable price files to update the sales process with accurate pricing information. Better still, ConnectWise CPQ™ automates virtually every step of the quoting process including the back-end record keeping. Each sale made or lost is incorporated into your system and its data made available to the SuccessList.
Show MoreOverview of ConnectWise CPQ™ Features
- Quote & proposal
- Workflow automation
- Sales reporting
- Pricing rules
- Product search customization
- Item management
- Real-time preview
- Standalone form designer
- Product Outsourcing
ConnectWise CPQ™ Position In Our Categories
Bearing in mind businesses have their own business-related demands, it is prudent that they avoid subscribing to a one-size-fits-all, ”best” business application. At any rate, it would be hard to come across such a software system even among widely used software systems. The best step to undertake should be to list the numerous major functions that merit examination such as major features, pricing, technical skill ability of staff members, company size, etc. After which, you should conduct your product research to a full extent. Go over some of these ConnectWise CPQ™ reviews and explore each of the solutions in your list more closely. Such detailed research makes sure you avoid unsuitable applications and choose the system that delivers all the tools your business requires for success.
Position of ConnectWise CPQ™ in our main categories:
TOP
3
ConnectWise CPQ™ is one of the top 3 CPQ Software products
If you are considering ConnectWise CPQ™ it may also be a good idea to investigate other subcategories of CPQ Software gathered in our database of B2B software reviews.
Since each enterprise has particular business needs, it is advisable for them to refrain from searching for a one-size-fits-all perfect software solution. Needless to say, it would be useless to try to find such a platform even among market-leading software platforms. The clever thing to do would be to list the various essential elements that need consideration such as required features, budget, skill levels of staff members, company size etc. Then, you should do your homework thoroughly. Read some ConnectWise CPQ™ CPQ Software reviews and investigate each of the other apps in your shortlist in detail. Such in-depth research can make certain you discard ill-fitting systems and select the system that offers all the elements you require for business success.
How Much Does ConnectWise CPQ™ Cost?
ConnectWise CPQ™ Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
What are ConnectWise CPQ™ pricing details?
ConnectWise CPQ™ Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
Contact ConnectWise CPQ™ for their enterprise pricing packages that best fit your business.
User Satisfaction
Positive Social Media Mentions
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Negative Social Media Mentions
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We realize that when you decide to purchase a CPQ Software it’s important not only to learn how experts score it in their reviews, but also to discover whether the actual users and companies that purchased these solutions are genuinely content with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and ConnectWise CPQ™ reviews across a wide range of social media sites. The data is then displayed in a simple to understand format revealing how many people had positive and negative experience with ConnectWise CPQ™. With that information at your disposal you will be equipped to make an informed buying decision that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for ConnectWise CPQ™?
ConnectWise CPQ™ integrates with the following business systems and applications:
- Netsuite
- Salesforce
- Microsoft Dynamics
- Autotask
- HP
- Dell
- Cisco
- TechData
- Ingram
- D&H
- Synnex
- Arbitech ACCU Tech
- Digitek
- Scansource
ConnectWise CPQ™ User Reviews
ConnectWise CPQ™ average rating:
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
4/5
Ease of Use
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ADD A REVIEWMore reviews from 1 actual users:
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Setup Setup Setup! Powerful Quoting Tool!
Read full review >
5/5
Overall impression
4/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 02.02.2025
Company Size: 1-10 Employees
Industry: Information Technology and Services
PROS: It's a huge and robust program that, with premier especially, can be quite customized, integrated with payment processors and can generate, send, get approval and compliant signature capture all online and while there are a lot of good quoting tools out there that integrate with ConnectWise PSA, CW CPQ has the best integration.
CONS: Because of so many settings, the learning curve can be a little steep.
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ConnectWise CPQ™ user reviews
Setup Setup Setup! Powerful Quoting Tool!
Read full review >
5/5
Overall impression
4/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 02.02.2025
Company Size: 1-10 Employees
Industry: Information Technology and Services
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