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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 companies have distinct business wants, it is only logical that they steer clear of adopting an all-in-one, “perfect” software product. Just the same, it is almost impossible to pinpoint such application even among sought-after software solutions. The better step to do is to spell out the varied vital aspects which necessitate scrutiny like critical features, price terms, technical skill ability of staff members, company size, etc. After which, you should follow through the product research exhaustively. Have a look at some ConnectWise CPQ™ review articles and look over the other software options in your shortlist more closely. Such well-rounded product investigation ascertains you take out unfit software products and subscribe to the one which meets all the features your business requires.
Position of ConnectWise CPQ™ in our main categories:
TOP
3
ConnectWise CPQ™ is one of the top 3 CPQ Software products
If you are interested in ConnectWise CPQ™ it could also be a good idea to analyze other subcategories of CPQ Software gathered in our database of B2B software reviews.
Organizations have different wants and requirements and no software application can be just right in such a scenario. It is useless to try to find a perfect out-of-the-box software system that fulfills all your business wants. The smart thing to do would be to customize the system for your special needs, staff member skill levels, budget, and other aspects. For these reasons, do not hasten and subscribe to well-publicized leading systems. Though these may be widely used, they may not be the best fit for your specific wants. Do your groundwork, look into each short-listed platform in detail, read a few ConnectWise CPQ™ CPQ Software reviews, contact the maker for clarifications, and finally select the app that provides what you need.
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
0
Negative Social Media Mentions
0
We realize that when you make a decision to get a CPQ Software it’s crucial not only to see how professionals rank it in their reviews, but also to check whether the actual users and businesses that bought these solutions are actually satisfied with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and ConnectWise CPQ™ reviews across a vast array of social media sites. The information is then presented in a simple to understand form revealing how many customers had positive and negative experience with ConnectWise CPQ™. With that information available you should be ready to make an informed business choice 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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