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ConnectWise CPQ™ Review

ConnectWise CPQ™
Our score: 9.4 User satisfaction: N/A

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.

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Overview 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.

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Overview 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 specific business-related wants, it is only reasonable they abstain from going for a one-size-fits-all, ”best” solution. Nevertheless, it is hard to come across such an app even among recognizable software systems. The better step to undertake can be to list the varied critical functions that demand investigation like crucial features, plans, technical skill ability of staff members, business size, etc. After which, you must conduct the research comprehensively. Browse through some ConnectWise CPQ™ analyses and scrutinize each of the software systems in your shortlist in detail. Such well-rounded research ascertain you avoid unsuitable software products and select the system that provides all the aspects your company requires to realize efficiency.

Position of ConnectWise CPQ™ in our main categories:

TOP 5

ConnectWise CPQ™ is one of the top 5 CPQ Software products

If you are considering ConnectWise CPQ™ it could also be beneficial to investigate other subcategories of CPQ Software gathered in our base of SaaS software reviews.

Each company has different requirements and needs a system that can be customized for their size, type of workers and customers, and the particular industry they are in. For these reasons, no software can offer perfect features off-the-shelf. When you try to find a software product, first be sure what you require it for. Read some ConnectWise CPQ™ CPQ Software reviews and ask yourself do you need basic functionality or do you want advanced functionality? Are there any industry-specific features that you are searching for? Find the answers to these queries to aid your search. There are lots of elements that you need to mull over and these include your finances, specific business needs, your organization size, integration needs etc. Take your time, try out a few free trials, and finally zero in on the platform that offers all that you need to enhance your organization effectiveness and productivity.

How Much Does ConnectWise CPQ™ Cost?

ConnectWise CPQ™ Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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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 are aware that when you decide to purchase a CPQ Software it’s important not only to learn how experts rank it in their reviews, but also to check whether the actual clients and companies that purchased these solutions are genuinely content with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and ConnectWise CPQ™ reviews across a broad array of social media sites. The data is then displayed in a simple to digest format showing how many users had positive and negative experience with ConnectWise CPQ™. With that information available you will 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?

  • email
  • 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:

Average score
5/5 (1 user reviews)
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

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More reviews from 1 actual users:

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Setup Setup Setup! Powerful Quoting Tool!

Read full review >
Eileen Wilson
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 >
Eileen Wilson
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
Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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