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What is Costimator?

Retailers can effectively gauge quotes, secure additional projects, and boost their profits. Estimations can be conducted regardless of whether a 3D CAD model is available. By utilizing validated cost models that have stood the test of time, businesses can swiftly calculate labor expenses and timeframes. The system allows for multiple quantities to be assessed at once, thereby distributing setup costs and other variable expenses efficiently. A centralized database facilitates instant updates and enables quick access to all estimation information across the organization. The import features permit bulk uploads of manufacturing data, which helps in refreshing quotes promptly with the latest information. Additionally, user-friendly export functionalities enable the creation of tailored reports and seamless integration with other software like ERP/MRP systems. Furthermore, it automatically produces a comprehensive quotation along with a variety of management reports to aid in tracking and decision-making. This streamlined approach not only enhances accuracy but also saves valuable time and resources for businesses.

What is ConnectWise CPQ?

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQâ„¢, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

Media

Media

Integrations Supported

Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
ConnectWise PSA
Datto RMM
DeskDirector
FAT FINGER
GfK Etilize
JobBOSS²
KickFire
Microsoft Dynamics 365
Microsoft Excel
NetSuite
Salesforce
T-Max Phone Systems
Teamwork.com
Wise-Pay

Integrations Supported

Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
ConnectWise PSA
Datto RMM
DeskDirector
FAT FINGER
GfK Etilize
JobBOSS²
KickFire
Microsoft Dynamics 365
Microsoft Excel
NetSuite
Salesforce
T-Max Phone Systems
Teamwork.com
Wise-Pay

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

MTI Systems

Date Founded

1982

Company Location

United States

Company Website

www.mtisystems.com

Company Facts

Organization Name

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

www.connectwise.com/platform/business-management/cpq

Categories and Features

Job Shop

Billing & Invoicing
Capacity Management
Job Costing
Job Tracking
Order Management
Purchasing
Quality Control
Quotes / Estimates
Scheduling
Shipping Management
Traceability
Work Order Management

Manufacturing

Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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