ConnectWise CPQ Reviews & Ratings

ConnectWise CPQ

4.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 22 Ratings

Total 4.5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

Alternatives to Consider

  • Global Shop Solutions Reviews & Ratings
    4.2 out of 5 stars 77 Ratings
    Company Website for Global Shop Solutions
  • Buildxact Reviews & Ratings
    4.5 out of 5 stars 264 Ratings
    Company Website for Buildxact
  • Sage Intacct Reviews & Ratings
    4.3 out of 5 stars 8,791 Ratings
    Company Website for Sage Intacct
  • DrayMaster Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for DrayMaster
  • Melio Reviews & Ratings
    4.1 out of 5 stars 2,212 Ratings
    Company Website for Melio
  • Act! Reviews & Ratings
    4.0 out of 5 stars 555 Ratings
    Company Website for Act!
  • WEX Field Service Management Reviews & Ratings
    4.6 out of 5 stars 67 Ratings
    Company Website for WEX Field Service Management
  • Monk Reviews & Ratings
    4.9 out of 5 stars 8 Ratings
    Company Website for Monk
  • Odoo Reviews & Ratings
    4.2 out of 5 stars 1,729 Ratings
    Company Website for Odoo
  • P3Source Reviews & Ratings
    4.9 out of 5 stars 16 Ratings
    Company Website for P3Source

What is Symphony?

The Symphony billing platform equips organizations to quickly and easily introduce new products or applications within their existing operational environments. You have the flexibility to implement only the essential modules or to opt for a full end-to-end solution, thereby allowing our adaptable and scalable system to grow in line with your requirements. With Symphony’s capability for real-time data transaction management and mediation, you can gain valuable insights into customer accounts, which helps you manage these relationships more effectively and profitably. Transform your workflow from quote to cash and increase your sales while achieving a competitive advantage through tools and insights that streamline the transition from proposal to payment. Easily create customized quotes and define product offerings, as customer approval triggers workflows based on the chosen items. Final quotes can be generated with automatically created cover letters and product brochures, and you will also receive comprehensive reports on quotes issued and orders by region or agent. This holistic approach guarantees smooth business process automation and management throughout your operations. In conclusion, Symphony not only boosts operational efficiency but also nurtures stronger relationships with your customers, ultimately driving growth and success for your business.

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

Avalara
Authorize.Net

Integrations Supported

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

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Integra Touch

Date Founded

2002

Company Location

United States

Company Website

symphonybilling.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

Billing and Invoicing

Billing Portal
Contact Database
Customizable Invoices
Dunning Management
Hourly Billing
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator

CRM

Not specified

Quote-to-Cash

Not specified

Categories and Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Order-to-Cash

Not specified

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Revision Management
Templates
Version Control

Quote-to-Cash

Not specified

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

Popular Alternatives

Popular Alternatives

servicePath CPQ Reviews & Ratings

servicePath CPQ

servicePath
5.0 out of 5 stars
Revv Reviews & Ratings

Revv

5.0 out of 5 stars
Experlogix CPQ Reviews & Ratings

Experlogix CPQ

Experlogix
Experlogix CPQ Reviews & Ratings

Experlogix CPQ

Experlogix