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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 CPQ™, 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.

Integrations

All ConnectWise CPQ Integrations
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Screenshots and Video

Play Video ConnectWise Sell Quote Feature ConnectWise Sell - Sales and Workflow Automation ConnectWise Sell - Proposal ConnectWise Sell - E-Signature

Company Facts

Company Name:
ConnectWise
Date Founded:
1982
Company Location:
United States
Company Website:
www.connectwise.com/platform/business-management/cpq
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Product Details

Deployment
SaaS
Windows
Mac
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

ConnectWise CPQ Categories and Features

Sales Force Automation Software

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

Sales Enablement Software

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

Quoting Software

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

Quote-to-Cash Software

Proposal Management Software

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

Order-to-Cash Software

CPQ Software

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

ConnectWise CPQ Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Operations Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    A handy tool to increase sell

    Date: Aug 15 2020
    Summary

    ConnectWise Sell helps us manage with complete control over the quotes and proposals with much ease than before. It allow us to create professional proposals with its predefined template with much ease. It saves a lot of time and resource. It offers workflow automation which is great to use, the workflow automation is completely customisable based on your requirement and can be easily customised on the key factors which you are expecting during any sales flow to trigger the instances. The reporting section is quite intelligent one and can be used to completely e analyse the overall performance and conversion. It can be easily integrated with BI softwares, giving you an upper edge over reporting of sales performance to the management.

    Positive

    ConnectWise Sell is a multi dimensional sales oriented tool, which is very effective in in managing the workflow and paper works from lead till successful conversion. It offers a centralised dashboard to keep track of status and progress of different quotes and proposals.

    Negative

    ConnectWise Sell is a great tool to increase the sales and manage the leads. No cons.

    Read More...
  • Reviewer Name: Mohit V.
    Position: Operations Manager
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Integration with ConnectWise manage makes it best

    Date: Aug 13 2020
    Summary

    It's an absolutely fantastic platform for quote and proposal solution. It helps to save time, builds proposals and also integrates with Salesforce CRM.

    Positive

    It comes with useful CRM integration.
    Easy client order customizations.
    Best integration with Salesforce and ConnectWise manage.
    The best solution for quote and proposal.

    Negative

    I never encountered any problem with this platform.

    Read More...
    1 user found this review useful.