ConnectWise CPQ
Accelerate your sales process from quote to signature.
Overview
ConnectWise CPQ (formerly ConnectWise Sell) is a configure, price, quote solution tailored for IT solution providers and managed service providers (MSPs). It streamlines the quoting process, ensuring accuracy and faster deal closure. The platform integrates with other ConnectWise products and leading CRMs, providing customizable templates and pricing rules to enhance sales productivity.
✨ Key Features
- Product and Pricing Rules
- Live Pricing and Availability from Distributors
- Third-party Quote Importing (Cisco, Dell, HP)
- Procurement Automation
- Custom Sales Workflows
- Built-in eSignature
- Recurring Revenue Management
🎯 Key Differentiators
- Deep integration with the ConnectWise PSA platform
- Specifically built for the workflow of Technology Solution Providers
- Robust features for managing complex IT product configurations
Unique Value: Streamline the entire quote-to-cash process for TSPs within a single, integrated platform.
🎯 Use Cases (4)
✅ Best For
- Creating quotes with real-time pricing and availability from IT distributors.
- Automating the sales process for recurring managed services.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Industries outside of IT services and technology.
🏆 Alternatives
Offers unparalleled integration with ConnectWise PSA, making it the superior choice for users of that platform.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premium tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: N/A
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