ConnectWise CPQ

ConnectWise CPQ (Configure, Price, Quote) is a powerful, cloud-based solution designed specifically for technology service providers and managed service providers (MSPs) to streamline and automate the entire sales quoting process. By integrating seamlessly with your existing ConnectWise Manage system and other business tools, ConnectWise CPQ eliminates the need for manual, error-prone quoting, enabling your sales teams to produce professional, consistent, and precise quotes faster than ever before. This not only accelerates the sales cycle but also ensures every proposal aligns perfectly with your pricing strategies and service packages, reducing quote-to-cash times and increasing revenue predictability. One of the most compelling advantages of ConnectWise CPQ is its intuitive configuration engine, which guides sales professionals through complex product and service bundles without requiring deep technical knowledge. Whether selling IT services, software licenses, or hardware solutions, the platform simplifies the creation of highly customized quotes that reflect the exact needs of the customer. The system’s dynamic pricing models and discounting rules help enforce compliance with company policies while maximizing profit margins. With automated workflows, you can quickly transition a quote into an order or service ticket, integrating the sales process tightly with delivery and support operations. This connectivity ensures that everyone—from sales and finance to operations and support—is aligned, improving efficiency and customer satisfaction. Furthermore, ConnectWise CPQ provides deep insights and analytics on quoting activity, allowing business leaders to track quote conversion rates, understand pricing effectiveness, and identify bottlenecks in the sales pipeline. The platform’s cloud-based architecture offers unmatched scalability and flexibility, empowering businesses to adapt quickly to evolving market demands and new product launches. By reducing administrative overhead and increasing quote accuracy, ConnectWise CPQ frees your sales team to focus on what they do best—building relationships and closing deals. For technology service providers aiming to accelerate growth and optimize sales effectiveness, ConnectWise CPQ is not just a quoting tool—it’s a strategic enabler that transforms how you sell, serve, and succeed.

ConnectWise CPQ guides sales reps through configurable bundles, service tiers, and multi-layered pricing structures, making it easier to quote solutions that often involve a mix of hardware, software, and managed services. Its built-in pricing and discounting rules automate compliance with company policies and optimize profit margins, which can be difficult to achieve with more rigid or product-focused CPQ platforms. Furthermore, the ability to quickly convert accepted quotes into orders, service tickets, and invoices creates a streamlined end-to-end workflow, ensuring that sales momentum carries smoothly into delivery and customer satisfaction. Additionally, its cloud-native design ensures access from anywhere and easy updates, empowering growing MSPs to scale without costly infrastructure investments or long deployment cycles. The rich analytics and reporting capabilities built into ConnectWise CPQ give decision-makers actionable insights into sales performance, pricing effectiveness, and bottlenecks, enabling continuous improvement. Overall, ConnectWise CPQ’s industry-specific focus, seamless ConnectWise ecosystem integration, flexible configuration and pricing options, and powerful automation set it apart as the premier quoting solution for technology-driven businesses seeking to accelerate growth, improve accuracy, and enhance customer experience.

• Small Businesses (1-99)
• Mid Market (100-500)
• Enterprise (500+)