ConnectWise CPQ is a quote and proposal automation software tailored for IT service providers, managed service providers (MSPs), and value-added resellers (VARs). It streamlines product configuration, pricing, and quoting, ensuring accurate proposals with minimal manual input. The platform includes customizable templates, automated procurement workflows, and real-time distributor pricing, helping businesses reduce quoting time and improve revenue performance. ConnectWise CPQ integrates with CRM systems like Salesforce, NetSuite, and ConnectWise PSA, ensuring seamless data synchronization. Additionally, it offers e-signature capabilities, contract renewal automation, and guided selling, making it a powerful tool for IT and technology service providers
20
Features1
Categories4.7
Verified User Rating
API Access for Custom WorkflowsIntelligent Product Eligibility RulesProcurement AutomationCRM Integrations (Salesforce, NetSuite, etc.)Advanced Tax CalculationsRecurring Revenue ManagementReal-Time Distributor Pricing & AvailabilityAutomated Approval WorkflowsBuilt-in E-Signature IntegrationSecure Online Quote DeliveryCustomizable Quote TemplatesQuote Collaboration ToolsStrategic Vendor IntegrationsSales Coaching AutomationMulti-Currency SupportContract Renewal AutomationCloud-Based AccessibilityUser Role and Access ManagementReporting & Business AnalyticsEmailOn-Premise - WindowsDesktop - Windows
