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Top ConnectWise CPQ Alternatives & Competitors
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Last Updated: August 26, 2026
Popular Alternative Software
All Competitors and Alternatives to ConnectWise CPQ
Best Paid & Free Alternatives for ConnectWise CPQ
QuoteWerks Quotient Revv Xero AutoQuotes Better Proposals DealHub Jobber PandaDoc Quoter Proposify
SW Recommended
Overview
QuoteWerks is an advanced proposal management software designed to streamline the quoting and proposal creation process for businesses. This platform provides comprehensive tools for generating accurate quotes, managing pricing, and tracking customer interactions seamlessly. With its user-friendly interface, sales teams can easily create professional proposals, customize templates, and monitor app... Read more about QuoteWerks
Need a Detailed Comparison?
Compare ConnectWise CPQ vs QuoteWerks for pricing, features, integrations, and overall business fit.
Pros
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Sales quotes generated quickly without complex configuration or training
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Built-in CRM integrations reduce manual data entry across platforms
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Product database keeps pricing consistent across every sales rep
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Approval workflows help managers catch errors before quotes go out
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Real-time document tracking shows when prospects actually open quotes
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Handles both product and service line items without workarounds
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Long-time users rarely report needing to switch away from it
Cons
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Reporting depth falls short for analytics-driven sales teams
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Template customization requires more technical effort than expected
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Pricing tier jumps catch growing teams off guard
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Desktop-first design feels dated against modern cloud alternatives
Pricing
Essential
$50 Per Month
Balanced
$78 Per Month
Pinnacle
$102 Per Month
Available
$50 Per month
United States
Overview
Quotient is an intuitive quoting software designed to simplify the quoting process for businesses of all sizes. This platform offers comprehensive tools for creating, sending, and managing quotes, enabling organizations to streamline their sales workflows. With its user-friendly interface, Quotient allows users to customize quote templates, add product details, and incorporate terms and conditions... Read more about Quotient
Need a Detailed Comparison?
Compare ConnectWise CPQ vs Quotient for pricing, features, integrations, and overall business fit.
Popular Integrations
Pros
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Quotient makes creating professional quotes faster than most alternatives
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Clean interface means less time training new sales team members
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Clients can accept quotes online without back-and-forth email chains
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Automatic follow-up reminders reduce deals slipping through the cracks
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Customizable quote templates keep branding consistent across every proposal
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Real-time notifications alert you the moment a client views quotes
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Pricing tables are easy to adjust without reformatting the whole document
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Small business owners find the learning curve surprisingly manageable
Cons
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Proposal customization options feel restrictive for complex or layered deals
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Mobile experience doesn't match the fluency of the desktop version
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Reporting depth falls short for teams tracking detailed sales performance
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Pricing climbs noticeably once team size or volume grows
Pricing
Solo
$28 Per Month
Available
$28 Per month
New Zealand
Overview
Revv is an innovative donation management software designed to help nonprofits streamline their fundraising efforts and manage donor relationships effectively. This powerful platform offers features such as donation tracking, campaign management, and reporting, enabling organizations to manage their fundraising activities efficiently. With its userfriendly interface, staff can easily create and ma... Read more about Revv
Need a Detailed Comparison?
Compare ConnectWise CPQ vs Revv for pricing, features, integrations, and overall business fit.
Available
Contact Vendor
United States
Overview
Xero is a user-friendly accounting software designed for small businesses. It facilitates efficient financial management through features like invoicing and expense tracking. With bank feeds, Xero automatically imports and categorizes transactions, saving time on manual entry. The platform provides real-time access to financial data, aiding in timely decision-making. Xero's dashboard offers a clea... Read more about Xero
Problem It Solves
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Streamlining Financial Management For Small Businesses Through Cloud-based Accounting Solutions
Core Use Cases
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Accounting & Bookkeeping
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Financial Automation
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Cash Flow Management
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Reporting
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Invoicing & Billing
Target Users
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Small Business Owners
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Accountants
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Bookkeepers
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Financial Advisors
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Freelancers
Industry Fit
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Accounting
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Retail
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Professional Services
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Hospitality
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Nonprofit
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Construction
Key Features
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Invoicing And Billing
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Bank Reconciliation
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Expense Tracking
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Financial Reporting
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Payroll Management
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Inventory Management
USP
-
Effortless Accounting For Seamless Business Growth
Popular Integrations
Pros
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Cloud-based access means your books are always reachable
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Bank reconciliation happens automatically
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Connects with 1000+ third-party apps including Shopify and Stripe
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Real-time cash flow dashboard gives instant visibility into finances
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Multi-currency support handles international transactions without extra plugins
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Accountants and clients can collaborate inside the same account
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Clean interface makes navigating invoices and payroll genuinely approachable
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Pricing tiers stay reasonable for small to mid-sized businesses
Cons
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Scheduling and automation features locked behind higher-tier plans
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Built-in data export options feel limited for advanced workflows
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Handling highly dynamic or JavaScript-heavy pages requires extra configuration
Pricing
Starter
$29 Per Month
Standard
$46 Per Month
Premium
$69 Per Month
30 Days
$29 Per month
New Zealand
Overview
AutoQuotes is a sophisticated quoting software designed to streamline the sales process for businesses by automating the creation, management, and delivery of quotes to clients. It offers a comprehensive platform for generating accurate and professional quotes quickly, ensuring that sales teams can respond to customer inquiries efficiently and effectively. With AutoQuotes, users can create customi... Read more about AutoQuotes
Available
Contact Vendor
United States
Overview
Better Proposals is a sophisticated proposal management software designed to help businesses create, send, and track professional proposals with ease. It offers a variety of customizable templates that ensure your proposals are visually appealing and brand-consistent. With its intuitive drag-and-drop editor, users can easily add content, images, and pricing details without any technical skills. Be... Read more about Better Proposals
Need a Detailed Comparison?
Compare ConnectWise CPQ vs Better Proposals for pricing, features, integrations, and overall business fit.
Problem It Solves
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Streamlining Proposal Creation To Save Time And Improve Client Engagement
Core Use Cases
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Create Professional Proposals
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Streamline Proposal Process
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Track Client Interactions
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Customize Proposal Templates
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Integrate With CRM Systems
Target Users
-
Small Business Owners
-
Freelancers
-
Sales Teams
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Marketing Professionals
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Creative Agencies
Industry Fit
-
Marketing
-
Event Planning
-
Real Estate
-
Creative Agencies
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Consulting
-
IT Services
Key Features
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Intuitive User Interface
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Customizable Templates
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Real-time Collaboration
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Secure Document Sharing
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Analytics And Tracking
USP
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Streamline Your Proposals With Intuitive And Efficient Software
Pros
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Proposal templates look genuinely polished without needing a designer
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Digital signatures built in, no third-party tool required
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Clients can sign and pay in one sitting
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Tracks when prospects open proposals and how long they read
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Clean editor makes customization fast even for non-technical users
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Payment integrations with Stripe and PayPal work right out-of-the-box
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Analytics give sales teams real data on prospect engagement
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Smaller agencies will find pricing reasonable for what's included
Cons
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Editing flexibility drops off when working inside stricter template structures
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Pricing climbs noticeably once team seats and volume increase
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Analytics depth feels limited for data-driven sales workflows
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CRM sync occasionally needs manual nudging to stay current
Pricing
Starter
$13 Per User
Premium
$21 Per Month
Enterprise
$42 Per Month
Available
$13 Per user
United Kingdom
Top-Rated CPQ and Revenue Platform
Overview
DealHub is a dynamic sales engagement platform developed to empower sales teams with streamlined deal management. It offers a centralized hub for all sales activities, enhancing collaboration and efficiency. The software's standout features include customizable sales playbooks, interactive quoting tools, and a user-friendly CPQ (Configure, Price, Quote) system, which significantly speeds up the sa... Read more about DealHub
Need a Detailed Comparison?
Compare ConnectWise CPQ vs DealHub for pricing, features, integrations, and overall business fit.
Problem It Solves
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Streamlining Sales Processes To Enhance Efficiency And Close Deals Faster
Core Use Cases
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Streamline Sales Processes
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Automate Document Generation
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Enhance Deal Collaboration
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Optimize Contract Management
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Analyze Sales Performance
Target Users
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Sales Professionals
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Revenue Operations Teams
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Sales Managers
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Account Executives
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Business Development Representatives
Industry Fit
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Technology
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Financial Services
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Healthcare
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Manufacturing
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Telecommunications
Key Features
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Intuitive User Interface
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Customizable Sales Playbooks
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Real-time Analytics
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Seamless CRM Integration
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Automated Document Generation
USP
-
Streamline Sales Processes With DealHub's All-in-one Revenue Platform
Pros
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Configure complex quotes in minutes without IT involvement
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CPQ and contract management live in one connected workflow
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Sales teams close faster with guided selling built in
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Pricing rules update across all quotes instantly when changed
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Approval workflows actually reduce back-and-forth between reps and managers
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DealRoom gives buyers a clean single space to review proposals
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Integrates tightly with Salesforce and HubSpot without breaking existing data
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Subscription and renewal management handled without switching tools
Cons
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Revenue grid complexity catches smaller sales teams off guard
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Advanced configure-price-quote features demand significant onboarding investment upfront
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Reporting depth may frustrate teams needing granular pipeline analytics
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Pricing scales noticeably as deal volume and seat count grow
NA
Contact Vendor
United States
The all-in-one system for high-performing service pros
Overview
Jobber is a versatile software tailored for the home and commercial service businesses, aiding them in efficient operations and client management. It simplifies scheduling by allowing users to organize appointments and dispatch teams seamlessly. With its client hub, Jobber enables businesses to keep detailed customer records, ensuring personalized service and effective communication. The software ... Read more about Jobber
Problem It Solves
-
Streamlining Service Management For Small Businesses To Improve Efficiency And Customer Satisfaction
Core Use Cases
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Schedule Appointments
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Manage Customer Information
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Track Job Progress
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Generate Invoices
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Process Payments
Target Users
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Small Business Owners
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Field Service Professionals
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Service-based Business Managers
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Administrative Staff
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Technicians
Industry Fit
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Retail
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Healthcare
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Home Services
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Construction
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Landscaping
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Cleaning Services
Key Features
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Scheduling And Dispatching
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Invoicing And Payments
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Client Management
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Job Tracking
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Reporting And Analytics
USP
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Effortless Job Management For Service Businesses
Popular Integrations
Pros
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Field service businesses get a purpose-built tool, not a generic CRM
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Quoting and invoicing live in one connected workflow
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Client communication stays organized through an easy-to-navigate hub
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Mobile app holds up well for crews working entirely on-site
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Online booking lets customers schedule without back-and-forth phone calls
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Automated follow-ups and reminders cut down on unpaid invoices noticeably
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Reporting gives small business owners clear visibility into actual revenue
Cons
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Mobile app misses some depth found in the desktop version
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Pricing climbs quickly as team size and features grow
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Reporting tools feel limited for data-driven business decisions
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Workflow customization hits a ceiling for complex service operations
Pricing
Grow
$149 Per User
Connect
$89 Per User
Core
$29 Per User
14 Days
$149 Per user
Canada
Streamline proposals, quotes & other business document workflows
Overview
PandaDoc is a comprehensive document automation software that streamlines the process of creating, managing, and signing digital documents. Designed for ease and efficiency, it offers a user-friendly interface, making document handling straightforward even for beginners. Its core features include a robust template library, which speeds up document creation, and an electronic signature function, en... Read more about PandaDoc
Need a Detailed Comparison?
Compare ConnectWise CPQ vs PandaDoc for pricing, features, integrations, and overall business fit.
Problem It Solves
-
Streamlining Document Creation And Management For Businesses
Core Use Cases
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Create And Send Documents
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Track Document Status
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Collect Electronic Signatures
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Automate Document Workflows
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Integrate With Other Business Tools
Target Users
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Small Business Owners
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Sales Teams
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Marketing Professionals
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Legal Teams
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HR Departments
Industry Fit
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Finance
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Healthcare
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Real Estate
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Legal
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Technology
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Education
Key Features
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Document Automation
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ESignature Integration
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Customizable Templates
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Real-time Collaboration
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Analytics And Reporting
USP
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Streamline Document Workflows With Ease And Efficiency
Pros
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Document creation feels fast with drag-and-drop building blocks
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Pre-built templates cut proposal setup time significantly
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Real-time tracking shows exactly when recipients open documents
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Built-in eSignatures remove the need for separate signing tools
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Payment collection works directly inside sent documents
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CRM integrations with HubSpot and Salesforce reduce manual data entry
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Analytics give clear visibility into which content prospects engage with most
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Approval workflows keep internal sign-offs organized without endless email chains
Cons
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Approval workflows can feel rigid when handling complex multi-team sign-offs
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Template editor occasionally resists precise formatting adjustments without workarounds
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Pricing climbs noticeably once your team grows beyond the basics
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Analytics depth leaves data-focused teams wanting more granular insight
Pricing
Starter
$19 Per Month
Business
$49 Per Month
14 Days
$19 Per month
United States
Quote-to-cash automation for the unique revenue challenges of MSPs
4.6
(2 Reviews)Overview
Quoter is a robust quoting software designed to simplify the estimation and proposal process for businesses across various industries. This platform allows users to create accurate and professional quotes quickly, ensuring that clients receive timely and well-structured estimates. With its intuitive interface, Quoter enables users to customize quotes with templates, product specifications, and pri... Read more about Quoter
Need a Detailed Comparison?
Compare ConnectWise CPQ vs Quoter for pricing, features, integrations, and overall business fit.
Pros
-
Clean quoting interface gets proposals out in minutes, not hours
-
Built-in product catalog keeps pricing consistent across every rep
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Approval workflows reduce errors before quotes reach the client
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E-signature support removes the back-and-forth of chasing sign-offs
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CRM and PSA integrations fit naturally into existing sales stacks
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Detailed quote analytics show exactly where deals stall or close
Cons
-
Reporting depth falls short for analytics-driven sales teams
-
Template customization hits a wall with complex quoting needs
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Pricing tier jumps catch smaller teams off guard quickly
-
Integrations outside the core stack require extra setup effort
Pricing
Basic
$149 Per Month
NA
$149 Per month
Canada
Overview
Proposify is a powerful proposal management software designed to streamline the creation, management, and tracking of business proposals for organizations. This platform provides users with a comprehensive suite of tools for creating visually appealing proposals, tracking client interactions, and analyzing proposal performance, ensuring that organizations can close deals efficiently. Users can eas... Read more about Proposify
Need a Detailed Comparison?
Compare ConnectWise CPQ vs Proposify for pricing, features, integrations, and overall business fit.
Problem It Solves
-
Streamlining The Proposal Creation And Approval Process For Businesses
Core Use Cases
-
Create Professional Proposals
-
Customize Proposal Templates
-
Track Proposal Status
-
Collaborate With Team Members
-
Analyze Proposal Performance
Target Users
-
Small Business Owners
-
Sales Teams
-
Marketing Professionals
-
Freelancers
-
Project Managers
Industry Fit
-
Marketing Agencies
-
Web Design Firms
-
Consulting Services
-
Event Planning Companies
-
Construction Companies
-
IT Services
Key Features
-
Customizable Proposal Templates
-
Electronic Signature Integration
-
Real-time Collaboration
-
Analytics And Reporting
-
Client Management Tools
USP
-
Streamline Proposals Effortlessly With Proposify's Intuitive Platform
Pros
-
Clean drag-and-drop editor makes building proposals genuinely fast
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Legally binding e-signatures come built-in without third-party add-ons
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Clients can comment directly inside the proposal before signing
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Real-time notifications tell you exactly when prospects open documents
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Template library covers dozens of industries right out of the box
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Detailed analytics show which proposal sections prospects spend time on
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CRM integrations with HubSpot and Salesforce work reliably well
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Approval workflows help agencies keep internal sign-offs organized
Cons
-
Approval workflow options feel limited for complex multi-stakeholder deals
-
Template customization hits a wall without CSS knowledge
-
Pricing climbs quickly once team size grows beyond a handful
-
Analytics depth leaves data-driven sales teams wanting more
Pricing
Basic
$29 Per User
Team
$49 Per Month
Business
$65 Per Month
Available
$29 Per user
Canada
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FAQs About ConnectWise CPQ Alternatives
Yes! Depending on the product, you may find:
- Free Trial options like Xero, PandaDoc, Jobber, Proposify, Revv, Better Proposals, AutoQuotes, QuoteWerks and Quotient (test premium features before subscribing).
These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.