ConnectWise CPQ

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ConnectWise CPQ Evaluation Snapshot

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User RatingNot rated yet
Starting PriceFlat Rate
Free TrialNot specified
Free VersionNo
APINot specified
DeploymentCloud Hosted
HeadquartersUnited States
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Product Overview

ConnectWise CPQ Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About ConnectWise CPQ

ConnectWise CPQ is an efficient quoting software designed to simplify the sales process for businesses in technology and services industries. This platform enables sales teams to create accurate and customizable quotes quickly, reducing the time spent on manual calculations and document preparation. ConnectWise CPQ integrates seamlessly with CRM and ERP systems, ensuring that pricing, product configurations, and customer data are always up to date. With its intuitive interface, users can easily select products, apply discounts, and generate professional quotes that align with their brand identity. The software also supports automated workflows, allowing for streamlined approvals and faster quote delivery to customers. Additionally, ConnectWise CPQ provides analytics tools that offer insights into pricing strategies and sales performance, helping organizations optimize their quoting processes. Overall, this software is essential for companies looking to improve efficiency, accuracy, and customer satisfaction in their sales operations.
Company ConnectWise
Founded 1982
Headquarters United States
Employees NA

Support

24x7 Support Email Phone Chat Knowledge Base FAQs/Forum

Training

In-person Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 2 industries available
Information Technology & Services Wireless
Category-Based Capabilities

ConnectWise CPQ Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

CPQ Software 18 selected features Open category ↗
Price and Cost Calculations Order Management Customizable Branding Multi-Currency Approval Workflow Proposal Generation Contact Management Cataloging/Categorization Renewal Management Discount Management Product Configurator Quotes/Estimates Price/Margin Management Bills of Material Guided Selling Activity Dashboard Electronic Signature Contract/License Management
Proposal Management Software 15 selected features Open category ↗
Collaboration Tools Document Management Content Library RFP Management Contact Management Proposal Generation Templates Version Control Workflow Management Audit Trail Automatic Formatting Knowledge Base Management Electronic Signature Reminders Approval Process Control
Quoting Software 19 selected features Open category ↗
Client Portal Pricing Management CRM Electronic Signature Contract/License Management Discount Management Document Management Cataloging/Categorization Reminders Customizable Branding Third-Party Integrations Proposal Generation Electronic Payments Contact Management Activity Dashboard Billing & Invoicing Drag & Drop Automated Quoting Estimating
Sales Enablement Software 16 selected features Open category ↗
Goal Management Contact Management Workflow Management Lead Qualification Lead Management Engagement Tracking Alerts/Notifications Meeting Management Collaboration Tools Sales Onboarding & Training Activity Tracking Performance Management Reporting & Statistics Customizable Branding Campaign Management Document Management
Sales Force Automation Software 17 selected features Open category ↗
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Pricing Information

ConnectWise CPQ Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Flat Rate
Preferred Currency USD ($)
Free Trial NA
Free Version NA
Payment Frequency NA
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Frequently Asked Questions

ConnectWise CPQ FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

ConnectWise CPQ is an efficient quoting software designed to simplify the sales process for businesses in technology and services industries. This platform enables sales teams to create accurate and customizable quotes quickly, reducing the time spent on manual calculations and document preparation. ConnectWise CPQ integrates seamlessly with CRM and ERP systems, ensuring that pricing, product configurations, and customer data are always up to date. With its intuitive interface, users can easily select products, apply discounts, and generate professional quotes that align with their brand identity. The software also supports automated workflows, allowing for streamlined approvals and faster quote delivery to customers. Additionally, ConnectWise CPQ provides analytics tools that offer insights into pricing strategies and sales performance, helping organizations optimize their quoting processes. Overall, this software is essential for companies looking to improve efficiency, accuracy, and customer satisfaction in their sales operations.

  • No, ConnectWise CPQ does not offer a free version.

  • Yes, ConnectWise CPQ offers a free trial.

  • No, Credit Card details are not required for the ConnectWise CPQ trial.

  • No, ConnectWise CPQ does not offer an API.

  • ConnectWise CPQ offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • ConnectWise CPQ offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • ConnectWise CPQ supports the following languages:
    • English

  • Following are the typical users of the ConnectWise CPQ:
    • Self-Employed , Small-Business , Midsize-Business

  • ConnectWise CPQ supports the following deployment:
    • Cloud Hosted

  • ConnectWise CPQ supports the following devices and operating systems:
    • Web-Based
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