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ConnectWise CPQ

Generates quotes and proposals from any location, integrating with leading CRMs to provide visibility into the sales pipeline from creation to fulfillment.

Made by ConnectWise

  • Email/Help Desk

  • 24/7 (Live rep)

  • Phone Support

  • Chat

  • Knowledge Base

  • FAQs/Forum

What is ConnectWise CPQ?

ConnectWise CPQ, the cloud-based quoting and proposal solution from the ConnectWise Suite, empowers IT solution providers and resellers to streamline the quote-to-cash process with ease. This all-in-one quoting software enables users to create professional quotes and proposals anytime, anywhere, and automatically update their sales pipeline. Tight integrations with leading CRMs like Salesforce, NetSuite, and ConnectWise Manage provide end-to-end visibility, while guided quote creation and automated sales coaching help ensure a well-structured sales cycle. Clients can customize their orders and instantly accept quotes via the secure, interactive web-based delivery system with built-in e-signature capabilities. Additionally, ConnectWise CPQ offers features like live pricing integration, a library of quote templates, and the ability to easily quote Cisco products, helping businesses stand out with their quoting and proposal process

Highlights

  • Seamless CRM integrations for end-to-end sales pipeline visibility
  • Guided quote creation and automated sales coaching for a structured sales cycle
  • Secure, interactive web-based quote delivery with built-in e-signature
  • Live pricing integrations and a library of quote templates
  • Ability to easily quote Cisco products

Platforms

  • Desktop Windows
  • Mac
  • Desktop Mac
  • Windows
  • On-Premise Windows
  • Cloud, SaaS, Web-based
  • Mobile iPhone
  • Desktop Chromebook
  • On-Premise Linux
  • Mobile Android
  • Desktop Linux
  • Mobile iPad
  • Web-based

Languages

  • English

Social

Features

    • Email/Help Desk

    • Phone Support

    • Chat

    • In Person

    • FAQs/Forum

    • Live Online

    • 24/7 (Live rep)

    • Knowledge Base

    • Webinars

    • Videos

    • Documentation