ConnectWise CPQ 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ConnectWise CPQ

4.1

(67)

Pricing

Pricing available upon request

About ConnectWise CPQ

ConnectWise CPQ (formerly ConnectWise Sell) is a quote and request for proposal solution suitable for businesses of all sizes. Primary features include quote and proposal, product sourcing, workflow automation and sales reporting.

It allows users to create proposal presentations from pre-built templates, in which they can enter product information, pricing, agreements and more details. Users can attach supporting documents, store credit card information, capture e-signatures, update their customer relationship management (CRM) system and create interactive video proposals.

ConnectWise CPQ also provides a portal that users can use to contact their clients. The business intelligence feature provides sales analytics with supplier, product line, revenue and other reports. Users can customize their reporting dashboard. The product offers integration with various CRMs, business support software, vendors, distributors and more. Integrations include Netsuite, Salesforce, Microsoft Dynamics, Autotask, TechData, Avalara and Dell.

It is compatible with Windows, Linux and Mac operating systems. Support is offered via email, chat and over a phone.

ConnectWise CPQ Screenshots

ConnectWise CPQ Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

Plan includes:

Content Vault
E-Signature
Secure Quote Delivery

Standard

Pricing available upon request

Plan includes:

Content Library
Content Vault
Email Integration
E-Signature
Leasing Options
Secure Quote Delivery

Premium

Pricing available upon request

Plan includes:

Content Library
Content Vault
Contract Options
Email Integration
E-Signature
Leasing Options
Online Payment
Secure Quote Delivery

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ConnectWise CPQ Features

Popular features found in Quoting
Automated Quoting
Billing & Invoicing
Customizable Branding
Discount Management
Document Management
Electronic Signature
Pricing Management
Proposal Generation
Third-Party Integrations
More features of ConnectWise CPQ
Approval Workflow
Audit Trail
Bills of Material
Catalog Management
Client Portal
Collaboration Tools
Contact Management
Content Library
Content Management
CRM
Goal Management
Guided Selling
Opportunity Management
Performance Management
Pipeline Management
Price and Cost Calculations
Product Configurator
Quotes/Estimates
Real-Time Data
Reminders
Renewal Management
Self Service Portal
Templates
Version Control
Workflow Management

ConnectWise CPQ Integrations

Avalara

Autotask PSA

Salesforce for Retail

NetSuite

ConnectWise CPQ User Reviews

Overall Rating

4.1

Ratings Breakdown

46%

30%

16%

Secondary Ratings

Ease of Use

3.9

Value for money

3.9

Customer support

3.8

Functionality

4.0

Eileen W.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2024

Setup and Training is Key

I've been using and consulting on CPQ for over 5 years and I have found that the setup and training is key

Ratings Breakdown

Ease of use

Functionality

Pros:

Big program and very customizable. A ton of options to make a quote look great and make it easy for your sales reps to create the quotes

Cons:

Can have a learning curve due to the amount of features but easily learned

Cassie K.

Verified reviewer

Information Technology and Services

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed January 2025

The best CPQ I've ever used

I was lucky enough to attend a ConnectWise Sell boot camp many years ago and I learned so much at that event. You can really automate so much of your quoting process.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love how customizable and flexible it is. It has a ton of functionality and it's very powerful if you know how to use it.

Cons:

It can be complex and overwhelming to configure. There are a ton of fields hidden by default. You definitely need a consultant to help implement.

Reasons for choosing ConnectWise CPQ

Ton of functionality and solid integration into ConnectWise PSA

Lisa S.

Verified reviewer

Telecommunications

51-200 employees

Used weekly for less than 6 months

Review source

Reviewed December 2024

Good Quote/Proposal Tool for Small -Medium Business

Overall, I feel ConnectWise CPQ is a good tool for small-medium sized companies. The document storage helps with organization, the templates are minimal, the professionalism in the proposal design is really nice but this is not a tool for highly technical quotes/proposals.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The document management was really helpful. I could always find what I was looking for quickly. I also liked the professionalism in the design of the proposals.

Cons:

The quoting/proposal creation really did not work well for our company. We had a hard time using the templates and needed customization all the time.

Melissa B.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed April 2021

Easy to use and it creates beautiful quotes

Sell saved me so much time in my Quoting and purchasing processes. The productivity gain paid for the cost difference between Sell and our old solution.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It creates beautiful quotes that look so professional.

Cons:

I don't need support very often but when I do it is not great.

Reasons for choosing ConnectWise CPQ

n/a

Reasons for switching to ConnectWise CPQ

QuoteWerks didn't have as much automation and the ConnectWise Manage integration was not as good.

Morgan F.

Verified reviewer

Computer & Network Security

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2018

Sell

I have been using Sell for almost 3 years

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is web-based so you can use it wherever you are at. The design is intuitive and easy to learn, yet complex enough to do very customizable things. It integrates with leasing providers (e.g. Great America) so you can include leasing options. You can create a quote template for common items quote out, this saves A LOT of time! I love this feature.

Cons:

I could never get a Dell quote to import. It might be a training issue, but it would save a lot more time if this feature worked better.

Pricilla C.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed July 2020

Building Quotes made not so simple

It works fairly well for what it is supposed to accomplish.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

With CWSell formerly Quosal , you have templates to choose from when formatting your quotes, this make building simple quotes easy.

Cons:

Complex quotes with complex pricing structures needing complex visual display is nearly impossible and extremely time consuming. I had to call another company who was a code specialist who had an integration with our instance to help me fix a issue. Customer server for CW Sell is tier 1 only - If you want to make any basic changes to the function you have to pay extra. For reference , the issue took 5 min for the person whom didnt work for CW to fix. CW wanted to charge us to fix it.

Garry A.

Verified reviewer

Used daily for less than 6 months

Review source

Reviewed January 2018

Leader in the industry. Connectwise Sell has all the features you need for MSP Sales.

Connectwise Sell allows us to build and manage quotes online without having to be in the office. It has all the same realtime features as the other major player in the market (Quotewerks) and with tight integration into the Connectwise ecosystem it's a no-brainer for existing Connectwise customers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Tight integration with Connectwise and Real-time lookups for pricing and product availability make Connectwise Sell very powerful. The entire platform is web-based so you can access it from anywhere making the quoting process seamless and easy no matter where you're working from. It's just as effective from Starbucks as it is from your office.

Cons:

The UI is a bit outdated. Some of the features are a little hidden in the UI and unless you know where they are at it can take some getting used to. Currently there is a problem with back-end connectivity resetting causing you to lose your work. Be sure to save often because it happens several times throughout the day and can get very frustrating.

Curtis H.

Verified reviewer

Computer Networking

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2021

Well rounded

Ratings Breakdown

Ease of use

Functionality

Pros:

We use sell for all our quotes and proposals.

Cons:

I feel that some of their enhancements have made the product more complicated than it needs to be.

Brian A.

Verified reviewer

Information Services

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed September 2019

Clunky at best - hidden hard to get out of contract

When it matters most ConnectWise will put their profits above the customer. We used ConnectWise Sell for over 2 years, and after deciding to switch to another product, we found they had an auto renew clause hidden in a link on the agreement without our knowledge. When asking finance to help, they basically said kick rocks, so we are now stuck with this until contract expires.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Feature rich, does a lot of things good, but does nothing great.

Cons:

Very clunky and slow, when you want to bust out a simple quote it takes a long time. Hard to train sales people

Andy L.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed October 2018

Sell saves so much time!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

TIme saved, ease of use, and professional looking quote that are consistant.

Cons:

Take a while to come up to speed, also take time to get your inventory items to where they need to be for quotes. Once this is done, you of off to the races.

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