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

Chris M.

Verified reviewer

Used weekly for less than 6 months

Review source

Reviewed May 2018

An easy quoting system that makes it simple to break away from boring proposals

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that I can integrate videos into our quotes and proposals. Being able to offer clients options and let them easily choose their payment terms and options eliminates a MASSIVE amount of back and forth. And the template system means that I don't have to copy and paste each time. It is web-based and that means I always have access to my quotes when I need to review something. And since we use ConnectWise Manage, quotes easily flow back to ConnectWise for the work and the billing.

Cons:

It is a bear to setup and sometimes use. It has so much there, but I would not call most of it intuitive.

ASHLEY V.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed February 2025

Awesome tool!

I enjoy this platform and was able to get a lot out of it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This platform helped streamline all our needs into one.

Cons:

This platform was a little higher in cost.

Deborah B.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2022

ConnectWise Sell (formerly Quosal)

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

My favorite thing about Sell is its robust integration with Manage. There are also many easy-to-use features that make calculating margins very clear.

Cons:

The rich text editor is incredibly problematic. But you can edit text in an HTML editor that's much less wonky. However, it requires knowledge of HTML and/or searching for HTML training every time you make a quote.

Tom D.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed April 2021

A lot to learn

ConnectWise Sell is a great tool as we live, eat, and Breath ConnectWise. If it's not in ConnectWise is hasn't happened is still very alive at TriTech, so we need ConnectWise Sell so the data is all in one place, it make us look smarter than we sometimes are.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

ConnectWise Sell is a powerful tool and with that power comes the need to know how to operate it. I would like to see more training and even training the trainer so my entire staff can not only learn the power ConnectWise Sell bring to the table, but to have the continuous training they need and a easy tool for training new staff as they come into the admin or sales team.

Cons:

Same as the Pros: Overall ConnectWise Sell is a powerful tool, so there is a lot to learn and stay on top of, we don't do this very well because everyone is busy so some method of training, both initial and ongoing would be helpful, and not that you don't, but could it be easier?

Reasons for choosing ConnectWise CPQ

Is all part of ConnectWise so what better way to go.

Verified

Reviewer

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2018

Great system with a lot of features

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We use ConnectWise to integrate with our NetSuite business system. The system allows us to add important information to our quotations and give them an extremely professional look than we would get with our business system.

Cons:

The only thing I did not like was that there are updates made to the product and we aren't always notified of the changes.

Verified

Reviewer

Information Technology and Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2019

ConnectWise Sell (Formerly Quosal)

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Tool makes really good looking quotes quickly. Customer sign off feature is really handy and importing directly into our PSA tool speeds things up.

Cons:

It's hard to customize templates and support isn't super helpful. They are definitely interested in selling you time to customize it though.

Verified

Reviewer

51-200 employees

Used daily for less than 2 years

Review source

Reviewed April 2018

Once I got over the high learning curve, I found a product in SELL that has transformed our business

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I really enjoy how it integrates well with ConnectWise Manage on a mostly one-to-one basis. Opportunities in Manage can be converted directly to quotes, retaining all the most relevant customer data and information!

Cons:

You wouldn't think so just by glancing at it but the learning curve is steep and it really puts off a lot of our employees at first when they initially gain access to the program.

Dino B.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed October 2018

Sell, sell, sell

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We used to host in country and have since moved to their hosted version on Azure. We have multiple templates that we've customized, dependent on service and partner we use. Tracking is very easy and we can get accurate reporting, if used correctly by the end users. With the clients not having to print any documents, the sales cycle is also closed a lot quicker. The integration is great with ConnecWise Manage

Cons:

Initial setup is quite difficult, especially with customization. End user input is critical for accurate reporting. Not good as a stand alone option, so quite pricey when taking the complete ConnectWise package.

Verified

Reviewer

Used weekly for more than 2 years

Review source

Reviewed February 2018

If you need to quote... anything, you can't go wrong with this cloud based system.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's 100% web based. No software to install, and it will let you take payment automatically (and bill their card!) at the time the customer approves the quote.

Cons:

It's very hard to customize the quote forms, or the look and feel of the web portal clients see when they click a quote.

Verified

Reviewer

Consumer Services

Used daily for less than 6 months

Review source

Reviewed January 2018

If I was in IT I would use this every day