# ConnectWise CPQ Software Reviews, Demo & Pricing - 2026 > Review of ConnectWise CPQ Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/connectwise-sell-profile --- [Home](https://www.softwareadvice.com/) / [Quoting Software](https://www.softwareadvice.com/cpq/quoting-comparison/) / ConnectWise CPQ Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/connectwise-sell-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/connectwise-sell-profile/alternatives/) # ConnectWise CPQ 2026: Benefits, Features & Pricing Wondering if ConnectWise CPQ is right for your organization? Our Quoting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview ConnectWise CPQ 4.1 [(67)](https://www.softwareadvice.com/crm/connectwise-sell-profile/reviews/) 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. Wondering if ConnectWise CPQ is right for your organization? Our Quoting Software selection experts can help you in 15 minutes or less. ## ConnectWise CPQ User Interface ## Popular ConnectWise CPQ Alternatives Main Product ConnectWise CPQ 4.1 [(67)](https://www.softwareadvice.com/crm/connectwise-sell-profile/reviews/) Ratings Breakdown - 3.86Ease of use - 3.91Value for money - 3.77Customer support - 4.03Functionality Pricing Available upon request Get Price Alternative Product [Jobber](https://www.softwareadvice.com/field-service/jobber-profile/) 4.6 [(1458)](https://www.softwareadvice.com/field-service/jobber-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.40Value for money - 4.59Customer support - 4.35Functionality Pricing Starting at $39.00 per month Get Price Alternative Product [AutoQuotes](https://www.softwareadvice.com/cpq/autoquotes-profile/) 4.7 [(88)](https://www.softwareadvice.com/cpq/autoquotes-profile/reviews/) Ratings Breakdown - 4.52Ease of use - 4.46Value for money - 4.53Customer support - 4.45Functionality Pricing Available upon request Get Price Alternative Product [FieldPulse](https://www.softwareadvice.com/field-service/fieldpulse-profile/) 4.6 [(455)](https://www.softwareadvice.com/field-service/fieldpulse-profile/reviews/) Ratings Breakdown - 4.51Ease of use - 4.48Value for money - 4.69Customer support - 4.39Functionality Pricing Available upon request Get Price Alternative Product [QuoteWerks](https://www.softwareadvice.com/cpq/quotewerks-profile/) 4.6 [(192)](https://www.softwareadvice.com/cpq/quotewerks-profile/reviews/) Ratings Breakdown - 4.53Ease of use - 4.57Value for money - 4.63Customer support - 4.55Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Xero](https://www.softwareadvice.com/accounting/xero-profile/) 4.4 [(3300)](https://www.softwareadvice.com/accounting/xero-profile/reviews/) Ratings Breakdown - 4.36Ease of use - 4.25Value for money - 4.04Customer support - 4.30Functionality Pricing Starting at $25.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Autotask PSA Integration rated undefined from -1 review Salesforce for Retail Integration rated undefined from -1 review NetSuite Integration rated undefined from -1 review ## ConnectWise CPQ User Reviews Overall Rating 4.1 Ratings Breakdown 5 46% 4 30% 3 16% 2 6% 1 1% 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 5 Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 5 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. Read More AV 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! 5 I enjoy this platform and was able to get a lot out of it. Ratings Breakdown 5 Ease of use 3 Value for money 4 Customer support 4 Functionality Pros: This platform helped streamline all our needs into one. Cons: This platform was a little higher in cost. Read More DB 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) 3 Ratings Breakdown 3 Ease of use 3 Customer support 4 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. Read More TD 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 4 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 3 Ease of use 3 Value for money 5 Customer support 3 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. Read More VR Verified Reviewer 51-200 employees Used daily for more than 2 years Review source Reviewed April 2018 Great system with a lot of features 4 Ratings Breakdown 4 Ease of use 4 Value for money 3 Customer support 4 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. Read More VR 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) 3 Ratings Breakdown 5 Ease of use 5 Value for money 2 Customer support 5 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. Read More VR 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 5 Ratings Breakdown 3 Ease of use 4 Value for money 5 Customer support 4 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. Read More DB 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 5 Ratings Breakdown 3 Ease of use 5 Value for money 5 Customer support 5 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. Read More VR 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. 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More VR 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 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The thing is, I don't do a lot of IT work but when I do, this is the best product! I like that it integrates with everything! Cons: It's not really the market leader so they don't have as much behind them as some of the other software options on the market. Read More Showing 1 - 10 of 67 Reviews [See All Reviews](https://www.softwareadvice.com/crm/connectwise-sell-profile/reviews/) ## ConnectWise CPQ Popular Comparisons [Jobber vs ConnectWise CPQ](https://www.softwareadvice.com/crm/connectwise-sell-profile/vs/jobber/)[AutoQuotes vs ConnectWise CPQ](https://www.softwareadvice.com/cpq/autoquotes-profile/vs/connectwise-sell/)[FieldPulse vs ConnectWise CPQ](https://www.softwareadvice.com/crm/connectwise-sell-profile/vs/fieldpulse/)[QuoteWerks vs ConnectWise CPQ](https://www.softwareadvice.com/crm/connectwise-sell-profile/vs/quotewerks/)[Quoter vs ConnectWise CPQ](https://www.softwareadvice.com/crm/connectwise-sell-profile/vs/quoter/)[Odoo vs ConnectWise CPQ](https://www.softwareadvice.com/crm/connectwise-sell-profile/vs/odoo/) [Compare All Alternatives](https://www.softwareadvice.com/crm/connectwise-sell-profile/alternatives/) ## Other Top Recommended Quoting Software [Xero](https://www.softwareadvice.com/accounting/xero-profile/) **4.4** (3300) Recently recommended **0** times [Jobber](https://www.softwareadvice.com/field-service/jobber-profile/) **4.6** (1458) Recently recommended **0** times [PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/) **4.5** (1252) Recently recommended **0** times [JobBOSS²](https://www.softwareadvice.com/manufacturing/jobboss2-profile/) **4.2** (865) Recently recommended **0** times Stuck Between Options? 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