ConnectWise CPQ Overview

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.

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Contact Details

  • Vendor Name ConnectWise
  • Founded 1982
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Information Technology & Services, Wireless

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ConnectWise CPQ Features

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

ConnectWise CPQ Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

ConnectWise CPQ FAQs

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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