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At a Glance
Market Segments
Small-Business (96.3% of reviews)
Small-Business (54.5% of reviews)
Entry-Level Pricing
$39.00 Per Month
No pricing available
Assembly
Star Rating
(278)4.8 out of 5
Market Segments
Small-Business (96.3% of reviews)
Pros & Cons
Entry-Level Pricing
$39.00 Per Month
Free Trial is available
Browse all 3 pricing plansConnectWise CPQ
Star Rating
(141)4.0 out of 5
Market Segments
Small-Business (54.5% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about ConnectWise CPQSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that ConnectWise CPQ has a solid Document Signing feature with a rating of 9.4, which allows for efficient contract management. In contrast, Copilot excels in Ease of Use with a score of 9.5, making it more user-friendly for those who prioritize a smooth onboarding experience.
- Reviewers mention that while ConnectWise CPQ's Configuration Rules score 7.3, Copilot's guided selling and configuration capabilities are rated higher, leading to a more intuitive setup process for users who need to configure complex pricing models.
- G2 users highlight that ConnectWise CPQ's Quality of Support is rated at 7.6, which some find lacking compared to Copilot's impressive score of 9.5. This difference suggests that users may find more responsive and helpful support with Copilot.
- Users on G2 note that ConnectWise CPQ's Product Catalog feature scores 7.6, which may not meet the needs of businesses with extensive product offerings. In contrast, Copilot's robust reporting and dashboard capabilities, rated at 9.5, provide better insights for decision-making.
- Reviewers say that ConnectWise CPQ's Signature Workflow is rated at 8.5, which is effective but not as streamlined as Copilot's overall document creation process, which scores 9.0, making it easier for users to create and manage documents.
- Users report that while ConnectWise CPQ has a decent Approval Process rating of 9.2, Copilot's overall contract management features, including Contract Collaboration and Notifications, are rated higher, indicating a more comprehensive approach to managing contracts.
Pricing
Entry-Level Pricing
Assembly
Starter
$39.00
Per Month
For new businesses
- CRM
- Client portal
- Messaging and team inbox
ConnectWise CPQ
No pricing availableFree Trial
Assembly
Free Trial is available
ConnectWise CPQ
No trial information availableRatings
Meets Requirements
8.9
216
8.2
119
Ease of Use
9.4
224
7.8
119
Ease of Setup
9.4
203
7.1
65
Ease of Admin
9.3
193
7.6
65
Quality of Support
9.5
195
7.6
113
Has the product been a good partner in doing business?
9.5
185
8.4
66
Product Direction (% positive)
9.7
206
7.4
119
Features by Category
Signature Process
9.2
60
Not enough data
8.6
56
Not enough data
9.5
61
Not enough data
8.9
57
Not enough data
8.7
59
Not enough data
7.4
53
Not enough data
8.2
55
Not enough data
8.8
56
Not enough data
Agentic AI - E-Signature
6.5
11
Not enough data
7.6
11
Not enough data
7.0
11
Not enough data
7.0
11
Not enough data
7.1
11
Not enough data
7.1
11
Not enough data
Security and Scalability
8.6
54
Not enough data
9.0
53
Not enough data
8.9
52
Not enough data
Platform
9.1
71
Not enough data
9.0
66
Not enough data
8.7
66
Not enough data
9.3
66
Not enough data
8.5
65
Not enough data
Configuration - cpq
Not enough data
7.6
40
Not enough data
6.7
29
|
Verified
Not enough data
7.2
35
|
Verified
Not enough data
8.1
39
|
Verified
Not enough data
7.3
35
|
Verified
Pricing
Not enough data
7.9
44
|
Verified
Not enough data
7.7
42
|
Verified
Not enough data
7.6
32
|
Verified
Not enough data
7.9
39
|
Verified
Not enough data
8.0
45
|
Verified
Not enough data
8.1
36
|
Verified
Quoting
Not enough data
7.9
38
Not enough data
8.1
42
|
Verified
Not enough data
8.6
45
|
Verified
Not enough data
8.2
38
|
Verified
Not enough data
7.9
36
|
Verified
Admin
Not enough data
7.6
29
|
Verified
Not enough data
7.6
28
|
Verified
Not enough data
7.5
26
|
Verified
Not enough data
7.8
26
|
Verified
Channels
Not enough data
6.7
28
|
Verified
Not enough data
7.1
30
|
Verified
Not enough data
Feature Not Available
Platform
Not enough data
8.3
27
|
Verified
Not enough data
7.8
20
|
Verified
Not enough data
7.3
13
Not enough data
8.0
27
|
Verified
Not enough data
6.7
27
|
Verified
Not enough data
Not enough data
Generative AI - cpq
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
File Management
9.4
31
Not enough data
9.5
33
Not enough data
9.6
33
Not enough data
9.1
33
Not enough data
7.9
26
Not enough data
Agentic AI - Cloud Content Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
9.4
31
Not enough data
9.6
33
Not enough data
9.0
27
Not enough data
8.7
26
Not enough data
Administration
9.5
34
Not enough data
9.2
31
Not enough data
9.6
31
Not enough data
9.2
28
Not enough data
9.3
27
Not enough data
9.4
33
Not enough data
Platform
9.1
41
Not enough data
8.9
34
Not enough data
8.9
33
Not enough data
8.8
34
Not enough data
Document Creation
7.7
10
7.8
74
|
Verified
6.8
10
7.4
76
|
Verified
7.2
9
8.0
65
|
Verified
7.2
10
8.4
73
|
Verified
7.7
10
8.9
76
|
Verified
8.3
10
8.8
74
|
Verified
Workflow
7.8
10
7.4
70
|
Verified
7.8
10
7.6
65
|
Verified
8.7
9
7.6
70
|
Verified
Analytics
7.0
10
Feature Not Available
7.5
10
7.5
61
|
Verified
7.8
10
7.4
67
|
Verified
Administration and Platform
8.6
11
8.4
68
|
Verified
9.1
11
7.8
68
|
Verified
8.0
10
8.4
69
|
Verified
8.5
10
8.7
69
|
Verified
7.3
8
8.1
54
|
Verified
8.8
8
8.1
57
|
Verified
Generative AI
6.0
7
Not enough data
Contract Management Platform Features
8.3
27
Not enough data
7.8
26
Not enough data
8.3
25
Not enough data
8.3
25
Not enough data
8.1
25
Not enough data
8.9
24
Not enough data
8.8
24
Not enough data
8.5
24
Not enough data
8.2
24
Not enough data
8.3
24
Not enough data
Generative AI
6.1
20
Not enough data
6.2
20
Not enough data
Agentic AI - Contract Management
6.3
9
Not enough data
Billing
8.8
13
Not enough data
7.7
13
Not enough data
7.7
13
Not enough data
6.4
13
Not enough data
Dunning
7.6
13
Not enough data
7.3
13
Not enough data
6.9
13
Not enough data
Performance
7.3
13
Not enough data
7.1
13
Not enough data
6.9
13
Not enough data
Reporting
5.9
11
Not enough data
5.5
10
Not enough data
5.5
10
Not enough data
Agentic AI - Subscription Billing
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Development
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Requirements
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Contracts
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Channels
7.3
13
Not enough data
7.1
13
Not enough data
4.1
13
Not enough data
Design
8.5
14
Not enough data
6.8
14
Not enough data
7.8
15
Not enough data
7.4
13
Not enough data
8.5
13
Not enough data
Generative AI
4.3
12
Not enough data
5.1
13
Not enough data
Payment Processing
9.4
9
Not enough data
9.4
9
Not enough data
9.3
9
Not enough data
9.3
9
Not enough data
Administration
9.5
10
Not enough data
9.5
10
Not enough data
7.8
10
Not enough data
8.7
9
Not enough data
9.1
9
Not enough data
9.1
9
Not enough data
9.3
9
Not enough data
Payment Options
8.3
9
Not enough data
9.3
10
Not enough data
Security
8.0
9
Not enough data
Platform
8.0
9
Not enough data
8.1
9
Not enough data
Content
8.0
151
Not enough data
7.8
137
Not enough data
8.6
151
Not enough data
8.9
148
Not enough data
8.8
141
Not enough data
Collaboration
8.5
148
Not enough data
9.0
153
Not enough data
8.2
146
Not enough data
7.8
135
Not enough data
6.6
129
Not enough data
6.4
127
Not enough data
Bill Generation
8.7
56
Not enough data
9.2
61
Not enough data
9.2
60
Not enough data
Bill Processing
8.2
56
Not enough data
7.8
50
Not enough data
8.7
57
Not enough data
Integration
8.3
52
Not enough data
8.6
58
Not enough data
7.8
45
Not enough data
Agentic AI - Billing
6.7
7
Not enough data
Onboarding Setup
9.1
26
Not enough data
8.5
26
Not enough data
7.6
26
Not enough data
Project Tracking
6.5
26
Not enough data
6.5
26
Not enough data
8.6
27
Not enough data
8.3
26
Not enough data
7.5
26
Not enough data
Customer Engagement
9.4
29
Not enough data
9.4
28
Not enough data
9.0
29
Not enough data
9.2
28
Not enough data
7.7
27
Not enough data
Functionality
8.8
49
Not enough data
8.3
47
Not enough data
9.1
51
Not enough data
8.7
52
Not enough data
Cloud Support
8.9
48
Not enough data
8.6
45
Not enough data
8.5
45
Not enough data
Automation
8.3
44
Not enough data
8.5
48
Not enough data
Customization
8.7
31
Not enough data
7.0
30
Not enough data
7.5
31
Not enough data
7.6
32
Not enough data
Additional Functionality
7.9
32
Not enough data
6.3
29
Not enough data
9.4
32
Not enough data
8.3
30
Not enough data
8.3
30
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
User Interface Design
8.5
12
Not enough data
9.2
13
Not enough data
9.1
11
Not enough data
9.4
12
Not enough data
Data Control
9.7
11
Not enough data
9.2
11
Not enough data
8.6
11
Not enough data
Publishing
9.3
12
Not enough data
8.9
12
Not enough data
9.1
11
Not enough data
Agentic AI - No-Code Development Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customizations
9.4
8
Not enough data
9.6
8
Not enough data
9.4
8
Not enough data
9.5
7
Not enough data
Growth
8.9
6
Not enough data
9.5
7
Not enough data
9.0
5
Not enough data
9.2
6
Not enough data
9.2
6
Not enough data
Content
9.5
7
Not enough data
9.3
7
Not enough data
9.3
7
Not enough data
9.2
6
Not enough data
Support
9.7
6
Not enough data
Categories
Categories
Shared Categories
Assembly and ConnectWise CPQ are categorized as E-Signature and Proposal
Unique Categories
Assembly is categorized as Client Portal, Client Onboarding, Payment Processing, Customer Communications Management, Subscription Billing, Cloud File Storage, Online Form Builder, No-Code Development Platforms, Website Builder, Cloud Content Collaboration, Billing, Contract Management, and Workplace Innovation Platforms
ConnectWise CPQ is categorized as CPQ and Quote-to-Cash
Reviews
Reviewers' Company Size
Assembly
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
ConnectWise CPQ
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
24.7%
Accounting
14.2%
Consulting
7.9%
Financial Services
7.1%
Information Technology and Services
5.2%
Other
40.8%
Information Technology and Services
54.9%
Computer & Network Security
7.4%
Computer Networking
6.6%
Telecommunications
3.3%
Computer Software
3.3%
Other
24.6%
Discussions
i want a software to save my document files
3 Comments
MH
Works wondersRead more
Assembly has no more discussions with answers
How does “named user” licensing work?
1 Comment
KS
It gives exact number of registered users the right to use a resourceRead more
Do my salespeople need a license if we have one admin that prepares quotes for all of them?
1 Comment
DL
No - as long as you don't care that the quotes come from that persons nameRead more
I have 3 PC’s I need to run Quosal on. Must I purchase a copy for each PC?
1 Comment
DL
You need a license for all Named users generating quotes under their namesRead more
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