Link copied to clipboard # ClientPoint vs ConnectWise CPQ Comparison - What are their main differences? Share [ Export ](/compare/clientpoint/connectwise-cpq/export.csv) ClientPointConnectWise CPQ[+ Add Product](#) Reviews **ClientPoint** [ 4.5/5(198) ](https://www.g2.com/products/clientpoint/reviews#reviews) **ConnectWise CPQ** [ 4/5(142) ](https://www.g2.com/products/connectwise-cpq/reviews#reviews) Pricing **ClientPoint** No pricing available **ConnectWise CPQ** No pricing available **Pricing Insights** from reviews Time to Implement **ClientPoint** 2 monthsFaster Based on 25 responses **ConnectWise CPQ** 3 months Based on 38 responses Return on Investment **ClientPoint** 13 months Based on 15 responses **ConnectWise CPQ** 13 months Based on 25 responses Perceived Cost **ClientPoint** $$$$$ **ConnectWise CPQ** $$$$$ Average Discount **ClientPoint** 9% **ConnectWise CPQ** 12%3% more Pros & Cons **ClientPoint** [ AI Technology (1) ](https://www.g2.com/products/clientpoint/reviews?filters%5Bsentiment_snippet%5D=1573474&qs=pros-and-cons#reviews)[ Client Management (1) ](https://www.g2.com/products/clientpoint/reviews?filters%5Bsentiment_snippet%5D=1573464&qs=pros-and-cons#reviews)[ Performance Issues (1) ](https://www.g2.com/products/clientpoint/reviews?filters%5Bsentiment_snippet%5D=1573574&qs=pros-and-cons#reviews)[ Saving Issues (1) ](https://www.g2.com/products/clientpoint/reviews?filters%5Bsentiment_snippet%5D=1573613&qs=pros-and-cons#reviews) **ConnectWise CPQ** [ Customization (3) ](https://www.g2.com/products/connectwise-cpq/reviews?filters%5Bsentiment_snippet%5D=1972705&qs=pros-and-cons#reviews)[ Customer Support (2) ](https://www.g2.com/products/connectwise-cpq/reviews?filters%5Bsentiment_snippet%5D=2145337&qs=pros-and-cons#reviews)[ Difficult Editing (2) ](https://www.g2.com/products/connectwise-cpq/reviews?filters%5Bsentiment_snippet%5D=2145259&qs=pros-and-cons#reviews)[ Bug Issues (1) ](https://www.g2.com/products/connectwise-cpq/reviews?filters%5Bsentiment_snippet%5D=2233668&qs=pros-and-cons#reviews) Integrations **ClientPoint** Not enough data **ConnectWise CPQ** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a0262af4936c069f30f6065e864afa37/avalara.png "Product Avatar Image") Avalara ](https://www.g2.com/products/avalara/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_1467670f5b38baa0d355c60fc161f94c/connectbooster.png "Product Avatar Image") ConnectBooster ](https://www.g2.com/products/connectbooster/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_71171ec9794b67c115a51f7e9d6b3d0e/connectwise-psa.png "Product Avatar Image") ConnectWise PSA ](https://www.g2.com/products/connectwise-psa/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_66ffd4f613df56e55725c99cfdab848f/salesforce-b2c-commerce.jpg "Product Avatar Image") Salesforce B2C Commerce ](https://www.g2.com/products/salesforce-b2c-commerce/reviews)[ View all ](https://www.g2.com/products/connectwise-cpq/integrations) Screenshots **ClientPoint** ![ClientPoint screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/84307/CPoverview.png) **ConnectWise CPQ** ![ConnectWise CPQ screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/61052/expirable-direct-uploads_2Fb18815de-c2c5-46ce-a501-dce2552c85a8_2FOrder_PorterWeb.png) Ratings Meets Requirements **ClientPoint** 8.8 8.8184 **ConnectWise CPQ** 8.2 8.2119 Ease of Use **ClientPoint** 8.8 8.8184 **ConnectWise CPQ** 7.8 7.8119 Ease of Setup **ClientPoint** 8.4 8.488 **ConnectWise CPQ** 7.1 7.165 Ease of Admin **ClientPoint** 8.7 8.786 **ConnectWise CPQ** 7.6 7.665 Quality of Support **ClientPoint** 9.2 9.2175 **ConnectWise CPQ** 7.6 7.6113 Has the product been a good partner in doing business? **ClientPoint** 9.4 9.487 **ConnectWise CPQ** 8.4 8.466 Product Direction (% positive) **ClientPoint** 9.3 9.3187 **ConnectWise CPQ** 7.4 7.4119 Features Proposal[Hide 47 FeaturesShow 47 Features](javascript:void(0);) 8.5 156 8.0 95 Document Creation Customizability: Variables and Fields 8.6(won by 0.8) 150 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 7.8 74 | Verified Template Creation and Flexibility 8.4(won by 1.0) 154 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 7.4 76 | Verified Rich Media 8.2(won by 0.2) 134 | Verified 8.0 65 | Verified Online Document Creation 8.4(tied score) 29 | Verified 8.4(tied score) 73 | Verified PDF Creation 8.9(tied score) 143 | Verified 8.9(tied score) 76 | Verified Custom Branding 8.7 149 | Verified 8.8(won by 0.1) 74 | Verified Workflow Document Builder Interface 8.5(won by 1.1) 141 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 7.4 70 | Verified Collaborative Creation 8.2(won by 0.6) 23 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 7.6 65 | Verified Assembly and Approval Workflows 8.4(won by 0.8) 126 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 7.6 70 | Verified Analytics Proposal Effectiveness Reporting 8.7(won by 1.2) 136 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 7.5 61 | Verified Reporting and Dashboards 8.7(won by 1.3) 140 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 7.4 67 | Verified Engagement Tracking 8.8(won by default) 144 | Verified Feature Not Available Administration and Platform User, Role, and Access Management 8.7(won by 0.3) 130 | Verified 8.4 68 | Verified Alerts and Notifications 8.6(won by 0.8) 138 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 7.8 68 | Verified CRM Integration 7.8 79 | Verified 8.4(won by 0.6) 69 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) Electronic Signature 8.4 107 | Verified 8.7(won by 0.3) 69 | Verified API / Integrations 8.2(won by 0.1) 59 | Verified 8.1 57 | Verified CPQ Integration Feature Not Available 8.1(won by default) 54 | Verified Contract/License Management Not enough data Not enough data Knowledge Base Management Not enough data Not enough data Contact Management Not enough data Not enough data RFP Management Not enough data Not enough data Workflow Management Not enough data Not enough data Document Management Not enough data Not enough data Task Management Not enough data Not enough data API Not enough data Not enough data Generative AI AI Text Generation Not enough data Not enough data Generative AI Not enough data Not enough data Proposal Generation Not enough data Not enough data Additional Functionality Templates Not enough data Not enough data Collaboration Tools Not enough data Not enough data AI Copilot Not enough data Not enough data CRM Not enough data Not enough data Automatic Formatting Not enough data Not enough data Client Portal Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Customizable Reports Not enough data Not enough data Content Library Not enough data Not enough data Data Import/Export Not enough data Not enough data Document Review Not enough data Not enough data Document Automation Not enough data Not enough data Reminders Not enough data Not enough data Audit Trail Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Approval Process Control Not enough data Not enough data Version Control Not enough data Not enough data CPQ[Hide 65 FeaturesShow 65 Features](javascript:void(0);) Not enough data 7.6 57 Configuration - cpq Product Catalog Not enough data 7.6(won by default) 40 Guided Selling Not enough data 6.7(won by default) 29 | Verified Configuration Rules Not enough data 7.2(won by default) 35 | Verified Price Configuration Not enough data 8.1(won by default) 39 | Verified Visual Configuration Not enough data 7.3(won by default) 35 | Verified Pricing Pricing Flexibility Not enough data 7.9(won by default) 44 | Verified Discounting Not enough data 7.7(won by default) 42 | Verified Commerical Rules Not enough data 7.6(won by default) 32 | Verified Terms and Conditions Not enough data 7.9(won by default) 39 | Verified Approval Workflow Not enough data 8.0(won by default) 45 | Verified Renewals Not enough data 8.1(won by default) 36 | Verified Quoting Grouping Not enough data 7.9(won by default) 38 Version Control Not enough data 8.1(won by default) 42 | Verified Quote Document Generation Not enough data 8.6(won by default) 45 | Verified Ordering Not enough data 8.2(won by default) 38 | Verified Contracts Not enough data 7.9(won by default) 36 | Verified Approval Process Control Not enough data Not enough data Admin Configuration Ease of Admin Not enough data 7.6(won by default) 29 | Verified Pricing Administration Not enough data 7.6(won by default) 28 | Verified Workflow Management Not enough data 7.5(won by default) 26 | Verified Document Management Not enough data 7.8(won by default) 26 | Verified Contact Management Not enough data Not enough data Discount Management Not enough data Not enough data Catalog Management Not enough data Not enough data Contract/License Management Not enough data Not enough data Renewal Management Not enough data Not enough data Price/Margin Management Not enough data Not enough data Order Management Not enough data Not enough data Channels Mobile User Support Not enough data 6.7(won by default) 28 | Verified Channel Partner Support Not enough data 7.1(won by default) 30 | Verified eCommerce Not enough data Feature Not Available Platform CRM Integration Not enough data 8.3(won by default) 27 | Verified Integration API Not enough data 7.8(won by default) 20 | Verified Internationalization Not enough data 7.3(won by default) 13 Scalability Not enough data 8.0(won by default) 27 | Verified Reporting and Dashboards Not enough data 6.7(won by default) 27 | Verified ERP Integration Not enough data Not enough data Activity Dashboard Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Generative AI - cpq Dynamic Quoting Not enough data Not enough data Dynamic Pricing Not enough data Not enough data Personalized Sale Recommendations Not enough data Not enough data Additional Functionality Price and Cost Calculations Not enough data Not enough data Data Visualization Not enough data Not enough data Rules Engine Not enough data Not enough data Real-Time Data Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Audit Trail Not enough data Not enough data Drag & Drop Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Sales Automation Not enough data Not enough data Document Storage Not enough data Not enough data AI Copilot Not enough data Not enough data CRM Not enough data Not enough data Customizable Templates Not enough data Not enough data Product Configurator Not enough data Not enough data Self Service Portal Not enough data Not enough data Forecasting Not enough data Not enough data Bills of Material Not enough data Not enough data Multi-Currency Not enough data Not enough data Generative AI Not enough data Not enough data Customizable Branding Not enough data Not enough data Electronic Signature Not enough data Not enough data Document Templates Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Show 7 feature categories with incomplete data E-Signature[Hide 79 FeaturesShow 79 Features](javascript:void(0);) Not enough data Not enough data Signature Process Document Signing Not enough data Not enough data Reminders and Expirations Not enough data Not enough data Sign-In Process Not enough data Not enough data Mobile Signatures Not enough data Not enough data Signature Workflow Not enough data Not enough data Bulk Digital Signatures Not enough data Not enough data Reporting Not enough data Not enough data Signature Document Creation Not enough data Not enough data Multi-Party Signing Not enough data Not enough data Electronic Signature Not enough data Not enough data Agentic AI - E-Signature Autonomous Task Execution Not enough data Not enough data Cross-system Integration Not enough data Not enough data Adaptive Learning Not enough data Not enough data Natural Language Interaction Not enough data Not enough data Proactive Assistance Not enough data Not enough data Decision Making Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Multi-Language Not enough data Not enough data Security and Scalability Regulatory Compliance Not enough data Not enough data Signature History and Audit Not enough data Not enough data Enterprise Scalability Not enough data Not enough data Platform Custom Branding Not enough data Not enough data User, Role, and Access Management Not enough data Not enough data Internationalization Not enough data Not enough data Performance and Reliability Not enough data Not enough data Integration APIs Not enough data Not enough data Email Management Not enough data Not enough data Template Management Not enough data Not enough data Mobile Access Not enough data Not enough data Forms Management Not enough data Not enough data Contact Management Not enough data Not enough data Compliance Management Not enough data Not enough data Workflow Management Not enough data Not enough data Document Management Not enough data Not enough data Contract/License Management Not enough data Not enough data Renewal Management Not enough data Not enough data Registration Management Not enough data Not enough data Event Management Not enough data Not enough data Marketing Management Not enough data Not enough data Expiration Management Not enough data Not enough data Offline Access Not enough data Not enough data Video Management Not enough data Not enough data Additional Functionality File Sharing Not enough data Not enough data Approval Process Control Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Authentication Not enough data Not enough data Data Security Not enough data Not enough data Reminders Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Version Control Not enough data Not enough data Single Sign On Not enough data Not enough data Audit Trail Not enough data Not enough data AI Copilot Not enough data Not enough data Activity Dashboard Not enough data Not enough data Encryption Not enough data Not enough data Signature Capture Not enough data Not enough data Document Conversion Not enough data Not enough data Drag & Drop Not enough data Not enough data Archiving & Retention Not enough data Not enough data Team Collaboration Not enough data Not enough data Generative AI Not enough data Not enough data Status Tracking Not enough data Not enough data Customizable Fields Not enough data Not enough data Searchable Database Not enough data Not enough data QR Codes Not enough data Not enough data Two-Factor Authentication Not enough data Not enough data Search/Filter Not enough data Not enough data Multi-Location Not enough data Not enough data Real-Time Data Not enough data Not enough data Data Synchronization Not enough data Not enough data Age Verification Not enough data Not enough data Customer Database Not enough data Not enough data Secure Data Storage Not enough data Not enough data Waiver Kiosk Not enough data Not enough data Data Import/Export Not enough data Not enough data Photo Capture Not enough data Not enough data Conditional Logic Not enough data Not enough data Customizable Templates Not enough data Not enough data Collaboration & Productivity[Hide 45 FeaturesShow 45 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality Third-Party Integrations Not enough data Not enough data To-Do List Not enough data Not enough data @mentions Not enough data Not enough data Single Sign On Not enough data Not enough data File Management Not enough data Not enough data Activity Dashboard Not enough data Not enough data Drag & Drop Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Prioritization Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Screen Sharing Not enough data Not enough data Content Management Not enough data Not enough data Brainstorming Not enough data Not enough data AI Copilot Not enough data Not enough data File Transfer Not enough data Not enough data Calendar Management Not enough data Not enough data Status Tracking Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Version Control Not enough data Not enough data Task Management Not enough data Not enough data Activity Tracking Not enough data Not enough data Real Time Editing Not enough data Not enough data Communication Management Not enough data Not enough data Chat/Messaging Not enough data Not enough data Tagging Not enough data Not enough data Generative AI Not enough data Not enough data Assignment Management Not enough data Not enough data Task Scheduling Not enough data Not enough data Project Management Not enough data Not enough data Collaboration Tools Not enough data Not enough data Workflow Management Not enough data Not enough data Secure Data Storage Not enough data Not enough data File Sharing Not enough data Not enough data Document Storage Not enough data Not enough data Task Progress Tracking Not enough data Not enough data Discussions/Forums Not enough data Not enough data Commenting/Notes Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Contact Management Not enough data Not enough data Video Conferencing Not enough data Not enough data Progress Tracking Not enough data Not enough data Mobile Access Not enough data Not enough data API Not enough data Not enough data Document Management Not enough data Not enough data Customizable Branding Not enough data Not enough data Quote Management[Hide 37 FeaturesShow 37 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality AI Copilot Not enough data Not enough data Electronic Signature Not enough data Not enough data Approval Process Control Not enough data Not enough data Customer History Not enough data Not enough data Workflow Management Not enough data Not enough data Reminders Not enough data Not enough data Automated Quoting Not enough data Not enough data Price/Margin Management Not enough data Not enough data Contact Management Not enough data Not enough data Drag & Drop Not enough data Not enough data Pricing and Cost Calculations Not enough data Not enough data Calendar Management Not enough data Not enough data Catalog Management Not enough data Not enough data Client Portal Not enough data Not enough data Discount Management Not enough data Not enough data Real-Time Data Not enough data Not enough data Proposal Generation Not enough data Not enough data Billing & Invoicing Not enough data Not enough data Generative AI Not enough data Not enough data Customizable Branding Not enough data Not enough data Template Management Not enough data Not enough data Document Management Not enough data Not enough data Estimating Not enough data Not enough data Email Management Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Customizable Fields Not enough data Not enough data CRM Not enough data Not enough data Pricing Management Not enough data Not enough data API Not enough data Not enough data Accounting Integration Not enough data Not enough data Activity Dashboard Not enough data Not enough data Contract/License Management Not enough data Not enough data Electronic Payments Not enough data Not enough data Audit Trail Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Quote-to-Cash[Hide 9 FeaturesShow 9 Features](javascript:void(0);) Not enough data Not enough data Customer Requirements Quoting Not enough data Not enough data Configuration Not enough data Not enough data Pricing Not enough data Not enough data Contracts Creation Not enough data Not enough data Negotiation Not enough data Not enough data Execution Not enough data Not enough data Revenue Invoicing Not enough data Not enough data Matching Not enough data Not enough data Recognition Not enough data Not enough data Document Generation[Hide 62 FeaturesShow 62 Features](javascript:void(0);) Not enough data Not enough data Data Sources Software Not enough data Not enough data Spreadsheets Not enough data Not enough data Documents Not enough data Not enough data Generation Templates Not enough data Not enough data Automation Not enough data Not enough data Branding Not enough data Not enough data Email Templates Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Document Templates Not enough data Not enough data Customizable Templates Not enough data Not enough data Delivery Workflow Not enough data Not enough data Schedule Not enough data Not enough data Batch Not enough data Not enough data Compliance Management Not enough data Not enough data Workflow Management Not enough data Not enough data Generative AI AI Text Generation Not enough data Not enough data AI Text Summarization Not enough data Not enough data AI Text-to-Image Not enough data Not enough data AI Image-to-Text Not enough data Not enough data Generative AI Not enough data Not enough data Document Generation Not enough data Not enough data Agentic AI - Document Generation Autonomous Task Execution Not enough data Not enough data Additional Functionality Customizable Forms Not enough data Not enough data Multiple Format Support Not enough data Not enough data Activity Dashboard Not enough data Not enough data Activity Tracking Not enough data Not enough data Drag & Drop Not enough data Not enough data Digital Signature Not enough data Not enough data Collaboration Tools Not enough data Not enough data API Not enough data Not enough data Search/Filter Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Text Editing Not enough data Not enough data Audit Trail Not enough data Not enough data Approval Process Control Not enough data Not enough data Content Management Not enough data Not enough data Multiple Output Formats Not enough data Not enough data Offline Access Not enough data Not enough data Data Import/Export Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Forms Management Not enough data Not enough data Data Synchronization Not enough data Not enough data Content Library Not enough data Not enough data Customizable Fields Not enough data Not enough data Multi-Language Not enough data Not enough data Data Storage Management Not enough data Not enough data Contract Drafting Not enough data Not enough data Archiving & Retention Not enough data Not enough data Full Text Search Not enough data Not enough data Interaction Tracking Not enough data Not enough data Contract/License Management Not enough data Not enough data Document Review Not enough data Not enough data Batch Processing Not enough data Not enough data Conditional Logic Not enough data Not enough data Document Management Not enough data Not enough data Document Storage Not enough data Not enough data Template Management Not enough data Not enough data Electronic Signature Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Version Control Not enough data Not enough data AI Copilot Not enough data Not enough data Workflow Automation Not enough data Not enough data Digital Sales Room[Hide 23 FeaturesShow 23 Features](javascript:void(0);) Not enough data Not enough data Deal Analytics Engagement Tracking Not enough data Not enough data Reporting and Dashboards Not enough data Not enough data Proposal Effectiveness Reporting Not enough data Not enough data Administration and Security User, Role, and Access Management Not enough data Not enough data Alerts and Notifications Not enough data Not enough data Regulatory Compliance Not enough data Not enough data Platform E-Signature Not enough data Not enough data Proposals Not enough data Not enough data CPQ Not enough data Not enough data Video Proposals Not enough data Not enough data Content Sharing Not enough data Not enough data Content Management Not enough data Not enough data Video Conferencing Not enough data Not enough data Chat Not enough data Not enough data Integrations CRM Integration Not enough data Not enough data Internal Messaging Systems Integration Not enough data Not enough data Video Conferencing Integration Not enough data Not enough data Agentic AI - Digital Sales Room Autonomous Task Execution Not enough data Not enough data Cross-system Integration Not enough data Not enough data Adaptive Learning Not enough data Not enough data Audience Targeting Not enough data Not enough data UTM Parameters Integration Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Enterprise Content Management (ECM)[Hide 78 FeaturesShow 78 Features](javascript:void(0);) Not enough data Not enough data Agentic AI - Enterprise Content Management (ECM) Autonomous Task Execution Not enough data Not enough data Natural Language Interaction Not enough data Not enough data Decision Making Not enough data Not enough data Additional Functionality Content Library Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data AI Copilot Not enough data Not enough data Information Governance Not enough data Not enough data Drag & Drop Not enough data Not enough data Collaboration Tools Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Data Capture and Transfer Not enough data Not enough data Indexing Not enough data Not enough data Filtering Not enough data Not enough data Electronic Signature Not enough data Not enough data Version Control Not enough data Not enough data Mobile Access Not enough data Not enough data Document Storage Not enough data Not enough data Generative AI Not enough data Not enough data Approval Process Control Not enough data Not enough data Single Sign On Not enough data Not enough data Image Editing Not enough data Not enough data Customizable Branding Not enough data Not enough data Search/Filter Not enough data Not enough data Tagging Not enough data Not enough data Audit Trail Not enough data Not enough data Document Review Not enough data Not enough data Activity Tracking Not enough data Not enough data Activity Dashboard Not enough data Not enough data Archiving & Retention Not enough data Not enough data Secure Data Storage Not enough data Not enough data Configurable Workflow Not enough data Not enough data SSL Security Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Data Synchronization Not enough data Not enough data Secure Login Not enough data Not enough data Content Delivery Not enough data Not enough data Two-Factor Authentication Not enough data Not enough data Customizable Templates Not enough data Not enough data Mobile Capture Not enough data Not enough data Offline Access Not enough data Not enough data Templates Not enough data Not enough data File Sharing Not enough data Not enough data File Management File Type Support Not enough data Not enough data Metadata Not enough data Not enough data OCR Scanning Not enough data Not enough data Versioning Not enough data Not enough data Collaboration Not enough data Not enough data Document Assembly Not enough data Not enough data Form Creation Not enough data Not enough data Portals and Sites Not enough data Not enough data Disposition Not enough data Not enough data Search Not enough data Not enough data Web Interface Not enough data Not enough data Mobile Apps Not enough data Not enough data Workflow Process Automation Not enough data Not enough data Conditions Not enough data Not enough data Activities Not enough data Not enough data Records Management Not enough data Not enough data Case Management Not enough data Not enough data Template Management Not enough data Not enough data Document Management Not enough data Not enough data Metadata Management Not enough data Not enough data Content Management Not enough data Not enough data Workflow Management Not enough data Not enough data Compliance Management Not enough data Not enough data Digital Asset Management Not enough data Not enough data Task Management Not enough data Not enough data File Management Not enough data Not enough data Forms Management Not enough data Not enough data SEO Management Not enough data Not enough data Audit Management Not enough data Not enough data Website Management Not enough data Not enough data User Management Not enough data Not enough data Platform Internationalization Not enough data Not enough data Performance and Reliability Not enough data Not enough data Reporting and Auditing Not enough data Not enough data System of Record Integration Not enough data Not enough data APIs Not enough data Not enough data User Insights Reviewers' Company Size [![ClientPoint](https://images.g2crowd.com/uploads/product/hd_favicon/dc5fa6fc68387d02ffe8263cba5d7886/clientpoint.svg "ClientPoint")](https://www.g2.com/products/clientpoint/reviews) ClientPoint Small-Business(50 or fewer emp.) 32.8% Mid-Market(51-1000 emp.) 34.3% Enterprise(\> 1000 emp.) 32.8% [![ConnectWise CPQ](https://images.g2crowd.com/uploads/product/hd_favicon/4918cba7e6afcfcb70688b728b217613/connectwise-cpq.svg "ConnectWise CPQ")](https://www.g2.com/products/connectwise-cpq/reviews) ConnectWise CPQ Small-Business(50 or fewer emp.) 54.5% Mid-Market(51-1000 emp.) 41.3% Enterprise(\> 1000 emp.) 4.1% Small-Business (50 or fewer emp.) 32.8% 54.5% Mid-Market (51-1000 emp.) 34.3% 41.3% Enterprise (\> 1000 emp.) 32.8% 4.1% Reviewers' Industry [![ClientPoint](https://images.g2crowd.com/uploads/product/hd_favicon/dc5fa6fc68387d02ffe8263cba5d7886/clientpoint.svg "ClientPoint")](https://www.g2.com/products/clientpoint/reviews) ClientPoint Facilities Services 25.3% Security and Investigations 21.7% Marketing and Advertising 6.1% Information Technology and Services 3.5% Events Services 3.0% Other 40.4% [![ConnectWise CPQ](https://images.g2crowd.com/uploads/product/hd_favicon/4918cba7e6afcfcb70688b728b217613/connectwise-cpq.svg "ConnectWise CPQ")](https://www.g2.com/products/connectwise-cpq/reviews) ConnectWise CPQ Information Technology and Services 54.9% Computer & Network Security 7.4% Computer Networking 6.6% Telecommunications 3.3% Broadcast Media 3.3% Other 24.6% FAQs ## ClientPoint vs ConnectWise CPQ FAQs Generated using AI Last updated: August 14, 2026 ### What is the difference between ClientPoint vs ConnectWise CPQ? ClientPoint stands out for higher reviewer satisfaction in support and setup, while ConnectWise CPQ is noted for its CPQ integration features. | [ClientPoint](https://www.g2.com/products/clientpoint/reviews) | [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews) | | --- | --- | | 4.5/5 (198 reviews) | 4.0/5 (142 reviews) | | — | — | | 8.4 | 7.1 | | 9.2 | 7.6 | | Ease of Use | Customization | ### How do the pricing models of ClientPoint and ConnectWise CPQ compare? ClientPoint is rated higher for value, with reviewers expressing greater satisfaction with its pricing. - **ClientPoint:** In recent reviews, buyers highlight ClientPoint as a strong value, noting its efficiency and professional results for the price. - **ConnectWise CPQ:** Reviewers mention ConnectWise CPQ is not cheap but consider it worth the investment for those already using ConnectWise products. ### What are the best alternatives to ClientPoint and ConnectWise CPQ? PandaDoc, Qwilr, and Proposify are the top three alternatives to ClientPoint and ConnectWise CPQ. | Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength | | --- | --- | --- | --- | --- | | [ClientPoint](https://www.g2.com/products/clientpoint/reviews) | 4.5/5 (198 reviews) | — | Strong value for efficiency and professionalism | Ease of Use | | [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews) | 4.0/5 (142 reviews) | — | Not cheap but integrates well with ConnectWise | Customization | | [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5 (3703 reviews) | Small-Business | — | Document automation and e-signature capabilities | | [Qwilr](https://www.g2.com/products/qwilr/reviews) | 4.6/5 (917 reviews) | Small-Business | — | Modern proposal design and analytics | | [Proposify](https://www.g2.com/products/proposify/reviews) | 4.6/5 (1143 reviews) | Small-Business | — | Template management and proposal tracking | ### Which Digital Sales Room features should I prioritize when comparing ClientPoint and ConnectWise CPQ? Buyers should prioritize Quoting, Engagement Tracking, CPQ Integration, Ease of Setup, and Quality of Support when comparing ClientPoint and ConnectWise CPQ. - **Quoting:** Both products are frequently cited for quoting, with ConnectWise CPQ receiving 2 all-time mentions for its quoting process and ClientPoint highlighted for proposal efficiency. - **Engagement Tracking:** ClientPoint uniquely offers engagement tracking, with 1 all-time mention for tracking and analytics features. - **CPQ Integration:** ConnectWise CPQ uniquely provides CPQ integration features, referenced in recent reviews. - **Ease of Setup:** ClientPoint scores 8.4, ConnectWise CPQ 7.1. - **Quality of Support:** ClientPoint scores 9.2, ConnectWise CPQ 7.6. ### What are the pros and cons of ClientPoint vs ConnectWise CPQ? ClientPoint’s headline strength is ease of use and support, while ConnectWise CPQ is recognized for customization and integration. - **ClientPoint strengths:** Ease of use (1 all-time mention), document management (1), tracking (1), e-signatures (1), organized design (1), customer success (1), and professional proposals. - **ClientPoint trade-offs:** Performance issues (1), slow loading (1), saving/upload issues (1), and limited integration flexibility (1). - **ConnectWise CPQ strengths:** Customization (3), integration with ConnectWise PSA and payment tools (2), quoting process (2), templates (2), flexibility (2), and automation (1). - **ConnectWise CPQ trade-offs:** Difficult editing (2), complex setup (1), bug issues (1), and challenging customization (1). ### Is ClientPoint or ConnectWise CPQ better for small businesses? ClientPoint is the better fit for small businesses, with higher satisfaction scores and positive small-business reviewer sentiment. - **ClientPoint:** Small-business reviewers consistently highlight ease of use, fast setup, and strong support. - **ConnectWise CPQ:** Small-business reviewers note the value for those already using ConnectWise, but mention a steeper learning curve and more complex setup. ### Which Digital Sales Room platform has better integrations? ConnectWise CPQ is favored for integrations, with reviewers citing multiple third-party connections. - **ClientPoint:** HubSpot CRM integration is mentioned in recent reviews. - **ConnectWise CPQ:** Integrations with ConnectBooster and Wise-Pay are cited, along with strong integration with ConnectWise PSA. ### How do ClientPoint and ConnectWise CPQ compare on customer support? ClientPoint leads on Quality of Support by a significant margin, scoring 9.2 versus ConnectWise CPQ’s 7.6. - **ClientPoint:** Reviewers consistently praise responsive and proactive support, with multiple mentions of helpful onboarding and troubleshooting. - **ConnectWise CPQ:** Support is described as generally responsive, but some reviewers report slow ticket resolution and a reliance on chat or ticketing systems. ### Which is easier to implement, ClientPoint or ConnectWise CPQ? ClientPoint is easier to implement, with an Ease of Setup score of 8.4 compared to ConnectWise CPQ’s 7.1. - **ClientPoint:** Reviewers describe setup as straightforward, with a short learning curve and proactive implementation support. - **ConnectWise CPQ:** Reviewers note that setup can be complex and may require professional services or technical expertise, especially for advanced customization. ### Which product has better Quoting? ClientPoint and ConnectWise CPQ are both recognized for quoting, but ConnectWise CPQ receives more all-time mentions for its quoting process. - **ClientPoint:** Frequently cited for efficient proposal and quoting workflows, with reviewers highlighting professional results and ease of use. - **ConnectWise CPQ:** 2 all-time mentions for quoting process, with reviewers noting customizable templates and automation features that streamline quoting. Alternatives **ClientPoint Alternatives** ![Qwilr](https://images.g2crowd.com/uploads/product/hd_favicon/d006c87add0987c5a3a22be14a81bd79/qwilr.svg "Qwilr") [ Qwilr ](/products/qwilr/reviews) ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") [ PandaDoc ](/products/pandadoc/reviews) ![Proposify](https://images.g2crowd.com/uploads/product/hd_favicon/c9c4f4613d98269846967bdb81d04f85/proposify.svg "Proposify") [ Proposify ](/products/proposify/reviews) ![Conga Composer](https://images.g2crowd.com/uploads/product/hd_favicon/d8671da67dce1a9bd9534611de2a8553/conga-composer.svg "Conga Composer") [ Conga Composer ](/products/conga-composer/reviews) **ConnectWise CPQ Alternatives** ![QuoteWerks](https://images.g2crowd.com/uploads/product/hd_favicon/1523897444/quotewerks.png "QuoteWerks") [ QuoteWerks ](/products/quotewerks/reviews) ![Salesforce Revenue Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-revenue-management-formerly-salesforce-revenue-cloud.svg "Salesforce Revenue Cloud") [ Salesforce Revenue Cloud ](/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") [ PandaDoc ](/products/pandadoc/reviews) ![Conga CPQ](https://images.g2crowd.com/uploads/product/hd_favicon/3b997c5fb0b0a5e2598605cfeede956d/conga-cpq.svg "Conga CPQ") [ Conga CPQ ](/products/conga-cpq/reviews) ## ClientPoint vs ConnectWise CPQ When assessing the two solutions, reviewers found ClientPoint easier to use, set up, and administer. Reviewers also preferred doing business with ClientPoint overall. - Reviewers felt that ClientPoint meets the needs of their business better than ConnectWise CPQ. - When comparing quality of ongoing product support, reviewers felt that ClientPoint is the preferred option. - For feature updates and roadmaps, our reviewers preferred the direction of ClientPoint over ConnectWise CPQ.