ConnectWise CPQ Reviews & Product Details

Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations.

Seller

ConnectWise

Discussions

ConnectWise CPQ Community

Languages Supported

English

Overview by

Rick Salmon (Senior Digital Marketing Manager at ConnectWise)

Value at a Glance

Averages based on real user reviews.

Time to Implement

3 months

Return on Investment

13 months

View More Pricing Information

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ConnectWise CPQ Media

Quickly and easily deliver professional quotes, gather e-signatures, and win deals faster with the ability to send interactive quotes directly to your customers.

Guided Selling in ConnectWise CPQ walks sales reps through the right products, pricing, and configurations—ensuring every quote is accurate, consistent, and aligned to your sales strategy.

ConnectWise CPQ Demo - Guided Selling Walkthroughs

With Guided Selling, reps build quotes faster and avoid errors. Automated recommendations, pricing rules, and sales rep guidance help standardize the sales process and improve close rates.

Quickly and easily find the products you need with Etilize search of integrated vendors and product catalogs to cut down on time to create proposals.

Compare multiple items quickly and easily to determine the best offering for your customers.

Keep track of your quotes, see reminders, and actions on delivered proposals right from the success list.

G2 reviews are authentic and verified.

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Eileen W.

ConnectWise PSA/CPQ and HaloPSA Consultant

Small-Business (50 or fewer emp.)

3/25/2026

Guest users or non-business users of the software, not included in G2 scores.

"Highly Customizable and Easy to Use After Proper Setup"

5/5

What do you like best about ConnectWise CPQ?

Very customizable and easy to use once it’s set up properly and you’ve been trained on it. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

Like CW PSA, it has a steep learning curve. I’d recommend getting a consultant to help with the initial setup and training; once that’s done, you should be good. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

8/22/2025

"CPQ works but it's a tired software"

2.5/5

What do you like best about ConnectWise CPQ?

CPQ is reliable, we're used to it and it just works. Client signs the quote, you get a message, the opportunity can be updated right away and it's connected to all the other tickets in PSA. It's relatively customizable and CPQ Support live chat is quite quick. We use it every day. I like being able to grab prices from our price catalogue and copy tabs from other quotes. You can also lock signature field so that only a specific person in the company can sign. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

It's an old, tired system. There really isn't a way to request a feature that won't take ConnectWise ages to add. Formatting the document beyond basics is very hard and options are very limited. Tables take absolute ages to fix due to random bugs and you might have to perform a magic trick. Sometimes they do work though, and it's a great day to be. There is no way to mass export won quotes. The link you copy from the publishing page also requires you to remove a random space from it before it's usable, but this might be just me. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

6/29/2025

"A must have if you use CW environment."

4/5

What do you like best about ConnectWise CPQ?

Easy to set up and integrate with CW PSA. Support generally replies accordingly. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

Formatting Quotes could be improved. Some modifications require Developer Access and it's not intuitive. It requires Professional Services from CW and it's paid. Review collected by and hosted on G2.com.

Eileen W.

Owner/Partner of CW PSA/CPQ Consulting Firm

Small-Business (50 or fewer emp.)

12/8/2024

"Been Consulting/Using CPQ For Over Six Years - Again, Setup, Setup, Setup!!"

5/5

What do you like best about ConnectWise CPQ?

Once you understand all the nooks and crannies, and you set it up correctly for success, it's a great product. All about the templates and training your team! It has integrations with ConnectBooster, Wise-Pay, Authorize.Net, and honestly, the PSA integration is the best out of all the quoting tools. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

It does have a lot of options, I like it but can be overwhelming for some users. Review collected by and hosted on G2.com.

Cassie K.

Partner

Small-Business (50 or fewer emp.)

1/5/2025

"Very powerful CPQ when configured properly"

5/5

What do you like best about ConnectWise CPQ?

It is highly flexible and customizable. There are so many great features to help automate your quoting process. I was lucky enough to go to a Sell boot camp many years ago and learned a lot about what the product can do. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

It can be complex and overwhelming to set up. Get yourself a consultant who knows what they're doing. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

2/21/2022

"ConnectWise Sell - integration for quotes and sales process"

4.5/5

What do you like best about ConnectWise CPQ?

(1) Simple and customizable templates

(2) Pretty quotes/proposals

(3) Integration into ConnectWise Manage

(4) Easy client-approval from web portal

(5) A bit better than QuoteWerks Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

(1) Difficult to use for a full Managed Services Proposal

(2) May need to pay for professional services to get the exact look and feel (if you are dogmatic about matching your existing Word document quote)

(3) Integration with distributors (Ingram Micro, etc) still needs more polish Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise CPQ:

(1) Be organized. Establish your sales process / sales workflow on paper. ConnectWise Sell will not magically make you an organized company.

(2) Be ready to pay for custom design, if you are a stickler about your proposals looking identical to your word document.

(3) If you know enough HTML you can probably customize your proposal templates

(4) It will save you time VS using Microsoft Word, and the integration with ConnectWise Manage is nice Review collected by and hosted on G2.com.

What problems is ConnectWise CPQ solving and how is that benefiting you?

(1) Faster product quotes out the door

(2) Faster proposals/projects out the door - with consistent verbiage and scope of work

(3) Faster client approval, which triggers workflow in ConnectWise Manage Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

1/6/2022

"Great To Use In A Complementary Role"

3.5/5

What do you like best about ConnectWise CPQ?

The best part about ConnectWise Sell is that it aids in linking with other CRM systems that your company might be using to create connectivity throughout the entire organization. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

The hardest part about ConnectWise Sell is that some is getting used to in terms of how it operates as it isn't the most user-friendly system, but with support from the team, adaption is quick. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise CPQ:

Make sure to take advantage of the support that ConnectWise offers so that when you start use, employees can use it to the most of its capabilities. Review collected by and hosted on G2.com.

What problems is ConnectWise CPQ solving and how is that benefiting you?

Using ConnectWise has improved productivity throughout the company as the system provides insights and transparency as well as improved response times as everyone has access to critical sales information. Review collected by and hosted on G2.com.

Sree R.

Product Analyst

Mid-Market (51-1000 emp.)

12/14/2021

"good software"

5/5

What do you like best about ConnectWise CPQ?

"The software is very flexible and can be customized according to our needs, it integrated well with the sales task. I am happy with the product and it makes things easier. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

The user interface would be better, novice user would feel difficult initially to understand the product. Review collected by and hosted on G2.com.

Aaron G.

Director of Operations

Small-Business (50 or fewer emp.)

1/15/2015

"Quosal has helped us streamline our sales process"

4.5/5

What do you like best about ConnectWise CPQ?

I like the fact that it ties into our distributors like Tech Data and Ingram to quickly get current prices for products. I can easily search for a product in the Etilize tool and it will show me any and all options from our distributors from one screen. The fact that once the proposal is approved moves directly into ConnectWise and keeps us accountable to purchasing and delivering the product allows us to not miss many items in the process. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

It can be cumbersome initially to get the templates the way you want them. We did have to reach out (and pay) for assistance to get our Managed Services to pull over into ConnectWise the correct way. I would also say support leaves something to be desired. It can take days to get any answer on an issue which slows down the sales process at times. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise CPQ:

Just makes sure you look at all options before diving in. That should be a given, but sometimes we get blinded by others opinions and or great sales people. Take the time to test each system out there and make sure it fits your business. Review collected by and hosted on G2.com.

What problems is ConnectWise CPQ solving and how is that benefiting you?

Keeping track of sales and products is a big deal when 20 -25% of your gross revenue is hardware or licensing. Quasal doesn't solve the issue of tracking all aspects of this completely, but it is definitely a useful tool toward that end. Review collected by and hosted on G2.com.

Jeremiah G.

COO

Small-Business (50 or fewer emp.)

6/17/2021

"Great Software System with Horrible Support. Impersonal and difficult to resolve difficulties."

2.5/5

What do you like best about ConnectWise CPQ?

The software is easy to use and has many great features for preparing professional quotes. The pricing engine integrations work seamlessly and are easy to set up. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise CPQ?

The support team is one of the worst I have ever worked with. You cannot pick up the phone and speak to anyone; instead, you have to use the Chat service or submit a ticket online. I have a ticket open right now on an issue that has been outstanding for 2 months. Review collected by and hosted on G2.com.