# ConnectWise CPQ Reviews **Vendor:** ConnectWise **Category:** [CPQ Software](https://www.g2.com/categories/cpq) **Average Rating:** 4.0/5.0 **Total Reviews:** 142 ## About ConnectWise CPQ 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. ## ConnectWise CPQ Pros & Cons **What users like:** - Users value the **customization options** of ConnectWise CPQ, enhancing their quoting process and improving efficiency. (3 reviews) - Users value the **quick customer support** of ConnectWise CPQ, enhancing their experience with efficient responses and assistance. (2 reviews) - Users appreciate the **high customizability** of ConnectWise CPQ, enabling tailored solutions and streamlined quoting processes. (2 reviews) - Users value the **flexibility and customization options** of ConnectWise CPQ, enhancing their quoting process significantly. (2 reviews) - Users find **easy integration** with CW PSA to be a significant advantage, enhancing their experience with the product. (2 reviews) - Flexibility (2 reviews) - Users value the **flexible and customizable quoting process** of ConnectWise CPQ, enhancing efficiency through automation. (2 reviews) - Templates (2 reviews) - Users value the **flexible automation** offered by ConnectWise CPQ, streamlining their quoting processes effectively. (1 reviews) - Client Management (1 reviews) **What users dislike:** - Users find **difficult editing** in ConnectWise CPQ frustrating due to limited formatting options and required developer access. (2 reviews) - Users face significant **bug issues** with ConnectWise CPQ, leading to frustrations with document formatting and slow feature updates. (1 reviews) - Users find the **complex features** of ConnectWise CPQ overwhelming, often requiring expert assistance for setup. (1 reviews) - Users find the **complex setup** process overwhelming, suggesting hiring a knowledgeable consultant for assistance. (1 reviews) - Users face **deletion problems** in ConnectWise CPQ, finding the system outdated and inefficient for managing features and exports. (1 reviews) - Difficult Customization (1 reviews) - Editing Difficulties (1 reviews) - Feature Usability (1 reviews) - Users find the **form issues** in ConnectWise CPQ challenging due to the need for paid professional services. (1 reviews) - Users find the **learning curve steep** , making setup complex and overwhelming without proper guidance from a consultant. (1 reviews) ## ConnectWise CPQ Discussions - [I have 3 PC’s I need to run Quosal on. Must I purchase a copy for each PC?](https://www.g2.com/discussions/multiple-computers) - 1 comment, 1 upvote - [Do my salespeople need a license if we have one admin that prepares quotes for all of them?](https://www.g2.com/discussions/multiple-licenses) - 1 comment, 1 upvote - [How does “named user” licensing work?](https://www.g2.com/discussions/named-user-licensing) - 1 comment, 1 upvote - [View ConnectWise CPQ pricing details and edition comparison](https://www.g2.com/products/connectwise-cpq/reviews?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-05-24+21%3A06%3A46+-0500&secure%5Bsession_id%5D=c6e31836-292a-477e-9b2b-52742d98cac1&secure%5Btoken%5D=f641812dea6f4fe0a882a0b3074eca65648e96663a809c00169931074beceaaa&format=llm_user) ## ConnectWise CPQ Integrations - [Avalara](https://www.g2.com/products/avalara/reviews) - [ConnectBooster](https://www.g2.com/products/connectbooster/reviews) - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) - [Salesforce B2C Commerce](https://www.g2.com/products/salesforce-b2c-commerce/reviews) - [Wise-Pay](https://www.g2.com/products/wise-pay/reviews) ## ConnectWise CPQ Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Customer Requirements** - Quoting - Configuration - Pricing **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Contracts** - Creation - Negotiation - Execution **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts **Analytics** - Proposal Effectiveness Reporting - Reporting and Dashboards **Revenue** - Invoicing - Matching - Recognition **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Channels** - Mobile User Support - Channel Partner Support **Generative AI** - AI Text Generation **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations ## Top ConnectWise CPQ Alternatives - [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) - 4.4/5.0 (182 reviews) - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,311 reviews)