# 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 appreciate the **high customizability** of ConnectWise CPQ, enhancing flexibility and automation in their quoting processes. (3 reviews) - Users appreciate the **quick and reliable customer support** of ConnectWise CPQ, enhancing their overall experience with the product. (2 reviews) - Users appreciate the **highly customizable features** of ConnectWise CPQ, enhancing their quoting process efficiently. (2 reviews) - Users value the **highly flexible customization options** in ConnectWise CPQ, enhancing their quoting process significantly. (2 reviews) - Users commend the **easy integration** with CW PSA, enhancing overall usability and streamlining their processes. (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, as formatting options are limited and modifications often require extra costs. (2 reviews) - Users report frustrating **bug issues** with ConnectWise CPQ that hinder document formatting and slow down workflow efficiency. (1 reviews) - Users find the **setup process complex** and often recommend hiring a knowledgeable consultant for assistance. (1 reviews) - Users find the **setup process complex and overwhelming** , recommending hiring a knowledgeable consultant for assistance. (1 reviews) - Users face significant **deletion problems** , making it challenging to manage quotes and export data effectively. (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 Reviews ### 1. Highly Customizable and Easy to Use After Proper Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Eileen W. | ConnectWise PSA/CPQ and HaloPSA Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2026 **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. **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. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Creating and sending professional quotes and proposals, as well as product sourcing. It integrates seamlessly with CW PSA for opportunity management, converting opportunities to Sales Orders, and supporting fulfillment. ### 2. CPQ works but it's a tired software **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2025 **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. **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. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Storing quotes, keeping us using our internal pricing, formatting quotes using branded templates we created, tracking opportunities that are connected to projects, tracking sales and billing ### 3. A must have if you use CW environment. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2025 **What do you like best about ConnectWise CPQ?** Easy to set up and integrate with CW PSA. Support generally replies accordingly. **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. **What problems is ConnectWise CPQ solving and how is that benefiting you?** It integrates with CW PSA, our main tool, to continue the Procurement process. ### 4. Been Consulting/Using CPQ For Over Six Years - Again, Setup, Setup, Setup!! **Rating:** 5.0/5.0 stars **Reviewed by:** Eileen W. | Owner/Partner of CW PSA/CPQ Consulting Firm, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2024 **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. **What do you dislike about ConnectWise CPQ?** It does have a lot of options, I like it but can be overwhelming for some users. **What problems is ConnectWise CPQ solving and how is that benefiting you?** It solves the creating of quotes and proposals via using Word and PDF documents and getting signatures all in one platform. ### 5. Very powerful CPQ when configured properly **Rating:** 5.0/5.0 stars **Reviewed by:** Cassie K. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2025 **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. **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. **What problems is ConnectWise CPQ solving and how is that benefiting you?** It helps automate the quoting process. The templates make it easy to generate quotes quickly and efficiently. ### 6. ConnectWise Sell - integration for quotes and sales process **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2022 **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 **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 **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 **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 ### 7. Great To Use In A Complementary Role **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 06, 2022 **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. **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. **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. **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. ### 8. good software **Rating:** 5.0/5.0 stars **Reviewed by:** Sree R. | Product Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2021 **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. **What do you dislike about ConnectWise CPQ?** The user interface would be better, novice user would feel difficult initially to understand the product. **Recommendations to others considering ConnectWise CPQ:** check if your requirements are met. if so you can surely purchase and use the product. **What problems is ConnectWise CPQ solving and how is that benefiting you?** web-based interface to streamline my sales process, ### 9. Quosal has helped us streamline our sales process **Rating:** 4.5/5.0 stars **Reviewed by:** Aaron G. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2015 **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. **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. **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. **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. ### 10. Great Software System with Horrible Support. Impersonal and difficult to resolve difficulties. **Rating:** 2.5/5.0 stars **Reviewed by:** Jeremiah G. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2021 **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. **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. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Still trying to wrap up implementation. ## 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/connectwise-cpq-review-185931?section=pricing&secure%5Bexpires_at%5D=2026-05-16+03%3A36%3A43+-0500&secure%5Bsession_id%5D=52340cbe-4492-4aca-97ea-dc801d58c9c7&secure%5Btoken%5D=8f5a9e14a2fe57fa6c235b3e293f2656fc4c7371a2c54024c9f000accdd0c7e3&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 (3,309 reviews)