# 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. ### 11. Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2021 **What do you like best about ConnectWise CPQ?** Sell is easy to navigate and support is usually very helpful **What do you dislike about ConnectWise CPQ?** Extensive Training required to be knowledgable **What problems is ConnectWise CPQ solving and how is that benefiting you?** Quoting and electronic ordering ### 12. CW Sell - Great Sales Quoting Software **Rating:** 5.0/5.0 stars **Reviewed by:** Alex B. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2020 **What do you like best about ConnectWise CPQ?** Very easy to use once it is set up correctly. Once set up, it integrates directly into our professional services automation tool and allows us to manage the quote from initial contact through ordering, and delivery. It also connects directly to the distributors we use to allow us to order directly after the quote is approved. That cuts out a middle step of having to log in to each distributor and place orders. **What do you dislike about ConnectWise CPQ?** Set up can be difficult and customizing quotes and the only quote delivery site does require some knowledge of HTML to design and implement any changes other than what comes as the default. **Recommendations to others considering ConnectWise CPQ:** Make sure to fully review the product and test out templates, quoting, orderporter. Complete all the training and implementation, do not attempt to self implement. **What problems is ConnectWise CPQ solving and how is that benefiting you?** CW Sell has given us an easy to use platform to send out electronic quotes to our clients. It reduces that amount of work our sales engineers need to do the get quotes built, approved internally, and sent out to our clients. It helps us to make sure that our quotes always have accurate pricing associated with them. It has also streamlined our quoting process and let us deliver on approved quotes faster resulting it faster turnaround for payment. ### 13. ConnectWise Sell **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2018 **What do you like best about ConnectWise CPQ?** It is very easy to use. Saves tons of time creating and using templates to start customer quotes. Easily add PDF`s with hardware and software descriptions. Get email notifications when quotes are visited. **What do you dislike about ConnectWise CPQ?** The servers are very slow, there is a spinning wheel when the system is trying to load, reload, or update. Seems i spend most of my time staring at that spinning wheel caught in a trance... **What problems is ConnectWise CPQ solving and how is that benefiting you?** Getting quotes to customers quicker, and making it very easy for the customers to view, and approve the quotes. ### 14. CW Sell is awesome! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2019 **What do you like best about ConnectWise CPQ?** I like that CW Sell/Quosal Sell, integrates with my vendors. It keeps track of updated pricing and has accurate descriptions. I also like that I can add additional PDF documents with quotes when they are sent to clients **What do you dislike about ConnectWise CPQ?** The only thing I do not like about Sell is that it doesn't automatically update the preview document on the right hand column when you've made a change. The 'auto-save' era has ruined me. Also, I wish I could make changes to the appearance of the Order Porter- it seems choppy, and not very aesthetically pleasing. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Sell has helped expedite the quoting process. I really like how easy it is to create or add a new product. Also, we have started integrating Sell with our client's SharePoint - which also helps. ### 15. A lot of great features, but missing a few quality of life features. **Rating:** 4.0/5.0 stars **Reviewed by:** Nick N. | Co-Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2019 **What do you like best about ConnectWise CPQ?** I love that you can duplicate quotes, this makes doing similar quotes way faster. It integrates really well with Connectwise which makes product conversions that much easier. The alert system that emails me when a quote is opened and approved is really nice for me since I am often not in the office. The PDF to the side of the quote is really nice when there is an issue with the clients receiving my emails. I can just download the PDF and send it as a attachment. This isn't the greatest way to do it, but I like that the option is available to me. I also love the mobility of the cloud platform. i can be at the office and work on a quote, then head home and bring that quote up instantly. Works great across platforms. **What do you dislike about ConnectWise CPQ?** The software does not show you when you sent the quote to the intended client. Also, Dell import is often messed up which creates a manual entry process that isn't intuitive. This software also never seems to integrate with ConnectWise in terms of updating opportunities. I have also experience some issues with quotes going to historical versions and I can never seem to get it out of that category. **Recommendations to others considering ConnectWise CPQ:** Please allow me to see when I send Quotes to clients. It would help the experience tremendously. **What problems is ConnectWise CPQ solving and how is that benefiting you?** We use this as our only quoting platform. We had the previous version of this and what an upgrade this was. Quotes can now be created and sent in less then half the time. ### 16. Connectwise Sell for Salesforce - never had a worse experience in my career **Rating:** 0.5/5.0 stars **Reviewed by:** James G. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2019 **What do you like best about ConnectWise CPQ?** Hard to say. If the all the issues did not exist, it would be the thoroughness of the software. **What do you dislike about ConnectWise CPQ?** Syncing problems from Salesforce happen all the time. People lose connection constantly. Same issues over and over again. The support team clearly does not take good notes, as they have fixed these issues before, yet it still takes them weeks - months to figure out a solution while our business suffers. Support does not take the time to read emails- we also have multiple people on our case at one time- no communication internally. The advice to fix the problem always falls short as they do not read what our problem is in the cases we submit. They give us solutions that we already say we implemented. We have had the same issue solved on 2 other occasions. There is currently no permanent fix and the issue will always happen when adding a new person to the Salesforce integration. That's fine, but when it occurs again- they don't remember how to fix it! We ask them to send us how they fixed it and we implement the changes they suggest- and it does not work! Then they do not know what they did the first time to fix it themselves- taking them months to resolve it once again- all while we are losing business because we cannot quote them in enough time. Connectwise has cost us five figures in revenue at least. If we were not so busy, we would move to a new provider tomorrow. We are currently looking for new solutions and will most likely leave as soon we can. It's just obvious that Connectwise does not care about their customers. We've struggled to get responses from our account manager to ADD MORE USERS AND TAKE OUR MONEY. I'm hard to upset and I'm blown away at how poor of an experienced we've had. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Too many issues to note any positives. ### 17. ""ConnectWise Sell makes my business bunch continuously powerful!"" **Rating:** 5.0/5.0 stars **Reviewed by:** Flexy J. | Sales Director, Computer & Network Security, Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2019 **What do you like best about ConnectWise CPQ?** The cloud based access is wonderful. Access from wherever is a breeze. The electronic underwriting process has condensed our business cycle by weeks. The Etilize joining is mind boggling! We can make constant explanations and have a good sentiment of continuous stock. When we made our designs, the are so normal to use. This makes dependable refering to basic and clear. In end the compromise with ConnectWise Manage is essential for smooth and straightforward hand-offs to procurement and organization movement. **What do you dislike about ConnectWise CPQ?** The Product they release was carriage and incredibly disillusioning once in a while especially on mobile phone like iPads. The arrangement was blemished in that they genuinely where not versatile first **Recommendations to others considering ConnectWise CPQ:** Try to perceive how etilize limits and the electronic endorsing process. They are awesome!Take your opportunity to audit what accurately you are chasing down. In the event that you are an affiliation that has remote workers this is an astounding thing to have.Once it's setup, handle that time it'll take to make changes to any of broad scale's/back end coordinating and composes which are setup amidst starting present **What problems is ConnectWise CPQ solving and how is that benefiting you?** We are using it to design plans for clients. The program will in like manner screen any chronicles you have for a client. We can use this further reinforcing our favorable luck and exchange anything we need to screen a client's business needs, paying little mind to close to nothing. I like having the ability to use the booking system to screen our sales reps plans. They moreover rely upon this component to succeed. ### 18. Set expectations - Go Get it **Rating:** 4.5/5.0 stars **Reviewed by:** Desmond U. | Sales Executive, Enterprise (> 1000 emp.) **Reviewed Date:** March 13, 2019 **What do you like best about ConnectWise CPQ?** I work in a relationship-based sales role. It takes time to develop the necessary trust to have the ability to talk to prospects about our products. But the most important thing is getting the prospect on the phone. ConnectWise does that. **What do you dislike about ConnectWise CPQ?** I've heard feedback from other reps that the people dialing for you have a middle eastern accent. Some say that it hasn't gone over well. I've personally never had that experience and have never had a prospect give me that feedback. I've had upset prospects, but it's simply because I was calling at a stressful time for them - which I understood. **Recommendations to others considering ConnectWise CPQ:** I think they are doing a great job. I think our leadership did a poor job of setting the expectations with ConnectWise. They made it seem as if this tool would lead to deals. It does, but the whole goal and point of ConnectWise is to get your prospects on the phone. It's a prospecting tool that gets you to "No's" faster and quicker and more efficiently. **What problems is ConnectWise CPQ solving and how is that benefiting you?** In a typical day of production, the phone is dialed about 80-120 times. The goal in that is to talk to 17-30 decision-makers. That's in a full 8 hour work day. ConnectWise Sell can do that production in 2-4 hours of a work day. It simply makes you more productive and more dangerous as a representative. ### 19. "Our Sales have been turbocharged by ConnectWise Sell" **Rating:** 5.0/5.0 stars **Reviewed by:** John M. | Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2019 **What do you like best about ConnectWise CPQ?** The cloud based access is incredible. Access from anyplace is a breeze. The electronic endorsement process has abbreviated our business cycle by weeks. The Etilize reconciliation is fabulous! We can create constant statements and have a decent feeling of ongoing stock. When we made our formats, the are so natural to utilize. This makes reliable citing simple and basic. In conclusion the incorporation with ConnectWise Manage is basic for smooth and simple hand-offs to acquirement and administration delivery.It takes care of business and I like the "guided" well ordered statement building. Likewise yoou can make something beyond a standard statement in move. Quosal was more straightforward and simpler to utilize. It would be decent on the off chance that you could simply choose the highlights applicable to your activity and make your own "Move profile". **What do you dislike about ConnectWise CPQ?** he layouts for the electronic mark process are lumbering to alter. **Recommendations to others considering ConnectWise CPQ:** Make certain to perceive how etilize functions and the electronic endorsement process. They are awesome!Take your opportunity to audit what precisely you are searching for. On the off chance that you are an organization that has remote workers this is an incredible item to have.Once it's setup, comprehend that time it'll take to make changes to any of large scale's/back end arranging and formats which are setup amid starting introduce **What problems is ConnectWise CPQ solving and how is that benefiting you?** Versatile and reliable Sales has been accomplished with ConnectWise Sell. Presently our back office can rapidly do little parts deals while our field deals constrain can create amazing statements for progressing administrations and activities rapidly and effectively. ### 20. It’s okay **Rating:** 2.5/5.0 stars **Reviewed by:** Kristin G. | Metro Editor, Government Administration, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2019 **What do you like best about ConnectWise CPQ?** I like being able to open multiple tabs in the same instance. It does a good job of keep track of companies, and you can have multiple people in a company/multiple companies under one person with no problem. The scheduling portion of the calendar also does a good job and it is easy to make appointments in the system. **What do you dislike about ConnectWise CPQ?** I hate that I can't open tabs on everything. For instance, I will be sitting at my desk and a client will call in and give me their name. I open their page, but I can't right click on the "Company" name to open a new tab, even though it's clickable. I realize that they are making improvements all the time, so I hope that they will continue to include helpful quality of life features. It is difficult to sometimes distinguish the difference between an opportunity and an activity. **What problems is ConnectWise CPQ solving and how is that benefiting you?** We are using it to schedule appointments for clients. The program will also keep track of any documents you have for a client. We can use this to our advantage and upload anything we need to keep track of a client's business needs, no matter how small. I like being able to use the scheduling system to keep track of our sales' people schedules. They also rely on this feature to succeed. ### 21. Best solution provider **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** July 02, 2019 **What do you like best about ConnectWise CPQ?** You can find solution to your problems within one finger tips. It provides the best result within one finger tip. I am glad to be able to find a service with affordable rate and yet, great automation result. **What do you dislike about ConnectWise CPQ?** Sometimes, the wait can be too long to have someone actually estimate and find another agent to resolve. I wish everything can be done with one agent **Recommendations to others considering ConnectWise CPQ:** Use their trial feature to ya ensure if ConnectWise is right fit for you. **What problems is ConnectWise CPQ solving and how is that benefiting you?** It has helped to solve cliches that I had with my websites in past. I love this program now ### 22. Sales **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2019 **What do you like best about ConnectWise CPQ?** The sell module is great, the price system, the customize pdf, the client link to approve the quote **What do you dislike about ConnectWise CPQ?** the system is slow and can be slower in some times, we had some bugs over the years and some bad ones **Recommendations to others considering ConnectWise CPQ:** Nice product, support is ok, if you need level 2 support you need to wait and not always is it resalved **What problems is ConnectWise CPQ solving and how is that benefiting you?** Sales, billing and support ### 23. ConnectWise Sell Review **Rating:** 3.0/5.0 stars **Reviewed by:** Laura B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2019 **What do you like best about ConnectWise CPQ?** I like that you can customize your own url. Also you can remotely set up from any device. **What do you dislike about ConnectWise CPQ?** I haven't found anything that I haven't liked so far. **Recommendations to others considering ConnectWise CPQ:** I would recommend trying this product **What problems is ConnectWise CPQ solving and how is that benefiting you?** It lets me choose a custom url web address with my company's name. You can also create groups. ### 24. Easy to use quoting tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Enterprise (> 1000 emp.) **Reviewed Date:** March 07, 2019 **What do you like best about ConnectWise CPQ?** The dashboard that gives you a snapshot of your quotes with the dates. It's easy to keep track of your opportunities and follow up as needed. I enjoy having access to all sales activity is a single platform. **What do you dislike about ConnectWise CPQ?** Still new to ConnectWise so there is a learning curve. Wasn't able to ramp as quickly as I would've liked and it's not as intuitive as some of the other quoting tools that I've used. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Quoting tool that provides professional quotes. It's nice to have visibility to quote ages and other info all in a single pane of glass. ### 25. One of the easiest softwares to sell on **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** April 10, 2019 **What do you like best about ConnectWise CPQ?** The most helpful thing about ConnectWise, was how easy it was to use. It had a perfect explanation for first time users, so all you had to do was read the description and you were good to go after that. **What do you dislike about ConnectWise CPQ?** There weren’t many downsides to ConnectWise, I might be biased because it is the first time I used some sort of program for sales. **Recommendations to others considering ConnectWise CPQ:** If you are sick of using softwares that don’t work, or are hard to understand, then start using ConnectWise Sell. It’s easy, efficient, and effective! **What problems is ConnectWise CPQ solving and how is that benefiting you?** ConnectWise Sell has helped me achieve my goals by helping me go through the process faster, since it’s so easy to use. ### 26. Connectwise Sell is the best CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2019 **What do you like best about ConnectWise CPQ?** I liked the quoting tools built into connectwise sell. Makes it super easy to find products and will even scrape amazon. **What do you dislike about ConnectWise CPQ?** I didn’t like all the ways it integrates with connectwise manage **Recommendations to others considering ConnectWise CPQ:** It’s a great product, it’s not cheap but worth it I think **What problems is ConnectWise CPQ solving and how is that benefiting you?** Creating quotes and managing pipeline ### 27. It's okay **Rating:** 3.5/5.0 stars **Reviewed by:** Alison H. | Student Assistant, Higher Education, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about ConnectWise CPQ?** I like being able to open multiple tabs in the same instance. It does a good job of keep track of companies, and you can have multiple people in a company/multiple companies under one person with no problem. The scheduling portion of the calendar also does a good job and it is easy to make appointments in the system. **What do you dislike about ConnectWise CPQ?** I hate that I can't open tabs on everything. For instance, I will be sitting at my desk and a client will call in and give me their name. I open their page, but I can't right click on the "Company" name to open a new tab, even though it's clickable. I realize that they are making improvements all the time, so I hope that they will continue to include helpful quality of life features. It is difficult to sometimes distinguish the difference between an opportunity and an activity. **Recommendations to others considering ConnectWise CPQ:** It works, but you might want to consider other options. The program is a bit bare-bones and is not pleasing to look at. **What problems is ConnectWise CPQ solving and how is that benefiting you?** We are using it to schedule appointments for clients. The program will also keep track of any documents you have for a client. We can use this to our advantage and upload anything we need to keep track of a client's business needs, no matter how small. I like being able to use the scheduling system to keep track of our sales' people schedules. They also rely on this feature to succeed. ### 28. I miss quosal.... **Rating:** 4.5/5.0 stars **Reviewed by:** LeEdna T. | Sales Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2018 **What do you like best about ConnectWise CPQ?** It gets the job done and I like the "guided" step by step quote building. Also yoou can create more than just a standard quote in sell. Quosal was simpler and easier to use. It would be nice if you could just select the features relevant to your job and make your own "Sell profile". **What do you dislike about ConnectWise CPQ?** The space that they give you to enter products in is so tiny. you have to click the little expand screen button to be able to put anything in. its extremely annoying. Also editing the description of the product is allso a pain since sometimes the description wwill show up 2x, Also i have no idea why in the world dell is the only quote you can import. If they get to the point where you can import quotes from tech data, in gram, and the other big vendors that would be a huge step in the right direction. Also the etilize search has so much potential, but its way too slow and crashes often so i rarely use it. **Recommendations to others considering ConnectWise CPQ:** Provide more education on the quote automation tool **What problems is ConnectWise CPQ solving and how is that benefiting you?** More robust and detailed quotes. Importing quotes from dell is nice, but unfortunately this is the only vendor that i know oof that we can import quotes from. ### 29. ConnectWise Sell **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2019 **What do you like best about ConnectWise CPQ?** Professional Statements of Work/Quotes can be generated within minutes. **What do you dislike about ConnectWise CPQ?** Its tricky to format from a WORD doc into a the CW templete. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Quotes/SOWs are generated in a timely manner, generating revenue in a great rate ### 30. Excellent sales tool **Rating:** 5.0/5.0 stars **Reviewed by:** Karen P. | Provider Enablement - Physician Accounts Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2019 **What do you like best about ConnectWise CPQ?** All you do is load a list of telephone numbers, sir back and wait for a live connection, then start your sales pitch **What do you dislike about ConnectWise CPQ?** Delay between connection and when you can actually speak to the person who connected via phone **What problems is ConnectWise CPQ solving and how is that benefiting you?** More connects with hard to reach prospects ### 31. Connectwise, such an upgrade **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2018 **What do you like best about ConnectWise CPQ?** I love the fact that you can load excel format quotes with ease instead of typing in large BoM's one by one. **What do you dislike about ConnectWise CPQ?** I dislike the fact that you can only see 3-4 lines at a time. I want to be able to see the majority of my products while I am working on the quote, and then see the customer info when needed. i need more access to the product when i am creating a quote. **Recommendations to others considering ConnectWise CPQ:** Absolutely. Very easy to work with **What problems is ConnectWise CPQ solving and how is that benefiting you?** We have been able to combine quoting, order processing, purchasing and accounting into 1 solution. ### 32. A Good Beginning Needs Improvement Everywhere **Rating:** 2.0/5.0 stars **Reviewed by:** Larry E. | CoFounder & CEO, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2018 **What do you like best about ConnectWise CPQ?** ConnectWise Sell is a portion of an overall suite of products that when properly configured and connected , you can have a whole perspective of your business, from sales to customer service. I liked the promise of what the product could deliver. The expected results where to optimize the proposal tracking process.and gain a reduction time to cash **What do you dislike about ConnectWise CPQ?** ConnectWise Sell was a horrible user experience (UX) on the version I was using which was rev 2016-2017. ConnectWise where migrating to a HTML structure from a Window Clients..The Product they release was buggy and severely frustrating at times especially on mobile device like iPads. The design was flawed in that they really where not mobile first **Recommendations to others considering ConnectWise CPQ:** Do you Due Dilegence! Go beyond their canned demo. Dig in to the references, especially those that are aligned with you type of vertical. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Our company engaged with ConnectWise To utilize the ConnectWise Sell product to consolidate the number of disparate systems into one or two. We wanted to gain efficiencies as well expense reduction. Additionally obtain time to cash from 3weeks to 3-4 days ### 33. Selling clothes and shoes **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2019 **What do you like best about ConnectWise CPQ?** It's really not anything that I like best cause I enjoy doing all of my work the same **What do you dislike about ConnectWise CPQ?** It's not nothing that I dislike about the software its really helpful **What problems is ConnectWise CPQ solving and how is that benefiting you?** My profit that I make off each item I sell ### 34. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2018 **What do you like best about ConnectWise CPQ?** Very self-explanatory all you have to do is look for the right toggles and you get what you need. Time and Expense reports are very easy to input and get approved. The history that is provided makes it easy to track what is completed and what needs to be addressed. **What do you dislike about ConnectWise CPQ?** It can have multiple places to reach the same information. Every once and awile it won't let you sign in. You have to actually change you settings for you IP address to show that you are not a robot. I haven't found where I can link it with a calendar for any types of reminders. **Recommendations to others considering ConnectWise CPQ:** Take your time to review what exactly you are looking for. If you are a company that has remote employees this is a great product to have. **What problems is ConnectWise CPQ solving and how is that benefiting you?** basically it's to keep the team in connect with everything going on. I like the ease of submitting work orders. Time sheets are veyr easy to use along with expense reports. They are also tracked well. ### 35. Solid, but not easy to make changes **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2018 **What do you like best about ConnectWise CPQ?** Within the quoting tool, you can alter the buy price. This is important because other solutions have fixed buy prices based on material codes / price books uploaded into the program. However, often times manufacturers have special promos or special bids are done, altering the price. This is critical for us to change our buy price so we get more accurate numbers for our margins. **What do you dislike about ConnectWise CPQ?** It can do it a lot, but it's a full time job to try to understand / manage the solution. Not easy for basic users to make changes they may want prefer presenting the quote to the end customer. Also, it has a tendency to freeze while doing quotes, and when you refresh the page, it brings you back to the main quoting page and you have to go back into the quote. **Recommendations to others considering ConnectWise CPQ:** Once it's setup, understand that time it'll take to make changes to any of macro's / back end formatting and templates which are setup during initial install **What problems is ConnectWise CPQ solving and how is that benefiting you?** Solving the ability to provide quotes and track revenue / margin associated with each deal. ### 36. Fantastic **Rating:** 4.5/5.0 stars **Reviewed by:** Lauren D. | Sales Specialist, Pharmaceuticals, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2018 **What do you like best about ConnectWise CPQ?** The simplicity of it. Brilliant to work with. Very easy to use. All round great **What do you dislike about ConnectWise CPQ?** Nothing. Can't fault it really. There is no fault in it **What problems is ConnectWise CPQ solving and how is that benefiting you?** Easier to sell. Functional ### 37. Best program I have used **Rating:** 5.0/5.0 stars **Reviewed by:** Haley H. | Ms., Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2018 **What do you like best about ConnectWise CPQ?** This program is so easy to use, and very cheap **What do you dislike about ConnectWise CPQ?** I don’t dislike anything about this program **What problems is ConnectWise CPQ solving and how is that benefiting you?** The benefits are really apparent, because it has helped the company run more smoothly ### 38. User friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Amber S. | VENDOR RELATIONS MANAGER, Enterprise (> 1000 emp.) **Reviewed Date:** August 08, 2018 **What do you like best about ConnectWise CPQ?** Integrates with Salesforce and very user friendly. Many reporting and templates options are available **What do you dislike about ConnectWise CPQ?** Some of the field limitations, many features need to be customized for reporting analytics **Recommendations to others considering ConnectWise CPQ:** Negotiate on pricing **What problems is ConnectWise CPQ solving and how is that benefiting you?** Integration with CRM ### 39. ConnectWise Sell makes my sales team more efficient! **Rating:** 4.5/5.0 stars **Reviewed by:** Mike M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2018 **What do you like best about ConnectWise CPQ?** I really like how ConnectWise Sell will search pricing online and will standardize our target margin requirements. This creates consistency in our sales process. **What do you dislike about ConnectWise CPQ?** I can't really think of anything I don't like about the product. It seems to meet the needs of my sales team. **Recommendations to others considering ConnectWise CPQ:** ConnectWise Sell is a good product from a good company. They helped me understand how to best utilize the system and configured my environment as part of implementation. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Prior to a quoting system, we used spreadsheets which leaves the door open for errors and doesn't present a professional image when providing quotes to customers. Now we have consistency and professionalism with every quote. ### 40. Works well for the basics. Integrates well with Connectwise Manage. Could be more modern. **Rating:** 3.5/5.0 stars **Reviewed by:** Charles L. | Vice President of Technology, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2018 **What do you like best about ConnectWise CPQ?** It is easy to create quotes. The Etilize add-in is a nice addition. I like that it is available over the web from anywhere. **What do you dislike about ConnectWise CPQ?** I wish it was better on mobile devices. The Dell quote import doesn’t work very well. It is buggy and doesn’t always import products correctly into Connectwise Manage. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Our quotes our much more professional than when we were doing them with Excel. Creating quotes is much more efficient as well. ### 41. It is good **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2018 **What do you like best about ConnectWise CPQ?** I like how it works. I feel like it should be used across bases. I think that we should consider when it is the most useful because then it will allow people to use it in the best way. **What do you dislike about ConnectWise CPQ?** I do not like when it takes a long time to load. I also feel like it is difficult to teach how to use the program to certain people. I am not sure if it is the individuals or if it is the program. Some people very easily understand how to use the program so it may just be those individuals. Further training and training more individuals will help to understand what direction that is going in. **Recommendations to others considering ConnectWise CPQ:** You should consider it **What problems is ConnectWise CPQ solving and how is that benefiting you?** It was been useful. We have benefitted in many different ways. It might be useful to use ConnectWise Sell across different things so that it can do many different things. ### 42. Great **Rating:** 4.0/5.0 stars **Reviewed by:** sherry L. | Homecare, Health, Wellness and Fitness, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2018 **What do you like best about ConnectWise CPQ?** This was terrific i highly recommend it **What do you dislike about ConnectWise CPQ?** Nothing at all i think it was great everyone should try **What problems is ConnectWise CPQ solving and how is that benefiting you?** That it works much better than others ### 43. Simplified quotes **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2018 **What do you like best about ConnectWise CPQ?** Easy to save information from our CRM to create quotes. They work together well. **What do you dislike about ConnectWise CPQ?** The rounding of numbers switches often. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Easy to marginalize. ### 44. Great software for web based quoting **Rating:** 5.0/5.0 stars **Reviewed by:** Garry A. | Director of Operations, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2018 **What do you like best about ConnectWise CPQ?** I've used Quotewerks and Connectwise Sell. The but differentiator is that Connectwise Sell works from your browser. You don't need to install any software and it works from anywhere. **What do you dislike about ConnectWise CPQ?** The online delivery (Order Porter) is not as fully featured as Quotewerks. **What problems is ConnectWise CPQ solving and how is that benefiting you?** We can collaborate as a sales team and vet each other's quotes. I can generate quotes from anywhere. And I can look up pricing and distributor availability in real time so the quoting process is fast and efficient. ### 45. ConnectWise Sell **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2018 **What do you like best about ConnectWise CPQ?** I love the professional looking quotes that are sent to our clients/ prospects. **What do you dislike about ConnectWise CPQ?** Initially like all setup on new software there were road-bumps on learning how to use the product. **Recommendations to others considering ConnectWise CPQ:** I would highly recommend ConnectWise Sell! Contact support is easy and the end product is very professional!. **What problems is ConnectWise CPQ solving and how is that benefiting you?** We have more professional looking quotes that we are able to send to our clients. It's easy to use now that we have some wrinkles ironed out. **Official Response from Jenny Griesdorn:** > Hi there, thank you for your positive feedback on ConnectWise Sell! I've passed your feedback along to our team to spark any future ideas on how to improve partner experience. ### 46. ConnectWise **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2018 **What do you like best about ConnectWise CPQ?** The company I worked for only used ConnectWise to build and send proposals. **What do you dislike about ConnectWise CPQ?** This software is difficult to navigate, and took very long to set up **Recommendations to others considering ConnectWise CPQ:** Must be very savvy with technology to set up **What problems is ConnectWise CPQ solving and how is that benefiting you?** we standardized the quoting process ### 47. Integrates well with ConnectWise Manage **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2018 **What do you like best about ConnectWise CPQ?** The ease at which I can pull information from an opportunity into a quote deliverable. **What do you dislike about ConnectWise CPQ?** The learning curve is steep and it takes a bit to pickup on how to do more advanced functions. **Recommendations to others considering ConnectWise CPQ:** Have one person in your organization be the "Sell Guru" This person will be your subject matter expert and your go-to for any internal questions. **What problems is ConnectWise CPQ solving and how is that benefiting you?** We now are able to pitch all of our projects, hardware sales, and managed services products with Sell. Having an application that allows us to track all this in one place has made us all the more beneficial. ### 48. Very clean software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2018 **What do you like best about ConnectWise CPQ?** Asthetically pleasing and clean design of software **What do you dislike about ConnectWise CPQ?** Personally I don’t dislike anything about it **What problems is ConnectWise CPQ solving and how is that benefiting you?** Managing data ### 49. Our Sales have been turbocharged by ConnectWise Sell **Rating:** 5.0/5.0 stars **Reviewed by:** Karl B. | CEO, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2017 **What do you like best about ConnectWise CPQ?** The cloud based access is fantastic. Access from anywhere is a breeze. The electronic approval process has shortened our sales cycle by weeks. The Etilize integration is fantastic! We can produce real time quotes and have a good sense of real time inventory. Once we created our templates, the are so very easy to use. This makes consistent quoting easy and simple. Lastly the integration with ConnectWise Manage is critical for smooth and easy hand-offs to procurement and service delivery. **What do you dislike about ConnectWise CPQ?** The templates for the electronic signature process are cumbersome to edit. **Recommendations to others considering ConnectWise CPQ:** Be sure to see how etilize works and the electronic approval process. They are awesome! **What problems is ConnectWise CPQ solving and how is that benefiting you?** Scalable and consistent Sales has been achieved with ConnectWise Sell. Now our back office can quickly do small parts sales while our field sales force are able to produce excellent quotes for ongoing services and projects quickly and easily. ### 50. Love it **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2018 **What do you like best about ConnectWise CPQ?** The ease it brings to my sales floor and my rep for use in daily tasks **What do you dislike about ConnectWise CPQ?** It doesn't have all the features I personally would like to see but that also maybe the way mine is set up. **What problems is ConnectWise CPQ solving and how is that benefiting you?** N/a ## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-17+01%3A51%3A09+-0500&secure%5Bsession_id%5D=ce6e5623-845b-426b-9ebb-680b4376dd76&secure%5Btoken%5D=5f31c2a588c34651191eaa592fc17a98fdc8431f0584d375c7bc9a40ee40aa06&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)