ConnectWise CPQ Features

Custom branding can be applied through signature process

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 27 ConnectWise CPQ reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain

Based on 20 ConnectWise CPQ reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems

As reported in 13 ConnectWise CPQ reviews. System support multiple currencies and languages to enable business in multiple countries

Based on 27 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Based on 27 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain

Allows signor to easily and intuitively sign documents

Reminds signors of documents that are waiting to be signed and document expiration dates

Process of authenticating is secure and seemless

User can easy send and sign documents on mobile devices

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Send documents requiring signature to 1000's of signers at once

Provides standard reports and easy creation of custom reports to manage signature process

Easy to create signature blocks on all required electronic document types/formats

Meets required regulartory compliances

Tracks all document signing history to comply with required regulations

Provides features to allow scaling for large organizations

Allows users to search, filter, sort and select items to be added to quote 40 reviewers of ConnectWise CPQ have provided feedback on this feature.

Based on 29 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products

Based on 35 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included

Based on 39 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Based on 35 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured

Based on 44 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items

Based on 42 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Based on 32 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Based on 39 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted

Based on 45 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Based on 36 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned

As reported in 38 ConnectWise CPQ reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group

Based on 42 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Based on 45 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Based on 38 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Based on 36 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts

Based on 29 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic

Based on 28 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business

Based on 26 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules

Based on 26 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Based on 28 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet)

Based on 30 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

Based on 74 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.

Based on 76 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Based on 65 ConnectWise CPQ reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.

Based on 73 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.

Based on 76 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.

Based on 74 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.

Based on 70 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.

Based on 65 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.

Based on 70 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval.

Based on 61 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.

Based on 67 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Based on 68 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 68 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.

Based on 69 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients.

Based on 69 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow.

Based on 54 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals.

Based on 57 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Ability to create custom quotes based on customer requirements.

Allows users to configure products and revise quotes accordingly.

Provide standard pricing options that can be customized by customer.

Deliver standard contract templates that can be modified by users.

Track contract changes made by all parties during negotiation.

Implement the final version of the contract, including SLAs.

Monitor invoices and payments per product, customer, or contract.

Match invoices with sales orders, quotes, and contracts.

Perform revenue recognition to ensure that pricing or payment terms are accurate.

Allows users to generate text based on a text prompt.

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives