ConnectWise CPQ Features
Platform (12)
Custom Branding
Custom branding can be applied through signature process
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Performance and Reliability
Integration APIs
To which systems have you integrated this product
CRM Integration
Based on 27 ConnectWise CPQ reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain
Integration API
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
Internationalization
As reported in 13 ConnectWise CPQ reviews. System support multiple currencies and languages to enable business in multiple countries
Scalability
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
Reporting and Dashboards
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
ERP integration is flexible and easy to maintain
Signature Process (8)
Document Signing
Allows signor to easily and intuitively sign documents
Reminders and Expirations
Reminds signors of documents that are waiting to be signed and document expiration dates
Sign-In Process
Process of authenticating is secure and seemless
Mobile Signatures
User can easy send and sign documents on mobile devices
Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps
Bulk Digital Signatures
Send documents requiring signature to 1000's of signers at once
Reporting
Provides standard reports and easy creation of custom reports to manage signature process
Signature Document Creation
Easy to create signature blocks on all required electronic document types/formats
Security and Scalability (3)
Regulatory Compliance
Meets required regulartory compliances
Signature History and Audit
Tracks all document signing history to comply with required regulations
Enterprise Scalability
Provides features to allow scaling for large organizations
Configuration - cpq (5)
Product Catalog
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.
Guided Selling
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
Configuration Rules
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
Price Configuration
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
Visual Configuration
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
Pricing (6)
Pricing Flexibility
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
Discounting
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
Commerical Rules
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
Terms and Conditions
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
Approval Workflow
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
Renewals
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
Quoting (5)
Grouping
As reported in 38 ConnectWise CPQ reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group
Version Control
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
Quote Document Generation
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)
Ordering
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
Contracts
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
Admin (4)
Configuration Ease of Admin
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
Pricing Administration
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
Workflow Management
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
Document Management
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
Channels (2)
Mobile User Support
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)
Channel Partner Support
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
Document Creation (6)
Customizability: Variables and Fields
Based on 74 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.
Template Creation and Flexibility
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.
Rich Media
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.
Online Document Creation
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.
PDF Creation
Based on 76 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.
Custom Branding
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.
Workflow (3)
Document Builder Interface
Based on 70 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.
Collaborative Creation
Based on 65 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.
Assembly and Approval Workflows
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.
Analytics (2)
Proposal Effectiveness Reporting
Based on 61 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.
Reporting and Dashboards
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.
Administration and Platform (6)
User, Role, and Access Management
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.
Alerts and Notifications
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.
CRM Integration
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.
E-Signature Integration
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.
CPQ Integration
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.
API / Integrations
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.
Customer Requirements (3)
Quoting
Ability to create custom quotes based on customer requirements.
Configuration
Allows users to configure products and revise quotes accordingly.
Pricing
Provide standard pricing options that can be customized by customer.
Contracts (3)
Creation
Deliver standard contract templates that can be modified by users.
Negotiation
Track contract changes made by all parties during negotiation.
Execution
Implement the final version of the contract, including SLAs.
Revenue (3)
Invoicing
Monitor invoices and payments per product, customer, or contract.
Matching
Match invoices with sales orders, quotes, and contracts.
Recognition
Perform revenue recognition to ensure that pricing or payment terms are accurate.
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI - cpq (3)
Dynamic Quoting
Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior
Dynamic Pricing
Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors
Personalized Sale Recommendations
Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs
Agentic AI - E-Signature (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Document signing plays an important role within the contract management process. Learn more about document signing and how it is used by industry professionals, along with other helpful information on the benefits of document signing.
Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process.
A document builder is a software application that is used to create text-based documents.




