EW

Eileen W.

ConnectWise PSA/CPQ and HaloPSA Consultant

Small-Business (50 or fewer emp.)

3/25/2026

Guest users or non-business users of the software, not included in G2 scores.

"Highly Customizable and Easy to Use After Proper Setup"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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See what 122 reviewers think of ConnectWise CPQ

4.0 out of 5 · Verified reviews from real users

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