About ConnectWise CPQ
ConnectWise CPQ is a configure, price, quote software from ConnectWise that assists sales teams in generating accurate quotes efficiently. It combines guided selling, product configuration, and pricing management so businesses can reduce errors and speed up the quoting process. The software allows users to create tailored proposals, manage pricing strategies, and integrate with other ConnectWise solutions for a cohesive workflow. Key capabilities: guided selling product configuration pricing management proposal automation integration with ConnectWise tools Best for: sales teams in technology and professional services that need to create precise quotes quickly and improve their sales efficiency.
ConnectWise CPQ by ConnectWise is a robust Configure, Price, Quote (CPQ) software solution tailored to the needs of IT service providers, managed service providers (MSPs), VARs, and system integrators. Its primary purpose is to streamline the quoting and proposal process by automating the configuration and pricing of complex products and services, ensuring accuracy and consistency in sales processes. Built with a focus on the IT channel, ConnectWise CPQ supports product configuration, quote generation, proposal automation, procurement integration, and approval workflows. It helps businesses shorten sales cycles, reduce errors, and improve profitability through streamlined and professional quoting practices. The user interface of ConnectWise CPQ is functional but leans more towards utility than aesthetic appeal. It is designed to cater to technical users and business professionals, so while it may not have a flashy design, it delivers in terms of navigability and depth. The dashboard is organized with tabs and dropdown menus that allow users to access pricing, configurations, catalogs, and customer records easily. Once familiar with the platform, users can navigate through quoting stages efficiently.
Pros & Cons
- Improved Accuracy: Reduces manual errors through automation and integration with pricing sources.
- Consistent Customer Experience: Ensures timely and professional proposal delivery and a streamlined buying process.
- Enhanced Efficiency: Streamlines processes with templates, real-time pricing, online delivery, and e-signatures.
- Better Visibility: Provides real-time quote tracking and sales notifications.
- Automated Procurement: Integrates with ConnectWise PSA for automated e-orders and opportunity conversions.
- Renewal Management: Offers notifications for agreement renewals, warranty extensions, and equipment upgrades.
- Centralized Information: Automatically updates CRM, keeping the entire organization informed.
- Profitability Control: Allows for locking down discounts and pricing rules.
- Integration Ecosystem: Integrates with various ConnectWise products and other business solutions.
- Learning Curve: Implementing and learning a new software system can take time and effort for the sales team.
- Customization Limitations: While templates are customizable, there might be limitations to the level of customization possible.
- Reliance on Technology: As with any software, there's a potential reliance on the system being functional and any technical issues could disrupt the quoting process.
Features
Key features
Streamlines the process of generating quotes and proposals, saving time.
Seamlessly integrates with ConnectWise PSA for enhanced workflow and data sharing.
Connects with other systems to reduce manual data entry and system updates.
Pulls and compares pricing from multiple sources (distributors, pricing tables, customer catalogs) in one place.
Offers built-in and customizable templates to standardize quote creation.
Provides up-to-date pricing information.
Enables electronic delivery of quotes to customers.
Facilitates electronic signatures for faster quote acceptance.
Provides real-time tracking and notifications on client interaction with quotes.
Automates e-orders through preferred distributors when combined with ConnectWise PSA.
Seamlessly converts opportunities into quotes when used with ConnectWise PSA.
Sends notifications for agreement renewals, warranty extensions, and equipment upgrades.
Keeps CRM data synchronized with quote information.
Allows for lockdown of service discounts and product pricing for profitability.
Additional features
Simplifies the process of creating quotes and proposals.
Streamlines the quote and proposal generation process.
Access pricing from distributors, internal tables, and customer catalogs.
Easily compare pricing from different vendors.
Utilize pre-designed templates for various quote types.
Adapt templates to specific business needs and branding.
Ensure quotes reflect the most current pricing.
Send quotes electronically to customers.
Allow customers to sign quotes and proposals online.
Automatically turn sales opportunities into quotes.
Receive alerts for upcoming renewals.
Remind users to renew customer agreements.
Notify users about expiring warranties.
Prompt users to suggest equipment upgrades.
Automates data input to save time.
Integrations reduce the need for manual system updates.
Automation minimizes human errors in quoting.
Frees up sales teams from administrative tasks.
Enables quick and efficient delivery of quotes.
Ensures all quotes are professional and well-formatted.
Provides a uniform process from quote to delivery.
Seamlessly works with ConnectWise PSA for end-to-end workflow.
Connects with various other business applications.
Automatically updates customer relationship management systems.
Receive alerts on customer interaction with quotes.
Monitor the status and engagement of sent quotes.
Automate the purchasing process through distributors.
Enforce consistent pricing and discount policies.
Control the level of discounts offered on services.
Maintain consistent pricing for products.
Implement pricing strategies to improve margins.
Improve forecasting with controlled pricing.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About ConnectWise CPQ
ConnectWise CPQ is a configure, price, quote software from ConnectWise that assists sales teams in generating accurate quotes efficiently. It combines guided selling, product configuration, and pricing management so businesses can reduce errors and speed up the quoting process. The software allows users to create tailored proposals, manage pricing strategies, and integrate with other ConnectWise solutions for a cohesive workflow. Key capabilities: guided selling product configuration pricing management proposal automation integration with ConnectWise tools Best for: sales teams in technology and professional services that need to create precise quotes quickly and improve their sales efficiency.
ConnectWise CPQ Details
ConnectWise CPQ's In-App Market Place
Does ConnectWise CPQ have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), CHF (CHF), JPY (¥)
Pros & Cons
- Improved Accuracy: Reduces manual errors through automation and integration with pricing sources.
- Consistent Customer Experience: Ensures timely and professional proposal delivery and a streamlined buying process.
- Enhanced Efficiency: Streamlines processes with templates, real-time pricing, online delivery, and e-signatures.
- Better Visibility: Provides real-time quote tracking and sales notifications.
- Automated Procurement: Integrates with ConnectWise PSA for automated e-orders and opportunity conversions.
- Renewal Management: Offers notifications for agreement renewals, warranty extensions, and equipment upgrades.
- Centralized Information: Automatically updates CRM, keeping the entire organization informed.
- Profitability Control: Allows for locking down discounts and pricing rules.
- Integration Ecosystem: Integrates with various ConnectWise products and other business solutions.
- Learning Curve: Implementing and learning a new software system can take time and effort for the sales team.
- Customization Limitations: While templates are customizable, there might be limitations to the level of customization possible.
- Reliance on Technology: As with any software, there's a potential reliance on the system being functional and any technical issues could disrupt the quoting process.
ConnectWise CPQ's Support Options
Email Address
sales@connectwise.comDocumentation
https://docs.connectwise.com/Community Forums
https://virtualcommunity.connectwise.com/ConnectWise CPQ's Alternatives
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