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ConnectWise CPQ

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Software Status:Active

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

Vendor
ConnectWise
Year Launched
1982
Location
400 N Tampa St, Suite 130 Tampa, FL 33602, USA Phone: 813.463.4700
Deployment
cloud
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Dutch, Portuguese.
Users
Sales teams, Managed Service Providers (MSPs), Procurement specialists, IT service providers, Quoting specialists, Business managers, System integrators, VARs (Value Added Resellers), IT consultants
Industries Served
Information technology, Managed services, Software and SaaS, Professional services, Cybersecurity, Cloud services, Hardware reselling, Telecom, IT consulting
Tags
CPQ, Quoting, Sales Enablement, Sales Force Automation, Proposal Management

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

Free trial
Free version
Request a quote
Promo Offer

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

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