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
- Automated Quote and Proposal Creation
- Streamlines the process of generating quotes and proposals, saving time.
- Integration with ConnectWise PSA™
- Seamlessly integrates with ConnectWise PSA for enhanced workflow and data sharing.
- Third-Party Integrations
- Connects with other systems to reduce manual data entry and system updates.
- Centralized Pricing
- Pulls and compares pricing from multiple sources (distributors, pricing tables, customer catalogs) in one place.
- Customizable Templates
- Offers built-in and customizable templates to standardize quote creation.
- Real-time Pricing Integrations
- Provides up-to-date pricing information.
- Online Quote Delivery
- Enables electronic delivery of quotes to customers.
- E-Signature
- Facilitates electronic signatures for faster quote acceptance.
- Sales Notifications
- Provides real-time tracking and notifications on client interaction with quotes.
- Procurement Automation
- Automates e-orders through preferred distributors when combined with ConnectWise PSA.
- Automated Opportunity Conversions
- Seamlessly converts opportunities into quotes when used with ConnectWise PSA.
- Renewal Reminders
- Sends notifications for agreement renewals, warranty extensions, and equipment upgrades.
- Automatic CRM Updates
- Keeps CRM data synchronized with quote information.
- Pricing Rules
- Allows for lockdown of service discounts and product pricing for profitability.
Additional features
- Automated Quote Building
- Simplifies the process of creating quotes and proposals.
- Automated Workflows
- Streamlines the quote and proposal generation process.
- Pull Pricing from Multiple Sources
- Access pricing from distributors, internal tables, and customer catalogs.
- Compare Pricing Options
- Easily compare pricing from different vendors.
- Built-in Templates
- Utilize pre-designed templates for various quote types.
- Customizable Templates
- Adapt templates to specific business needs and branding.
- Real-time Pricing Integrations
- Ensure quotes reflect the most current pricing.
- Online Quote Delivery
- Send quotes electronically to customers.
- E-Signature
- Allow customers to sign quotes and proposals online.
- Automated Opportunity Conversions (with PSA)
- Automatically turn sales opportunities into quotes.
- Renewal Reminders
- Receive alerts for upcoming renewals.
- Agreement Renewal Notifications
- Remind users to renew customer agreements.
- Expired Warranty Notifications
- Notify users about expiring warranties.
- Aging Equipment Upgrade Notifications
- Prompt users to suggest equipment upgrades.
- Sales Efficiency & Focus
- Reduce Manual Entry
- Automates data input to save time.
- Minimize System Updates
- Integrations reduce the need for manual system updates.
- Decrease Data Entry Errors
- Automation minimizes human errors in quoting.
- Focus on Selling
- Frees up sales teams from administrative tasks.
- Timely Proposal Delivery
- Enables quick and efficient delivery of quotes.
- Consistent Presentation Quality
- Ensures all quotes are professional and well-formatted.
- Consistent Buying Experience
- Provides a uniform process from quote to delivery.
- Integration Capabilities
- ConnectWise PSA Integration
- Seamlessly works with ConnectWise PSA for end-to-end workflow.
- Third-Party Integrations
- Connects with various other business applications.
- CRM Updates
- Automatically updates customer relationship management systems.
- Intelligence & Control
- Sales Notifications
- Receive alerts on customer interaction with quotes.
- Intelligent Quote Tracking
- Monitor the status and engagement of sent quotes.
- Procurement Automation (with PSA)
- Automate the purchasing process through distributors.
- Pricing Rules
- Enforce consistent pricing and discount policies.
- Lockdown Service Discounts
- Control the level of discounts offered on services.
- Lockdown Product Pricing
- Maintain consistent pricing for products.
- Maximize Profitability
- Implement pricing strategies to improve margins.
- Better Predict Bottom-Line Revenue
- Improve forecasting with controlled pricing.
Pricing
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to ConnectWise CPQ
speedmaxx
Speedmaxx is a performance management software from Revalize that provides analytics for improving operational speed.…
vloxq CPQ
Vloxq CPQ is a configure-price-quote software from Vloxq that helps businesses simplify their sales process.…
Veloce CPQ
Veloce CPQ is a configure-price-quote software from Veloce that helps businesses simplify their sales processes.…
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
speedmaxx
Speedmaxx is a performance management software from Revalize that provides analytics for improving operational speed.…
vloxq CPQ
Vloxq CPQ is a configure-price-quote software from Vloxq that helps businesses simplify their sales process.…
Veloce CPQ
Veloce CPQ is a configure-price-quote software from Veloce that helps businesses simplify their sales processes.…
