ConnectWise CPQ is a quote and proposal automation platform for managed service providers, with templates, live distributor pricing, PSA integration and e-signature capability. Pricing is quote-only.
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ConnectWise CPQ is a quote and proposal automation tool from ConnectWise for managed service providers and IT service businesses. It streamlines the sales process by enabling teams to build professional quotes from customizable templates, access live pricing from major distributors including Arrow, Dell, HP, Cisco, Ingram and TD Synnex, and integrate directly with ConnectWise PSA for integrated workflow management. The platform includes e-signature capabilities for online quote delivery, automated renewal reminders for agreements and warranties, and pricing rules to control discounts while protecting margin. ConnectWise CPQ connects with tax software including Avalara, payment systems such as WisePay, and leasing services from Great America Financial Services.
Pricing is not published on ConnectWise's website and is available by quote only, which is common for enterprise business management software targeting MSPs. This approach allows ConnectWise to tailor pricing based on the scale of implementation and feature usage by individual MSPs. ConnectWise offers support through phone at 800-671-6898, 24/7 live chat, a comprehensive knowledge base and community forums. Training is available through ConnectWise University with documentation, videos and webinars. The platform is cloud-based, allowing sales teams to build and send quotes from any location, supporting distributed teams across multiple time zones.
ConnectWise CPQ suits MSPs and IT service providers who want to automate their quoting process without manual research into distributor pricing, and those who already run ConnectWise PSA and want integrated business management tools. The renewal reminder functionality helps ensure recurring revenue opportunities are not missed. MSPs should confirm that the specific distributors they work with are supported in ConnectWise CPQ before purchase, since the platform's value depends heavily on live pricing feeds from your existing suppliers. The tight integration with PSA is particularly valuable for shops standardised on the ConnectWise platform.
ConnectWise CPQ is worth evaluating if you already run ConnectWise PSA and want to automate quote generation without manual pricing research. The live distributor pricing integration is the key feature; it saves time if your existing suppliers are supported. If you use a different PSA such as Autotask or HaloPSA, you can still use ConnectWise CPQ but lose the tight integration benefit. The lack of published pricing means you will need to contact sales for a quote, which is typical in this category. Before demoing, check which distributors you primarily work with; if your main suppliers are not in the catalogue, the value proposition weakens significantly. The platform suits teams that want to reduce manual quoting time and track proposal-to-order workflows.
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Salesbuildr Quoting and proposal platform for MSPs with distributor pricing and PSA integration, subscription tier No reviews yet All alternatives to ConnectWise CPQ| Feature | Supported | Note |
|---|---|---|
| Proposal and quote builder | yes | Customizable template library with drag-and-drop functionality |
| E-signature | yes | E-signature for online quote delivery |
| Live distributor catalogue and pricing | yes | Live distributor pricing from Arrow, Dell, HP, Cisco, Ingram, TD Synnex |
| CRM and pipeline tracking | unknown | Not explicitly mentioned in vendor documentation |
| PSA integration | yes | Integrated with ConnectWise PSA for workflow automation |
| Payment collection | yes | Integrates with WisePay payment system |
| Quote templates | yes | Professional customizable quote templates |
| Approval workflow | unknown | Not explicitly mentioned in vendor documentation |
| Recurring revenue quoting | yes | Renewal reminders for agreements and warranties |
| Product bundling | unknown | Drag-and-drop customization mentioned but bundling capability not explicitly stated |
| Win-rate analytics | yes | Detailed reporting and business intelligence tools |
| Accounting integration | yes | Integrates with tax software and accounting systems via Avalara |
ConnectWise CPQ integrates directly with ConnectWise PSA to create an integrated business management workflow. Once a quote is approved in CPQ, it can flow directly into PSA for project setup and billing. This integration eliminates manual data entry and ensures consistency between the sales process and service delivery. MSPs using ConnectWise PSA should consider CPQ as it offers direct workflow integration, while users of competing PSAs such as Autotask or HaloPSA can still use CPQ but without this same level of integration.
ConnectWise CPQ includes live pricing feeds from major distributors including Arrow, Dell, HP, Cisco, Ingram Micro and TD Synnex. The platform also connects with leasing providers such as Great America Financial Services. This live distributor integration is a key feature that saves MSPs from manual pricing research. Before purchasing, confirm that your primary distributors are on this list, as the platform's value proposition depends on integration with your existing supply chain and the pricing accuracy of your specific distributor feeds.
ConnectWise CPQ pricing is not published on the company's website. Pricing follows a quote-only model, which means you must contact ConnectWise sales directly to receive pricing based on your organisation's specific requirements. This is typical for enterprise business management software. The lack of published pricing means you cannot compare costs online before a sales conversation, so plan for initial discussions with ConnectWise to understand how CPQ would be priced for your MSP.
ConnectWise CPQ customers receive support through multiple channels including phone support at 800-671-6898, 24/7 live chat, comprehensive knowledge base articles, and the IT Nation community forums where users can share experiences and troubleshooting tips. Training is available through ConnectWise University, which offers documentation, video tutorials and live webinars. Additionally, ConnectWise offers consulting services for customisation and implementation assistance.
Yes, MSPs using competing PSAs such as Autotask, HaloPSA or other platforms can use ConnectWise CPQ for quote generation. However, the integration benefits are primarily designed for ConnectWise PSA users. If you use a different PSA, you would need to manually manage the transfer of approved quotes from CPQ into your PSA system, which reduces the workflow automation advantage. Consider whether this manual integration effort makes sense for your organisation compared to a quoting solution that integrates directly with your existing PSA.
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