# ConnectWise CPQ

> Quote automation from templates with live distributor pricing and PSA integration.

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. Listing updated 6 September 2026. Checked by MSP Software 6 September 2026.

- Page: https://mspsoftware.net/software/connectwise-cpq
- Vendor: ConnectWise, https://mspsoftware.net/vendors/connectwise, website https://www.connectwise.com/platform/business-management/cpq
- Categories: Quoting and CPQ (primary)
- Free version: no.
- Deployment: cloud. Platforms: web. HQ: United States. Founded: 1982.
- Support: phone, live chat, knowledge base and community. Training: documentation, videos and webinars.

## From the vendor

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.

## Our take

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.

## Pricing

ConnectWise CPQ does not publish a list price.

## Features

| 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 |
| 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 |
| Recurring revenue quoting | yes | Renewal reminders for agreements and warranties |
| Win-rate analytics | yes | Detailed reporting and business intelligence tools |
| Accounting integration | yes | Integrates with tax software and accounting systems via Avalara |

## Integrations

- ConnectWise PSA, https://mspsoftware.net/software/connectwise-psa
- Arrow, https://www.arrow.com
- TD Synnex, https://www.tdsynnex.com
- Ingram Micro, https://www.ingrammicro.com
- Avalara, https://www.avalara.com
- WisePay, https://www.connectwise.com/platform/business-management/wisepay
- Great America Financial Services, https://www.greatamericafinancial.com

Listed products that integrate with ConnectWise CPQ: ConnectWise PSA and FlexPoint.

## Alternatives

- QuoteWerks: Configure, price and quote solution for VARs with live distributor feeds and PSA integrations. https://mspsoftware.net/software/quotewerks. Compare: https://mspsoftware.net/compare/connectwise-cpq-vs-quotewerks
- Quoter: Cloud quote-to-cash platform for MSPs with live distributor pricing and margin controls. https://mspsoftware.net/software/quoter. Compare: https://mspsoftware.net/compare/connectwise-cpq-vs-quoter
- Zomentum: Quoting and proposals with e-signature and payment collection for MSPs. https://mspsoftware.net/software/zomentum. Compare: https://mspsoftware.net/compare/connectwise-cpq-vs-zomentum
- Salesbuildr: Quoting and proposal platform for MSPs with distributor pricing and PSA integration, subscription tier. https://mspsoftware.net/software/salesbuildr

## FAQ

### How much does ConnectWise CPQ cost?

ConnectWise CPQ does not publish a list price. No MSP price reports have been approved yet.

### Does ConnectWise CPQ offer a free trial?

There is no free version.

### What does ConnectWise CPQ integrate with?

ConnectWise CPQ lists integrations with ConnectWise PSA, Arrow, TD Synnex, Ingram Micro, Avalara and WisePay.

### What integrates with ConnectWise CPQ?

ConnectWise PSA and FlexPoint list an integration with ConnectWise CPQ.

### Is ConnectWise CPQ cloud or on-premises?

ConnectWise CPQ is cloud-hosted; there is no on-premises version.

### Who is ConnectWise CPQ for?

MSPs report using ConnectWise CPQ at sizes of 6-15, 16-50 and 51-200 technicians.

### How does ConnectWise CPQ integrate with ConnectWise PSA?

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.

### Which distributors does ConnectWise CPQ support for live pricing?

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.

### Is ConnectWise CPQ pricing published?

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.

### What support options are available for ConnectWise CPQ?

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.

### Can MSPs using non-ConnectWise PSAs use ConnectWise CPQ?

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.