ConnectWise CPQ

Create proposals that win and quotes that close with ConnectWise CPQ – the all-in-one, powerfully integrated sales platform that creates quotes and proposals anywhere, anytime.

Introduction

Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

Highlights

Streamline Quotes & Proposals

Make building quotes and proposals easier and faster so that your team can focus on driving revenue.

Find Products Easier

Pull and compare pricing from multiple distribution partners, your own pricing tables, and more.

Make Selling Easier

Let your reps follow a step-by-step guided process to dynamically walk them through quote creation.

  • Overview

  • Integration

  • Support

Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

Guide Sales Teams More Efficiently

Link sales tracks to predefined quoting templates to give sales reps the edge when creating quotes for potential customers. Let your reps follow a step-by-step process to guide them through relevant product options and automatically populate quotes with selected products to ensure that they include all necessary products and services to meet your customer’s requirements.
Ensure your sales team is providing accurate and consistent quotes while saving valuable time as they no longer have to manually search for products and services to add individually to quotes.

Streamlined quotes and proposals

Keep your sales team focused on selling and closing business with ConnectWise CPQ’s purpose-built features: custom templates, real-time pricing integrations, online quote delivery and e-signature.

Sales notifications

Knowledge is power. Real-time intelligent quote tracking triggers sales notifications to let you know when a client interacts with your quote.  Sales reps get insight into how clients are digesting proposals and the intel needed to take the next best step to seal the deal.

Procurement automation

When you combine the power of ConnectWise CPQ™ with ConnectWise PSA™, orders can be placed electronically through your preferred distributor for fulfillment. Once processed, the system can automatically convert the opportunity and trigger additional processes.

Renewal reminders

Never miss an opportunity to renew an agreement, extend an expired warranty, or upgrade aging equipment. Deliver renewal reminders internally and externally—ensuring you never leave your customers hanging, or your TSP with money on the table.

CRM updates

Use automation to your advantage to make updates to your CRM as you work opportunities and win deals. Keep your entire organization—Marketing, Sales, Support, and Finance—up to date, automatically.

Pricing rules

Much like placing limit orders when buying stocks, now you can help you lockdown service discounts and product pricing to maximize profitability. As a result, you can protect shrinking margins and better predict bottom line revenue—intelligently and automatically.

ConnectWise PSA

Features:

  • Quote From Within ConnectWise PSA: With ConnectWise CPQ, you can create professional-looking quotes and proposals without ever leaving ConnectWise PSA. Instantly populate the quote with client details already in ConnectWise PSA.
  • Access Real-Time Pricing and Availability: Instantly search and compare product pricing and availability from all major distributors like Arrow, Tech Data, Ingram Micro, Dell Amazon Business, and Synnex. Find the best products for the best price.
  • Close Faster: ConnectWise CPQ gives you stoplight visibility to open opportunities, so nothing ever falls through the cracks again. You can even see when clients view quotes or proposals, so you can immediately follow up with a timely call or email.

Benefits:

  • Create quotes and proposals in minutes
  • Instantly access distributor pricing
  • Real-time sales tracking
  • Deliver quotes online
  • Close deals with e-signature

ConnectWise CPQ's integrations with PSA integration is certified via the ConnectWise Invent program

If you need assistance with creating API members or integration setup, please send a note to help@connectwise.com and the ConnectWise PSA support team can assist. For any other questions with this integration, please contact the vendor directly to resolve any issues.

Details

Overview

Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

Guide Sales Teams More Efficiently

Link sales tracks to predefined quoting templates to give sales reps the edge when creating quotes for potential customers. Let your reps follow a step-by-step process to guide them through relevant product options and automatically populate quotes with selected products to ensure that they include all necessary products and services to meet your customer’s requirements.
Ensure your sales team is providing accurate and consistent quotes while saving valuable time as they no longer have to manually search for products and services to add individually to quotes.

Streamlined quotes and proposals

Keep your sales team focused on selling and closing business with ConnectWise CPQ’s purpose-built features: custom templates, real-time pricing integrations, online quote delivery and e-signature.

Sales notifications

Knowledge is power. Real-time intelligent quote tracking triggers sales notifications to let you know when a client interacts with your quote.  Sales reps get insight into how clients are digesting proposals and the intel needed to take the next best step to seal the deal.

Procurement automation

When you combine the power of ConnectWise CPQ™ with ConnectWise PSA™, orders can be placed electronically through your preferred distributor for fulfillment. Once processed, the system can automatically convert the opportunity and trigger additional processes.

Renewal reminders

Never miss an opportunity to renew an agreement, extend an expired warranty, or upgrade aging equipment. Deliver renewal reminders internally and externally—ensuring you never leave your customers hanging, or your TSP with money on the table.

CRM updates

Use automation to your advantage to make updates to your CRM as you work opportunities and win deals. Keep your entire organization—Marketing, Sales, Support, and Finance—up to date, automatically.

Pricing rules

Much like placing limit orders when buying stocks, now you can help you lockdown service discounts and product pricing to maximize profitability. As a result, you can protect shrinking margins and better predict bottom line revenue—intelligently and automatically.

Integration

ConnectWise PSA

Features:

  • Quote From Within ConnectWise PSA: With ConnectWise CPQ, you can create professional-looking quotes and proposals without ever leaving ConnectWise PSA. Instantly populate the quote with client details already in ConnectWise PSA.
  • Access Real-Time Pricing and Availability: Instantly search and compare product pricing and availability from all major distributors like Arrow, Tech Data, Ingram Micro, Dell Amazon Business, and Synnex. Find the best products for the best price.
  • Close Faster: ConnectWise CPQ gives you stoplight visibility to open opportunities, so nothing ever falls through the cracks again. You can even see when clients view quotes or proposals, so you can immediately follow up with a timely call or email.

Benefits:

  • Create quotes and proposals in minutes
  • Instantly access distributor pricing
  • Real-time sales tracking
  • Deliver quotes online
  • Close deals with e-signature

Support

ConnectWise CPQ's integrations with PSA integration is certified via the ConnectWise Invent program

If you need assistance with creating API members or integration setup, please send a note to help@connectwise.com and the ConnectWise PSA support team can assist. For any other questions with this integration, please contact the vendor directly to resolve any issues.