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.