ConnectWise CPQ
E-signature software
CPQ software
Proposal software
Quote-to-cash software
Quote management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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- Information technology and software
- Education and training
- Professional services (engineering, legal, consulting, etc.)
What is ConnectWise CPQ
ConnectWise CPQ is a configure-price-quote (CPQ) and proposal generation product designed primarily for managed service providers (MSPs) and IT solution providers. It supports building quotes from product and service catalogs, generating proposal documents, and routing them for customer approval and e-signature. The product is typically used alongside other ConnectWise PSA and billing tools to support a quote-to-cash workflow with tighter operational handoff from sales to service delivery.
MSP-focused quoting workflows
The product is built around common MSP and IT services quoting patterns, including recurring services, bundles, and hardware-plus-services proposals. This reduces the need to adapt a generic document or contract tool to IT-specific line items and service terms. It also supports standardized proposal templates to keep sales output consistent across reps.
Integrates with ConnectWise platform
ConnectWise CPQ is designed to connect with other ConnectWise systems used by MSPs, which can reduce duplicate entry between quoting, service operations, and billing. This can improve handoff from an accepted quote into downstream operational records when the rest of the stack is also ConnectWise. For organizations already standardized on ConnectWise, the integration approach can be simpler than stitching together multiple standalone tools.
Proposal and e-signature support
The product supports generating customer-facing proposals and collecting approvals via e-signature as part of the quoting process. This helps teams move from quote creation to customer acceptance without switching to a separate signature-only tool. It also supports a more controlled approval trail than sending static PDFs by email.
Best fit within ConnectWise
Organizations not using other ConnectWise products may find less value in the end-to-end workflow benefits. Integrations outside the ConnectWise ecosystem can require additional configuration and may not provide the same depth of operational handoff. This can make the product feel less like a standalone CPQ for non-MSP or mixed-tool environments.
Less contract-lifecycle depth
Compared with contract-centric platforms, CPQ-led tools typically emphasize quoting and proposals over full contract lifecycle management. Users with needs such as clause libraries, complex negotiation workflows, or advanced contract repository controls may need additional tooling. This can add process complexity when legal review requirements are significant.
Implementation and admin overhead
CPQ systems often require careful setup of catalogs, pricing rules, templates, and approval workflows to match how a business sells. Teams should plan for ongoing administration to keep product data, pricing, and templates current. Smaller teams may find the setup effort disproportionate if they only need lightweight quoting and signature capture.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Basic | Custom pricing — request a quote (3 users max) | Distributor quote import; Built-in eSignature; Real-time distributor pricing & availability; Recurring revenue management; ConnectWise PSA & Autotask integrations |
| Standard | Custom pricing — request a quote (Unlimited users*) | Everything in Basic plus: Sales coaching automation; Reporting & business analytics; Product catalog; Email integration & management; Salesforce, Microsoft Dynamics & NetSuite integrations |
| Premium | Custom pricing — request a quote (Unlimited users*) | Everything in Standard plus: Management approvals; Sales team management; Procurement automation; Pricing & product rules; ePayment |
Notes: ConnectWise’s official pricing page states that prices are customized to customer needs and requires completing a form or contacting sales for a personalized quote.
Seller details
ConnectWise, LLC
Tampa, Florida, USA
1982
Private
https://www.connectwise.com/
https://x.com/connectwise
https://www.linkedin.com/company/connectwise/
