Clear Estimates From $59/mo 9.3 Visit 
ConnectWise CPQ
connectwise.com
Spec sheet
- What it does
- ConnectWise CPQ is a cloud quoting and proposal automation product for IT solution providers, managed service providers and technology resellers.Read 15 Oct 2026 · connectwise.com
- Free plan
- NoRead 21 Sep 2026 · connectwise.com
- Compliance
- ConnectWise states that its services have SOC 2 assessments covering security, availability and confidentiality principles.Read 15 Oct 2026 · connectwise.com
- Support
- ConnectWise advertises 24/7 live chat and links CPQ support resources, release notes, enhancement forums and support policies.Read 15 Oct 2026 · connectwise.com
- Headquarters
- LinkedIn lists the headquarters at 400 N Tampa St, Suite 130, Tampa, Florida 33602, United States.Read 15 Oct 2026 · linkedin.com
- Founded
- 1982Read 28 Sep 2026 · connectwise.com
- Analytics and reporting
- YesRead 21 Sep 2026 · connectwise.com
- API access rules
- Developer access is approval-gated, requires a company-branded email and assigns access by integrator category; the network lists CPQ as REST architecture.Read 15 Oct 2026 · developer.connectwise.com
- API capability
- Premium advertises API access for quoting data and custom workflows with third-party systems.Read 15 Oct 2026 · connectwise.com
- Built-in e-signatures
- YesRead 21 Sep 2026 · connectwise.com
- Catalog data
- Etilize integration supplies standardized product feeds, specifications, images and marketing content for millions of products.Read 15 Oct 2026 · connectwise.com
- Client activity tracking
- YesRead 21 Sep 2026 · connectwise.com
- Company founded
- LinkedIn lists ConnectWise as founded in 1982.Read 15 Oct 2026 · linkedin.com
- Company size
- LinkedIn lists ConnectWise as a privately held software company with 1,001–5,000 employees.Read 15 Oct 2026 · linkedin.com
- CRM integrations
- YesRead 21 Sep 2026 · connectwise.com
- Custom branding
- YesRead 21 Sep 2026 · connectwise.com
- Deployment model
- ConnectWise markets CPQ as cloud-based software accessed through a browser and does not publish a CPQ self-hosting option on its product pages.Read 15 Oct 2026 · connectwise.com
- Developer documentation
- ConnectWise hosts a CPQ section in its Developer Network, but the CPQ page requires developer-network login and registration to view content.Read 15 Oct 2026 · developer.connectwise.com
- Electronic signatures
- Built-in eSignature is included in every listed plan tier.Read 15 Oct 2026 · connectwise.com
- Included team seats
- 3Read 21 Sep 2026 · connectwise.com
- Licence
- ConnectWise terms reserve all rights and require software use under a ConnectWise software licence agreement; the product is therefore proprietary rather than open source.Read 15 Oct 2026 · connectwise.com
- Limit: formatting
- G2 reviewers report that advanced quote formatting is difficult, table layouts can be buggy and some changes require paid professional services.Read 15 Oct 2026 · g2.com
- Limit: learning curve
- Reviewers on G2 and TrustRadius repeatedly report that configuration is complex and recommend training or a consultant.Read 15 Oct 2026 · trustradius.com
- Limit: support and bugs
- TrustRadius reviewers report slow support responses, backend purchasing problems and bugs, especially in some Dynamics 365 integrations.Read 15 Oct 2026 · trustradius.com
- Named integrations
- The official integration list includes ConnectWise PSA, Autotask, Salesforce, Microsoft Dynamics CRM, NetSuite, Avalara, ConnectBooster, WisePay, Ingram, TD Synnex, D&H, Dell and HP.Read 15 Oct 2026 · connectwise.com
- News: Asio launch
- A ConnectWise press release dated 2025 says the company planned an Asio-native PSA release for early partner cohorts in July with monthly enhancements afterward.Read 15 Oct 2026 · connectwise.com
- Online payment collection
- YesRead 21 Sep 2026 · connectwise.com
- Online quote delivery
- Quotes can be published through a secure web portal without requiring customer login credentials.Read 15 Oct 2026 · connectwise.com
- Ownership
- Crunchbase lists ConnectWise as acquired by Thoma Bravo.Read 15 Oct 2026 · crunchbase.com
- Praise: customization
- G2 reviewers commonly describe CPQ as highly customizable and effective after setup, training and template configuration.Read 15 Oct 2026 · g2.com
- Praise: PSA integration
- TrustRadius reviewers repeatedly praise the seamless ConnectWise PSA synchronization, product syncing, real-time pricing and conversion of quotes into downstream sales work.Read 15 Oct 2026 · trustradius.com
- Pricing controls
- Pricing rules can restrict service discounts and product prices to protect margins and forecast revenue.Read 15 Oct 2026 · connectwise.com
- Procurement automation
- Premium includes procurement automation that can initiate distributor orders and capture product and shipping details.Read 15 Oct 2026 · connectwise.com
- Product catalog management
- Catalog management centralizes vendor, manufacturer and distributor price tables in one repository and supports scheduled updates.Read 15 Oct 2026 · connectwise.com
- Product sourcing
- The product-sourcing module compares distributor and vendor pricing and availability in real time within a quote.Read 15 Oct 2026 · connectwise.com
- Punchout commerce
- Default punchout connections include Amazon Business, Anixter and Dell, with the option to add other sites.Read 15 Oct 2026 · connectwise.com
- Quote templates
- It provides built-in and customizable templates for quotes and proposals, with ConnectWise claiming they can save up to two hours per quote according to a Forrester study.Read 15 Oct 2026 · connectwise.com
- Rating on Apple App Store
- ConnectWise Mobile, a PSA companion rather than a CPQ-specific app, is rated 3.9 out of 5 from 3.3K ratings.Read 15 Oct 2026 · apps.apple.com
- Rating on Capterra
- 4.1 out of 5 from 67 reviewsRead 15 Oct 2026 · capterra.com
- Rating on G2
- 4.0 out of 5 from 142 reviewsRead 15 Oct 2026 · g2.com
- Rating on Gartner Peer Insights
- 4.2 out of 5 from 43 reviewsRead 15 Oct 2026 · gartner.com
- Rating on Google Play
- ConnectWise Mobile, a PSA companion rather than a CPQ-specific app, is rated 1.3 out of 5 from 630 reviews.Read 15 Oct 2026 · play.google.com
- Rating on Software Advice
- 4.1 out of 5 from 67 reviewsRead 15 Oct 2026 · softwareadvice.com
- Rating on Trustpilot
- 2.2 out of 5 from 865 reviewsRead 15 Oct 2026 · trustpilot.com
- Rating on TrustRadius
- 9.1 out of 10 from 93 reviewsRead 15 Oct 2026 · trustradius.com
- Renewals
- The product offers renewal reminders and Premium contract-renewal automation for agreements, warranties and aging equipment.Read 15 Oct 2026 · connectwise.com
- Security controls
- ConnectWise says its information-security policy follows NIST and ISO 27000 principles and covers access, application, network, vulnerability and incident management.Read 15 Oct 2026 · connectwise.com
- Vendor quote imports
- Direct quote integrations are listed for Cisco, Dell and HP, allowing imported manufacturer quotes to be turned into branded proposals.Read 15 Oct 2026 · connectwise.com
Plans and prices
Basic Priced on request Prices are customized based on business needs. 3 users max Read 21 Sep 2026 · connectwise.com
Standard Priced on request Prices are customized based on business needs. Unlimited users Read 21 Sep 2026 · connectwise.com
Premium Priced on request Prices are customized based on business needs. Unlimited users Read 21 Sep 2026 · connectwise.com
Basic Priced on request Up to 3 users · secure online quote delivery · templates/content vault · eSignature · distributor import · real-time pricing · recurring revenue · ConnectWise PSA and Autotask integrations Read 15 Oct 2026 · connectwise.com
Premium Priced on request Unlimited users · ePayment · custom quote designs · contracts · guided selling · management approvals · procurement automation · calculation spreadsheet · API access · renewal automation · advanced tax · intelligent product eligibility Read 15 Oct 2026 · connectwise.com
Standard Priced on request Unlimited users · Basic features · leasing and video content · advanced customization · vendor integrations · product catalog · user management · reporting · Salesforce, Dynamics CRM and NetSuite integrations Read 15 Oct 2026 · connectwise.com
Where Specifiction places it
- Quoting Software#3 of 208.0
- Quote Management Software#6 of 348.1
- Proposal Software#51 of 1347.9
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