ConnectWise CPQ Features
What are the features of ConnectWise CPQ?
Document Creation
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding
Workflow
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows
Analytics
- Proposal Effectiveness Reporting
- Reporting and Dashboards
Administration and Platform
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- E-Signature Integration
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Technology Glossary Features
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ConnectWise CPQ Categories on G2
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Platform
Custom Branding | Custom branding can be applied through signature process | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Not enough data | ||
Performance and Reliability | Not enough data | ||
Integration APIs | Not enough data | ||
To which systems have you integrated this product | Not enough data | ||
CRM Integration | Based on 26 ConnectWise CPQ reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain | 83% (Based on 26 reviews) | |
Integration API | Based on 19 ConnectWise CPQ reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems | 79% (Based on 19 reviews) | |
Internationalization | As reported in 12 ConnectWise CPQ reviews. System support multiple currencies and languages to enable business in multiple countries | 74% (Based on 12 reviews) | |
Performance and Reliability | Based on 25 ConnectWise CPQ reviews and verified by the G2 Product R&D team. System is consistently available (uptime) and system's speed doesn't impact productivity | 77% (Based on 25 reviews) | |
Scalability | Based on 26 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers | 81% (Based on 26 reviews) | |
Reporting and Dashboards | Based on 26 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting | 69% (Based on 26 reviews) |
Signature Process
Document Signing | See feature definition | Allows signor to easily and intuitively sign documents | Not enough data |
Reminders and Expirations | Reminds signors of documents that are waiting to be signed and document expiration dates | Not enough data | |
Sign-In Process | Process of authenticating is secure and seemless | Not enough data | |
Mobile Signatures | User can easy send and sign documents on mobile devices | Not enough data | |
Signature Workflow | Sendor/Adminstrators can easily set up and track documents through multiple signature steps | Not enough data | |
Bulk Digital Signatures | Send documents requiring signature to 1000's of signers at once | Not enough data | |
Reporting | Provides standard reports and easy creation of custom reports to manage signature process | Not enough data | |
Signature Document Creation | Easy to create signature blocks on all required electronic document types/formats | Not enough data |
Security and Scalability
Regulatory Compliance | Meets required regulartory compliances | Not enough data | |
Signature History and Audit | Tracks all document signing history to comply with required regulations | Not enough data | |
Enterprise Scalability | Provides features to allow scaling for large organizations | Not enough data |
Configuration
Product Catalog | Based on 39 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote | 76% (Based on 39 reviews) | |
Guided Selling | Based on 28 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products | 69% (Based on 28 reviews) | |
Configuration Rules | Based on 34 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included | 73% (Based on 34 reviews) | |
Configured Pricing | Based on 38 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price | 80% (Based on 38 reviews) | |
Visual Configuration | Based on 34 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured | 73% (Based on 34 reviews) | |
Ease of Use | Based on 43 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Configurator guides users through process visually; no significant training required | 77% (Based on 43 reviews) |
Pricing
Pricing Flexibility | Based on 43 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items | 79% (Based on 43 reviews) | |
Discounting | Based on 41 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements | 76% (Based on 41 reviews) | |
Commerical Rules | Based on 31 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations | 75% (Based on 31 reviews) | |
Terms and Conditions | Based on 38 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted | 79% (Based on 38 reviews) | |
Approval Workflow | See feature definition | Based on 44 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | 80% (Based on 44 reviews) |
Renewals | Based on 35 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned | 81% (Based on 35 reviews) |
Quoting
Grouping | As reported in 37 ConnectWise CPQ reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group | 79% (Based on 37 reviews) | |
Version Control | Based on 41 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version | 81% (Based on 41 reviews) | |
Quote Document Generation | Based on 44 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | 86% (Based on 44 reviews) | |
Document Customization | Based on 45 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Users can customize quote with supporting documents, comments, cover letters for each customer. | 76% (Based on 45 reviews) | |
Ordering | Based on 37 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | 82% (Based on 37 reviews) | |
Contracts | Based on 35 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts | 79% (Based on 35 reviews) |
Admin
Configuration Ease of Admin | Based on 28 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic | 77% (Based on 28 reviews) | |
Pricing Administration | Based on 27 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business | 77% (Based on 27 reviews) | |
Workflow Management | Based on 25 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules | 75% (Based on 25 reviews) | |
Document Admin | Based on 25 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Ability to easily build and maintain quotes, contracts, and other document outputs | 79% (Based on 25 reviews) |
Channels
Mobile User Support | Based on 27 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet) | 67% (Based on 27 reviews) | |
Offline Support | Based on 28 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet | 61% (Based on 28 reviews) | |
Channel Partner Support | Based on 29 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment | 71% (Based on 29 reviews) |
Document Creation
Customizability: Variables and Fields | Based on 73 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information. | 78% (Based on 73 reviews) | |
Template Creation and Flexibility | Based on 75 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 74% (Based on 75 reviews) | |
Rich Media | Based on 64 ConnectWise CPQ reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 81% (Based on 64 reviews) | |
Online Document Creation | Based on 72 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device. | 84% (Based on 72 reviews) | |
PDF Creation | Based on 75 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals. | 90% (Based on 75 reviews) | |
Custom Branding | Based on 73 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding. | 88% (Based on 73 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 69 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal. | 74% (Based on 69 reviews) |
Collaborative Creation | Based on 64 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 76% (Based on 64 reviews) | |
Assembly and Approval Workflows | Based on 69 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval. | 76% (Based on 69 reviews) |
Analytics
Proposal Effectiveness Reporting | Based on 60 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best. | 75% (Based on 60 reviews) | |
Reporting and Dashboards | Based on 66 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 74% (Based on 66 reviews) |
Administration and Platform
User, Role, and Access Management | Based on 67 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 84% (Based on 67 reviews) | |
Alerts and Notifications | Based on 67 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions. | 78% (Based on 67 reviews) | |
CRM Integration | Based on 68 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients. | 83% (Based on 68 reviews) | |
E-Signature Integration | Based on 68 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow. | 87% (Based on 68 reviews) | |
CPQ Integration | Based on 53 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals. | 81% (Based on 53 reviews) | |
API / Integrations | Based on 56 ConnectWise CPQ reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 80% (Based on 56 reviews) |
Customer Requirements
Quoting | Ability to create custom quotes based on customer requirements. | Not enough data | |
Configuration | Allows users to configure products and revise quotes accordingly. | Not enough data | |
Pricing | Provide standard pricing options that can be customized by customer. | Not enough data |
Contracts
Creation | Deliver standard contract templates that can be modified by users. | Not enough data | |
Negotiation | Track contract changes made by all parties during negotiation. | Not enough data | |
Execution | Implement the final version of the contract, including SLAs. | Not enough data |
Revenue
Invoicing | Monitor invoices and payments per product, customer, or contract. | Not enough data | |
Matching | Match invoices with sales orders, quotes, and contracts. | Not enough data | |
Recognition | Perform revenue recognition to ensure that pricing or payment terms are accurate. | Not enough data |
