--- title: ConnectWise CPQ Reviews meta_title: 'ConnectWise CPQ Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 142 reviews by the users' company size, role or industry to find out how ConnectWise CPQ works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 142 scale: '5' date_modified: '2026-07-17' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # ConnectWise CPQ Reviews **Vendor:** ConnectWise **Category:** [CPQ Software](https://www.g2.com/categories/cpq) **Average Rating:** 4.0/5.0 **Total Reviews:** 142 ## About ConnectWise CPQ Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations. ## ConnectWise CPQ Pros & Cons **What users like:** - Users value the **high level of customization** in ConnectWise CPQ, enhancing their quoting processes effectively. (3 reviews) - Users appreciate the **responsive customer support** of ConnectWise CPQ, enhancing their overall experience with quick assistance. (2 reviews) - Users value the **high customizability** of ConnectWise CPQ, enhancing their quoting process with flexibility and automation. (2 reviews) - Users value the **high flexibility and customization options** in ConnectWise CPQ, enhancing their quoting process effectively. (2 reviews) - Users find **easy integration** with CW PSA seamless, leading to a successful setup and effective product use. (2 reviews) - Flexibility (2 reviews) - Users value the **flexible and customizable quoting process** of ConnectWise CPQ, enhancing efficiency through automation. (2 reviews) - Templates (2 reviews) - Users value the **flexible automation** offered by ConnectWise CPQ, streamlining their quoting processes effectively. (1 reviews) - Client Management (1 reviews) **What users dislike:** - Users struggle with **difficult editing** in ConnectWise CPQ, finding formatting and feature requests frustratingly challenging. (2 reviews) - Users often face **bug issues** with ConnectWise CPQ, causing frustration and complicating tasks like document formatting. (1 reviews) - Users find the **setup process complex** , often recommending hiring a knowledgeable consultant for assistance. (1 reviews) - Users find the **complex setup** of ConnectWise CPQ overwhelming, often needing a consultant for assistance. (1 reviews) - Users report **deletion problems** with ConnectWise CPQ, complicating basic tasks and delaying feature requests significantly. (1 reviews) - Difficult Customization (1 reviews) - Editing Difficulties (1 reviews) - Feature Usability (1 reviews) - Users find the **form issues** in ConnectWise CPQ challenging due to the need for paid professional services. (1 reviews) - Users find the **learning curve steep** , making setup complex and overwhelming without proper guidance from a consultant. (1 reviews) ## ConnectWise CPQ Reviews ### 1. Easy to use **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2018 **What do you like best about ConnectWise CPQ?** How easy and simple the software is. I liked training other employees **What do you dislike about ConnectWise CPQ?** I didn't have anything that I didn't like it was a little generic **What problems is ConnectWise CPQ solving and how is that benefiting you?** Data entry and stats ### 2. Great for ticket tracking, **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 02, 2018 **What do you like best about ConnectWise CPQ?** Ticket tracking and multiple user access levels. **What do you dislike about ConnectWise CPQ?** We don't take full advantage of all that ConnectWise has to offer, but I don't like the way that it interacts with QuoteWerks. Lots of errors and problems moving orders from one to the other. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Mostly we use it on the sales side for order tracking and reference and on the Engineering side for ticket/project management and tracking. ### 3. Awesome **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2018 **What do you like best about ConnectWise CPQ?** Loved every bit of it. I highly recommend it to others who are trying to make their business more successful **What do you dislike about ConnectWise CPQ?** Well there isn’t anything I dislike about this software. **Recommendations to others considering ConnectWise CPQ:** Go for it **What problems is ConnectWise CPQ solving and how is that benefiting you?** Boosted our revenue ### 4. Outstanding proposals for our clients **Rating:** 5.0/5.0 stars **Reviewed by:** Dawn S. | Admininstrative Coordinator, Computer Networking, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2017 **What do you like best about ConnectWise CPQ?** The best feature of CW Sell is Etilize! We love not having to go out to all of our different vendors. The integration with our CRM is wonderful, quick and easy. Our implementation coordinator was timely and actually ended up having up remind of us of deadlines. We went to the first bootcamp and really learned alot. I look forward to going to back in the future. **What do you dislike about ConnectWise CPQ?** Forms design...only because I am a novice. I would like a few hours of Forms design training for all of the money we spend on the product. **Recommendations to others considering ConnectWise CPQ:** Spend the additional capital for professional consulting services. **What problems is ConnectWise CPQ solving and how is that benefiting you?** reaching out customers on a more professional and user friendly basis. Our clients being able to approve with their smart phones. ### 5. Quosal Review **Rating:** 5.0/5.0 stars **Reviewed by:** Vinod M. M. | Chief Sales Marketing Officer, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2017 **What do you like best about ConnectWise CPQ?** I love the way i can easily make quotes and revisit old ones -love that customers can view online and approved easily -love the tracking feature of opens and approves **What do you dislike about ConnectWise CPQ?** Recently i am very very very displeased with the performance of quosal -tried creating proposals several times in the past couple days and it is just so sluggish. Takes forever to load sometimes. Sometimes it just doesnt work and i have to exit the browser completely and try again. I had to do this 4-8 times yesterday during the process of trying to make a quote for a client that was in pain. I also dont like that i cannot copy from one quote to another like it used to be. Please contact me for a follow up to make sure i am running the right versions etc. **What problems is ConnectWise CPQ solving and how is that benefiting you?** major time saver than we had it before with creating word documents and converting to pdf's **Official Response from Lesley Meunier:** > Thank you for the review! ### 6. Solid Quoting Solution **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Networking | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2017 **What do you like best about ConnectWise CPQ?** Ability to quote with minimal effort. Sales Forecasting is solid, the ability to quote while on-the-move is a great benefit. Being able to track when and from where my quotes are being viewed. **What do you dislike about ConnectWise CPQ?** Everything is an extra-cost engagement for modifications, even with monthly support fees... I don't like advertising who my quoting solution is... I would MUCH prefer to have a custom URL for my quotes... something like quotes.mydomainname.com **Recommendations to others considering ConnectWise CPQ:** If you're moving from Word / Excel, even a well generated XLS template, Quosal will take some getting used to. It is FAR Superior, and gives you things you weren't even sure you wanted. If you have multiple sales people, the tracking and leader boards are helpful, the templates do require a decent amount of pre-configuration, but once done, are a huge benefit. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Quoting, Purchasing, Proposals, Sales Forecasting. Consulting engagements where I can build a customized quotation / proposal while physically meeting at the client site. ### 7. Automate your quotes **Rating:** 5.0/5.0 stars **Reviewed by:** Douglas F. | COO, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2017 **What do you like best about ConnectWise CPQ?** Quosal standardizes our quotes and allows clients to sign online when they are ready to buy. **What do you dislike about ConnectWise CPQ?** Can be complicated to setup and make changes to. Each new version makes it easier to customize but still requires some learning to get it right. Worth the effort. **Recommendations to others considering ConnectWise CPQ:** Take the time to work with a consultant from Quosal to setup it up right. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Every contract was going out with different wording, different pricing and different margin. Quosal has allowed us to enforce standard language, pull real time costs and price to our margin goals every time. Do we always get that price? No, but when we don't we know how much we are discounting. ### 8. Like any relationship, it has it's up and downs. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2017 **What do you like best about ConnectWise CPQ?** I like that it is user friendly. It has dramtically sped up the amount of time it takes for us to quote something, our old method was very time and labor intensive. The copy and paste from BOM capability that Quosal has is really great. **What do you dislike about ConnectWise CPQ?** I don't care for the lack of customization on forms and the designs. We quote many different things, from different vendors that cannot all be boiler plate or the same design. As such, we've not really utilized Quosal to it's extent because of that. If we were selling one product, like Quosal does, our forms could be built our perfectly and repeated everytime, but that's not the nature of our business. **What problems is ConnectWise CPQ solving and how is that benefiting you?** It enabled us to have a better looking quote. Our old quotes looked much like our invoices, now we have a much nicer, presentable document when delivering quotes and proposals. **Official Response from Lesley Meunier:** > Hey there. Thanks for taking the time to write such a thoughtful review. Can you email us at SocialMedia@ConnectWise.com so that we can discuss your concerns? ### 9. HUGE asset and time saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2017 **What do you like best about ConnectWise CPQ?** Connectwise integration is rather easy to setup. **What do you dislike about ConnectWise CPQ?** Re-working an opportunity is cumbersome and sometimes creates duplicates **What problems is ConnectWise CPQ solving and how is that benefiting you?** Faster turn-around on quotes/proposals and easier acceptance ### 10. Up to date Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Restaurants | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2018 **What do you like best about ConnectWise CPQ?** Sales taticts and goes they set themselves apart from other companies **What do you dislike about ConnectWise CPQ?** While using the products for the companies I came into no errors. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Faster working, shifts can be run with efficacy. ### 11. vCIO **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen L. | Director of Service Delivery, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2017 **What do you like best about ConnectWise CPQ?** Ease of ability to create quotes and have them linked to my customer and subsequent service activity. **What do you dislike about ConnectWise CPQ?** Nothing, the product is very flexibile and does what we need. **Recommendations to others considering ConnectWise CPQ:** There are some good choices out there but if you have ConnectWise I wouldn't recommend anything else. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Streamlining opportunities to quotes to sales. The integration into ConnectWise Manage makes tracking and managing opportunities very easy. ### 12. Service Manager **Rating:** 3.5/5.0 stars **Reviewed by:** Nicholas B. | Service Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2017 **What do you like best about ConnectWise CPQ?** templates templates templates templates templates templates **What do you dislike about ConnectWise CPQ?** nothing nothing nothing nothing nothing nothing **What problems is ConnectWise CPQ solving and how is that benefiting you?** quick quoting ### 13. Adam Oakes **Rating:** 4.5/5.0 stars **Reviewed by:** Adam O. | Technical Recruiter, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2017 **What do you like best about ConnectWise CPQ?** Easy to navigate, report, and enter data. **What do you dislike about ConnectWise CPQ?** It is hard to source and recruit new candidates. **Recommendations to others considering ConnectWise CPQ:** Use Bullhorn. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Organizing my recruitment efforts. ### 14. Good place to sell **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2017 **What do you like best about ConnectWise CPQ?** Good place to do business and the customer service is great. **What do you dislike about ConnectWise CPQ?** Everything is perfect with this company **Recommendations to others considering ConnectWise CPQ:** I recommend using this company is good and trustable. **What problems is ConnectWise CPQ solving and how is that benefiting you?** It helps me write and do better business proposal ### 15. Quosal has increase our ability to close sales faster **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2017 **What do you like best about ConnectWise CPQ?** The interface is very intuitive and easy to use. I can easily create templates for staff members that are less familiar with the product so they can walk through creating a quote without getting confused. The etilize feature saves us time by comparing prices from multiple vendors for us rather than our staff doing this manually. Being able to accept payment at the time the client approves a quote allows us to get paid quicker and the order porter makes it convenient for our clients to see not only one quote, but all of the quotes that are open for their account. **What do you dislike about ConnectWise CPQ?** The form designer in Sell is not as easy to use as it was in Create. If we make forms in Create to transfer to Sell the quotes for the day mark themselves as Won even if they have not been approved. Documentation on the Sell product is still lacking, but seems to be getting better. **What problems is ConnectWise CPQ solving and how is that benefiting you?** The functionality continues to improve to the point where our teams spend less time working between multiple programs and instead can accomplish what they need in a single interface. Our users are able to login to the system regardless of whether they are in the office or another location so changes to quotes can easily be made on the fly. Integration with Power BI has really allowed us to have a better picture of who our most profitable clients, vendors and products are. ### 16. Slick product **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew L. | Senior Solutions Architect, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2017 **What do you like best about ConnectWise CPQ?** interface makes it easy to use, great online deliverable **What do you dislike about ConnectWise CPQ?** lacking autmoation with ConnectWise, lacking integration with ConnectWise **What problems is ConnectWise CPQ solving and how is that benefiting you?** allows us to quickly and efficiently get quotes to clients and get them signed by clients. ### 17. Quosal is a polished quote delivery tool **Rating:** 4.0/5.0 stars **Reviewed by:** Craig G. | Director of Business Applications, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2017 **What do you like best about ConnectWise CPQ?** Once implemented, Quosal helped streamline our quote process and increased the profesionalism of our quotes 10 fold **What do you dislike about ConnectWise CPQ?** The largest issue i have with Quosal is the depth of vendor integration and the tenancy to point the finger at other business units or the vendor. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Quosal helped us present a unified look and feel for all types of quotes across the sales organization. ### 18. Great quoting tool that is continually being updated **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2017 **What do you like best about ConnectWise CPQ?** I've come from an engineering side - and really like the power of importing parts and utilising peer reviews. **What do you dislike about ConnectWise CPQ?** It promises the power to create proposals, but from my experience it's harder than it sounds to create a great looking proposal (comparing it to the likes of Microsoft Word) **What problems is ConnectWise CPQ solving and how is that benefiting you?** Transparency and communication is heightened with Sell is used. ### 19. Daily user of CW Sell **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Networking | Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2017 **What do you like best about ConnectWise CPQ?** Web based access from anywhere. Same user experience for each device with basic screen field choices. **What do you dislike about ConnectWise CPQ?** The Open Quote screen locks in the quote status field without remembering what it was from previous uses. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Quick quoting of solutions helps to keep customers informed and happy. Ability to offer option choices allows quotes to be approved quicker. ### 20. Easiest, Quickest way to send out professional quotes **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle J. | Client Services Representative, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2016 **What do you like best about ConnectWise CPQ?** The ease of quote preparation and being able to see when prospects are looking at quotes. **What do you dislike about ConnectWise CPQ?** That you need to be a designer/understand code to change the templates **Recommendations to others considering ConnectWise CPQ:** If you are looking for a professional way to send quotes online, that has online order acceptance capabilities, as well as simple, intuitive user interface, then Quosal is the product for you. **What problems is ConnectWise CPQ solving and how is that benefiting you?** We are solving the issue of delays in proposing quotes the "old way" (read Excel quotes) and offering up a user friendly interface where they can see their quotes, review them with multiple people if necessary and approve it, all online. Sell has amazing time saving benefits, especially now with the in-line editing process and Etilize. ### 21. Shortens sell cycle **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2017 **What do you like best about ConnectWise CPQ?** I know when the prospect clicks the link in the email. Give me real time data **What do you dislike about ConnectWise CPQ?** I would love to be able to set a limit to to how many time I get emailed when they open the quote. If they click the link 6 months from now I will get emailed about it... **Recommendations to others considering ConnectWise CPQ:** It worth the price once you get going! **What problems is ConnectWise CPQ solving and how is that benefiting you?** Not knowing if they seen my quote yet. Drove me crazy not knowing if they even opened it ### 22. Quosal- good looking quotes with online signing and payment **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2017 **What do you like best about ConnectWise CPQ?** how the quotes are presented nicely for clients with full descriptions and pictures **What do you dislike about ConnectWise CPQ?** integration with Salesforce isn't as tight as it should be, custom scripts required and a little slow **Recommendations to others considering ConnectWise CPQ:** IT focused product with their own CRM available separately, the Salesforce integration is good, but not perfect. We respect the product but don't love it... **What problems is ConnectWise CPQ solving and how is that benefiting you?** we are able to present customised good looking quotes based on templates to our customers quite quickly ### 23. Great Product let down by poor support **Rating:** 0.5/5.0 stars **Reviewed by:** William F. | Director, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2016 **What do you like best about ConnectWise CPQ?** Its based in a web browser and fairly intuitive. It integrates well with our other systems Connectwise **What do you dislike about ConnectWise CPQ?** Support is poor and if you want to do anything outside the box their professional services are slow (we have a project currently which has been running for 11 months). There needs to be more sharing of templates and forums so that they can build a user community. The university which is supposed to provide supporting documentation is poor and not updated regularly. **Recommendations to others considering ConnectWise CPQ:** When you buy Quosal it is not a silver bullet to your business It is a blank page and needs lots of work to get it working for your business. To really make it work you will need to engage with their professional services team. Our experience of them has been poor and very frustrating. Support is outside the UK timezone so you often wait 24-48 hours for support **What problems is ConnectWise CPQ solving and how is that benefiting you?** It does make the quoting process quicker ### 24. Got potential but let down by poor company culture. **Rating:** 1.5/5.0 stars **Reviewed by:** James B. | Technical Director, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2016 **What do you like best about ConnectWise CPQ?** Nice integration with ConnectWise and clean looking interface. Once the templates are set-up it's fast to produce a simple quote. We use it to quote for everything so it all follows the same workflow. **What do you dislike about ConnectWise CPQ?** Company Culture. It takes a lot of chasing to get anything done and you feel like just a account number. Seems they have growing pains and still not resolved them. **Recommendations to others considering ConnectWise CPQ:** Do not underestimate this product. It takes a lot of setting up and will cost you a lot of tie and money to get what you want out of it. It's a powerfull product, but let down by poor documentation, and when you do ask how to do something, they just want to sell you consulting hours. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Getting a electronic signature on a quote is great and speeds up the whole quoting process. ### 25. Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2017 **What do you like best about ConnectWise CPQ?** Ease of Use, ability to edit in prepare content without clicking into item, order porter automates a lot of the process **What do you dislike about ConnectWise CPQ?** nothing, cant copy products from one quote to another as easily as before **What problems is ConnectWise CPQ solving and how is that benefiting you?** Quotes to customers, easy flow to CRM system ### 26. Quosal is a very good product! **Rating:** 5.0/5.0 stars **Reviewed by:** Zac P. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2016 **What do you like best about ConnectWise CPQ?** I like that it is completely web based and that it tracks all your opportunities in ConnectWise for you. Additionally, the styling and templates make it super easy to do things quick, get them to the client and get them signed off on. **What do you dislike about ConnectWise CPQ?** The game is silly. Also, the program can be a bit clunky at times. Overall though, it is far better than creating quotes manually. **What problems is ConnectWise CPQ solving and how is that benefiting you?** The main business problems it solves is generating quotes, tracking the information in a database, and keeping things consistent. If you don't use a quoting software, you are losing a lot of that information or having to track it in your head and we know how that goes... ### 27. Automating the uniqueness in Quoting **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff S. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2016 **What do you like best about ConnectWise CPQ?** The simplified user interface and simply drag and drop features. Your support is excellent. **What do you dislike about ConnectWise CPQ?** Limited filters and integration with AutoTask CRM. Would like to have some custom workflows and have custom required fields. **Recommendations to others considering ConnectWise CPQ:** Review the integration to determine where/how you are going to pull reporting from. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Lack of adequate quote function in AutoTask. ### 28. CTO **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2016 **What do you like best about ConnectWise CPQ?** Integration of Quosal to the Connectwise platform is great. We utilize it to track customer proposals and approvals. The ability to track and see when customers open and approve the proposals. **What do you dislike about ConnectWise CPQ?** Customization of Sales proposal forms is still a little difficult and is not easily customized without support from Quosal, in ability to notify multiple (e.g. Inside sales rep and others) people when an order is signed/approved. **What problems is ConnectWise CPQ solving and how is that benefiting you?** We want to improve the sales process and closure ability, we were looking for customers to e-sign and then import directly to our PSA system which is Connectwise. Increased visibility of customer actions e.g. opening of sales proposals, and approvals. ### 29. Great interface and solution backed up by poor support and backend experience **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2016 **What do you like best about ConnectWise CPQ?** Quosal Sell web interface allows me to create quotes from anywhere and on any device; I've created quotes on my android mobile in emergencies. **What do you dislike about ConnectWise CPQ?** The support of the product has improved, but still has a long way to go to mirror the support and documentation of Connectwise. Consulting is too expensive and is sometimes pushed instead of creating self service documentation (as Labtech and CW do) **Recommendations to others considering ConnectWise CPQ:** Evaluate and seek advice from your peers. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Quosal gives us a repeatable quoting system. When working, it provides a platform to create quote templates that in turn help us to quote repetitive items, faster. ### 30. Hands down my favorite program I use for work **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2016 **What do you like best about ConnectWise CPQ?** This is integrated to Con next Wise and makes my job sooooo much easier. Puts all proposals into CW for me and keeps track of all the proposals I sent to my clients. Everyone also has mentioned how professional they look. **What do you dislike about ConnectWise CPQ?** I honestly can't think of anything I don't like. So easy to use and learn. My job was so much harder before we adopted this program. So thankful! **Recommendations to others considering ConnectWise CPQ:** Go for it. You will not be sorry! **What problems is ConnectWise CPQ solving and how is that benefiting you?** We are able to much better keep track of all proposals. Easy insert from excel too! ### 31. Quosal has good points. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2016 **What do you like best about ConnectWise CPQ?** Quosal was easy to get started working once the template design was setup. Changes were easy to make. **What do you dislike about ConnectWise CPQ?** Cost and that Quosal Create was dropped and no longer featured being developed. Quosal Sell lacked some of the features we were looking for so we had to change. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Quosal worked well for us getting started. ### 32. Good, and Improving **Rating:** 4.0/5.0 stars **Reviewed by:** Hannah B. | Client Services Director, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2015 **What do you like best about ConnectWise CPQ?** Quosal automates the most mind-numbing (but important!) functions of the quoting process, ensuring that each person on our team building quotes does them right, the first time. I still remember when we moved from our old quoting software to Quosal. It felt like we moved from the Dark Ages to the Renaissance -- a major leap forward. That was almost four years ago. Other really great features: - Importing quotes from Dell is easy! - Quosal compares real-time prices from all of your favorite vendors. - The presentation side of the product for our clients is slick... And, it's really up to us to improve the look and feel. **What do you dislike about ConnectWise CPQ?** Quosal has two versions: a locally-installed, older version called Quosal Create. The best part of this version? You can manipulate and update templates and forms. Try this in the newer version, Quosal Sell, and you'll be pulling your hair out. (Unless there's some feature that I'm not aware of that makes this easier.) Quosal Sell still has bugs. Fonts in product descriptions come out in different sizes from the product title. It's really hard and time-consuming to change the description. You can't really see the "final" version of a quote without generating it (takes a while) and emailing it to yourself. That's annoying, time-consuming and leaves you with a ton of emails in your delete folder. **Recommendations to others considering ConnectWise CPQ:** Keep this in mind: you will need to put in HOURS of time to make this product work for your company. **What problems is ConnectWise CPQ solving and how is that benefiting you?** The main objectives we have for our quoting process are supported quite nicely by Quosal: - Fast response to quote requests? Yep, we can do that with Quosal. Usually (except for the problems listed in the "dislike" section.) - Accurate pricing with all of the taxes, margin calculations and unique product options applied? Yep! - Works well with Connectwise so our client's information is accurate and the internal processes are clean? Yes! ### 33. Quosal Review **Rating:** 3.5/5.0 stars **Reviewed by:** Russ R. | Account Specialist, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** Ability to integrate with Connectwise (with some issues, see below) Ability to import current pricing with all vendors Easy customer / client search and setup Ability to paste in Dell Equotes and have fields auto-populate (with some issues, see below) **What do you dislike about ConnectWise CPQ?** Transition from Quosal Create to Quosal Sell is not going smoothly. Quosal Sell impedes workflow and takes up too much time to do simple quote creation or processing Quosal Sell is too "compartmentalized" Quosal Create allows you to see a bigger picture allowing you to work easier and faster Quosal Create is much faster but currently there are a lot of incompatibilities with processing to Connectwise with need to close Create and finish processing won quotes in Sell. Quosal Create and Quosal Sell don't seem to be syncing well. especially with item notes Bugs in Quosal Sell with entering item notes, sometimes text is there but some formatting bug makes some of the text invisible requiring you save, close then reopen Dell Equotes not pasting in correctly, thumbnails show facebook(?) instead of product. When pasting in quotes with mulitple items, most times the pricing does not enter correctly **Recommendations to others considering ConnectWise CPQ:** Once acquiring Quosal definitely hire professional order porter template designers for templates. It is pricey but worth the money. Make sure Quosal users have a decent powered processor with plenty of RAM **What problems is ConnectWise CPQ solving and how is that benefiting you?** Benefits are: integration with Connectwise, Excellent vendor integration. Ability to make very professional looking proposals ### 34. Excellent Quote Building Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Jeff B. | Vice President of Consulting, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** - I love the Workspace in Quosal Create because it allows you to build solution style quotes with lots of products, product packages, and options that maintain visibility on protecting margin while at the same time creating a client friendly proposal. - I also love the integration with OrderPorter, ConnectWise, Etilize, Dell, and other suppliers - I love the ability to aggregate pricing from suppliers quickly - I love how easy it is to publish documents **What do you dislike about ConnectWise CPQ?** 1 - It is cumbersome and expensive to modify the OrderPorter templates. 2 - The software is generally slow performing unless you are using a computer with a solid state hard drive and very fast internet connection 3 - I dislike the feature disparity between QuosalSell and QuosalCreate. It basically means I have to continue to use Quosal Create for many admin tasks 4 - I dislike the bugs with ConnectWise integration to Quosal Create of pulling over products accurately and opportunity status so that all fields match between the two programs. 5 - I dislike that it doesn't reliably pull thumbnail pics on all products 6 - I dislike the formatting issues that occur when products are cutoff on the template documents between pages **Recommendations to others considering ConnectWise CPQ:** You need a computer with an SSD and an internet connection with at least 5mb/1mb of speed **What problems is ConnectWise CPQ solving and how is that benefiting you?** We solved the problem of quote standardization, reducing time to build and present quotes, and margin protection. We have realized benefits of overall better margin on projects and client appreciate how easy it is to make orders ### 35. Best Quoting software for MSP's **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2016 **What do you like best about ConnectWise CPQ?** Quosal allows us to have a highly branded and very professional sales process while automating most steps our sales teams used to do manually. We use OrderPorter for every quote so customers can access a web portal to view and approve it. Every quote we send customers from email to Web/PDF is fully branded and includes videos, upsell options, and allows them to either approve or even purchase right away. We also use Quosal for our MSA contracts so once approved we have fully executed/signed documents and can begin on-boarding process. **What do you dislike about ConnectWise CPQ?** Quosal does not currently publish and API and has no functionality to automatically generate quotes based on user input. We're hoping to see these features in the future. **Recommendations to others considering ConnectWise CPQ:** This is a must have if you are using ConnectWise or Salesforce! **What problems is ConnectWise CPQ solving and how is that benefiting you?** We needed a quoting automation tool that integrated with ConnectWise and could be customized to our sales process. ### 36. Quosal is pretty amazing **Rating:** 4.5/5.0 stars **Reviewed by:** Joshua E. | CEO, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** After spending almost 10 years creating proposals in word and sample invoices in QuickBooks I found my jaw dropping with what could be built in Quosal. The ability o drop in a SKU and have it automatically populate an item description, my cost, and the inventory of distributors was amazing! **What do you dislike about ConnectWise CPQ?** Order Porter pages need to be easier to adjust. it is not intuitive on how to upload/display picutres fr products within Quosal Sell **Recommendations to others considering ConnectWise CPQ:** Take it for a test drive. Dream of your most mature product quoting system and then give that to the quosal implementor - this product is so mature and sophisticated they should be able to build whatever you dream. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Faster from proposal build to presentation ### 37. Part of the daily routine **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** For Quosal Create - A fair amount of flexibility in creating quotes and integrating them with client information in ConnectWise. For Quosal Sells - Easy access within the ConnectWise product. However, it is difficult to edit and not as friendly as Quosal Create. Connects to opportunities and sales within ConnectWise. **What do you dislike about ConnectWise CPQ?** The fact that Quosal Sell doesn't integrate back to Quosal Create, thus creating what can be an editing nightmare. It often doesn't transfer products between the quote and ConnectWise opportunities. Processing a won quote through the system and creating project tickets associated with the quote for the installation of products can be time consuming and somewhat convoluted for handling project changes. **Recommendations to others considering ConnectWise CPQ:** Spend time learning how you will integrate your current systems and workflow. There are many features that are not apparent at first. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Creating business quotes. Benefits are creating, tracking and moving quotes through a sales pipeline. ### 38. The new updates are solid. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2015 **What do you like best about ConnectWise CPQ?** "New Quosal" is extremely easy to use and understand. It's responsiveness with Dell and Ingram quotes is absolutely fantastic and fluid. Right now I can get a quote out in about half of the time that I would have a few months ago. It is great to work with in Connectwise and has created a lot less of a messy process for us. I also love how quosal will tell you what hasn't been done yet and will not let you proceed until it is. **What do you dislike about ConnectWise CPQ?** The bugs and finnickyness of it sometimes, especially in regards to editing a quote (changing the markup and price, for example, can be a struggle) and converting a quote into a sales order has demanded some work arounds HOWEVER, I am starting to see each bug worked on, and the developers are quick to respond to issues when they are reported. On top of that, when a customer edits a quote, that can throw off everything in our system. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Our biggest issues currently are related to speed and efficiency. I struggled so much with old quosal before that it would take forever to get something out. New Quosal has been easy enough to understand where I can respond quickly and return a client solution immediately. Again, added features like the dell C/P help with that tremendously. ### 39. Great product **Rating:** 3.5/5.0 stars **Reviewed by:** Alissa L. | Executive Assistant to Administration, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** The way it lays out the products in separate line items. You can go ahead and make changes and save quotes very easily. **What do you dislike about ConnectWise CPQ?** It generally takes my program to load things a little longer then usual. **What problems is ConnectWise CPQ solving and how is that benefiting you?** We are solving being able to build quotes quickly and effectively. Being able to push quotes to clients to approve or decline. Nice to have a program that can do all of that in one and being able to utilize so many features is a major benefit. ### 40. Quosal Hands-On Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** Streamlined quoting and the flexibility available in importing data from different vendors on the fly, including pricing and pictures. It helps a lot that the necessary data can either be hard-coded or pulled dynamically; Cuts down on the overall time needed to produce quotes. Additionally, it helps that there are a ton of options with respect to finished quotes, from quick PDF to e-purchasing with credit cards for those of us that need hardware NOW. **What do you dislike about ConnectWise CPQ?** There could be better integration with CW; At the moment, quote requests and CW use are entirely on a separate track and there doesn't appear to be an easy way to go directly from CW to Quosal and back once approved. As well, the publishing interface can be a bit problematic to use sometimes; Given multiple templates in use, and multiple expectations of what the finished document should look like, something like a wizard would be very helpful for someone with less experience or more of a need to make quotes en masse and in a hurry. **Recommendations to others considering ConnectWise CPQ:** Test your workflows with the software first and check to see if there is a demo period available; It's always a bumpy road when you migrate from software stack to software stack, and the one problem I've seen is that there's always a lot of assumed room for fix-on-fail. There isn't, and if there isn't a limited time demo of the software and/or assistance in integration, there should be. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Faster and more responsive quoting; From request to out the door super-rapidly. You need parts? I can go from request to PDF inside of 30 minutes, and to top it off, I can tailor availability from multiple vendors and pull accurate pricing and availability without having to reach out to a vendor. Who might be in a different time zone. Who just might happen to be out to lunch at an odd hour for no reason. Who then might not return someone's phone call until the next day. ### 41. Quosal is great and hugely valuable in our workflow-needs some improvement-overall great. **Rating:** 3.5/5.0 stars **Reviewed by:** Elianna D. | Director of Finance, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** I love the CW integration and client facing presentation of the product. Its simple and pretty. **What do you dislike about ConnectWise CPQ?** There are some issues with syncing products etc. The biggest issue is the lack of full functionality in Quosal Sell that causes us to need to use both sell and create, thus causing more syncing and compatibility issue. More versioning control and approval workflow auditing capability would be great. **Recommendations to others considering ConnectWise CPQ:** Great Product **What problems is ConnectWise CPQ solving and how is that benefiting you?** Integration between client quoting/presentation and sales/invoicing/execution in CW. ### 42. Recent adopter **Rating:** 3.5/5.0 stars **Reviewed by:** April C. | Marketing Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2015 **What do you like best about ConnectWise CPQ?** The proposals look really nice...really professional. **What do you dislike about ConnectWise CPQ?** It runs pretty slow and then trying to change some of the templates is not user friendly and often requires support. **Recommendations to others considering ConnectWise CPQ:** Setting up everything right the first time is key! So take your time! **What problems is ConnectWise CPQ solving and how is that benefiting you?** The fact that clients can instantly sign and approve quotes is great and it syncs with ConnectWise which is really efficient. ### 43. Quosal Review from a Project Manager's perspective **Rating:** 3.5/5.0 stars **Reviewed by:** Nathan S. | Project Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2015 **What do you like best about ConnectWise CPQ?** Quotes are easy to identify costs, objectives, who created the quote and who the quote is for. It is also really easy to provide feedback to the sales team while they are in negotiations with a client. **What do you dislike about ConnectWise CPQ?** Our Quosal applications is hosted in a Remote Desktop environment and completely bogs down if too many users are using the software at once. This could be a Remote Desktop issue but load balancing seems to be an issue. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Through Quosal we are able to collaborate on the quoting process between sales and implementation without having to have official meetings. Peer reviews become really easy using the Quosal software. ### 44. Great product **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2015 **What do you like best about ConnectWise CPQ?** It's really nice to use, I like the interface and the pretty colors. When the colors run, they really don't look too bad. **What do you dislike about ConnectWise CPQ?** Not much unless it crashes, I wish the crashes had prettier colors. Does the length/girth argument hold water? I'd like to think so, but crashing is bad mmmkay? **What problems is ConnectWise CPQ solving and how is that benefiting you?** Conversations between prospective clients and the vendors they need to purchase products from. The benefit of this occurring in a timely fashion. When you get to the level that has been attained by the product, you have to wonder if aliens have been involved. ### 45. Excellent way to propose quotes **Rating:** 5.0/5.0 stars **Reviewed by:** Derrick H. | IT Specialist, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** I love how easy it is to use! It makes everything look very neat and professional. One of the best features is the online viewing, No longer do I need to worry about sending a giant pdf to my client. I just send them the link and they can view it online from anywhere. **What do you dislike about ConnectWise CPQ?** Nothing really, It's a great tool to use to enhance your business and save time! **What problems is ConnectWise CPQ solving and how is that benefiting you?** Finding a way to push across purchasing and quoting and making it look better than ever! The amount of time it saves me when bringing up new merchandise to clients is a life saver!!! ### 46. Good long term experience **Rating:** 4.0/5.0 stars **Reviewed by:** Russ L. | CEO, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** We can deliver sharp, polished proposals. Quosal shines in this regard. **What do you dislike about ConnectWise CPQ?** The application tends to be buggy and sluggish **Recommendations to others considering ConnectWise CPQ:** Make sure to invest the time in properly setting up Quosal and integrating with your workflows. This is absolutely crucial to being able to leverage it. Designate someone in your company to be the Quosal Administrator so they have ownership over the product. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Having all product sync with quosal from our vendors - greatly speeds up our quote building process The peer review process allows for a good internal review with backup documentation Clients can electronically sign and pay for quotes - very convenient. ### 47. Awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** Adrián A. | Lead/Service Coordinator, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2015 **What do you like best about ConnectWise CPQ?** Very easy and intuitive to use. Temple customization is so useful and easy to use. **What do you dislike about ConnectWise CPQ?** using the web tends to be a bit less responsive than a client-server application, that does not represent a mayor issue but it is something that could be fixed. Also product creation is kind of slow, at least to me. **Recommendations to others considering ConnectWise CPQ:** (y) **What problems is ConnectWise CPQ solving and how is that benefiting you?** We need visibility to orders and easier and more integrated tools to use and our main business partners. Also being able to build quotes more effectively and push quotes to clients to approve or decline them. Very useful program that can do may things with quotes. ### 48. Quosal Review **Rating:** 3.5/5.0 stars **Reviewed by:** Trent K. | Sales Engineer, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2015 **What do you like best about ConnectWise CPQ?** Quosal does a good job at the creation of templates and the ability to reproduce work in a rapid manner. **What do you dislike about ConnectWise CPQ?** Due to the nature of the web service and developer timeframe, fixes and enhancements are not applied to the historical quotes, thereby allowing users to copy quotes and get unintended results. **Recommendations to others considering ConnectWise CPQ:** Billing and bills of materials must be thought out prior to go-live. **What problems is ConnectWise CPQ solving and how is that benefiting you?** Automation of sku based systems linked to Connectwise ### 49. Simple to use and powerful quoting system for MSPs **Rating:** 4.0/5.0 stars **Reviewed by:** Jake O. | Communications and Systems Manager, Utility Infielder, Computer Networking, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2015 **What do you like best about ConnectWise CPQ?** We were users of the old version of Quosal, and the new, web-based version is so much easier to use, allowing us to quickly and easily build product quotes for our clients. It easily pulls from multiple distributors to find the best pricing, and auto-populates descriptions and pictures. It integrates nicely with ConnectWise so we're able to continue our ConnectWise workflows with created opportunities. **What do you dislike about ConnectWise CPQ?** We're primarily using it for product-based quotes, but would like to start using it for more agreement-type of sales and tracking, including attaching customized marketing/agreement material to emails that go out of the system. The problem is that last time I used the form editor, it wasn't integrated well and we needed to use the older Quosal version (that ran locally) to create the forms, and it's a bit like going to the dentist. **What problems is ConnectWise CPQ solving and how is that benefiting you?** We're able to create quotes quickly and easily and publish them online for approval with client signature. ### 50. Quosal Admin of Team of 100+ Reps. It works great if you use it as it is meant to be used. **Rating:** 5.0/5.0 stars **Reviewed by:** Calvin J. | ConnectWise Sell Application Administrator, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2015 **What do you like best about ConnectWise CPQ?** Quosal streamlines the quoting process in every aspect. If you have a decent size team you do need someone administrating it. If you have that then you'll be on great footing. I use this tool every single day with about 100 sales reps. It is a powerful piece of software, especially if you know how to script well in Python, and can streamline most every aspect of the Quoting process. We build templates for each team to meet their needs and can easily update the costs from our PSA with the new Update all Costs tool which is unique to Qusoal. The development team with Quosal is constantly listening to their customers requests and are implementing new and useful features each release. They just recently finished a Zero Bug Run as well which has improved the software substantially. **What do you dislike about ConnectWise CPQ?** If you aren't talented with Python scripting, or willing to become so, you will struggle to get Quosal to do a lot of the truly powerful things it's capable of. Spend the extra money on a good Implementation package and they'll help you take care of all of these though. **Recommendations to others considering ConnectWise CPQ:** Give it a try. They honor their 90 Day Sat Gat, so it can't hurt **What problems is ConnectWise CPQ solving and how is that benefiting you?** It speeds up the process considerably, The quotes look amazing, and the e-signature feature with Order Porter closes everything perfectly. ## ConnectWise CPQ Discussions - [I have 3 PC’s I need to run Quosal on. Must I purchase a copy for each PC?](https://www.g2.com/discussions/multiple-computers) - 1 comment, 1 upvote - [Do my salespeople need a license if we have one admin that prepares quotes for all of them?](https://www.g2.com/discussions/multiple-licenses) - 1 comment, 1 upvote - [How does “named user” licensing work?](https://www.g2.com/discussions/named-user-licensing) - 1 comment, 1 upvote - [View ConnectWise CPQ pricing details and edition comparison](https://www.g2.com/products/connectwise-cpq/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-22+15%3A06%3A06+-0500&secure%5Bsession_id%5D=870800d6-5327-4d86-83a8-ad00bb739770&secure%5Btoken%5D=997d65053adf2c888e2d6c9ec822f740a8a43bde1c16429e5be12ac939f2fb74&format=llm_user) ## ConnectWise CPQ Integrations - [Avalara](https://www.g2.com/products/avalara/reviews) - [ConnectBooster](https://www.g2.com/products/connectbooster/reviews) - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) - [Salesforce B2C Commerce](https://www.g2.com/products/salesforce-b2c-commerce/reviews) - [Wise-Pay](https://www.g2.com/products/wise-pay/reviews) ## ConnectWise CPQ Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Customer Requirements** - Quoting - Configuration - Pricing **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Contracts** - Creation - Negotiation - Execution **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts **Analytics** - Proposal Effectiveness Reporting - Reporting and Dashboards **Revenue** - Invoicing - Matching - Recognition **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Channels** - Mobile User Support - Channel Partner Support **Generative AI** - AI Text Generation **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations ## Top ConnectWise CPQ Alternatives - [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) - 4.4/5.0 (191 reviews) - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,436 reviews)