ConnectWise CPQ

ConnectWise CPQ

ConnectWise
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About

Bit2win CPQ empowers sales, partners and customers to configure complex products/services, deliver accurate quotes and create smarter deals with most updated product and pricing information. Bit2win, designed for enterprises going digital and sale processes & quoting automation, enables sale of tangible goods and subscriptions, recurring and use-based pricing, bundles and amendments to existing service contracts providing among the best out-of-the-box pricing functionality on the market. A real complete sales cloud suite that covers the entire multichannel sales cycle processes, from price configuration to go-to-market strategy. Bit2Win suite is the innovative omni-channels solution to optimize business processes, identify and manage sales opportunity, configure right product at right price in real-time, simplify and shorten sales cycle, increase efficiency and reduce errors, speed time-to-market and bring differentiation, assure customer engagement and loyalty.

About

ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Major vertical industries in need of a complete cloud suite solution to cover the entire multichannel sales cycle processes

Audience

IT solution providers, including managed service providers, AV professionals, value added resellers, and more.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$50 per user per month
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.5 / 5
ease 4.6 / 5
features 4.4 / 5
design 4.5 / 5
support 4.4 / 5

Pros & Cons from Real Users

Pros

  • CPQ is a large robust system but if setup right it's great. You just need to have it setup and train your people to know how to use it correctly
  • Just like PSA, CPQ is a large program with a lot of settings and features. But if you get it setup correctly, it's great.
  • ConnectWise CPQ offers a robust solution for managing quotes and proposals. It streamlines the entire quote generation process, from initial creation to final client approval.
  • Most of the information is automated and is light work to get a quote to a potential / existing customer quickly and easily. This product also allows you to manage suppliers and sales information straight through to invoicing. Great product!
  • ConnectWise Sell helps us to create and handle quotes online. You can set up how people can reach you, what they see on your quotes. The system gives you the ability to upload a signature and helps you look more professional.

Cons

  • Like PSA, CPQ has a steep learning curve due to the many, many features and setup but once you are there it's great
  • Like PSA, CPQ does have a steep learning curve, but once you learn it, you will see just how many cool features it does have.
  • ConnectWise CPQ may have a learning curve, especially for new users. Training and onboarding may be necessary to fully understand the platform's capabilities and make the most of its features.
  • Possibly a training issue however, certain quotes do not upload.
  • Nothing I can complain about so far. It's been a game-changer.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Bit2win
Founded: 2010
Italy
www.bit2win.com

Company Information

ConnectWise
Founded: 1982
United States
www.connectwise.com/platform/business-management/cpq

Alternatives

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servicePath CPQ

servicePath CPQ

servicePath
eRep

eRep

Revalize
Sculptor CPQ

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Twistellar
Experlogix CPQ

Experlogix CPQ

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camos CPQ

camos CPQ

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QuoteWerks

QuoteWerks

Aspire Technologies, Inc

Categories

CPQ Supported
Quoting Supported

Categories

CPQ Supported
Order-to-Cash Supported
Quote-to-Cash Supported
Quoting Supported
Sales Enablement Supported

CPQ Features

2D Drawing Supported
3D Modeling Supported
Approval Workflow Supported
eCommerce Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Not Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Not Supported
Task Management Not Supported
Templates Supported
Version Control Not Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Not Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Not Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Not Supported

Product Configurator Features

2D Drawing Supported
3D Modeling Not Supported
Analysis & Constraints Not Supported
Custom Pricing Options Supported
eCommerce Supported
Inventory Management Not Supported
Recommendation Engine Not Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Supported
RFP Management Not Supported
Task Management Not Supported
Templates Supported
Version Control Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Supported
Training Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Integrations

Salesforce Supported
3CX Not Supported
Asio by ConnectWise Not Supported
AtcomCloud Not Supported
Autotask PSA Not Supported
Avalara Not Supported
BrightGauge Not Supported
CloudRadial Not Supported
ConnectWise PSA Not Supported
Datto RMM Not Supported
DeskDirector Not Supported
FAT FINGER Not Supported
Formstack Not Supported
GfK Etilize Not Supported
KickFire Not Supported
London Dynamics Supported
Microsoft Dynamics 365 Not Supported
NetSuite Not Supported
TurboDocx Not Supported
Wise-Pay Not Supported

Integrations

Salesforce Supported
3CX Supported
Asio by ConnectWise Supported
AtcomCloud Supported
Autotask PSA Supported
Avalara Supported
BrightGauge Supported
CloudRadial Supported
ConnectWise PSA Supported
Datto RMM Supported
DeskDirector Supported
FAT FINGER Supported
Formstack Supported
GfK Etilize Supported
KickFire Supported
London Dynamics Not Supported
Microsoft Dynamics 365 Supported
NetSuite Supported
TurboDocx Supported
Wise-Pay Supported
Claim Bit2win and update features and information
Claim Bit2win and update features and information
Claim ConnectWise CPQ and update features and information
Claim ConnectWise CPQ and update features and information