ConnectWise CPQ

ConnectWise CPQ

ConnectWise
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About

Cloud Quote is a cloud-based CPQ (Cost, Price, Quote) sales solution designed to streamline, personalize, and accelerate the quoting and sales process by enabling sales teams to quickly generate accurate, consistent, professional quotes and proposals with automated calculations, configurable templates, and real-time pricing updates, reducing manual effort and errors so reps can focus on selling and managers can oversee pipeline performance. It centralizes product, pricing, and rate data, pushes updates instantly to users, supports lead tracking and allocation with insights into lead sources and ROI, and offers dashboards for reporting on quotes, likelihood of closure, products quoted, and geographic performance while enabling features such as quote approvals, team assignments, and easy reassignment of quotes among reps.

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 Not Supported
iPad Not Supported
Android Not 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

Sales teams and businesses that want a solution to automate and standardize quoting so reps spend less time generating quotes and more time selling

Audience

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

Support

Phone Support Supported
24/7 Live Support Not 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

No information available.
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:

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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 Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

CloudQuote
Founded: 2013
South Africa
cloudquoteglobal.com

Company Information

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

Alternatives

TurboQuote

TurboQuote

TurboDocx

Alternatives

QuoteWerks

QuoteWerks

Aspire Technologies, Inc
servicePath CPQ

servicePath CPQ

servicePath
Experlogix CPQ

Experlogix CPQ

Experlogix
AutoQuote

AutoQuote

Dean Infotech
QuoteWerks

QuoteWerks

Aspire Technologies, Inc

Categories

Quoting Supported

Categories

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

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

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

3CX Not Supported
Asio by ConnectWise Not Supported
AtcomCloud Not Supported
Autotask PSA Not Supported
Avalara Not Supported
BrightGauge Not Supported
CloudRadial Not Supported
ConnectBooster Not Supported
ConnectWise PSA Not Supported
Datto RMM Not Supported
DeskDirector Not Supported
FAT FINGER Not Supported
GfK Etilize Not Supported
KickFire Not Supported
Microsoft Dynamics 365 Not Supported
NetSuite Not Supported
T-Max Phone Systems Not Supported
Teamwork.com Not Supported
TurboDocx Not Supported
Wise-Pay Not Supported

Integrations

3CX Supported
Asio by ConnectWise Supported
AtcomCloud Supported
Autotask PSA Supported
Avalara Supported
BrightGauge Supported
CloudRadial Supported
ConnectBooster Supported
ConnectWise PSA Supported
Datto RMM Supported
DeskDirector Supported
FAT FINGER Supported
GfK Etilize Supported
KickFire Supported
Microsoft Dynamics 365 Supported
NetSuite Supported
T-Max Phone Systems Supported
Teamwork.com Supported
TurboDocx Supported
Wise-Pay Supported
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