ConnectWise CPQConnectWise
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Pros & Cons from Real UsersPros
Cons
|
||||||
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 InformationCloudQuote
Founded: 2013
South Africa
cloudquoteglobal.com
|
Company InformationConnectWise
Founded: 1982
United States
www.connectwise.com/platform/business-management/cpq
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
||||||
|
|
|
|||||
|
|
|
|||||
Categories |
Categories |
|||||
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
|
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
|
|||||
|
|
|