ConnectWise CPQ vs. Dealumi Comparison


ConnectWise CPQ ConnectWise 4.5 out of 5 stars	Dealumi	+	+
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Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. Creatio is headquartered in Boston, US, has 1000 employees, 7 offices globally, and $300M in revenue. 4.6 out of 5 stars 589 Ratings Visit Website for Creatio Expedience Software EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration SELF-SERVE SALES PROPOSALS Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required. 4.8 out of 5 stars 34 Ratings Visit Website for Expedience Software Pylon Create accurate proposals from anywhere in under 2 minutes using hi-res imagery, energy analysis and 3D shading tools in Pylon's intuitive design studio. Pylon is the only solar design software to give you high-resolution imagery in-app with no monthly fees. Identify dates of concern and track shading impact throughout the year using Pylon's award-winning 3D Solar Shading toolkit. Help your team better understand customer consumption patterns and maximize self-consumption using Pylon's load profile and interval data analysis. Analyze load profiles & interval data. Close more solar proposals with interactive Web & PDF proposals, native eSignatures and a payment processing gateway. Fully integrated solar CRM designed to integrate with your solar design software and convert proposals. 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Make it count. 4.6 out of 5 stars 743 Ratings Visit Website for WiseStamp P3Source Crafted by industry-savvy print experts, P3Source uses the latest SaaS technology, to automate the conventional 'Bid and Buy' RFQ process commonly used in the Printing and Marketing Services Industry. P3Source acts as a project management and collaboration hub, where users manage dozens of simultaneous projects, bringing together all the details, files, approvals, notes, and historical data in one easy-to-search place. It archives completed projects for future access and detailed reporting. The P3Source web Customer and Supplier portals tie together the entire supply chain. Customers submit requests, upload production files and approve projects. Suppliers submit quotes, accept orders, exchange files, post shipments and present invoices. This streamlined approach ensures quick, hassle-free transactions for all parties. 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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.	About Dealumi is a web-based B2B sales proposal platform for business owners, sales leaders, sales teams, and marketing staff. It helps teams build proposals from reusable templates and a centralized catalog of products, prices, and company information. Users can use AI assistance to draft product descriptions, adapt proposal content to a customer, and translate proposals. The platform supports proposal sharing by link or email, PDF export, electronic acceptance, customer comments, and activity tracking such as opens and time spent on sections. Teams can collaborate with comments, mentions, and version history, while managers can review proposal activity and sales performance. Dealumi is designed to bring proposal creation, product information, pricing calculations, customer-facing documents, and follow-up insights into one workflow for B2B sales.
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	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
Audience IT solution providers, including managed service providers, AV professionals, value added resellers, and more.	Audience Business owners and founders, CEOs and managing directors, sales directors and managers, business development managers, and sales representatives.
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Not Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos No images available
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing A 14-day trial is available. The Starter plan is $23.33/month with annual billing or $31/month with monthly billing. Prices exclude VAT. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 4.5 / 5 ease 4.6 / 5 features 4.4 / 5 design 4.5 / 5 support 4.4 / 5 Read all reviews	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
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 Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information ConnectWise Founded: 1982 United States www.connectwise.com/platform/business-management/cpq	Company Information Dealumi Founded: 2026 Poland dealumi.com
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Categories CPQ Supported Order-to-Cash Supported Proposal Management Supported Quote-to-Cash Supported Quoting Supported Sales Enablement Supported Sales Force Automation Supported	Categories Proposal Management 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 Show More Features 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 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 3CX Supported Asio by ConnectWise Supported AtcomCloud Supported Autotask PSA Supported Avalara Supported BrightGauge Supported ConnectWise PSA Supported Datto RMM Supported DeskDirector Supported FAT FINGER Supported Formstack Supported GfK Etilize Supported KickFire Supported Microsoft Dynamics 365 Supported NetSuite Supported Salesforce Supported T-Max Phone Systems Supported Teamwork.com Supported TurboDocx Supported Wise-Pay Supported Show More Integrations View All 22 Integrations	Integrations 3CX Not Supported Asio by ConnectWise Not Supported AtcomCloud Not Supported Autotask PSA Not Supported Avalara Not Supported BrightGauge 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 Microsoft Dynamics 365 Not Supported NetSuite Not Supported Salesforce Not Supported T-Max Phone Systems Not Supported Teamwork.com Not Supported TurboDocx Not Supported Wise-Pay Not Supported Show More Integrations
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