ConnectWise CPQ

ConnectWise CPQ

ConnectWise
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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

With StitchView, you’ll instantly see context – relevant customer information across all your apps in one workspace view. Access to more applications and data shouldn’t slow you down. Eliminate the redundancy in the searching, input, and sharing of data across multiple applications. Load and sync information across your entire view. Assemble and save optimized workspace views with groups of apps in a layout suited for a one-screen-glance workflow. Easily search and launch specific apps, views, and data all from one place. Save significant time by reducing redundant search across multiple applications. Managers can create and distribute custom workflows and app views to their team to foster better process and deliver consistent results. Trigger a series of predefined workflow actions to automate the visibility of contextually-relevant customer data and take real-time action. Drag and drop data from one app to another to selectively share context.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Sales and customer service enablement tool that will make a company's team more productive and empower them to have better human interactions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

StitchView
Founded: 2010
United States
www.stitchview.com

Alternatives

Alternatives

servicePath CPQ

servicePath CPQ

servicePath
Experlogix CPQ

Experlogix CPQ

Experlogix
QuoteWerks

QuoteWerks

Aspire Technologies, Inc

Categories

Categories

Sales Enablement Features

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

Sales Force Automation Features

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

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

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

Sales Enablement Features

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

Sales Force Automation Features

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

Call Center Features

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
Inbound Call Center
IVR / Voice Recognition
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

Customer Service Features

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Integration Features

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Salesforce
3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
CloudRadial
ConnectBooster
Datto RMM
DeskDirector
GfK Etilize
Google Drive
KickFire
LinkedIn
Microsoft OneDrive
Microsoft Outlook
T-Max Phone Systems
Teamwork.com
TurboDocx
Wise-Pay

Integrations

Salesforce
3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
CloudRadial
ConnectBooster
Datto RMM
DeskDirector
GfK Etilize
Google Drive
KickFire
LinkedIn
Microsoft OneDrive
Microsoft Outlook
T-Max Phone Systems
Teamwork.com
TurboDocx
Wise-Pay
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