--- description: Review of ConnectWise CPQ Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: ConnectWise CPQ | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Sales Enablement Software](/directory/595/sales-enablement/software) > [ConnectWise CPQ](/software/84650/connectwise-sell) # ConnectWise CPQ Canonical: https://www.softwareadvice.co.uk/software/84650/connectwise-sell Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.uk/software/84650/connectwise-sell?page=2) > ConnectWise CPQ (formerly ConnectWise Sell) is a quote and request for proposal solution suitable for businesses of all sizes. Primary features include quote and proposal, product sourcing, workflow automation and sales reporting. It allows users to create proposal presentations from pre-built templates, in which they can enter product information, pricing, agreements and more details. Users can attach supporting documents, store credit card information, capture e-signatures, update their customer relationship management (CRM) system and create interactive video proposals. ConnectWise CPQ also provides a portal that users can use to contact their clients. The business intelligence feature provides sales analytics with supplier, product line, revenue and other reports. Users can customize their reporting dashboard. The product offers integration with various CRMs, business support software, vendors, distributors and more. Integrations include Netsuite, Salesforce, Microsoft Dynamics, Autotask, TechData, Avalara and Dell. It is compatible with Windows, Linux and Mac operating systems. Support is offered via email, chat and over a phone. > > Verdict: Rated **4.1/5** by 67 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.1/5** | 67 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support | 3.8/5 | Based on overall reviews | | Value for Money | 3.9/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: ConnectWise - **Location**: Tampa, US - **Founded**: 1982 ## Commercial Context - **Pricing model**: Flat Rate - **Pricing Details**: Pricing is based on your company’s needs. Contact ConnectWise for more information. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop) - **Supported Languages**: English - **Available Countries**: Australia, Belgium, Canada, Ireland, Luxembourg, Netherlands, New Zealand, United Kingdom, United States ## Features - Approval Workflow - Audit Trail - Automated Quoting - Billing & Invoicing - Bills of Material - CRM - Catalog Management - Client Portal - Collaboration Tools - Contact Management - Content Library - Content Management - Customisable Branding - Discount Management - Document Management - Electronic Signature - Goal Management - Guided Selling - Opportunity Management - Performance Management ## Integrations (5 total) - Autotask PSA - Avalara - ConnectBooster - NetSuite - Salesforce for Retail ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Sales Enablement Software](https://www.softwareadvice.co.uk/directory/595/sales-enablement/software) ## Related Categories - [Sales Enablement Software](https://www.softwareadvice.co.uk/directory/595/sales-enablement/software) - [Sales Force Automation Software](https://www.softwareadvice.co.uk/directory/254/sales-force-automation/software) - [Quoting Software](https://www.softwareadvice.co.uk/directory/3570/quoting/software) - [Proposal Management Software](https://www.softwareadvice.co.uk/directory/4252/proposal-management/software) - [CPQ Software](https://www.softwareadvice.co.uk/directory/4407/cpq/software) ## Alternatives 1. [Jobber](https://www.softwareadvice.co.uk/software/3660/jobber-lawncare) — 4.6/5 (1420 reviews) 2. [AutoQuotes](https://www.softwareadvice.co.uk/software/428230/autoquotes) — 4.7/5 (88 reviews) 3. [FieldPulse](https://www.softwareadvice.co.uk/software/109782/fieldpulse) — 4.6/5 (411 reviews) 4. [QuoteWerks](https://www.softwareadvice.co.uk/software/63241/quotewerks) — 4.6/5 (191 reviews) 5. [Xero](https://www.softwareadvice.co.uk/software/2976/xero) — 4.4/5 (3273 reviews) ## Reviews ### "An easy quoting system that makes it simple to break away from boring proposals" — 5.0/5 > **Chris** | *25 May 2018* > > **Pros**: I love that I can integrate videos into our quotes and proposals. Being able to offer clients options and let them easily choose their payment terms and options eliminates a MASSIVE amount of back and forth. And the template system means that I don't have to copy and paste each time. It is web-based and that means I always have access to my quotes when I need to review something. And since we use ConnectWise Manage, quotes easily flow back to ConnectWise for the work and the billing. > > **Cons**: It is a bear to setup and sometimes use. It has so much there, but I would not call most of it intuitive. ----- ### "Awesome tool\!" — 5.0/5 > **ASHLEY** | *4 February 2025* | Information Technology & Services | Recommendation rating: 8.0/10 > > **Pros**: This platform helped streamline all our needs into one. > > **Cons**: This platform was a little higher in cost. > > I enjoy this platform and was able to get a lot out of it. ----- ### "ConnectWise Sell (formerly Quosal)" — 3.0/5 > **Deborah** | *7 July 2022* | Information Technology & Services | Recommendation rating: 6.0/10 > > **Pros**: My favorite thing about Sell is its robust integration with Manage. There are also many easy-to-use features that make calculating margins very clear. > > **Cons**: The rich text editor is incredibly problematic. But you can edit text in an HTML editor that's much less wonky. However, it requires knowledge of HTML and/or searching for HTML training every time you make a quote. ----- ### "A lot to learn" — 4.0/5 > **Tom** | *8 April 2021* | Information Technology & Services | Recommendation rating: 7.0/10 > > **Pros**: ConnectWise Sell is a powerful tool and with that power comes the need to know how to operate it. I would like to see more training and even training the trainer so my entire staff can not only learn the power ConnectWise Sell bring to the table, but to have the continuous training they need and a easy tool for training new staff as they come into the admin or sales team. > > **Cons**: Same as the Pros: Overall ConnectWise Sell is a powerful tool, so there is a lot to learn and stay on top of, we don't do this very well because everyone is busy so some method of training, both initial and ongoing would be helpful, and not that you don't, but could it be easier? > > ConnectWise Sell is a great tool as we live, eat, and Breath ConnectWise. If it's not in ConnectWise is hasn't happened is still very alive at TriTech, so we need ConnectWise Sell so the data is all in one place, it make us look smarter than we sometimes are. ----- ### "Great system with a lot of features" — 4.0/5 > **Verified Reviewer** | *16 April 2018* > > **Pros**: We use ConnectWise to integrate with our NetSuite business system. The system allows us to add important information to our quotations and give them an extremely professional look than we would get with our business system. > > **Cons**: The only thing I did not like was that there are updates made to the product and we aren't always notified of the changes. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.uk/software/84650/connectwise-sell?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/84650/connectwise-sell) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data