ConnectWise CPQ is an automated quote and proposal software that streamlines sales processes. With customizable templates and real-time pricing integrations, it reduces manual entry and errors. Features include procurement automation, renewal reminders, and seamless integrations with major distributors, enhancing efficiency and customer satisfaction. ConnectWise CPQ makes your sales process as efficient as possible by connecting the tools you already use with powerful integrations. With ConnectWise CPQ , you can count on fast, reliable integration with what matters to your business—CRM, vendors, distributors, and other business support including tax software and leasing companies.

Key Features - Focus on Sales: Enable your sales team to maximize productivity with quote templates, automated workflows, and third-party integrations that minimize manual entry and reduce errors. - Automate Quote Building: Effortlessly build quotes by pulling and comparing pricing from multiple distribution partners and customer catalogs, all in one streamlined interface. - Create a Consistent Experience: Deliver timely proposals with a consistent quality to enhance customer satisfaction and improve your win rates. - CPQ Templates: Save up to 2 hours per quote with built-in and customizable templates, thanks to automated sourcing and integration with ConnectWise PSA™. - ConnectWise Asio™ Platform: Leverage the first true MSP platform for next-gen hyperautomation and exceptional customer satisfaction, powered by a common data layer.

Additional Features - Faster Quotes and Proposals: Streamline processes with custom templates, real-time pricing integrations, online quote delivery, and e-signature capabilities. - Sales Notifications: Receive real-time intelligent quote tracking and notifications upon client interactions with your quotes. - Procurement Automation: Integrate ConnectWise CPQ with PSA for automated e-orders through your preferred distributor and seamless opportunity conversions. - Renewal Reminders: Get timely notifications for agreement renewals, warranty extensions, and equipment upgrades. - CRM Updates: Automatically keep marketing, sales, support, and finance teams updated with the latest information. - Pricing Rules: Lock down service discounts and product pricing to maximize profitability and accurately forecast revenue.

ConnectWise CPQ integrates seamlessly with key industry players: - Arrow - Cisco - Dell - HP - Salesforce - NetSuite - Tech Data