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ConnectWise CPQ - Quote. Propose. Close.

By ConnectWise

Smarter Quotes for Your IT Business

Starting at $89   USD/user/month
Business Need
Quotes & Orders
Requires
None

ConnectWise CPQ enables sales teams to build accurate, professional quotes more efficiently by automating pricing, approvals, and proposals, thereby shortening sales cycles, reducing errors, and enhancing win rates.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Professional
Enterprise
Unlimited
Additional Requirements
Professional edition requires API support add-on from Salesforce.

App Details

Version
ConnectWise Sell/Spring 2023 1.9.0
Listed On
07/09/2013
Latest Release
05/08/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/05/2013

Additional Details

ConnectWise CPQ helps sales teams quote faster, sell smarter, and close deals with confidence—directly from Salesforce. Purpose-built for technology providers and MSPs, it replaces manual, error-prone quoting with a streamlined, scalable process that protects margins and improves win rates. Sales reps can generate accurate, professional quotes in minutes using guided workflows, standardized offerings, and automated pricing. Multi-option proposals enable customers to easily compare packages and services, while built-in approval workflows facilitate seamless deal progression without compromising governance. With integrated vendor catalogs and real-time pricing, ConnectWise CPQ reduces errors and margin leakage. Quotes stay aligned with downstream systems, ensuring smoother handoffs from sales to service and billing. The result is a faster sales cycle, better visibility into pipeline performance, and a more consistent buying experience without leaving Salesforce.

Need help?

ConnectWise

Tampa, FL USA

We're big believers in Customer Support and provide support for all registered users of ConnectWise CPQ. We offer: -Chat and Email Support -Knowledge Base -Documentation -Training and Support Videos -User-Shared Content -University

Support Phone888-266-8795
Other ResourcesEmailTerms & Conditions