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ConnectWise CPQ - Quote. Propose. Close.

Smarter Quotes for Your IT Business

Overview

See How ConnectWise CPQ - Quote. Propose. Close. Works

  • Faster, Smarter Quoting Create accurate, professional quotes directly from Salesforce using guided workflows, automated pricing, and standardized templates—helping sales teams respond faster and close deals with confidence.

  • Margin Protection & Deal Control Protect profitability with real-time pricing, automated approvals, and rule-based governance that reduces errors, enforces margin thresholds, and keeps deals moving without manual bottlenecks.

  • Scalable Quote-to-Cash Alignment Align quoting with downstream operations by connecting sales, service, and billing, reducing rework, improving handoffs, and enabling scalable growth without added sales overhead.

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.

Categories

Business Needs
Quotes & Orders
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