ConnectWise CPQ™: Automated Quote & Proposal Software
Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.
Key features of ConnectWise CPQ
Quote & proposals
Keep your sales team focused on mining opportunities and closing business while improving your bottom line. Create professional quotes and proposals via custom templates, real-time pricing, and eSignatures. Get extensive reporting and more.
Knowledge is power. Real-time intelligent quote tracking triggers sales notifications to let you know when a client interacts with your quote. Sales reps get insight into how clients are digesting proposals and the intel needed to take the next best step to seal the deal.
When you combine the power of ConnectWise CPQ™ with ConnectWise PSA™, orders can be placed electronically through your preferred distributor for fulfillment. Once processed, the system can automatically convert the opportunity and trigger additional processes.
Never miss an opportunity to renew an agreement, extend an expired warranty, or upgrade aging equipment. Deliver renewal reminders internally and externally—ensuring you never leave your customers hanging, or your TSP with money on the table.
Use automation to your advantage to make updates to your CRM as you work opportunities and win deals. Keep your entire organization—Marketing, Sales, Support, and Finance—up to date, automatically.
Much like placing limit orders when buying stocks, now you can help you lockdown service discounts and product pricing to maximize profitability. As a result, you can protect shrinking margins and better predict bottom line revenue—intelligently and automatically.
What can ConnectWise CPQ™ do for your TSP?
Get sales back to business
ConnectWise CPQ™ quote templates, automated workflows, and third-party integrations reduce wasted time on manual entry, system updates, data entry, and human errors. It’s a defense layer that keeps your team focused on what they were hired to do. Sell, survive, and succeed.
Source your products
Say goodbye to piecing together quotes and proposals one line item at a time. ConnectWise CPQ™ allows you to pull and compare pricing from multiple distribution partners, your own pricing tables, and/or customer catalogs—all through a single pane of glass—saving you time and your sanity.
Create a consistent experience
Timely proposal delivery and presentation quality can affect your chances of winning and losing deals. So can the process of quote acceptance to goods delivery. ConnectWise CPQ™ empowers you to deliver a consistent buying experience to your valued customers—who expect nothing less.
“ConnectWise CPQ™ has been a game-changer for us. I’m almost embarrassed to talk about how we did it before ConnectWise CPQ™. It has allowed us to automate so many functions within the quoting, the pricing, and the sale of things we offer to our clients.”