ConnectWise CPQ™ has everything you need from a quote and proposal tool
Features Comparison
Features
Basic
Standard
Premium
Number of users
Up to 3
Unlimited*
Unlimited*
Secure online quote delivery
Quotes are sent through a secure web portal that does not require login credentials.
Content vault
Built-in eSignature
Email integration & management
Leasing options
Video content library
ePayment
Custom quote designs
Custom online quote designs
Contract options
Features
Basic
Standard
Premium
Custom input quote templates
Distributor quote import
Real-time distributor pricing & availability
Technology product content
Recurring revenue management
Advanced interface customization
Product source grouping
Strategic vendor integrations
Product catalog
Guided selling with visual quoting
Features
Basic
Standard
Premium
User management
Peer review
Reporting & business analytics
Contract approval lockdown
Sales team management
Restricts quote templates and access for users.
Location management
Management approvals
Achievement system
Features
Basic
Standard
Premium
Item management
Maintain a collection of product information that is stored within ConnectWise CPQ™ (formerly Sell).
Basic tax calculations
Mass quote updating
Sales coaching automation
Procurement automation
Built-in calculation spreadsheet
Pricing & product rules
API
Access to your quoting data and create custom workflows with third-party systems.
Contract renewal automation
Advanced tax calculations
Intelligent product eligibility
Features
Basic
Standard
Premium
ConnectWise PSA™ integration
AutoTask integration
Salesforce integration
Microsoft Dynamics CRM integration
NetSuite integration
Custom CRM field mapping
Features
Basic
Standard
Premium
Basic support
Standard support
Available for Purchase
Premium support
Available for Purchase
Available for Purchase
Available for Purchase
Features
Basic
Standard
Premium
Implementation
Available for Purchase
Available for Purchase
Add-on consulting
Available for Purchase
Available for Purchase
Form design
Available for Purchase
Available for Purchase
Order Porter design
Available for Purchase
Available for Purchase