ConnectWise CPQ & Salesforce CRM integrations

Get the combined power of ConnectWise CPQ & Salesforce

Create winning quotes & proposals inside Salesforce

Enhance your Salesforce experience by integrating ConnectWise CPQ as your CPQ solution to streamline the quote and proposal process, giving you a better chance to win every opportunity. Ensure product and pricing accuracy by pulling data from live distribution feeds and pricing books and prepare professional quotes—all without leaving the Salesforce interface. Plus, keep your forecast data up-to-date with no need for double entry. Save time and shorten your sales cycle with the seamless integration of ConnectWise CPQ and Salesforce.

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Efficient quote creation

ConnectWise CPQ makes it easy to create stand-out-from-the-crowd quotes and proposals in minutes using customizable templates.

Product sourcing

Get up-to-date pricing and availability data from top distributors and a managed catalog of products and services.

Online quote delivery

Provide clients with an interactive quote, see when it’s viewed, and get quick approval with built-in eSignature.

Sales pipeline visibility

Automate your sales process, making every step from quote to delivery visible to the team so nothing is left undone.

Explore features of ConnectWise CPQ

Powerful CPQ automation

Configure, price, quote, and close more business faster with ConnectWise CPQ's sales automation and workflow support capabilities. Improve processes with CRM and operations integration, single login, and multiple deployment options.

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Quotes & proposals

Quickly create professional quotes and proposals using templates customized with your brand. Then deliver online, along with supporting documents to personalize the experience. Encourage quick response with eSignature approval.

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