ConnectWise CPQ™ has everything you need from a quote and proposal tool

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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 Access quote templates, quote and proposal forms, layout content, starter kits, and more.	✅	✅	✅
Built-in eSignature	✅	✅	✅
Email integration & management Integrates with your email service with SMTP or Exchange.	✅	✅	✅
Leasing options		✅	✅
Video content library		✅	✅
ePayment Capture revenue through supported integrations such as Authorize.net.			✅
Custom quote designs			✅
Custom online quote designs			✅
Contract options Create specific options for your customers such as agreements over multiple years.			✅

Features	Basic	Standard	Premium
Custom input quote templates The ability to create and edit quote input templates for quote creation.	✅	✅	✅
Distributor quote import Import spreadsheets from common distributors.	✅	✅	✅
Real-time distributor pricing & availability	✅	✅	✅
Technology product content Product specifications and thumbnails from Etilize.	✅	✅	✅
Recurring revenue management	✅	✅	✅
Advanced interface customization		✅	✅
Product source grouping Track and manage where you're sourcing products from with information that feeds back to your CRM.		✅	✅
Strategic vendor integrations Integrations with Dell, HP, Tech Data.		✅	✅
Product catalog Maintain product catalogs that you receive from vendors.		✅	✅
Guided selling with visual quoting			✅

Features	Basic	Standard	Premium
User management		✅	✅
24/7 community forum access		✅	✅
Peer review Quickly gather feedback from co-workers and colleagues before sending off your quote.		✅	✅
Reporting & business analytics		✅	✅
Contract approval lockdown Keeps quotes from being edited after the customer has approved the order.		✅	✅
Sales team management Restricts quote templates and access for users.			✅
Location management Logos and addresses for multiple company locations.			✅
Management approvals			✅
Achievement system Give sales reps a way to track their accomplishments.			✅

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 Create rules and triggers that automatically perform actions in your CRM.		✅	✅
Procurement automation			✅
Built-in calculation spreadsheet Determine totals for labor, shipping, or professional services as you build your proposal.			✅
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 Support access via chat, email, online assets, and community.	✅
Standard support Basic support package plus outbound phone support and extended support hours.	Available for Purchase	✅	✅
Premium support Standard support package plus 24/7/365 support, Customer Relationship manager, and faster response times.	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

*See all available support package options