CONNECTWISE CPQ
Automated sales workflow software
Automate key sales steps, reduce manual errors, and accelerate deal velocity with a powerful, built-in sales workflow automation tool.
Explore sales workflow automation with ConnectWise CPQ
Don't miss a single step in your sales process. With ConnectWise CPQ, your sales team follows a sequence of key sales events with optimal delivery timeframes—your personalized roadmap to closing the deal. Each step is time-stamped, documented in your CRM, and visible across your organization, so no critical step is left behind.
Success list
Improve sales productivity and accountability by identifying key tasks and activities, including what’s expected and when. With ConnectWise CPQ Sales Workflow Automation, you’ll benefit from automated notifications, tracking, and full visibility for each team member throughout the process.
Approval workflows
There’s no need to delay closing deals. With ConnectWise CPQ Sales Workflow Automation, you’ll be able to get a quicker response from your clients by allowing them to review, give feedback, and approve a quote or proposal from any browser-enabled device—regardless of their location
Multi-level approvals
The saying “always measure twice” also applies to quoting your customers. ConnectWise CPQ Sales Workflow Automation can enforce multi-level approvals to ensure you’re not throwing away margin—or worse yet—a good client relationship.
eSignatures and payments
Make it simple for clients to say yes with an eSignature on contractual documents that can easily be routed to any system of record. ConnectWise CPQ Sales Workflow Automation dramatically accelerates invoicing and order fulfillment with automatic payment collection and recurring payment setup.
Quote to order
Minimize the manual steps between quote generation, the order process, and revenue collection with ConnectWise CPQ automation. ConnectWise CPQ re-routes tasks for greater efficiency and eliminates data re-entry. Even a one-day reduction in the sales cycle can add a considerable boost to your bottom line.
Discover the key to an efficient sales team
See how ConnectWise CPQ keeps your sales team on track close deals and grow your business.
Explore more features of ConnectWise CPQ
Quotes & proposals
Prepare and deliver professional quotes using customizable templates, populate product and price information from top distributors, and publish online via an interactive portal for client feedback.
Product sourcing
ConnectWise CPQ puts product pricing and availability at your fingertips with distributor catalog feeds, including images, tunable descriptions, and detailed parametric data.
Sales reporting
Gain deeper insight into your quoting data, using ConnectWise CPQ Business Intelligence to transform the way you analyze and use the company stats collected.