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EDR / MDRIdentify, contain, respond, and stop malicious activity on endpoints
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SIEMCentralize threat visibility and analysis, backed by cutting-edge threat intelligence
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Risk Assessment & Vulnerability ManagementIdentify unknown cyber risks and routinely scan for vulnerabilities
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Identity ManagementSecure and streamline client access to devices and applications with strong authentication and SSO
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Cloud App SecurityMonitor and manage security risk for SaaS apps
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SASEZero trust secure access for users, locations, and devices
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SOC ServicesProvide 24/7 threat monitoring and response backed by ConnectWise SOC experts
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Policy ManagementCreate, deploy, and manage client security policies and profiles
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Incident Response ServiceOn-tap cyber experts to address critical security incidents
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Cybersecurity GlossaryGuide to the most common, important terms in the industry
ConnectWise CPQ™ has everything you need from a quote and proposal tool
Features Comparison
ConnectWise CPQ™
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 PayPal or 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
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.
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
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