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Explore Business Management
PSA
Professional services automation designed to run your as-a-service business
CPQ
Advanced quote and proposal automation to streamline your quoting
BrightGauge
KPI dashboards and reporting for real-time business insights
ITBoost
Centralized, intuitive IT documentation
Service Leadership
Increase shareholder value and profitability
SmileBack
Customer service feedback for MSPs
WisePay
Payments automation to increase cash flow and streamline processes
Business Management Packages
Curated packages designed to streamline, standardize, and automate your business processes
PSA
Professional services automation designed to run your as-a-service business
CPQ
Advanced quote and proposal automation to streamline your quoting
BrightGauge
KPI dashboards and reporting for real-time business insights
ITBoost
Centralized, intuitive IT documentation
Service Leadership
Increase shareholder value and profitability
SmileBack
Customer service feedback for MSPs
WisePay
WisePay
Payment automation to increase cashflow and streamline processes
Business Management Packages
Optimize your business operations through curated packages designed to streamline, standardize, and automate your business processes
Explore Business Management

See new and upcoming product enhancements in our monthly innovation webinar series!
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Explore Cybersecurity
MDR
Monitor and stop malicious activity on endpoints
SIEM
Centralize threat visibility and analysis
SaaS Security
Deliver, manage, and monetize cloud security more easily
Vulnerability Management
Identify cybersecurity risks and routinely scan for vulnerabilities
Access Management
Eliminate shared admin passwords and protect customers
Secure Access Service Edge (SASE)
Apply zero trust secure access for users, locations, and devices
MDR
Monitor and stop malicious activity on endpoints
MDR for Microsoft 365
Monitor, protect, and remediate Microsoft 365 exposures
SIEM
Centralize threat visibility and analysis
Co-Managed SIEM
Deploy 24/7 managed detection and response with SOC services
Vulnerability Management
Identify cybersecurity risks and routinely scan for vulnerabilities
Access Management
Eliminate shared admin passwords and protect customers
Secure Access Service Edge (SASE)
Apply zero trust secure access for users, locations, and devices
Security Dashboard
AI-Driven MSP cybersecurity solutions
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SaaS Backup
Safeguard customer cloud app data
Co-Managed Backup
Streamline third-party backup management
x360Recover
Hyper-flexible disaster recovery and business continuity
Cloud Backup
Intelligent data protection for Microsoft 365
x360Cloud
SaaS application data protection
SaaS Backup
Safeguard customer cloud app data
Co-Managed Backup
Streamline third-party backup management
Backup360
Comprehensive MSP backup management
Explore Cybersecurity and Data Protection

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IT Nation Connect
Premier MSP industry conference
IT Nation Secure
MSP cybersecurity industry conference
IT Nation Evolve
Peer groups
IT Nation Grow
Expert guidance for business transition
IT Nation PitchIT
Accelerator program for incubating growth
Wise Up Podcast
Insights and strategies to help your business
IT Nation Europe
Regional MSP industry conference
IT Nation Sydney
APAC MSP Industry Conference
Automation Nation
AI & hyperautomation training
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ConnectWise CPQ™ has everything you need from a quote and proposal tool

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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.

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Content vault

Access quote templates, quote and proposal forms, layout content, starter kits, and more.

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Built-in eSignature

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Email integration & management

Integrates with your email service with SMTP or Exchange.

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Leasing options

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Video content library

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ePayment

Capture revenue through supported integrations such as Authorize.net.

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Custom quote designs

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Custom online quote designs

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Contract options

Create specific options for your customers such as agreements over multiple years.

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Features
Basic
Standard
Premium

Custom input quote templates

The ability to create and edit quote input templates for quote creation.

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Distributor quote import

Import spreadsheets from common distributors.

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Real-time distributor pricing & availability

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Technology product content

Product specifications and thumbnails from Etilize.

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Recurring revenue management

 

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Advanced interface customization

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Product source grouping

Track and manage where you're sourcing products from with information that feeds back to your CRM.

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Strategic vendor integrations

Integrations with Dell, HP, Tech Data.

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Product catalog

Maintain product catalogs that you receive from vendors.

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Guided selling with visual quoting

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Features
Basic
Standard
Premium

User management

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Peer review

Quickly gather feedback from co-workers and colleagues before sending off your quote.

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Reporting & business analytics

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Contract approval lockdown

Keeps quotes from being edited after the customer has approved the order.

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Sales team management

Restricts quote templates and access for users.

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Location management

Logos and addresses for multiple company locations.

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Management approvals

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Achievement system

Give sales reps a way to track their accomplishments.

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Features
Basic
Standard
Premium

Item management

Maintain a collection of product information that is stored within ConnectWise CPQ™ (formerly Sell).

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Basic tax calculations

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Mass quote updating

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Sales coaching automation

Create rules and triggers that automatically perform actions in your CRM.

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Procurement automation

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Built-in calculation spreadsheet

Determine totals for labor, shipping, or professional services as you build your proposal.

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Pricing & product rules

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API

Access to your quoting data and create custom workflows with third-party systems.

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Contract renewal automation

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Advanced tax calculations

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Intelligent product eligibility

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Features
Basic
Standard
Premium

ConnectWise PSA™ integration

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AutoTask integration

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Salesforce integration

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Microsoft Dynamics CRM integration

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NetSuite integration

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Custom CRM field mapping

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Features
Basic
Standard
Premium

Basic support

Support access via chat, email, online assets, and community.

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Standard support

Basic support package plus outbound phone support and extended support hours.

Available for Purchase

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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