ConnectWise CPQ™: Automated Quote & Proposal Software

Keep your sales team focused on mining opportunities and closing business while improving your bottom line. Create professional quotes and proposals via custom templates, real-time pricing, and eSignatures. Get extensive reporting and more.

Knowledge is power. Real-time intelligent quote tracking triggers sales notifications to let you know when a client interacts with your quote.  Sales reps get insight into how clients are digesting proposals and the intel needed to take the next best step to seal the deal.

When you combine the power of ConnectWise CPQ™ with ConnectWise PSA™, orders can be placed electronically through your preferred distributor for fulfillment. Once processed, the system can automatically convert the opportunity and trigger additional processes.

Never miss an opportunity to renew an agreement, extend an expired warranty, or upgrade aging equipment. Deliver renewal reminders internally and externally—ensuring you never leave your customers hanging, or your TSP with money on the table.

Use automation to your advantage to make updates to your CRM as you work opportunities and win deals. Keep your entire organization—Marketing, Sales, Support, and Finance—up to date, automatically.

Much like placing limit orders when buying stocks, now you can help you lockdown service discounts and product pricing to maximize profitability. As a result, you can protect shrinking margins and better predict bottom line revenue—intelligently and automatically.