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ConnectWise CPQ

Quote and proposal automation for managed service providers.

About ConnectWise CPQ

ConnectWise CPQ helps sales teams prepare quotes and proposals from templates, pricing tables and product catalogs. It can compare distributor pricing, deliver quotes online for signature, and connect accepted quotes to procurement workflows. Pricing rules and renewal reminders support ongoing service and equipment sales.

Key Features

  • Quote templates and automated workflows
  • Compare pricing across distributors and customer catalogs
  • Online quote delivery and e-signature
  • Electronic order and opportunity conversion workflows
  • Pricing rules and agreement renewal reminders

Buyer Guide

MSP Capabilities

  • Quote templates, pricing rules, renewal reminders, online delivery and e-signature support the product-selection and proposal workflow for managed-service sales teams.

Pricing and Purchasing

  • ConnectWise sales can discuss CPQ licensing and provide a product demonstration for teams evaluating its quoting and sales workflow.

Integrations

Products this tool integrates with.
IntegrationOpen
Autotask

Resources

Sources (2)

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Vendor Watch for ConnectWise

16 Jul 2026ConnectWiseTERMSThe ConnectWise Platform reached general availability on 16 July 2026: PSA, RMM, remote access, security, automation and AI agents on one execution layer. Asio is no longer sold as the standalone platform it was. If you hold an Asio or PSA/RMM contract, ask in writing what it becomes at renewal and what the migration costs.

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