ConnectWise CPQ™
Quote and proposal automation software
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Quote faster & sell more with the latest updates to ConnectWise CPQ

Growing your TSP and selling your services just got easier

Status quo is never good enough for ConnectWise CPQ (formerly Sell). Our ongoing commitment to continued product innovation helps partners experience increasing value in their investment. Read on to see what's improved.

Multi-level approvals

Protect your margins and don’t let improper project or product scoping damage your client relationships. With multi-level approvals, create advanced rules that require approval from specific stakeholders before the quote is delivered to your clients.

Control customer-facing information

Customize the columns displayed for each section of your quote easily with the Output Grid Layout Editor. With this new feature, you have complete control over which columns of information display, how they’re labeled, and even how they’re sized.

Organize the procurement process

Keep orders cleaner by ensuring configurations aren’t being combined or being pulled from inventory when receiving custom pricing from your vendors.

Keep Cisco quotes orderly

Set the Cisco® shipset value when importing your quote into ConnectWise CPQ, and those values carry throughout ConnectWise PSA™.

Import Cisco quotes

Skip multiple sets when it comes to Cisco quotes. Paste your Cisco CCW quote number into ConnectWise CPQ. Tech Data will create a custom quote for that Cisco quote, and upload into ConnectWise CPQ for you automatically.

Ingram Micro quote import integration

Save time, reduce quoting errors, and simplify sourcing of Ingram Micro pricing and product information. Import Ingram Micro quote IDs and purchase products directly from inside ConnectWise CPQ.

Tech Data quote import integration

Cut time and manual steps when you quote complex BOMs from Cisco and Tech Data. Import your Cisco CCW ID into ConnectWise CPQ and pull pricing straight from Tech Data and build accurate quotes in just a few clicks.

Watch a live ConnectWise CPQ demo and see how the latest features get your sales team back to selling

From quoting to product sourcing to reporting, ConnectWise CPQ helps create the sales results you want.

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See what else is new with ConnectWise CPQ

Modification tags

Modification Tags make it easy to standardize fields and information that sales reps can modify in the item notes while keeping other information protected.

Pricing helper

Quick in-line edits can be made and previewed before committing with the Price Helper, and there is no memorization required!

Embedded help documentation

Help is just a click away. Easily find information about the screen you’re actively on inside ConnectWise CPQ by clicking the Help icon.

Enhanced rounding

ConnectWise CPQ now supports Bankers, Normal, and Round-up rounding, as well as digits to round to. Default rounding methods are included but can be overridden as needed.

DOC or DOCX quote delivery

Delivery quotes in DOC or DOCX file formatts for easier reviewing and commenting for your clients.