# ConnectWise CPQ Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about ConnectWise CPQ Software - reviews, pricing plans, popular comparisons to other Quoting products and more.

Source: https://www.capterra.com/p/160314/ConnectWise-Sell

---

# 

 ConnectWise CPQ Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

ConnectWise CPQ

## What is ConnectWise CPQ?

ConnectWise CPQ (formerly ConnectWise Sell) offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generate quotes, follow up on them, & turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, & ConnectWise PSA provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.

## What is ConnectWise CPQ used for?

[Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[CPQ](https://www.capterra.com/cpq-software/)

Top alternative

Featured

Overall rating

Based on 67 user reviews

Reviews sentiment

Positive

76%

Neutral

16%

Negative

7%

Contact vendor  
for pricing

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for ConnectWise CPQ?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.connectwise.com&name=ConnectWise CPQ)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### ConnectWise CPQ

4.1 (67)

VS.

[4.6 (1,440)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting Price

Contact vendor

Starting Price

$39

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.9 (65)

Ease Of Use

4.6 (1,400)

Value For Money

3.9 (53)

Value For Money

4.4 (1,204)

Customer Service

3.8 (61)

Customer Service

4.6 (1,353)

## ConnectWise CPQ alternatives

[4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/)

Starting price

$78.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.6 (427)](https://www.capterra.com/p/153475/FieldPulse/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.5 (1,244)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.4 (3,284)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/160314/ConnectWise-Sell/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Quotes/Estimates

4.4 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Generate quotes or estimates for customers

Electronic Signature

4.8 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

Digitally sign online documents

Content Library

4.3 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Centralized repository to store content and assets

Automated Quoting

4.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Generate rule-based quotes for clients automatically

Catalog Management

5.0 (2)

150.00% of 2 reviewers that rated this feature as important or highly important

Create and manage digital catalog of products/services with their details, specifications, and price

Contact Management

4.0 (2)

150.00% of 2 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

ConnectWise CPQ 34 features

Route documents and other data through one or more stakeholders for review and approval

A record of all activities within the system, including user access, changes made, etc.

Generate rule-based quotes for clients automatically

Create, manage, and send invoices or bills to customers

Material list of manufacturing parts and associated costs

Create and manage digital catalog of products/services with their details, specifications, and price

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Manage, organize, and store contact information

Centralized repository to store content and assets

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Add customized logos and colors to align with company branding

Track products that are for sale at a reduced price or part of coupon promotions

Store, manage, and track all electronic documents in a centralized location

Digitally sign online documents

Allows employees to set and manage work or career related goals

A process designed for sellers to guide them through the entire selling process

Track all opportunities for potential sales and convert them into recurring revenue

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Calculate rule-based prices for a product/service

Tool used to determine accurate pricing and product eligibility for borrowers

Customize the specifications of a finished product to meet the particular needs of a customer

Create proposals based on costs of labor and materials

Generate quotes or estimates for customers

Receive data and information in real time

Timed notification for any upcoming task, deadline, appointment, or activity

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Online portal through which end users can access the system, manage tasks, or obtain information

Sample files or documents that could be customized as needed or used as is

Set up connections to third-party platforms to improve business processes

Track revisions and updates made to files and navigate between different versions

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.0 (60)

4.0

Based on 60 reviews

## Pricing

Value for money

3.9 (53)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

3.9 (53)

3.9

Based on 53 reviews

## Integrations

[

NetSuite](https://www.capterra.com/p/135757/NetSuite/)[

Avalara](https://www.capterra.com/p/75673/AvaTax/)[

Autotask PSA](https://www.capterra.com/p/223239/Autotask-PSA/)[

ConnectBooster](https://www.capterra.com/p/192910/ConnectBooster/)[

Salesforce for Retail](https://www.capterra.com/p/251959/Salesforce-Retail-CRM/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

3.8 (61)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

3.8 (61)

3.8

Based on 61 reviews

## User reviews

Overall rating

4.1

Based on 67 reviews

Filter by rating

5(31)

4(20)

3(11)

2(4)

1(1)

Mentioned topic

Sorted by most recent

EW

Eileen W.

Senior Business Analyst

Professional Training & Coaching

### "The Best Quoting Integration with CW PSA"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

March 26, 2026

Pros

Setup is key with this as well, a lot of settings but when setup right, it's amazing. I do love CPQ!

Cons

Again, like PSA, steep learning curve because the customization available. Suggest getting a consultant to help implement.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AV

ASHLEY V.

Office Manager

Information Technology and Services

### "Awesome tool! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

February 4, 2025

I enjoy this platform and was able to get a lot out of it.

Pros

This platform helped streamline all our needs into one.

Cons

This platform was a little higher in cost.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CK

Cassie K.

Owner

Information Technology and Services

### "The best CPQ I've ever used"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 6, 2025

I was lucky enough to attend a ConnectWise Sell boot camp many years ago and I learned so much at that event. You can really automate so much of your quoting process.

Pros

I love how customizable and flexible it is. It has a ton of functionality and it's very powerful if you know how to use it.

Cons

It can be complex and overwhelming to configure. There are a ton of fields hidden by default. You definitely need a consultant to help implement.

Alternatives considered

[Quoter](https://www.capterra.com/p/117768/Socket/)

Reasons for choosing ConnectWise CPQ

Ton of functionality and solid integration into ConnectWise PSA

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

LS

Lisa S.

Sales Manager

Telecommunications

### "Good Quote/Proposal Tool for Small -Medium Business "

3.0

Overall Rating

3.0

3.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

3/10

December 4, 2024

Overall, I feel ConnectWise CPQ is a good tool for small-medium sized companies. The document storage helps with organization, the templates are minimal, the professionalism in the proposal design is really nice but this is not a tool for highly technical quotes/proposals.

Pros

The document management was really helpful. I could always find what I was looking for quickly. I also liked the professionalism in the design of the proposals.

Cons

The quoting/proposal creation really did not work well for our company. We had a hard time using the templates and needed customization all the time.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DB

Deborah B.

Quoting & Procurement

Information Technology and Services

### "ConnectWise Sell (formerly Quosal)"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

6/10

July 7, 2022

Pros

My favorite thing about Sell is its robust integration with Manage. There are also many easy-to-use features that make calculating margins very clear.

Cons

The rich text editor is incredibly problematic. But you can edit text in an HTML editor that's much less wonky. However, it requires knowledge of HTML and/or searching for HTML training every time you make a quote.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SM

Sean M.

Account Manager

Information Technology and Services

### "Connectwise Sell"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

May 6, 2022

Overall I like the product but it has a few quirks and I feel that some basic functionality is lacking.

Pros

Its easy to create a quote and requote a product to a client. Basic quotes can be generated in minutes and you can customise it quite well.

Cons

Sell gets photos of products from Etilise and not all products are available. When you add a custom product the photo is not automatically added to the product and when asking for basic features it always seems to be add a note to the forum as a new request and we will try to add it later. There are times when it just refuses to work and I have to open an incognito browser in Chrome or another browser to access the software

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MM

Mikel M.

Senior Account Manager

Information Technology and Services

### "Quality tool for quoting"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

January 27, 2022

Pros

I've been using CW Sell for 4+ years and have had a good experience overall. Using this with CW Manage and integrations has made it easier than ever to create quotes and send to clients.

Cons

Some occasional slowness when working in quotes/adding products.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JC

Jose C.

Lead Client Experience Manager

Information Technology and Services

### "Great for sending quotes"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

9/10

August 16, 2021

Pros

It stores everything you sell or input making it even easier to pull items in the future. Copying quotes is awesome and saves a ton of time.

Cons

When there are upgrades and features stop working with no resolution in site.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DP

Danielle P.

Admin Assistant

Information Technology and Services

### "ConnectWise Sell"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

6/10

July 22, 2021

Hard to get resolutions to multiple issues resolved with support team. End result is we'd be quoted for support and have to do regular work arounds because of issues.

Pros

Quotes were easy to get approved by our clients.

Cons

Our system never worked correctly, I assume that's because the integration was never setup properly. When asked to review with support we were told we'd be charged to redo it.

Alternatives considered

[QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/)

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TD

Tom D.

President

Information Technology and Services

### "A lot to learn"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

April 8, 2021

ConnectWise Sell is a great tool as we live, eat, and Breath ConnectWise. If it's not in ConnectWise is hasn't happened is still very alive at TriTech, so we need ConnectWise Sell so the data is all in one place, it make us look smarter than we sometimes are.

Pros

ConnectWise Sell is a powerful tool and with that power comes the need to know how to operate it. I would like to see more training and even training the trainer so my entire staff can not only learn the power ConnectWise Sell bring to the table, but to have the continuous training they need and a easy tool for training new staff as they come into the admin or sales team.

Cons

Same as the Pros: Overall ConnectWise Sell is a powerful tool, so there is a lot to learn and stay on top of, we don't do this very well because everyone is busy so some method of training, both initial and ongoing would be helpful, and not that you don't, but could it be easier?

Reasons for choosing ConnectWise CPQ

Is all part of ConnectWise so what better way to go.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/160314/ConnectWise-Sell/reviews/)

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Popular comparisons

[Jobber vs ConnectWise CPQ](https://www.capterra.com/compare/127994-160314/Jobber-vs-ConnectWise-Sell) 

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)