--- title: "ConnectWise CPQ Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ConnectWise CPQ Software - reviews, pricing plans, popular comparisons to other Quoting products and more." source_url: "https://www.capterra.com/p/160314/ConnectWise-Sell/" page_type: "product" language: "en" --- # ConnectWise CPQ Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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% Starting price 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 (1,468)](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 (1,428) Value For Money 3.9 (53) Value For Money 4.4 (1,232) Customer Service 3.8 (61) Customer Service 4.6 (1,381) ## ConnectWise CPQ alternatives [4.6 (481)](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 [4.6 (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 [4.5 (1,256)](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 Highest Rated [4.8 (136)](https://www.capterra.com/p/131897/Quotient/reviews/) Starting price $28.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/160314/ConnectWise-Sell/alternatives/) ## FAQs about ConnectWise CPQ Overview ### What problems does ConnectWise CPQ solve? ConnectWise CPQ solves slow, manual quote creation, inconsistent proposal formatting, pricing lookups across distributors, and back-and-forth approval delays. Sales teams, account managers, and MSPs use it to build accurate quotes in minutes, present options clearly, capture online approvals and payments, and sync opportunities, billing, and ordering with ConnectWise workflows. Answer based on 44 reviews Overview ### Which roles and teams benefit most from ConnectWise CPQ? ConnectWise CPQ is most used by sales teams, account managers, and client-facing service leaders who need to build accurate quotes, manage product configurations, and speed approvals. Executives and business owners use it to standardize pricing, improve visibility into proposals, and support scalable revenue operations across IT-focused organizations. Answer based on 64 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and specific industries is ConnectWise CPQ built for? ConnectWise CPQ is designed for IT solution providers of various sizes, including managed service providers, AV professionals, and value-added resellers. It fits organizations that create and manage quotes for technology services and related solutions, rather than a single company size or broad general business audience. Features and Usability ### What are the key features of ConnectWise CPQ? ConnectWise CPQ includes core quoting features like automated quote creation, proposal generation, templates, and price and cost calculations. Differentiating capabilities include ConnectWise Manage integrations, guided selling, online approvals with digital signature, and a client portal for paperless quote review, payment, and sales opportunity updates. Answer based on 44 reviews Overview ### How well does ConnectWise CPQ fit into the sales process? ConnectWise CPQ fits well into many sales workflows by connecting quotes, pricing, approvals, and ordering in one process. MSPs and sales teams often value the ConnectWise Manage integration, quote tracking, and product lookups, though some users find setup, vendor catalog imports, and error handling harder than expected. Answer based on 20 reviews Integrations ### Which third-party tools and platforms does ConnectWise CPQ integrate with? ConnectWise CPQ integrates with ConnectWise PSA, which reviewers reference as ConnectWise Manage for opportunities, sales reporting, and invoicing. Official catalog integrations also include Autotask PSA, Avalara, ConnectBooster, NetSuite, and Salesforce for Retail, covering PSA, tax, payments, ERP, and retail CRM workflows. Answer based on 13 reviews Getting Started and Support ### What training and onboarding options does ConnectWise CPQ offer? ConnectWise CPQ provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled learning sessions, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review. Answer based on 8 reviews Getting Started and Support ### What customer support options does ConnectWise CPQ offer, and how do users rate the experience? ConnectWise CPQ offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Users describe support as mixed: some say the team is helpful during deployment and effective at solving issues, while others report slow follow-up, difficulty getting resolutions, confusing training, and added charges for support or setup. Answer based on 24 reviews Features and Usability ### How easy is ConnectWise CPQ to learn and use? ConnectWise CPQ offers a lot of quoting flexibility, but ease of use is mixed for many teams. Sales users often like the quote creation tools once setup is done, while admins and new users can find configuration, templates, hidden settings, and training requirements confusing or time-consuming. Answer based on 28 reviews ## Features AI summary Based on 1,828 Quoting reviews Capterra reviewers highlight these as the features buyers value most when choosing quoting software: - **Quotes/Estimates** (**70%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**73%**) - **Pricing and Cost Calculations** (**66%**) ConnectWise CPQ supports **Quotes/Estimates** and **Billing & Invoicing**, so teams can create customer-facing quotes and manage invoicing tasks in one system. However, it does not offer **Pricing and Cost Calculations**. Instead, it provides **Pricing Management** (**57%**) and **Third-Party Integrations** (**46%**), which can help businesses maintain pricing consistency and connect quoting workflows with other systems, allowing teams to handle sales processes more efficiently. 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 Billing & Invoicing 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Pricing Management 5.0 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Tool used to determine accurate pricing and product eligibility for borrowers 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 ConnectWise CPQ 34 features ### All Features - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Bills of Material: Material list of manufacturing parts and associated costs - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Signature: Digitally sign online documents - Goal Management: Allows employees to set and manage work or career related goals - Guided Selling: A process designed for sellers to guide them through the entire selling process - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Price and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Product Configurator: Customize the specifications of a finished product to meet the particular needs of a customer - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: 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) Basic Contact Vendor for Pricing It includes: - Content Vault - E-Signature - Secure Quote Delivery Standard Contact Vendor for Pricing It includes: - Content Library - Content Vault - Email Integration - E-Signature - Leasing Options - Secure Quote Delivery Premium Contact Vendor for Pricing It includes: - Content Library - Content Vault - Contract Options - Email Integration - E-Signature - Leasing Options - Online Payment - Secure Quote Delivery 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Jobber vs ConnectWise CPQ](https://www.capterra.com/compare/127994-160314/Jobber-vs-ConnectWise-Sell)