ConnectWise CPQ review
A quote-to-order system for IT providers with distributor, PSA, CRM, and payment workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
ConnectWise CPQ is cloud-based configure-price-quote software for managed service providers and other IT solution providers. It supports branded quote and proposal templates, interactive online delivery, built-in eSignatures, distributor quote imports, real-time pricing and availability, and quote-to-order workflow automation. Its broader scope also covers recurring revenue management, product catalogs, procurement, payments, and sales reporting, making it a fit for IT sales teams that need quoting connected to downstream ordering and billing activities.
Pricing is customized and requires contact with sales rather than showing numeric prices. The Basic plan supports up to 3 users and includes distributor quote import, built-in eSignature, real-time distributor pricing and availability, recurring revenue management, and ConnectWise PSA and Autotask integrations. Standard adds unlimited users, sales coaching automation, reporting and business analytics, a product catalog, email integration and management, and integrations with Salesforce, Microsoft Dynamics, and NetSuite. Premium also supports unlimited users and adds management approvals, sales team management, procurement automation, pricing and product rules, and ePayment.
The product’s main advantage is its ecosystem fit for IT solution providers. Integrations include CRMs, PSA systems, tax, leasing, payment, product-content, and distributor platforms, alongside Dell, Cisco, HP, Ingram, and TD Synnex connections. That breadth supports workflows from product selection and pricing through approval, payment, procurement, and order processing. Choose ConnectWise CPQ if your team needs structured IT quoting with distributor data, approvals, recurring revenue, and operational handoffs. Consider another option if transparent numeric pricing, a non-web deployment, or more than three users on the entry plan is essential.
ConnectWise CPQ pros and cons
- Where it wins
- Real-time distributor pricing and availability
- Built-in eSignatures, approvals, and payment collection
- ConnectWise PSA, Autotask, CRM, and vendor integrations
- Where it doesn't
- Numeric pricing is not published
- Basic is limited to up to 3 users
- Available on the web platform only
ConnectWise CPQ fact sheet, pricing and score →
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