Trust Center
Contact Us
Sign In
  • Products & Services
  • Community & Resources
  • Why ConnectWise
  • Support
Talk to Sales
Explore Business Management
PSA
Professional services automation designed to run your as-a-service business
CPQ
Advanced quote and proposal automation to streamline your quoting
BrightGauge
KPI dashboards and reporting for real-time business insights
ITBoost
Centralized, intuitive IT documentation
Service Leadership
Increase shareholder value and profitability
SmileBack
Customer service feedback for MSPs
WisePay
Payments automation to increase cash flow and streamline processes
Business Management Packages
Curated packages designed to streamline, standardize, and automate your business processes
PSA
Professional services automation designed to run your as-a-service business
CPQ
Advanced quote and proposal automation to streamline your quoting
BrightGauge
KPI dashboards and reporting for real-time business insights
ITBoost
Centralized, intuitive IT documentation
Service Leadership
Increase shareholder value and profitability
SmileBack
Customer service feedback for MSPs
WisePay
WisePay
Payment automation to increase cashflow and streamline processes
Business Management Packages
Optimize your business operations through curated packages designed to streamline, standardize, and automate your business processes
Explore Business Management

See our latest product innovations that enhance your ConnectWise experience.
View roadmap>>

Explore Cybersecurity
MDR
Monitor and stop malicious activity on endpoints
MDR for Microsoft 365
Monitor, protect, and remediate Microsoft 365 exposures
SIEM
Centralize threat visibility and analysis
Co-Managed SIEM
Deploy 24/7 managed detection and response with SOC services
Vulnerability Management
Identify cybersecurity risks and routinely scan for vulnerabilities
Access Management
Eliminate shared admin passwords and protect customers
Secure Access Service Edge (SASE)
Apply zero trust secure access for users, locations, and devices
Security360
AI-Driven MSP cybersecurity solutions
MDR
Monitor and stop malicious activity on endpoints
MDR for Microsoft 365
Monitor, protect, and remediate Microsoft 365 exposures
SIEM
Centralize threat visibility and analysis
Co-Managed SIEM
Deploy 24/7 managed detection and response with SOC services
Vulnerability Management
Identify cybersecurity risks and routinely scan for vulnerabilities
Access Management
Eliminate shared admin passwords and protect customers
Secure Access Service Edge (SASE)
Apply zero trust secure access for users, locations, and devices
Security360
AI-Driven MSP cybersecurity solutions
Explore Data Protection
SaaS Backup
Safeguard customer cloud app data
Co-Managed Backup
Streamline third-party backup management
Backup360
Comprehensive MSP backup management
SaaS Backup
Safeguard customer cloud app data
Co-Managed Backup
Streamline third-party backup management
Backup360
Comprehensive MSP backup management
Explore Cybersecurity and Data Protection

See our latest product innovations that enhance your ConnectWise experience.
View roadmap>>

  • IT Nation

    Industry events and networking

  • ConnectWise

    Peer groups and product training

  • Open Ecosystem

    Top-rated vendors and integrations

  • Resources

    Business-driving insights and guidance

IT Nation
IT Nation Connect
Premier MSP industry conference
IT Nation Secure
MSP cybersecurity industry conference
IT Nation Evolve
Peer groups
IT Nation Grow
Expert guidance for business transition
IT Nation PitchIT
Accelerator program for incubating growth
Wise Up Podcast
Insights and strategies to help your business
IT Nation Europe
Regional MSP industry conference
IT Nation Sydney
APAC MSP Industry Conference
Automation Nation
AI & hyperautomation training
IT Nation Connect
Premier MSP industry conference
IT Nation Secure
MSP cybersecurity industry conference
IT Nation Evolve
Peer groups
IT Nation Grow
Expert guidance for business transition
IT Nation PitchIT
Accelerator program for incubating growth
Wise Up Podcast
Insights and strategies to help your business
IT Nation Europe
Regional MSP industry conference
IT Nation Sydney
APAC MSP Industry Conference
Automation Nation
AI & hyperautomation training
Explore The IT Nation

Join the premier thought-leadership conference for MSPs.
Register Now>>

  • About Us

    Company profile, values, and leaders

  • News

    The latest ConnectWise updates

  • Markets

    Roles and industries we support

The only truly unified platform purpose-built for MSPs.
Learn more >>

  • Partner Support

    ConnectWise solution resources

  • Partner Education

    Certifications and resources

ConnectWise CPQ™ has everything you need from a quote and proposal tool

Request a Quote

Features Comparison

ConnectWise CPQ™

Features
Basic
Standard
Premium

Number of users

Up to 3

Unlimited*

Unlimited*

Secure online quote delivery

Quotes are sent through a secure web portal that does not require login credentials.

checkmark.png

checkmark.png

checkmark.png

Content vault

Access quote templates, quote and proposal forms, layout content, starter kits, and more.

checkmark.png

checkmark.png

checkmark.png

Built-in eSignature

checkmark.png

checkmark.png

checkmark.png

Email integration & management

Integrates with your email service with SMTP or Exchange.

checkmark.png

checkmark.png

checkmark.png

Leasing options

checkmark.png

checkmark.png

Video content library

checkmark.png

checkmark.png

ePayment

Capture revenue through supported integrations such as Authorize.net.

checkmark.png

Custom quote designs

checkmark.png

Custom online quote designs

checkmark.png

Contract options

Create specific options for your customers such as agreements over multiple years.

checkmark.png

Features
Basic
Standard
Premium

Custom input quote templates

The ability to create and edit quote input templates for quote creation.

checkmark.png

checkmark.png

checkmark.png

Distributor quote import

Import spreadsheets from common distributors.

checkmark.png

checkmark.png

checkmark.png

Real-time distributor pricing & availability

checkmark.png

checkmark.png

checkmark.png

Technology product content

Product specifications and thumbnails from Etilize.

checkmark.png

checkmark.png

checkmark.png

Recurring revenue management

 

checkmark.png

checkmark.png

checkmark.png

Advanced interface customization

checkmark.png

checkmark.png

Product source grouping

Track and manage where you're sourcing products from with information that feeds back to your CRM.

checkmark.png

checkmark.png

Strategic vendor integrations

Integrations with Dell, HP, Tech Data.

checkmark.png

checkmark.png

Product catalog

Maintain product catalogs that you receive from vendors.

checkmark.png

checkmark.png

Guided selling with visual quoting

checkmark.png

Features
Basic
Standard
Premium

User management

checkmark.png

checkmark.png

Peer review

Quickly gather feedback from co-workers and colleagues before sending off your quote.

checkmark.png

checkmark.png

Reporting & business analytics

checkmark.png

checkmark.png

Contract approval lockdown

Keeps quotes from being edited after the customer has approved the order.

checkmark.png

checkmark.png

Sales team management

Restricts quote templates and access for users.

checkmark.png

Location management

Logos and addresses for multiple company locations.

checkmark.png

Management approvals

checkmark.png

Achievement system

Give sales reps a way to track their accomplishments.

checkmark.png

Features
Basic
Standard
Premium

Item management

Maintain a collection of product information that is stored within ConnectWise CPQ™ (formerly Sell).

checkmark.png

checkmark.png

checkmark.png

Basic tax calculations

checkmark.png

checkmark.png

checkmark.png

Mass quote updating

checkmark.png

checkmark.png

Sales coaching automation

Create rules and triggers that automatically perform actions in your CRM.

checkmark.png

checkmark.png

Procurement automation

checkmark.png

Built-in calculation spreadsheet

Determine totals for labor, shipping, or professional services as you build your proposal.

checkmark.png

Pricing & product rules

checkmark.png

API

Access to your quoting data and create custom workflows with third-party systems.

checkmark.png

Contract renewal automation

checkmark.png

Advanced tax calculations

checkmark.png

Intelligent product eligibility

checkmark.png

Features
Basic
Standard
Premium

ConnectWise PSA™ integration

checkmark.png

checkmark.png

checkmark.png

AutoTask integration

checkmark.png

checkmark.png

checkmark.png

Salesforce integration

checkmark.png

checkmark.png

Microsoft Dynamics CRM integration

checkmark.png

checkmark.png

NetSuite integration

checkmark.png

checkmark.png

Custom CRM field mapping

checkmark.png

checkmark.png

Features
Basic
Standard
Premium

Basic support

Support access via chat, email, online assets, and community.

checkmark.png

Standard support

Basic support package plus outbound phone support and extended support hours.

Available for Purchase

checkmark.png

checkmark.png

Premium support

Standard support package plus 24/7/365 support, Customer Relationship manager, and faster response times.

Available for Purchase

Available for Purchase

Available for Purchase

Features
Basic
Standard
Premium

Implementation

Available for Purchase

Available for Purchase

Add-on consulting

Available for Purchase

Available for Purchase

Form design

Available for Purchase

Available for Purchase

Order Porter design

Available for Purchase

Available for Purchase