ConnectWise CPQ

Name: ConnectWise CPQ
Brand: ConnectWise
Rating: 4.1 (342 reviews)

A platform of software & services built for TSPs. Follow us for product updates, company news, business advice and more.

Est 1982|Valuation $1.5B|Raised $6.1B

LinkedIn 225K|Website|Web traffic 1.0M|FTEs 3,409|HQ Tampa, Florida, US

MarketsCRM CPQ Software (Configure, Price, Quote)

Published Oct 23, 2026

01Common complaints

- If support quality and rapid escalation are primary procurement criteria: multiple vetted and community sources report slow callbacks and variable escalation outcomes, which can be high risk if CPQ is revenue-critical. - If a highly polished quote UX with minimal minor usability issues is the top priority: some MSPs prefer QuoteWerks for its quoting speed and presentation in certain use cases. - If the organization is very small or requires single-seat flexibility: community discussions report packaging or minimum-seat constraints that should be verified during sales negotiation. - If the requirement is enterprise CPQ depth for complex manufacturing configurations: other vendors such as Salesforce CPQ, Epicor CPQ, Revalize, or DealHub may be more suitable depending on configuration complexity. - If procurement requires extensive, publicly available per-product security feature documentation: ConnectWise provides compliance artifacts via a portal, but CPQ marketing pages do not include a comprehensive, product-level security feature matrix; regulated buyers may prefer vendors with more explicit public documentation.

Deal disqualifiers (poor fit)

Requires a very fast product innovation cadence and minimal UX issues.
Cannot tolerate variable support experiences.
Requires fully transparent, self-serve pricing and month-to-month flexibility that the vendor’s contracting model may not provide.

Issues reported by users

Long-standing UI issues noted as persisting across multiple patch releases in community reports.
Publish/convert errors tied to character limits in free-text fields (an edge case that can have operational impact).
Browser and device compatibility reports (e.g., reported loading issues on specific iPad/Chrome combinations) in community threads.

Roadmap visibility

Publicly available CPQ roadmap details with dated commitments were not found in the reviewed sources. Buyers should request a roadmap briefing and ask for feature timelines during procurement.

Security/compliance gaps (documentation gap)

ConnectWise provides SOC and compliance materials via a portal, and a SOC 3 PDF indicates CPQ is in scope, but CPQ-specific public documentation of security features (for example, explicit SSO/SCIM support, encryption details, audit log capabilities) is limited on marketing pages.

02Why they buy

Unique selling points supported by evidence (not just vendor claims)

- MSP workflow alignment: Official materials and user reports indicate CPQ includes distributor/procurement capabilities and template features relevant to MSP operations (for example, Etilize integration and electronic ordering workflows are frequently referenced). - ConnectWise ecosystem integration: The ConnectWise messaging and marketplace ecosystem position CPQ to operate as part of a broader software platform (PSA, CPQ, and related tools), which can reduce integration effort for organizations already standardized on ConnectWise.

Where competitors have clearer advantages

QuoteWerks is often evaluated favorably by MSPs for quoting speed and perceived polish of output in some scenarios.
Proposal-focused tools such as PandaDoc can offer a more document-oriented proposal experience and streamlined e-signature workflows for buyer-facing proposals, depending on buyer priorities.

Why customers chose ConnectWise CPQ

Patterns suggested by official materials and reviews:

Existing ConnectWise PSA users seeking tighter quote → opportunity → procurement flows.
Need for distributor integrations (e.g., Etilize) and standardized templates.

03Field reports

Review platforms — what users like

TrustRadius and other review platforms include reviewers who cite order integration (e.g., Order Porter), product data feeds (e.g., Etilize), and customizable templates as practical benefits. A TrustRadius reviewer (sales manager at a larger organization) noted they moved from QuoteWerks to ConnectWise Sell/CPQ and found the product a better fit for their organization’s needs. G2 shows a substantial number of reviews for ConnectWise CPQ, providing enough feedback to observe directional patterns across ratings; procurement teams should review a representative sample across star ratings for a balanced view. On community forums, some individual commenters expressed strong positive opinions about the newer CPQ functionality; these represent anecdotal statements rather than independently validated metrics.

Review platforms — critical reviews and complaints

TrustRadius and community forums include reviews that criticize support quality and describe recurring product issues. Examples and themes from multiple sources include: - Support quality: reviewers and commenters report slow callbacks, difficulty escalating, and dissatisfaction with case resolution. - Product reliability: users report recurring UI issues and intermittent functionality problems that affect daily quoting workflows. - Specific operational issues: posts cite errors during publishing/conversion when character limits are exceeded in free-text fields and other edge-case behaviors.

Why some customers leave / consider alternatives

Community discussions commonly reference QuoteWerks as an alternative. Anecdotal reports indicate some users perceived QuoteWerks to offer a faster or more polished quoting experience; others reported moving from QuoteWerks to ConnectWise CPQ successfully. Perceptions vary across organizations and use cases.

Deal-breakers / reasons customers didn’t purchase

Based on accessible community threads and reviews:

Packaging concerns or seat minimums reported by prospects.
Support responsiveness and resolution quality.
Bugs affecting daily quoting workflows.

What’s available publicly

In the sources reviewed, ConnectWise CPQ-specific case studies with independently verified, quantified ROI were not prominent on the primary CPQ landing pages. The vendor materials emphasize benefit statements without disclosing detailed ROI methodologies for CPQ-only deployments.

Vendor claims vs independent validation

ConnectWise CPQ pages make claims about reducing manual entry, speeding quote creation, and improving consistency. These outcomes are plausible for CPQ implementations, but the vendor pages reviewed do not provide detailed methodologies or independently validated metrics for those claims.

Practical buyer takeaway

If CPQ is mission-critical for an organization, procurement teams should request CPQ-specific customer references in their segment (MSP size, vertical, distributor mix) and require clarity on time-to-value, template build effort, catalog cleanup scope, and support SLAs.

04Best fit

Company sizes (practical ranges)

Best fit: small to mid-sized MSPs (and larger MSPs with structured sales operations) that need repeatable quoting, distributor pricing, and are willing to invest in catalog hygiene and template development.
Very small MSPs: may find the solution relatively heavy or costly if seat minimums apply or if quoting volume is low.

Industries / verticals

MSPs serving SMB and midmarket customers (IT services and hardware/software resale).

Roles and personas

Decision makers: MSP owner/GM, sales director, operations director.
Primary users: sales representatives, sales operations, procurement.
Admin stakeholders: ConnectWise administrator, finance (if order-to-cash ties into accounting).

Qualification criteria (good fit)

Already using ConnectWise PSA and seeking a more integrated quote-to-service-delivery workflow.
Needs distributor integrations and standardized templates.
Willing to define and enforce pricing and discounting rules.

05The pitch

What the product does (core value proposition)

ConnectWise CPQ (formerly ConnectWise Sell, and historically associated with Quosal) is a configure-price-quote (CPQ) and proposal tool intended to help managed service providers (MSPs) and IT solution providers streamline quote and proposal creation, apply pricing rules and discount controls, access distributor pricing, and support workflows from quote → order → (optionally) PSA with fewer manual steps. Product materials describe features such as quote templates, automated workflows, distributor price comparisons, e-signature, and integrations (including ConnectWise PSA).

Target market and market positioning

Primary audience: MSPs / IT solution providers already using (or considering) the ConnectWise ecosystem.
Positioning: a quoting/proposal system designed to integrate with ConnectWise PSA and distribution/procurement workflows, with emphasis on operational consistency and reducing manual quoting effort.

Get a comprehensive analysis of ConnectWise CPQ including market position, competitive landscape, adoption trends, and peer benchmarks.

Download full report →

Published Oct 23, 2026

01Common complaints

If support quality and rapid escalation are primary procurement criteria: multiple vetted and community sources report slow callbacks and variable escalation outcomes, which can be high risk if CPQ is revenue-critical.
If a highly polished quote UX with minimal minor usability issues is the top priority: some MSPs prefer QuoteWerks for its quoting speed and presentation in certain use cases.
If the organization is very small or requires single-seat flexibility: community discussions report packaging or minimum-seat constraints that should be verified during sales negotiation.
If the requirement is enterprise CPQ depth for complex manufacturing configurations: other vendors such as Salesforce CPQ, Epicor CPQ, Revalize, or DealHub may be more suitable depending on configuration complexity.
If procurement requires extensive, publicly available per-product security feature documentation: ConnectWise provides compliance artifacts via a portal, but CPQ marketing pages do not include a comprehensive, product-level security feature matrix; regulated buyers may prefer vendors with more explicit public documentation.

Deal disqualifiers (poor fit)

Requires a very fast product innovation cadence and minimal UX issues.
Cannot tolerate variable support experiences.
Requires fully transparent, self-serve pricing and month-to-month flexibility that the vendor’s contracting model may not provide.

Issues reported by users

Long-standing UI issues noted as persisting across multiple patch releases in community reports.
Publish/convert errors tied to character limits in free-text fields (an edge case that can have operational impact).
Browser and device compatibility reports (e.g., reported loading issues on specific iPad/Chrome combinations) in community threads.

Roadmap visibility

Publicly available CPQ roadmap details with dated commitments were not found in the reviewed sources. Buyers should request a roadmap briefing and ask for feature timelines during procurement.

Security/compliance gaps (documentation gap)

ConnectWise provides SOC and compliance materials via a portal, and a SOC 3 PDF indicates CPQ is in scope, but CPQ-specific public documentation of security features (for example, explicit SSO/SCIM support, encryption details, audit log capabilities) is limited on marketing pages.

02Why they buy

Unique selling points supported by evidence (not just vendor claims)

MSP workflow alignment: Official materials and user reports indicate CPQ includes distributor/procurement capabilities and template features relevant to MSP operations (for example, Etilize integration and electronic ordering workflows are frequently referenced).
ConnectWise ecosystem integration: The ConnectWise messaging and marketplace ecosystem position CPQ to operate as part of a broader software platform (PSA, CPQ, and related tools), which can reduce integration effort for organizations already standardized on ConnectWise.

Where competitors have clearer advantages

QuoteWerks is often evaluated favorably by MSPs for quoting speed and perceived polish of output in some scenarios.
Proposal-focused tools such as PandaDoc can offer a more document-oriented proposal experience and streamlined e-signature workflows for buyer-facing proposals, depending on buyer priorities.

Why customers chose ConnectWise CPQ

Patterns suggested by official materials and reviews:

Existing ConnectWise PSA users seeking tighter quote → opportunity → procurement flows.
Need for distributor integrations (e.g., Etilize) and standardized templates.

03Field reports

Review platforms — what users like

G2 shows a substantial number of reviews for ConnectWise CPQ, providing enough feedback to observe directional patterns across ratings; procurement teams should review a representative sample across star ratings for a balanced view.

On community forums, some individual commenters expressed strong positive opinions about the newer CPQ functionality; these represent anecdotal statements rather than independently validated metrics.

Review platforms — critical reviews and complaints

TrustRadius and community forums include reviews that criticize support quality and describe recurring product issues. Examples and themes from multiple sources include:

Support quality: reviewers and commenters report slow callbacks, difficulty escalating, and dissatisfaction with case resolution.
Product reliability: users report recurring UI issues and intermittent functionality problems that affect daily quoting workflows.
Specific operational issues: posts cite errors during publishing/conversion when character limits are exceeded in free-text fields and other edge-case behaviors.

Why some customers leave / consider alternatives

Deal-breakers / reasons customers didn’t purchase

Based on accessible community threads and reviews:

Packaging concerns or seat minimums reported by prospects.
Support responsiveness and resolution quality.
Bugs affecting daily quoting workflows.

What’s available publicly

Vendor claims vs independent validation

Practical buyer takeaway

04Best fit

Company sizes (practical ranges)

Best fit: small to mid-sized MSPs (and larger MSPs with structured sales operations) that need repeatable quoting, distributor pricing, and are willing to invest in catalog hygiene and template development.
Very small MSPs: may find the solution relatively heavy or costly if seat minimums apply or if quoting volume is low.

Industries / verticals

MSPs serving SMB and midmarket customers (IT services and hardware/software resale).

Roles and personas

Decision makers: MSP owner/GM, sales director, operations director.
Primary users: sales representatives, sales operations, procurement.
Admin stakeholders: ConnectWise administrator, finance (if order-to-cash ties into accounting).

Qualification criteria (good fit)

Already using ConnectWise PSA and seeking a more integrated quote-to-service-delivery workflow.
Needs distributor integrations and standardized templates.
Willing to define and enforce pricing and discounting rules.

05The pitch

What the product does (core value proposition)

Target market and market positioning

Primary audience: MSPs / IT solution providers already using (or considering) the ConnectWise ecosystem.
Positioning: a quoting/proposal system designed to integrate with ConnectWise PSA and distribution/procurement workflows, with emphasis on operational consistency and reducing manual quoting effort.

Get a comprehensive analysis of ConnectWise CPQ including market position, competitive landscape, adoption trends, and peer benchmarks.

Download full report →