Quote sharing/sending
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
Cat avg: 8.9
Top Performing Features
Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Cat avg: 8.6
Configuration options
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
Cat avg: 8.5
Pricing rules
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
Cat avg: 8.7
Worst Performing Features
CPQ reporting & analytics
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
Cat avg: 7.6
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Cat avg: 8
Price adjustment
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
Cat avg: 8.6
ConnectWise CPQ Features from Reviews
CPQ
Features related to configuring and pricing products and delivering quotes to customers.
9.4+9%
Quote sharing/sending
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
Category average: 8.9
Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Category average: 8.6
Configuration options
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
Category average: 8.5
Pricing rules
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
Category average: 8.7
Price adjustment
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
Category average: 8.6
Purchase history and open contracts
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
Category average: 9
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Category average: 8
CPQ reporting & analytics
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
Category average: 7.6
CPQ-CRM integration
Integrates to the company’s CRM to update the customer record.
Category average: 9.2
Attachments to quotes
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Category average: 9
ConnectWise CPQ Features from the Vendor
CPQ
Vendor-contributedQuote sharing/sending
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
Credit approvals
Allows customers to input credit information, which can be checked and approved or declined. Credit score may factor into the quote.
E-signature
Includes electronic signature functionality so that proposals can be approved and signed digitally.
Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Configuration options
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
Pricing rules
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
Price adjustment
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
Purchase history and open contracts
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Self-service CPQ
Includes an interface for customers to select product options and generate their own quotes; this is particularly relevant to eCommerce.
CPQ reporting & analytics
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
Proposals
Allows users to generate/automate sales proposals.
Excel integration
Integrates with Excel so that quotes can be generated on spreadsheets using underlying CPQ rules.
CPQ-CRM integration
Integrates to the company’s CRM to update the customer record.
Attachments to quotes
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Renewal management
Includes features for managing renewals and recurring (subscription) payments.