It's All About the Setup and Training!!
January 14, 2025

It's All About the Setup and Training!!

Eileen Wilson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ConnectWise CPQ

I am a PSA/CPQ consultant but for CPQ I do use it daily in training my client on how to set it up, use it and the proper process for sales hand-off etc.

I've seen CPQ, after I have set it up with clients, streamline their proposal processes and get all their proposals inside CPQ , saving them.

Pros

  • PSA Integration is by far the best
  • Product Sourcing
  • Product Importing

Cons

  • Security Roles locking users from doing certain actions
  • Cleaner/more professional quotes
  • Cleaner/more professional proposals
It's very usable but it does have A LOT of features, so there is a learning curve but once you learn it, it all makes sense and it's easy to navigate.

Do you think ConnectWise CPQ delivers good value for the price?

Yes

Are you happy with ConnectWise CPQ's feature set?

Yes

Did ConnectWise CPQ live up to sales and marketing promises?

Yes

Did implementation of ConnectWise CPQ go as expected?

Yes

Would you buy ConnectWise CPQ again?

Yes

Because it's a ConnectWise product now it does have the most seamless integration with PSA than other quoting tools for sure. It can bring over ConnectWise PSA fields into CPQ and CPQ fields into PSA etc...

ConnectWise CPQ Feature Ratings

CPQ
9.4
Quote sharing/sending
10
Product configuration
10
Configuration options
10
Pricing rules
10
Price adjustment
10
Purchase history and open contracts
10
Guided selling/Sales portal
8
CPQ reporting & analytics
6
CPQ-CRM integration
10
Attachments to quotes
10

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