ConnectWise CPQ
ConnectWise CPQ is a paid, cloud-deployed service listed for web use, combining quoting with tools for service delivery and business operations.
What ConnectWise CPQ is
ConnectWise CPQ is a paid, cloud-deployed service listed for web use, combining quoting with tools for service delivery and business operations. Its customer-facing functions include built-in e-signatures, client activity tracking, online payment collection, custom branding, CRM integrations, analytics, and reporting. Operational capabilities include runbook support, multi-tenant management, billing and invoicing, time tracking, utilization reporting, resource planning, and project financials. A client portal, patch management, unattended remote access, and script automation are also listed. ConnectWise CPQ supports Windows, macOS, and Linux. Its three plans—Basic, Standard, and Premium—have prices customized to business needs rather than published amounts. Basic permits up to three users, while Standard and Premium allow unlimited users. Pricing is available on request, and there is no free plan. ConnectWise, the maker, was founded in 1982 and is headquartered in Tampa, Florida, USA.
Good
- Includes built-in e-signatures and online payment collection.
- Offers CRM integrations, analytics, and reporting.
- Includes billing, time tracking, and resource planning.
- Standard and Premium allow unlimited users.
- Supports Windows, macOS, and Linux.
Watch out
- There is no free plan.
- Pricing is customized and available on request.
- Basic is limited to three users.
Who it suits
ConnectWise CPQ may suit teams looking to combine quoting with client-facing tools and service operations. The plan seat limits are relevant to teams deciding between Basic and the unlimited-user Standard or Premium plans.
Verdict
ConnectWise CPQ brings quoting together with customer, payment, service, and operational functions in a cloud web product.
Plans and prices
From ConnectWise CPQ's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Basic | Priced on request | Up to 3 users · secure online quote delivery · templates/content vault · eSignature · distributor import · real-time pricing · recurring revenue · ConnectWise PSA and Autotask integrations |
| Premium | Priced on request | Unlimited users · ePayment · custom quote designs · contracts · guided selling · management approvals · procurement automation · calculation spreadsheet · API access · renewal automation · advanced tax · intelligent product eligibility |
| Standard | Priced on request | Unlimited users · Basic features · leasing and video content · advanced customization · vendor integrations · product catalog · user management · reporting · Salesforce, Dynamics CRM and NetSuite integrations |
The facts
Each one read from ConnectWise CPQ's own pages, with the date it was checked.
What it does
- Analytics and reporting
- Yeschecked 21 Sep 2026
- API access rules
- Developer access is approval-gated, requires a company-branded email and assigns access by integrator category; the network lists CPQ as REST architecture.checked 15 Oct 2026
- API capability
- Premium advertises API access for quoting data and custom workflows with third-party systems.checked 15 Oct 2026
- Built-in e-signatures
- Yeschecked 21 Sep 2026
- Catalog data
- Etilize integration supplies standardized product feeds, specifications, images and marketing content for millions of products.checked 15 Oct 2026
- Client activity tracking
- Yeschecked 21 Sep 2026
- Compliance
- ConnectWise states that its services have SOC 2 assessments covering security, availability and confidentiality principles.checked 15 Oct 2026
- CRM integrations
- Yeschecked 21 Sep 2026
- Custom branding
- Yeschecked 21 Sep 2026
- Deployment model
- ConnectWise markets CPQ as cloud-based software accessed through a browser and does not publish a CPQ self-hosting option on its product pages.checked 15 Oct 2026
- Developer documentation
- ConnectWise hosts a CPQ section in its Developer Network, but the CPQ page requires developer-network login and registration to view content.checked 15 Oct 2026
- Electronic signatures
- Built-in eSignature is included in every listed plan tier.checked 15 Oct 2026
- Licence
- ConnectWise terms reserve all rights and require software use under a ConnectWise software licence agreement; the product is therefore proprietary rather than open source.checked 15 Oct 2026
- Limit: formatting
- G2 reviewers report that advanced quote formatting is difficult, table layouts can be buggy and some changes require paid professional services.checked 15 Oct 2026
- Limit: learning curve
- Reviewers on G2 and TrustRadius repeatedly report that configuration is complex and recommend training or a consultant.checked 15 Oct 2026
- Limit: support and bugs
- TrustRadius reviewers report slow support responses, backend purchasing problems and bugs, especially in some Dynamics 365 integrations.checked 15 Oct 2026
- Named integrations
- The official integration list includes ConnectWise PSA, Autotask, Salesforce, Microsoft Dynamics CRM, NetSuite, Avalara, ConnectBooster, WisePay, Ingram, TD Synnex, D&H, Dell and HP.checked 15 Oct 2026
- News: Asio launch
- A ConnectWise press release dated 2025 says the company planned an Asio-native PSA release for early partner cohorts in July with monthly enhancements afterward.checked 15 Oct 2026
The company
- Company founded
- LinkedIn lists ConnectWise as founded in 1982.checked 15 Oct 2026
- Company size
- LinkedIn lists ConnectWise as a privately held software company with 1,001–5,000 employees.checked 15 Oct 2026
- Founded
- 1982checked 28 Sep 2026
- Headquarters
- LinkedIn lists the headquarters at 400 N Tampa St, Suite 130, Tampa, Florida 33602, United States.checked 15 Oct 2026
- Included team seats
- 3checked 21 Sep 2026
Money
- Free plan
- Nochecked 21 Sep 2026
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