ConnectWise CPQ

Name: ConnectWise CPQ
Author: ConnectWise CPQ

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What ConnectWise CPQ is

ConnectWise CPQ is a paid, cloud-deployed service listed for web use. It brings together quoting and tools for service delivery and operations. Listed customer-facing capabilities include built-in e-signatures, client activity tracking, online payment collection, custom branding, analytics and reporting, and CRM integrations. Its operational functions 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. The product has Basic, Standard, and Premium plans: Basic allows up to three users, while Standard and Premium allow unlimited users. Pricing is customized based on business needs and available on request; no individual plan prices are listed. ConnectWise is headquartered in Tampa, Florida, USA, and was founded in 1982.

Who it suits

ConnectWise CPQ may suit teams seeking quoting alongside service delivery and operational tools in a web-based cloud product. The plans distinguish between a Basic limit of three users and unlimited users on Standard and Premium.

What it does well

Built-in e-signatures and client activity tracking.
Supports online payments and CRM integrations.
Includes resource planning and project financials.
Patch management and script automation are listed.
Standard and Premium allow unlimited users.

What to know first

No free plan is listed.
Pricing is customized and available on request.
Basic is limited to three users.

Limits

The Basic plan allows up to three users. Standard and Premium plans allow unlimited users; prices are customized to business needs.

Plans

Plan	Billed and limits	Price
Basic	Up to 3 users · secure online quote delivery · templates/content vault · eSignature · distributor import · real-time pricing · recurring revenue · ConnectWise PSA and Autotask integrations	On request
Standard	Unlimited users · Basic features · leasing and video content · advanced customization · vendor integrations · product catalog · user management · reporting · Salesforce, Dynamics CRM and NetSuite integrations	On request
Premium	Unlimited users · ePayment · custom quote designs · contracts · guided selling · management approvals · procurement automation · calculation spreadsheet · API access · renewal automation · advanced tax · intelligent product eligibility	On request

As connectwise.com lists them, read 15 Oct 2026. The maker's own page has the final word.

Getting started

Open the ConnectWise CPQ website
Request pricing customized to your business needs
Choose Basic, Standard, or Premium
Use the cloud-deployed web service
Select a plan with three users or unlimited users

Verdict

ConnectWise CPQ combines quoting, customer-facing tools, and service operations capabilities in a cloud product. Pricing is customized, with Basic capped at three users and Standard and Premium allowing unlimited users.

Questions

Is ConnectWise CPQ free?

No. It is a paid product and has no free plan.

How is ConnectWise CPQ priced?

Pricing is available on request and customized according to business needs.

Which plans does ConnectWise CPQ offer?

The listed plans are Basic, Standard, and Premium. Basic allows three users maximum, while Standard and Premium allow unlimited users.

What platforms does ConnectWise CPQ support?

It is listed for web use with cloud deployment, and supported operating systems are Windows, macOS, and Linux.

Does it include customer and payment tools?

Yes. It includes a client portal, online payment collection, billing and invoicing, built-in e-signatures, and client activity tracking.

Facts from ConnectWise CPQ's own pages

Analytics and reporting: Yes · connectwise.com, 21 Sept 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. · developer.connectwise.com, 15 Oct 2026
API capability: Premium advertises API access for quoting data and custom workflows with third-party systems. · connectwise.com, 15 Oct 2026
Catalog data: Etilize integration supplies standardized product feeds, specifications, images and marketing content for millions of products. · connectwise.com, 15 Oct 2026
Client activity tracking: Yes · connectwise.com, 21 Sept 2026
Company founded: LinkedIn lists ConnectWise as founded in 1982. · linkedin.com, 15 Oct 2026
Company size: LinkedIn lists ConnectWise as a privately held software company with 1,001–5,000 employees. · linkedin.com, 15 Oct 2026
Compliance: ConnectWise states that its services have SOC 2 assessments covering security, availability and confidentiality principles. · connectwise.com, 15 Oct 2026
CRM integrations: Yes · connectwise.com, 21 Sept 2026
Custom branding: Yes · connectwise.com, 21 Sept 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. · connectwise.com, 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. · developer.connectwise.com, 15 Oct 2026
Electronic signatures: Built-in eSignature is included in every listed plan tier. · connectwise.com, 15 Oct 2026
Built-in e-signatures: Yes · connectwise.com, 21 Sept 2026
Founded: 1982 · connectwise.com, 28 Sept 2026
Free plan: No · connectwise.com, 21 Sept 2026
Headquarters: LinkedIn lists the headquarters at 400 N Tampa St, Suite 130, Tampa, Florida 33602, United States. · linkedin.com, 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. · connectwise.com, 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. · g2.com, 15 Oct 2026
Limit: learning curve: Reviewers on G2 and TrustRadius repeatedly report that configuration is complex and recommend training or a consultant. · trustradius.com, 15 Oct 2026
Limit: support and bugs: TrustRadius reviewers report slow support responses, backend purchasing problems and bugs, especially in some Dynamics 365 integrations. · trustradius.com, 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. · connectwise.com, 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. · connectwise.com, 15 Oct 2026
Online quote delivery: Quotes can be published through a secure web portal without requiring customer login credentials. · connectwise.com, 15 Oct 2026