ConnectWise CPQ review (2026): features, pros and cons, and what to check before you buy
ConnectWise CPQ helps managed service providers quoting hardware, services and renewals manage configuration, pricing and quotes through a structured commercial workflow.
Our take for buyers
ConnectWise CPQ is for managed service providers quoting hardware, services and renewals. It combines product catalogs, pricing rules, quote templates and real-time distributor price feeds, and it integrates with ConnectWise PSA, Autotask and distributor connections. Recurring revenue management is listed in Basic, and the target buyers are managed service providers and IT resellers. Plans are Basic, Standard and Premium, all sold on custom quote.
Shortlist it if your sales process is PSA-linked and you need distributor pricing inside quotes. It is a weak fit for non-MSP organizations without PSA or distributor needs. Users praise the distributor pricing and PSA-linked process. Management approvals sit on Premium, and users report that setup and templates can take training and that custom pricing makes budgeting slower.
Pros
- Distributor pricing inside quotes.
- PSA-linked sales process.
Cons
- Setup and templates can take training.
- Custom pricing makes budgeting slower.
- Best for
- Managed service providers quoting hardware, services and renewals.
- Starting price
- Contact sales
- G2 rating
- No G2 rating found
What is ConnectWise CPQ?
ConnectWise CPQ helps managed service providers quoting hardware, services and renewals manage configuration, pricing and quotes through a structured commercial workflow. ConnectWise CPQ is built for managed service providers quoting hardware, services and renewals. It combines product catalogs, pricing rules and quote templates with real-time distributor price feeds. Basic, Standard and Premium plans are custom quoted, and approvals arrive with Premium.
Category: CPQ Software
ConnectWise CPQ key features
| Criterion | What we found |
|---|---|
| Configuration rules | Product catalogs, pricing rules and quote templates. |
| Pricing and discounts | Real-time distributor price feeds and pricing rules. |
| Approval routing | Management approvals on Premium. |
| CRM and ERP integrations | ConnectWise PSA, Autotask and distributor connections. |
| Subscriptions and renewals | Recurring revenue management in Basic. |
| Security and identity | Product-specific SSO entitlement not published. |
| Pricing model | Custom quote across Basic, Standard and Premium. |
| Target company size | Managed service providers and IT resellers. |
ConnectWise CPQ plans and pricing
| Plan | Price | Unit | Notes |
|---|---|---|---|
| Basic | up to 3 users | Distributor import and eSignature | |
| Standard | custom quote | Catalog and reporting | |
| Premium | custom quote | Approvals and procurement automation |
CPQ vendor does not publish a usable self-service price on the researched page.
Who should shortlist ConnectWise CPQ
A strong fit for
- Managed service providers quoting hardware, services and renewals.
- Teams needing product catalogs, pricing rules and quote templates.
A weak fit for
- Non-MSP organizations without PSA or distributor needs.
- Buyers unwilling to validate contract terms and implementation effort.
ConnectWise CPQ alternatives
Salesforce Revenue CloudSalesforce-centric revenue teams.
DealHub AIMid-market B2B teams selling subscriptions and complex deals.
Conga CPQEnterprise teams managing complex product catalogs and contract pricing.
Oracle CPQLarge enterprises with complex configurable products and ERP workflows.
SAP CPQManufacturers and distributors with SAP ERP product models.
Experlogix CPQIndustrial sellers quoting configurable equipment and services.
Contract and buying terms
- Contract
- Custom quote across Basic, Standard and Premium.
- Starting price
- Contact sales.
- Pricing model
- Custom quote.
- Free plan or trial
- No.
What to test in a ConnectWise CPQ demo or trial
Check how distributor price feeds appear inside a live quote, and import a distributor catalog on Basic. Build a quote template and note how much training it takes, since users flag setup and templates. Test the link to ConnectWise PSA or Autotask with one real deal and one renewal. Management approvals are on Premium, so confirm you are evaluating the tier that has them. Basic is listed for up to 3 users, which tells you whether a small team can start there. No free trial is listed, so ask for a sandbox.
Questions to ask ConnectWise CPQ before you sign
These are the points ConnectWise CPQ's public pages leave open. Get the answers in writing before procurement signs off.
- Which plan includes SAML SSO, and what does it cost for our seat count?
- Is SCIM provisioning included, or a paid add-on?
- Which plan includes audit logs, and how long are they kept?
- Where is our data stored, and can we choose the region?
- Can we sign your standard DPA without changes?
- What will the price be at renewal, and is the increase capped?
Things to know before a demo
- Custom quote across Basic, Standard and Premium.
- ConnectWise PSA, Autotask and distributor connections.
- Product-specific SSO entitlement not published.
ConnectWise CPQ FAQ
What is ConnectWise CPQ used for?
ConnectWise CPQ is built for managed service providers quoting hardware, services and renewals. It combines product catalogs, pricing rules and quote templates with real-time distributor price feeds. Basic, Standard and Premium plans are custom quoted, and approvals arrive with Premium. It suits managed service providers quoting hardware, services and renewals.
Does ConnectWise CPQ support SSO?
ConnectWise does not publish a product-specific SSO entitlement for CPQ. Ask which plan includes it before you buy.
Who is ConnectWise CPQ best for?
Managed service providers and IT resellers quoting hardware, services and renewals, especially those using ConnectWise PSA or Autotask. It is less suited to non-MSP organizations.
What does ConnectWise CPQ integrate with?
ConnectWise PSA, Autotask and distributor connections, with real-time distributor price feeds. Users praise distributor pricing inside quotes.
Sources
Every fact on this page comes from ConnectWise CPQ's own pricing, product or documentation pages, G2 and company records, checked on October 24, 2026. Unknown values are left out instead of estimated.