- Home
- Quoting Software
- ConnectWise CPQ
On the recordRead 15 Oct 202648 facts
ConnectWise CPQ
ConnectWise CPQ · Tampa, Florida, USA · founded 1982
Plans and prices
Basic
Priced on request
Up to 3 users · secure online quote delivery · templates/content vault · eSignature
Read 15 Oct 2026 · connectwise.com
Premium
Priced on request
Unlimited users · ePayment · custom quote designs · contracts
Read 15 Oct 2026 · connectwise.com
Standard
Priced on request
Unlimited users · Basic features · leasing and video content · advanced customization
Read 15 Oct 2026 · connectwise.com
On the record
- Analytics and reporting
- Yesconnectwise.com · read 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.developer.connectwise.com · read 15 Oct 2026
- API capability
- Premium advertises API access for quoting data and custom workflows with third-party systems.connectwise.com · read 15 Oct 2026
- Catalog data
- Etilize integration supplies standardized product feeds, specifications, images and marketing content for millions of products.connectwise.com · read 15 Oct 2026
- Client activity tracking
- Yesconnectwise.com · read 21 Sep 2026
- Company founded
- LinkedIn lists ConnectWise as founded in 1982.linkedin.com · read 15 Oct 2026
- Company size
- LinkedIn lists ConnectWise as a privately held software company with 1,001–5,000 employees.linkedin.com · read 15 Oct 2026
- Compliance
- ConnectWise states that its services have SOC 2 assessments covering security, availability and confidentiality principles.connectwise.com · read 15 Oct 2026
- CRM integrations
- Yesconnectwise.com · read 21 Sep 2026
- Custom branding
- Yesconnectwise.com · read 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.connectwise.com · read 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 · read 15 Oct 2026
- Electronic signatures
- Built-in eSignature is included in every listed plan tier.connectwise.com · read 15 Oct 2026
- Built-in e-signatures
- Yesconnectwise.com · read 21 Sep 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 · read 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 · read 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 · read 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 · read 15 Oct 2026
