ConnectWise CPQ

ConnectWise CPQ

ConnectWise
eRep

eRep

Revalize
+
+

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About

ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.

About

eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

IT solution providers, including managed service providers, AV professionals, value added resellers, and more.

Audience

Manufacturers and Distributors, especially those who have configurable products

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$75/user/month
Free Version
Free Trial

Reviews/Ratings

Overall 4.5 / 5
ease 4.6 / 5
features 4.3 / 5
design 4.5 / 5
support 4.3 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ConnectWise
Founded: 1982
United States
www.connectwise.com/platform/business-management/cpq

Company Information

Revalize
Founded: 1997
United States
erepcpq.com/lp/sf/cpq/

Alternatives

AI Docs

AI Docs

AI Docs, Inc.

Alternatives

BlinQ

BlinQ

BlinQ Software
Experlogix CPQ

Experlogix CPQ

Experlogix
servicePath CPQ

servicePath CPQ

servicePath
Experlogix CPQ

Experlogix CPQ

Experlogix
ConnectWise CPQ

ConnectWise CPQ

ConnectWise
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
FPX

FPX

Revalize

Categories

Categories

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Product Configurator Features

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
eCommerce
Inventory Management
Recommendation Engine

Integrations

Microsoft Dynamics 365
Salesforce
3CX
BrightGauge
ConnectBooster
ConnectWise PSA
Constant Contact Lead Gen & CRM
DeskDirector
FAT FINGER
Fishbowl
GfK Etilize
HubSpot Customer Platform
Infor M3
Microsoft Dynamics GP
NetSuite
Oracle Fusion Cloud ERP
Sage 300
T-Max Phone Systems
Wise-Pay

Integrations

Microsoft Dynamics 365
Salesforce
3CX
BrightGauge
ConnectBooster
ConnectWise PSA
Constant Contact Lead Gen & CRM
DeskDirector
FAT FINGER
Fishbowl
GfK Etilize
HubSpot Customer Platform
Infor M3
Microsoft Dynamics GP
NetSuite
Oracle Fusion Cloud ERP
Sage 300
T-Max Phone Systems
Wise-Pay
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