Average Ratings 22 Ratings

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Average Ratings 0 Ratings

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Description

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

Description

With the Zero Keyboard platform and mobile apps for Salesforce, you can easily track sales activity and enter CRM information. Our scanner app can read contact information and company information by taking a picture of a card. It maps them to Salesforce Contacts and Leads. Even offline, it can do this even if you aren't connected. Before uploading, you can review the business card data and add any required or custom fields that were not included on the card. You can also add a note by typing or using the Speech-to-Text voice recognition. Securely send the data through our native Salesforce integration. No internet connection? No problem! No problem! The app will queue the data to upload the next time you connect to the internet.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asio by ConnectWise Yes 
AtcomCloud Yes 
Autotask PSA Yes 
Avalara Yes 
BrightGauge Yes 
CloudRadial Yes 
ConnectBooster Yes 
ConnectWise PSA Yes 
Datto RMM Yes 
FAT FINGER Yes 
Formstack Yes 
GfK Etilize Yes 
KickFire Yes 
Microsoft Dynamics 365 Yes 
NetSuite Yes 
Salesforce Yes 
T-Max Phone Systems Yes 
Teamwork.com Yes 
TurboDocx Yes 
Wise-Pay Yes 

Integrations

Asio by ConnectWise No 
AtcomCloud No 
Autotask PSA No 
Avalara No 
BrightGauge No 
CloudRadial No 
ConnectBooster No 
ConnectWise PSA No 
Datto RMM No 
FAT FINGER No 
Formstack No 
GfK Etilize No 
KickFire No 
Microsoft Dynamics 365 No 
NetSuite No 
Salesforce No 
T-Max Phone Systems No 
Teamwork.com No 
TurboDocx No 
Wise-Pay No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$10 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ConnectWise

Founded

1982

Country

United States

Website

www.connectwise.com/platform/business-management/cpq

Vendor Details

Company Name

Zero Keyboard

Founded

2013

Country

Finland

Website

zerokeyboard.com

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

Quoting

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

Sales Enablement

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

Sales Force Automation

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

Product Features

Sales Enablement

Collaboration No 
Contact Management Yes 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management Yes 
Performance Management No 
Presentation Management No 
Proposal Management Yes 
Territory Management No 
Training Management No 

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