Number of Seats/Users: ConnectWise CPQ offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows ConnectWise CPQ that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from ConnectWise CPQ. ConnectWise CPQ reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: ConnectWise CPQ offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from ConnectWise CPQ. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: ConnectWise CPQ often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

Here at Spendbase, our internal data shows that ConnectWise CPQ (formerly Sell) is a popular choice among IT and MSP organizations who want to streamline their quoting and proposal workflows. Our Spendbase clients consistently highlight several strengths and pain points we’ve observed:

Top Insights from Clients:

– Customizability & Flexibility: Clients love how customizable ConnectWise CPQ is. With a variety of templates and options, teams can tailor quotes, proposals, and document storage to match their brand and workflow.
– Integration: The integrations with major CRMs like Salesforce, NetSuite, and especially ConnectWise PSA/Manage are seen as real efficiency boosters, allowing for a seamless quote-to-cash pipeline.
– Professional Presentation: The ability to generate slick, professional-looking quotes is greatly appreciated. Clients report that their quotes get positive reactions and look more polished compared to previous tools.
– Cloud-based Access: The web-based platform is a major asset. Users can create, manage, and revise quotes from anywhere—making remote sales operations much easier.
– Time Savings: Many Spendbase clients saved hours in creating and managing quotes, especially once initial setup and inventory import are completed.
– E-signature & Payments: Online approval and payment processing features add convenience for both sales teams and customers.

Main Challenges Our Clients Face:

– Complex Setup & Learning Curve: CPQ is powerful, but initial setup and training take significant time and often require outside help or consultants.
– Support Quality: Support responses, both for technical issues and ongoing questions, are often slow or require extra payments. Some clients expressed frustration over needing paid support for even basic issues.
– Hidden Features & UI Issues: Some features are buried or hard to find, and the interface can feel outdated. Clients wish for a more intuitive design.
– Customization Limitations: While customization is available, some changes require extra fees or specialist help, leading to surprise costs for teams doing more complex or technical quotes.
– Integration Nuances: Data handling between ConnectWise CPQ and other tools can be tricky. Some fields and reporting setups don’t sync as easily as expected.

Key Takeaways for Spendbase Clients:

– ConnectWise CPQ works best for those already on the ConnectWise ecosystem, making end-to-end management smoother.
– Budget for initial setup, training, and possible ongoing support if deep customization is needed.
– Expect powerful features, but plan for a learning curve—getting your team trained pays off in efficiency gains later.
– Integration and presentation are strengths, but ongoing usability and support could be improved.

If you’re considering ConnectWise CPQ, our Spendbase specialists recommend planning your rollout carefully and exploring group discounts on setup and training where possible. Friendly tip: Making the most of custom templates and integrations can really make your quoting process shine!