Average Ratings 21 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

3CX
Advanced Public Safety Software (APS)
Asio by ConnectWise
AtcomCloud
Autotask PSA
CloudRadial
ConnectBooster
Datto RMM
DeskDirector
Ellucian
GfK Etilize
Microsoft Dynamics 365
NetSuite
Salesforce
Siemens APM
T-Max Phone Systems
TrustCloud
Wise-Pay
Workday Extend
Workday HCM

Integrations

3CX
Advanced Public Safety Software (APS)
Asio by ConnectWise
AtcomCloud
Autotask PSA
CloudRadial
ConnectBooster
Datto RMM
DeskDirector
Ellucian
GfK Etilize
Microsoft Dynamics 365
NetSuite
Salesforce
Siemens APM
T-Max Phone Systems
TrustCloud
Wise-Pay
Workday Extend
Workday HCM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

ConnectWise

Founded

1982

Country

United States

Website

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

Vendor Details

Company Name

Workday

Founded

2005

Country

United States

Website

www.workday.com/en-us/products/financial-management/services-cpq.html

Product Features

CPQ

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

Proposal Management

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

Quoting

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

Sales Enablement

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

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

Product Features

CPQ

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

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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