ConnectWise CPQ: Streamline Your Sales Quoting Platform
Quick Summary
- Automates sales quotes efficiently
- Integrates with vital CRM/PSA tools
- Boosts sales team productivity
- Centralizes proposal generation
- Facilitates faster deal closures
ConnectWise CPQ, known previously as Quosal and ConnectWise Sell, is a comprehensive Configure, Price, Quote solution designed to streamline the sales cycle for IT solution providers and value-added resellers (VARs). This platform transforms how businesses manage their sales operations by centralizing and automating the creation of accurate, professional sales quotes and proposals. It aims to reduce manual administrative tasks, allowing sales teams to dedicate more time to engaging with customers and successfully closing deals.
- 📋 Preparing for ConnectWise CPQ Access
- 📍 Accessing Your ConnectWise CPQ Workspace
- ⭐ Enhancing Sales with ConnectWise CPQ Capabilities
- ⚠️ Resolving Access Challenges for ConnectWise CPQ
- 🔒 Securing Your Quoting Process in ConnectWise CPQ
- 🎧 Official Help Desk Contacts
- ❓ Common Inquiries About ConnectWise CPQ
Preparing for ConnectWise CPQ Access
- A stable internet connection is needed to access the cloud-based platform.
- The platform is compatible with modern web browsers, ensuring broad accessibility.
- A valid ConnectWise account with the appropriate user permissions is essential for access.
- For full functionality, integration with other ConnectWise solutions, such as ConnectWise PSA (Professional Services Automation) or CRM systems, is often leveraged.
Accessing Your ConnectWise CPQ Workspace
- Navigate to the ConnectWise Home portal, which serves as the central access point for ConnectWise products.
- Enter your designated Username and Password into the respective fields.
- If your organization utilizes Single Sign-On (SSO), select the Log in with ConnectWise SSO option.
- Be aware that your company ID plays a crucial role in the login process; if you are unsure of it, consult your ConnectWise PSA administrator.
- For older, on-premise Quosal or ConnectWise Sell installations, the login URL might be an internal company address rather than `home.connectwise.com`.
Enhancing Sales with ConnectWise CPQ Capabilities
- Automated Quote Building: Generate sales quotes rapidly using customizable templates and real-time pricing data.
- Professional Proposal Generation: Create polished proposals, complete with detailed product information, cover letters, and statements of work.
- Real-time Pricing and Availability: Access and compare pricing from various distribution partners and your internal pricing tables instantly.
- E-signature Capabilities: Accelerate deal closures with integrated electronic signatures for instant online approvals.
- Seamless Integrations: Connect effortlessly with ConnectWise PSA, Autotask, NetSuite, Salesforce, and other CRM platforms.
- Procurement Automation: Automate order placement through your preferred distributors and streamline opportunity conversions.
- Sales Pipeline Management: Monitor the status of each sales opportunity and oversee the entire quote-to-cash process.
- Renewal Reminders: Receive timely notifications for agreement renewals, warranty extensions, or equipment upgrades.
- Guided Sales Workflow: Benefit from a step-by-step process that helps sales representatives create accurate and consistent quotes.
- Intelligent Sales Notifications: Get real-time alerts on client engagement with your quotes through intelligent tracking.
Resolving Access Challenges for ConnectWise CPQ
⚠️ Forgot Password
Cause: The user is unable to recall their account password.
Solution: On the login screen, click the Forgot Password? link. You will be prompted to enter your email address and username to receive a verification code. Use this code to set a new password. Remember that new passwords must meet specific security criteria, including a mix of uppercase and lowercase letters, numbers, and special characters, a minimum length of 8 characters, and cannot contain common words like 'password' or your username.
⚠️ Incorrect Username or Password
Cause: Login attempts fail due to incorrect credentials or trying to access a legacy on-premise system through the cloud portal.
Solution: Carefully re-check your Username and Password for any typographical errors. Confirm that you are using the correct login portal; older, on-premise Quosal Sell deployments require a specific internal company URL, distinct from `home.connectwise.com`.
⚠️ Verification Code Expired or Invalid
Cause: The verification code provided for password reset has exceeded its 10-minute validity period or was entered incorrectly.
Solution: If your verification code is not accepted, re-enter your email and username on the login portal to request a fresh code. Ensure you input the new code precisely within its allotted timeframe.
Securing Your Quoting Process in ConnectWise CPQ
- 🔒 Always use strong, unique passwords that combine uppercase and lowercase letters, numbers, and special characters to protect your account.
- 🔒 If available, enable two-factor authentication (2FA) for an additional layer of security on your ConnectWise account.
- 🔒 Regularly monitor your account activity for any suspicious or unauthorized patterns.
- 🔒 Exercise caution with phishing attempts; always verify the legitimacy of login pages and emails before entering your credentials.
- 🔒 Keep your web browser updated to its latest version to benefit from the most recent security enhancements and patches.
🎧 Official Support & Help Center
For sales inquiries regarding ConnectWise CPQ, you can reach out via phone at 800-671-6898 or email at [email protected].
Common Inquiries About ConnectWise CPQ
Q: What is the current name for Quosal?
Quosal has evolved and is now officially known as ConnectWise CPQ (Configure, Price, Quote). It was previously rebranded as ConnectWise Sell before becoming ConnectWise CPQ.
Q: Where do I log in to ConnectWise CPQ (formerly Quosal/Sell)?
For ConnectWise cloud products, including CPQ, you typically log in through the ConnectWise Home portal at `home.connectwise.com`. If you have an older, on-premise Quosal or Sell installation, your login URL might be an internal address specific to your company.
Q: What are the main benefits of using ConnectWise CPQ for sales?
ConnectWise CPQ helps sales teams by automating quote creation, generating professional proposals, providing real-time pricing and availability, and integrating with CRM/PSA systems. This streamlines the sales process, reduces manual errors, and helps close deals faster.
Q: Is Quosal (now ConnectWise CPQ) suitable for Managed Service Providers (MSPs)?
Yes, ConnectWise CPQ is highly suitable for MSPs. It's designed to help IT solution providers and VARs revolutionize their sales cycle by addressing key pain points in their quoting and selling processes, offering features like automated pricing, proposal templates, and integration with PSA systems.
Q: Can ConnectWise CPQ integrate with my existing CRM?
Yes, ConnectWise CPQ offers robust integration capabilities with leading CRM systems, including ConnectWise PSA, Autotask, Salesforce, and NetSuite, providing end-to-end visibility throughout the sales pipeline.
Wrap Up
ConnectWise CPQ, carrying forward the capabilities of Quosal and ConnectWise Sell, provides businesses with a sophisticated and user-friendly platform for optimizing their sales quoting and proposal workflows. By automating complex tasks, offering real-time data insights, and ensuring smooth integration with existing systems, it empowers sales teams to achieve greater efficiency and accuracy. This comprehensive solution is crafted to improve the customer experience, accelerate sales cycles, and ultimately foster business growth within the dynamic IT services industry.