Looking for a ConnectWise CPQ alternative?
Salesbuildr keeps ConnectWise Manage in sync while you quote, adds live distributor pricing from inside the quote, and also works with Autotask and Halo.
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They will walk you through switching on the demo.
ConnectWise CPQ (formerly Sell, and before that Quosal) is the quoting module in the ConnectWise suite. If you are moving off it, the hard part is rarely the new tool. It is your catalog, your templates and the quotes still open. Here is how Salesbuildr compares, why MSPs switch, and how the switch runs without a gap in quoting.
Salesbuildr vs ConnectWise CPQ at a glance
| Salesbuildr | ConnectWise CPQ | |
|---|---|---|
| PSA sync | Native sync with Autotask, ConnectWise and Halo | Native ConnectWise PSA sync; Autotask listed; Halo not found on public pages |
| Quoting and templates | Templates with interactive proposal widgets | Yes, custom quote templates |
| Catalog and distributor pricing | Your catalog plus 50+ distributor integrations, live price and stock, margin per line | Real-time pricing from multiple distribution partners |
| Approvals | Approval rules on discount, markup, value or ARR | Pricing rules that lock down discounts and product pricing |
| E-sign and online accept | Yes, accepted online with view tracking | Yes, online quote delivery and e-signature |
| Client storefront | Named client storefront (Premium add-on) | Partial, per public pages |
| Pricing | From $329/month (Standard) + $1,099 one-time onboarding | Pricing on request |
| API | Public REST API + webhooks | REST API (developer portal login) |
ConnectWise CPQ details from connectwise.com/platform/cpq (checked October 30, 2026) and our comparison matrix (public pages, September 2026). "Not found" means we did not find it on public pages, not that the product cannot do it.
Why MSPs switch from ConnectWise CPQ
- Your ConnectWise opportunity updates itself. Opportunities sync with ConnectWise Manage as you work. Within 1 to 2 minutes of approval, the opportunity shows the quote lines and pricing with the signed PDF attached. From the approved quote you push recurring services to a new or existing agreement and create a fulfilment ticket.
- Distributor products without manual setup. Search Pax8 and your other connected distributors from inside the quote and add products at live price and stock. A new distributor product is created in ConnectWise the first time it is added to a proposal.
- Room to grow beyond the quote. Whitespace analysis (Advanced plan and up) reads the agreements in ConnectWise Manage and shows which clients are missing which services. Salesbuildr also syncs with Autotask and Halo, so your quoting is not tied to one PSA vendor.
How switching from ConnectWise CPQ works
- Connect your PSA. Salesbuildr connects natively to the ConnectWise Manage API, with no middleware and no extra ConnectWise license. Companies, contacts and opportunities sync both ways, and the first sync usually takes 10 to 20 minutes.
- Import your catalog. We import your catalog, and services and labour can come in from your PSA. Distributor products come from price feeds instead of lists you maintain by hand.
- Bring your agreements. Salesbuildr imports your catalog and agreements from ConnectWise Manage. Keep part numbers in the MPN field and map every opportunity stage so stages update too.
- Set up your templates. Bring the quotes you send today. In onboarding we set up your first templates on your branding.
- Run both tools side by side. Build real quotes in Salesbuildr during the testing week while your current tool stays available.
- Pick a cutover date. Every new quote starts in Salesbuildr from that date. Open quotes finish in the old tool, then you cancel it.
- Go live in 2 to 4 weeks. Most MSPs are live and quoting within 2 to 4 weeks of kickoff, covered by a 30-day money-back guarantee. See how onboarding works.
Customer story: IMS Solutions Group
IMS Solutions Group is a 30-person MSP in South Carolina on Autotask. Before Salesbuildr, proposal language lived in ScopeStack and pricing in Quosal (now ConnectWise CPQ), merged by copy-paste. After moving to one Salesbuildr workflow on Autotask, its average lead time dropped from 92 days to about 10 days in its latest quarter, and the team saves 2 to 10 hours per proposal.
“We’ve seen deals where we’ve met with a customer, proposed a solution in 30 minutes after that meeting, and had them sign within an hour. That’s something we couldn’t have done before Salesbuildr.”
Brandon Myers, CEO, IMS Solutions Group
Read the IMS Solutions Group story
What Salesbuildr costs
Salesbuildr publishes its prices. Standard is $329/month with 3 users included ($65 per extra user) plus $1,099 one-time onboarding. Advanced is $489/month with 5 users included plus $1,639 onboarding, and adds the Whitespace Selling Module. Premium is $709/month with custom onboarding. Every plan includes PSA integration, distributor catalogs and proposal generation, and comes with a 30-day money-back guarantee. See Salesbuildr pricing.
Switching from ConnectWise CPQ: questions
Can I keep ConnectWise CPQ running while I switch?
Yes. Salesbuildr runs alongside your current quoting tool while you set up, so you switch on a date your team picks and cancel the old tool once its last open quotes are closed.
Do I need middleware or an extra ConnectWise license?
No. Salesbuildr connects natively to the ConnectWise Manage API, with no middleware and no extra ConnectWise license.
What happens in ConnectWise when a client accepts a quote?
Within 1 to 2 minutes of approval, the ConnectWise opportunity shows the quote lines and pricing, and the signed PDF is attached. You then create the agreement, or add to an existing one, and a fulfilment ticket from what was approved.
What happens to my open ConnectWise CPQ quotes?
Let open quotes finish in ConnectWise CPQ and start every new quote in Salesbuildr from a fixed date. Quotes expire, so the overlap ends by itself.
Sources
ConnectWise CPQ: connectwise.com/platform/cpq, checked October 30, 2026. Salesbuildr: Salesbuildr for ConnectWise, pricing and the MSP quoting software comparison. Product details change; check with each vendor before you decide.