QuoteCloud vs ConnectWise CPQ at a glance
The short list most teams decide on.
 QuoteCloud |
ConnectWise CPQ | |
|---|---|---|
| Best for | Teams that want interactive, design-rich quotes and proposals with transparent self-serve pricing | MSPs and IT resellers on ConnectWise PSA or Autotask that quote from distributor feeds and automate procurement |
| Lowest paid plan | US$14.95 per user / month | On request (Basic tier, up to 3 users) |
| Top listed plan | US$59 per user / month, Enterprise on request | On request (Premium tier) |
| Free plan | Yes, free forever for 1 user | No |
| Free trial | 14 days, no credit card | Not advertised (live demos) |
| eSignatures | Included on every plan, including Free | Included on every tier |
| Online payments | Stripe and PayPal, from Essentials | Premium tier only (ePayment) |
| Contract | Month to month, no lock-in | Not published |
ConnectWise CPQ vs QuoteCloud: feature comparison
33 features, side by side, with the QuoteCloud plan that includes each.
| Feature | QuoteCloud | ConnectWise CPQ |
|---|---|---|
| Create and designQuoteCloud 9/9ConnectWise CPQ 2/9 | ||
| Drag-and-drop block editor | IncludedEvery plan, including FreeAll plans · Canvas and grid modes, 18+ content blocks | Not advertisedCustomisable quote templates and input templates; a drag-and-drop block editor is not advertised. Form design is a paid service. |
| Interactive web documents (not just PDF) | IncludedEvery plan, including FreeAll plans · Clients read, choose options, sign and pay online | IncludedQuotes are published to the Order Porter web portal (no customer login) for review, changes, e-signature and payment. |
| Template and content library | IncludedEssentials and upEssentials+ · Public and custom templates, reusable content libraries | IncludedContent vault with quote templates, proposal forms, layout content and starter kits on every tier. |
| AI content writing | IncludedBusiness and upBusiness+ · AI Co-Worker drafts and rewrites content | Not advertisedAI content writing in CPQ is not advertised; generative AI is mentioned for the wider ConnectWise platform. |
| MCP AI service (connect your AI assistant) | IncludedBusiness and upBusiness+ · Use QuoteCloud from AI assistants through MCP | Not advertisedNot advertised. |
| Rich blocks: Gantt charts, diagrams, forms, galleries | IncludedBusiness and upBusiness+ · Image gallery from Starter; Gantt, flowcharts and forms on Business | PartialVideo content library on Standard and Premium; Gantt charts, diagrams and forms are not advertised. |
| Built-in image and photo editor | IncludedStarter and upStarter+ | Not advertisedNot advertised. |
| Custom branding and white label | IncludedBusiness and upBusiness+ · Your logo, colours and fonts; QuoteCloud branding removed | PartialCustom quote designs and custom online quote designs on Premium; form and Order Porter design are paid services. |
| Content locking | IncludedBusiness and upBusiness+ | PartialContract approval lockdown (stops edits after the customer approves) on Standard and Premium; template access restrictions on Premium. |
| Quote and priceQuoteCloud 5/5ConnectWise CPQ 4/5 | ||
| Interactive price tables | IncludedEssentials and upEssentials+ · Optional items, client-adjustable quantities, one-off and repeating costs, tax, discounts and margins | IncludedOrder Porter is an interactive portal where customers review quotes and make changes before ordering; pricing tables and pricing rules on the sell side. Option and quantity controls are not detailed publicly. |
| Product catalogue | IncludedEssentials and upEssentials+ · Drag products from the catalogue into price tables | IncludedItem management on every tier; vendor product catalogues on Standard and Premium; real-time distributor pricing and availability on every tier. |
| Custom formulas and embedded spreadsheets | IncludedBusiness and upBusiness+ | IncludedBuilt-in calculation spreadsheet for labour, shipping and services, Premium tier. |
| Product bundles and quantity-break discounts | IncludedBusiness and upBusiness+ | PartialGuided selling with visual quoting and intelligent product eligibility on Premium; bundle and quantity-break pricing is not detailed publicly. |
| Contracts and service plans (telco, ISP, hosted) | Paid add-onAdd-on from EssentialsAdd-on · Opt-in add-on | IncludedRecurring revenue management on every tier; multi-year contract options and contract renewal automation on Premium. |
| Sign and get paidQuoteCloud 3/3ConnectWise CPQ 2/3 | ||
| Legally binding eSignatures | IncludedEvery plan, including FreeAll plans · eIDAS compliant, on every plan including Free | IncludedBuilt-in eSignature on every tier, described as legally binding. |
| Signer verification and certificate of authenticity | IncludedEvery plan, including FreeAll plans · Optional one-time passcode; certificate and audit trail on every completed document | Not advertisedSigner verification and a signing certificate are not advertised. |
| Online payments from the document | IncludedEssentials and upEssentials+ · Stripe and PayPal | IncludedePayment through integrations such as Authorize.net, WisePay and ConnectBooster, Premium tier only. |
| Track, approve and manageQuoteCloud 7/7ConnectWise CPQ 3/7 | ||
| Real-time tracking and notifications | IncludedEssentials and upEssentials+ | Not advertisedSales reps are notified when a quote is approved; quote-view tracking is not detailed publicly. |
| Automatic customer reminders | IncludedBusiness and upBusiness+ | PartialRenewal reminders for agreements, warranties and ageing equipment; automatic quote follow-up reminders are not advertised. |
| Approval workflow | IncludedBusiness and upBusiness+ | IncludedPeer review on Standard and Premium; management approvals on Premium. |
| Revisions and version history | IncludedBusiness and upBusiness+ | Not advertisedNot advertised. |
| Unlimited sales teams and custom user roles | IncludedEssentials and upEssentials+ | IncludedBasic allows up to 3 users; Standard and Premium unlimited users with user management; sales team management on Premium. |
| Send through your own email service | IncludedEvery plan, including FreeAll plans | IncludedEmail integration with SMTP or Exchange on every tier. |
| Single sign-on (SSO) | IncludedEnterprise planEnterprise | Not advertisedNot advertised for CPQ. |
| IntegrationsQuoteCloud 4/4ConnectWise CPQ 2/4 | ||
| Zapier and Make (thousands of apps) | IncludedEssentials and upEssentials+ | Not advertisedNot advertised. |
| Open API | IncludedEssentials and upEssentials+ | IncludedAPI access on the Premium tier. |
| CRM and accounting integrations | IncludedBusiness and upBusiness+ · HubSpot, Salesforce, Pipedrive, Zoho, monday.com, Dynamics 365, QuickBooks, Xero, FreshBooks and more | IncludedConnectWise PSA and Autotask on every tier; Salesforce, Microsoft Dynamics CRM, NetSuite and custom field mapping on Standard and Premium; Avalara, leasing and distributors. |
| Travel itineraries with GDS / mid-office integration | Paid add-onAdd-on from EssentialsAdd-on · Opt-in add-on for travel businesses | Not advertisedNot advertised. |
| Pricing and supportQuoteCloud 5/5ConnectWise CPQ 1/5 | ||
| Free plan | IncludedFree forever: 1 user, 2 documents a month with eSignatures | Not includedTiers are Basic, Standard and Premium; no free tier is listed. |
| Lowest paid plan | IncludedStarter, US$14.95 per user per month | Not advertisedPricing is not published; request a quote from ConnectWise. |
| Free trial without a credit card | Included14 days on Essentials and Business, no card | Not advertisedA free trial is not advertised; ConnectWise offers live and recorded demos. |
| Month-to-month, no lock-in contract | Included | Not advertisedContract terms are not published. |
| Free template conversion and training | IncludedEssentials and upEssentials+ · One template converted free during the trial, plus a 45-minute training session | Paid add-onImplementation, consulting, form design and Order Porter design are available for purchase (Standard and Premium). |
No differences in this group. Choose another group or show every feature.
Included and Paid add-on count towards the totals. Not advertised means ConnectWise CPQ's public pages don't say. Checked 14 October 2026.
Where QuoteCloud pulls ahead
The differences your clients will notice first.
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Illustration: QuoteCloud's plans from Free at $0 to Business at US$59 per user per month, month to month.
Public prices and a self-serve start
Free plan forever; Starter US$14.95, Essentials US$39 and Business US$59 per user per month, month to month, with a 14-day trial and no card.
ConnectWise CPQ: Pricing for Basic, Standard and Premium is by request; ConnectWise offers demos rather than an advertised free trial.
With QuoteCloud you know the cost up front and can start the same day.
QuoteCloud pricing -
Illustration: a client pays a signed quote online by card or PayPal and the amount due drops to zero.
Online payments without the top tier
Clients pay by Stripe or PayPal straight from the document on Essentials and above.
ConnectWise CPQ: ePayment is listed on the Premium tier only.
Get paid at signing on a mid-level QuoteCloud plan.
All integrations -
Illustration: a QuoteCloud document in your own logo and colours, with its terms section locked against edits.
Design and branding you control
Drag-and-drop editor, custom branding with your logo, colours and fonts (Business), Gantt charts, flowcharts, forms, galleries and a built-in image editor.
ConnectWise CPQ: Custom quote and online quote designs are Premium features; form design and Order Porter design are paid services.
Change your own templates any time, without paying for design work.
Custom branding -
Illustration: QuoteCloud's AI Co-Worker drafts an executive summary inside the document.
AI writing and MCP
The AI Co-Worker drafts and rewrites content, and MCP lets you work with QuoteCloud from your AI assistant (Business plan).
ConnectWise CPQ: AI content writing and MCP are not advertised for ConnectWise CPQ.
QuoteCloud helps you write winning proposals faster.
AI document assistant -
Illustration: a client signs a QuoteCloud document online after a one-time passcode check, and a certificate of authenticity is attached.
Stronger eSignature evidence
eIDAS-compliant eSignatures on every plan with optional one-time passcode verification, an audit trail and a certificate of authenticity.
ConnectWise CPQ: Built-in eSignature on every tier; signer verification and a signing certificate are not advertised.
QuoteCloud documents carry clear proof of who signed, and when.
Signer verification -
Illustration: a template from ConnectWise CPQ is converted into a QuoteCloud template by the QuoteCloud team.
Free template conversion and training
One template converted free during the trial, plus a 45-minute training session.
ConnectWise CPQ: Implementation, consulting and design services are available for purchase.
Go live on a branded template without a services bill.
Card
PayPalIs QuoteCloud cheaper than ConnectWise CPQ?
A free plan, US$14.95 to start, month to month. Here are both price lists.
| Plan | Price | What's included |
|---|---|---|
| Free | $0forever, 1 user | 2 documents a month with eSignatures |
| Starter | US$14.95per user / month | Unlimited documents and eSignatures, PDF export, image editor |
| Essentials | US$39per user / month | Price tables, product catalogue, templates, content library, tracking, API, Zapier and Make |
| Business | US$59per user / month | Custom branding, AI Co-Worker, approvals, advanced pricing, CRM and accounting integrations, version history, reminders |
| Enterprise | Custom | SSO, custom reports, implementation and premium 24×7 support |
Month to month. 14-day free trial on Essentials and Business, no credit card. Full plan comparison
| Plan | Price | Notes |
|---|---|---|
| Basic | On requestup to 3 users | Online quote delivery, content vault, built-in eSignature, distributor pricing and quote import, recurring revenue, ConnectWise PSA and Autotask integration |
| Standard | On requestunlimited users | Adds leasing, video library, product catalogues, peer review, reporting, Salesforce, Dynamics and NetSuite integrations |
| Premium | On requestunlimited users | Adds ePayment, custom quote designs, contract options, management approvals, calculation spreadsheet, API, procurement and renewal automation |
ConnectWise does not publish CPQ prices or billing terms; request a quote from ConnectWise. Implementation, consulting, form design, Order Porter design and higher support levels are available for purchase. ConnectWise CPQ pricing page
What would your team pay?
ConnectWise CPQ doesn't publish a per-user price to compare. Ask ConnectWise CPQ for a quote, then set it against QuoteCloud's.
US dollars per user per month, as published. ConnectWise CPQ: ConnectWise does not publish CPQ prices or billing terms; request a quote from ConnectWise. Implementation, consulting, form design, Order Porter design and higher support levels are available for purchase. QuoteCloud: month to month. Taxes extra.
Which is right for your team?
An honest fit check.
Choose QuoteCloud if…
Sales teams, agencies, service providers, telcos, ISPs, hosted service providers and travel businesses that want interactive quotes and proposals clients can change, sign and pay online, with design-rich content, AI help, strong eSignature evidence, transparent per-user pricing and quick cloud setup.
Start free trialConnectWise CPQ may suit…
ConnectWise CPQ is a strong fit for MSPs and IT resellers already running ConnectWise PSA or Autotask that quote hardware from distributor feeds (Ingram Micro, TD SYNNEX, D&H and others), want e-ordering and procurement automation from the quote, and prefer to buy from the same vendor as their PSA.
Rated, secure and in business since 2013.
- 4.2Capterra rating
- 4.2Software Advice rating
- 2013Building QuoteCloud since
