ConnectWise CPQ was called ConnectWise Sell, and its API still uses that name. The tool reaches quotes with their lines, tabs, customers and payment terms, and the approval decisions on them. An agent never sees a quote’s Order Porter passcode: Neo removes it from every answer.
Automatically enabled when you configure ConnectWise CPQ permissions in your agent workflow.
What It Does
- Find quotes by customer, number, status or opportunity, and read their lines, totals, expiry date and approval state
- Draft a quote: copy a template, set its name, opportunity and expiry date, fill the customer record, and add one line per product named in the request or in the opportunity’s Notes field
- Change a quote: its expiry date, a line’s quantity or price, its payment terms, or archive it
- Ask for approval: write the reason on the quote, find the rep’s approver among your CPQ users and message them through the agent’s email or chat tools
- Read your templates, tax codes and recurring billing periods
CPQ computes every total, tax and margin. The agent takes part numbers and prices from the request or the opportunity and never invents them.
A quote’s Order Porter passcode opens that quote on your customer’s acceptance page, so Neo removes it from every response before the agent or a sandbox script reads it, and refuses any request that filters on it or writes it. The agent cannot read, search on or change the passcode; send the quote to the customer from CPQ.
Permission Groups
Leave Quote Approval Decisions off on an agent that drafts quotes, so it cannot approve its own. The agent can still ask for approval: writing the reason on the quote is part of Quotes. Recording a decision also needs Quotes at Read Only or above, because CPQ answers with the whole quote.
Drafting from a PSA opportunity
To read the opportunity, the agent also needs your PSA’s opportunity access. On ConnectWise PSA, set the agent’s Opportunities group to Read Only, and Documents to Read Only if the opportunity’s files hold the bill of materials.
Setup
See Connecting ConnectWise CPQ to Neo. 