Skip to main content
ConnectWise CPQ (formerly ConnectWise Sell) holds your quotes. Connect your CPQ API keys to Neo once, at the MSP level.

​
What Neo can do with ConnectWise CPQ

  • Draft a quote for a PSA opportunity: Neo copies your template, fills the customer, links the opportunity and adds the lines named in your request or in the opportunity’s Notes field
  • Change an expiry date, a quantity or a price on a quote
  • Ask the right approver to approve a quote
  • Answer “where is my quote?” with the quote’s status, total and expiry date
See ConnectWise CPQ API for the permission groups.

​
Next steps

Connect ConnectWise CPQ

Create an API key pair in CPQ and save it in Neo.