Quoting inside the ConnectWise stack. Provizo keeps going.
An honest look at where ConnectWise CPQ fits, where it stops, and what changes on one record.
- ConnectWise CPQ
- Deep quoting with distributor pricing, tied to ConnectWise PSA.
- The gap
- Storefront, warehouse and accounting need other products or tools.
- Provizo
- Provizo runs all of it on one record, with or without a PSA.
Where they stop
4 of nine stages, or all nine.
Everything outside the lit stages happens in another tool, a spreadsheet or someone's inbox.
Provizo
- Request
- Source
- Quote
- Approve
- Order
- Fulfill
- Ship
- Bill
- Book
ConnectWise CPQ
- Request
- Source
- Quote
- Approve
- Order
- Fulfill
- Ship
- Bill
- Book
Side by side
Twelve jobs, checked one by one.
| Job | Provizo | ConnectWise |
|---|---|---|
| Live distributor pricing | Yes | Yes |
| Quotes with margin rules | Yes | Yes |
| CRM | Yes | Via app |
| Deal registration | Yes | — |
| B2B storefront on your domain | Yes | — |
| Purchase orders | Yes | Yes |
| Bin-level warehouse | Yes | — |
| Fulfillment and shipping | Yes | Partial |
| Agreements and tickets | Yes | Via app |
| Invoicing and payments | Yes | Via app |
| Credit and AR | Yes | — |
| Double-entry accounting | Yes | Via app |
From ConnectWise CPQ's public product pages, October 2026. Something out of date? Tell us and we'll fix it.
When ConnectWise CPQ is the better pick
You're committed to the ConnectWise suite and only need quoting added to it.
Switching from ConnectWise CPQ
- 01We import your products, customers and open quotes
- 02Connect a distributor live on the first call
- 03Run both side by side until you're ready
Other comparisons
Where each one stops on the nine stages.
vs ZomentumStops at payment · 6 of 9 stages
vs ConnectWise CPQQuoting inside the ConnectWise stack · 4 of 9 stagesYou're here
vs SalesbuildrQuoting and a client portal · 5 of 9 stages
vs QuoterQuoting only · 4 of 9 stages
vs QuoteWerksDesktop quoting · 3 of 9 stages
vs Kaseya Quote ManagerQuoting inside the Kaseya stack · 4 of 9 stages
vs PSA + QuickBooksTickets and the books, nothing between · 3 of 9 stages
- XLSvs SpreadsheetsWherever you last saved it · 1 of 9 stages
See it on your own deals
Bring a deal you quoted in ConnectWise CPQ.
We'll connect one of your distributor accounts on the call and quote it live against your real pricing. Thirty minutes, no slides.
$10M+sold by A5 IT in under a year on Provizo.sold by A5 IT in under a year on Provizo, 60% above their previous run rate.
