Quotes drafted and updated in ConnectWise CPQ.
Neo drafts quotes from a template, adds their lines and keeps dates and approvals moving.
What Neo does with ConnectWise CPQ.
Draft quotes
Neo copies your template and fills the header, customer and lines.
Keep quotes current
Neo changes an expiry date, a quantity or a line's price.
Approvals
Neo reads a quote's approval state and asks the right approver.
Concrete work Neo handles in ConnectWise CPQ.
Quote for an opportunity
Neo drafts the quote from your template and links it to the PSA opportunity.
"Where is my quote?"
Neo finds the customer's quote and tells them its status and total.
Extend a quote
Neo moves a quote's expiry date when the customer asks for more time.
Set it up with Neo.
Connect ConnectWise CPQ
Enter the credentials the ConnectWise CPQ card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the ConnectWise CPQ card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the ConnectWise CPQ access the job needs, and builds the agent with you.
Questions about the ConnectWise CPQ integration.
What does Neo need to connect to ConnectWise CPQ?+
The credentials the ConnectWise CPQ card on Neo's Integrations page asks for, from your ConnectWise CPQ account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect ConnectWise CPQ, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.