ConnectWise CPQ
Quoting

Quotes that start in the ticket, not a separate tool.

A client approves the replacement laptop over chat. Junto copies the right template, builds the quote with line items and terms, and hands it back for review, without opening CPQ.

ConnectWise CPQ is where quotes get built, but jumping from a ticket to CPQ and back breaks the flow every time an opportunity comes up mid-conversation. Junto connects to CPQ so the agent can browse templates, create quotes by copying them, and edit line items, pricing, and payment terms in context. Quote status and details surface inside the conversation, and the whole capability is scoped to users with Billing Admin privileges. The agent drafts and updates; a person reviews and sends.

What this means for your team

Quotes are created from templates without leaving the ticket
Line items, pricing, and payment terms are edited in context
Quote status and details surface inside the conversation
Tax codes and recurring revenue types are referenced automatically
Quoting is scoped to Billing Admin users, with a person reviewing before send

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