ConnectWise CPQ (formerly Sell): turn won quotes into projects and charges

The handoff from sales to delivery is where MSPs leak money — a quote is won, and then somebody has to notice, build the project, remember the hardware, and move the opportunity. If you quote in ConnectWise CPQ (the product ConnectWise formerly sold as ConnectWise Sell), Current runs the same Win Quote Engine it runs for ScalePad Quoter: won quotes appear in front of a project manager automatically, and a few guided steps later there is a real project, real charges in ConnectWise, and an opportunity that has moved itself.

• ＋ConnectWise PSA connected. CPQ pairs with your PSA — the queue reads your opportunities, and conversion writes projects, tickets, and charges into ConnectWise PSA.
• ＋A Ready and a Converted definition. In ConnectWise, an opportunity's position is a status and stage pair, so you pick the pair that means "won, waiting to convert" (Ready) and the pair Current moves it to after conversion (Converted). They can't be the same, or the queue would always be empty.
• ＋Tenant Admin to connect and configure; project managers and admins to convert.

1. 1
   Open the ConnectWise CPQ card

   Admin → Integrations → Sales & marketing → ConnectWise CPQ → Manage. If ConnectWise PSA isn't connected yet, the card says so and points you there first.
2. 2
   Pick the Ready and Converted pairs

   The pickers read your live ConnectWise opportunity statuses and stages — the same way the Quoter drawer reads Autotask stages.
3. 3
   Set the look-back window

   How far back to scan for already-won quotes on the first connect — 30 days by default — so connecting today still catches last week's wins.

In ConnectWise an opportunity's position is a status and a stage together, so the workflow asks for two pairs — one that lets a win into the queue, one that takes it back out. Here is exactly what each does.

1. 1
   Open the pickers

   Admin → Integrations → Sales & marketing → ConnectWise CPQ → Manage → “Won-quote workflow”. Two rows appear — Ready to convert and After Current converts — each a ConnectWise status + stage pair read live from your instance.
2. 2
   Set “Ready to convert” — the queue's front door

   This decides which won opportunities enter the queue. Leave both boxes on their defaults — “Any won status (automatic)” and “Any stage” — and every opportunity that closes at a won status qualifies with no extra setup. Narrow it only if you park wins at a specific status or stage before delivery picks them up.
3. 3
   Set “After Current converts” — the queue's exit

   This is where Current moves the opportunity once you finish the wizard, which is what clears it from the queue. Pick a status + stage that means “handed to delivery”. Leave it empty and Current has nowhere to move a converted win, so nothing auto-clears — the row lingers until you move the opportunity in ConnectWise by hand.
4. 4
   Keep the two pairs different

   Save is blocked if Converted exactly equals Ready — the instant Current moved a win it would re-qualify, and the queue would never clear. Give Converted its own status or stage.
5. 5
   Set the first-connect look-back, then Save

   The look-back window (30 days by default) tells Current how far back to scan for already-won quotes the very first time it connects, so today's setup still catches last week's wins. Press Save to store the workflow.
6. 6
   Optional: announce wins in Teams

   Under Announcements in the same section, pick a Team and a channel and press Save. Current posts there whenever a CPQ win lands, with the pending-queue count. Send test post confirms it works right now, on the same path a real announcement takes. This needs Microsoft 365 connected with Teams access.

There is no webhook here — deliberately. ConnectWise's outbound callbacks carry no signature Current could verify, so instead of trusting an unauthenticated ping, Current polls ConnectWise every few minutes for recently-updated won quotes and opportunities sitting at your Ready pair, using its own authenticated credentials. A win appears in the queue within one poll cycle, and a missed cycle is caught by the next — there is no delivery to drop.

You do not have to wait for the next cycle. Sync now on the ConnectWise CPQ card runs the same detection immediately for your workspace. And if the scheduled sync ever stalls, Current tells you rather than letting the queue go quietly empty: workspace admins get a notification naming how long it has been.

From here the experience is identical to a Quoter win, on purpose: the quote lands in the "Won quotes — ready to convert" queue on My Day, and Convert opens the same wizard — destination (project or post-sale ticket), the day-1 questions, AI plan drafting against the sold hours and your deadline, the charges step, and one Review confirm that is the first and only write. The full walkthrough lives in "ScalePad Quoter: turn won quotes into projects and charges" — every step described there behaves the same for a CPQ quote, with the writes going to ConnectWise instead of Autotask.

One-time lines you tick are pushed as ConnectWise products against the new project (or ticket). ConnectWise is stricter than other quote sources here: every product line must reference an item in your ConnectWise product catalog — that's a ConnectWise requirement, not a Current one. A line that can't resolve to a catalog item is called out on the Charges step so you can fix it before the build, not after. Recurring lines are never pushed as charges on the project path — they become the critical day-1 "Set up recurring billing & agreement" task with one checklist item per recurring line, so MRR can't fall through the cracks.

• ＋Current moves the opportunity to your Converted status and stage pair, which clears it from the queue. If that write-back fails, the result screen says so and you move it in ConnectWise yourself.
• ＋The signed quote PDF is filed onto the company in ConnectWise — copied from the won opportunity to the company's own documents, renamed to the company name, the quote name, and the date you converted, so it shows up in the company's Files area right away. It's best-effort: if the upload can't complete, the conversion still stands and Current gives you a heads-up.
• ＋Partner-portal access and the started/finished notifications behave exactly as on the Quoter path.
• ＋If a quote is stuck in the queue, the answer is the opportunity's status and stage in ConnectWise — nobody can dismiss a row by hand inside Current, on purpose.