Having issues loading CPQ’s Form Designer?  We have found that two URL’s need to be added to ConnectWise Home. The first part is how to load the form designer, second part will show how to add the redirect URL’s. Part of this information was taken from this ConnectWise KB. To create and edit forms in CPQ, you’ll need the Form Designer Desktop Application. To install the CPQ Form Designer: Note: These steps are specific to

  How to Navigate Multi-Level Sales Tax Challenges in ConnectWise Sell/CPQ If your business operates in a state with varying sales tax rates based on product value or type, there’s a crucial limitation in ConnectWise Sell/CPQ you need to be aware of. This limitation can cause inflated sales tax amounts on your quotes due to incorrect application of multi-level sales tax rates. Understanding the Issue When operating in jurisdictions where sales tax varies by product